Why Eos Energy Enterprises (EOSE) Is Up 31.3% After Record Sales and Major Frontier Power Order

• Eos Energy Enterprises recently reported its third quarter 2025 results, posting sales of US$30.51 million, up sharply from US$854,000 a year ago, but also revealed substantial net losses and reaffirmed its full-year revenue outlook at the lower end of prior forecasts.
• Frontier Power Ltd. announced a 228 megawatt-hour order for Eos' Z3™ energy storage systems, converting the first piece of a multi-gigawatt framework agreement and showcasing growing international demand for Eos’ technology in large-scale grid applications.
• With record revenue and a major new order from Frontier Power, we’ll explore how Eos’s commercial momentum may influence its long-term investment case.

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Eos Energy Enterprises Investment Narrative Recap

To be an Eos Energy Enterprises shareholder, you need to believe in the company’s ability to achieve profitability by rapidly scaling commercial deployments of its zinc-based energy storage technology, all while outpacing industry competition and managing ongoing losses. While the recent surge in revenue and strong commercial pipeline signal substantial progress, persistently high net losses and the reaffirmed lower end of revenue guidance leave the company’s path to positive margins, and its need for capital, unchanged as the most immediate catalyst and risk.

The major 228 megawatt-hour order from Frontier Power Ltd. stands out as particularly relevant, demonstrating both third-party confidence in Eos’s technology and tangible progress under a multi-gigawatt supply framework. This milestone could help support greater order visibility and validate Eos’s scaling strategy, but it does not directly address the risk from continued cash burn or the need to raise additional funds.

In contrast, shareholders should be aware that even with commercial wins, the impact of continued net losses and potential dilution from new funding remains…

Read the full narrative on Eos Energy Enterprises (it's free!)

Eos Energy Enterprises is projected to reach $1.4 billion in revenue and $275.2 million in earnings by 2028. This outlook assumes an annual revenue growth rate of 247.7% and a $1.28 billion increase in earnings from the current level of -$1.0 billion.

Uncover how Eos Energy Enterprises' forecasts yield a $14.07 fair value, a 24% downside to its current price.

Exploring Other Perspectives

Twelve Simply Wall St Community members estimate Eos Energy’s fair value between US$1.08 and US$30.78 per share. While order momentum excites some, the company’s ongoing cash burn and reliance on new capital make near-term outlooks highly divergent, explore multiple viewpoints to understand the full picture.

Explore 12 other fair value estimates on Eos Energy Enterprises - why the stock might be worth less than half the current price!

Build Your Own Eos Energy Enterprises Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Eos Energy Enterprises research is our analysis highlighting 1 key reward and 5 important warning signs that could impact your investment decision.
• Our free Eos Energy Enterprises research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Eos Energy Enterprises' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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