Canlı Haberler • 7h
Frontier Power USA Ties 480 MWh Battery Storage Projects to Eos Z3 Systems Investors React Frontier Power USA acquired a 480 MWh portfolio of battery energy storage development projects from Bimergen Energy that will use Eos Energy Enterprises’ Z3 long-duration battery systems.
The projects represent the first deployment under Frontier Power USA’s existing 2 GWh capacity reservation agreement with Eos.
Frontier Power USA will fund 100% of construction equity, pay Bimergen a development fee, cover transaction costs and hold a majority stake in the project companies. The announcement was followed by an 8%+ gain in Eos shares.
This transaction signals that a portion of Eos’s reserved manufacturing capacity is now tied to specific projects. This can give investors a clearer line of sight on potential future demand for its Z3 systems.
At the same time, investors may want to keep an eye on execution risk around project delivery, as well as Eos’s ability to scale manufacturing and manage capital needs to support a growing project pipeline. Recent Insider Transactions Derivative • May 21
Independent Director exercised options and sold US$74k worth of stock On the 19th of May, Alexander Dimitrief exercised options to acquire 11k shares at no cost and sold these for an average price of US$6.88 per share. This trade did not impact their existing holding. Since September 2025, Alexander's direct individual holding has decreased from 502.10k shares to 245.22k. Company insiders have collectively sold US$9.5m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • May 15
Eos Energy Enterprises, Inc Reaffirms Revenue Guidance for the Full Year 2026 Eos Energy Enterprises, Inc. reaffirmed revenue guidance for the Full year 2026. For the full year 2026, the company expects to achieve revenue between $300 million and $400 million. Breakeven Date Change • May 14
Forecast breakeven date moved forward to 2026 The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2028. New consensus forecast suggests the company will make a profit of US$1.17b in 2026. Earnings growth of 32% is required to achieve expected profit on schedule. Duyuru • May 03
Eos Energy Enterprises, Inc. Announces Chief Financial Officer Changes Eos Energy Enterprises, Inc. announced the appointment of Alessandro Lagi as Chief Financial Officer, effective June 8, 2026. Lagi joins Eos from Johnson Controls, where he most recently led the Global FP&A and Growth finance team, overseeing planning, commercial, service, and system finance while helping drive stronger earnings performance, cash generation, operational accountability and enterprise transformation. Prior to Johnson Controls, he held several CFO roles overseeing global and regional multi-billion-dollar operations with responsibilities across Europe, Middle East, Africa, Asia Pacific, and Latin America. At Baker Hughes, he served as Global CFO for the Oilfield Equipment segment, leading finance across dozens of countries and a global manufacturing footprint while driving portfolio optimization and improved profitability. Eos also Nathan Kroeker for his leadership as Interim Chief Financial Officer. Kroeker will continue in his role as Chief Commercial Officer, leading Eos’ commercial business, focusing on commercial expansion, revenue growth, and positioning Eos as the preferred partner in long duration energy storage. This appointment strengthens the Eos leadership team as the Company scales operations, advances manufacturing execution, and supports growing customer deployments. Eos remains focused on leadership that drives disciplined execution, operational scale, and long-term shareholder value. Duyuru • Apr 24
Eos Energy Enterprises, Inc. to Report Q1, 2026 Results on May 13, 2026 Eos Energy Enterprises, Inc. announced that they will report Q1, 2026 results Pre-Market on May 13, 2026 Price Target Changed • Apr 16
Price target decreased by 8.8% to US$8.86 Down from US$9.71, the current price target is an average from 7 analysts. New target price is 25% above last closing price of US$7.11. Stock is up 50% over the past year. The company is forecast to post a net loss per share of US$0.63 next year compared to a net loss per share of US$6.69 last year. Duyuru • Apr 10
Eos Energy Enterprises Announces Executive Appointments Eos Energy Enterprises, Inc. announced that Erik Todd joined Eos as Executive Vice President, Sales, bringing more than 20 years of experience leading large-scale energy and infrastructure sales organizations where he managed a global $1 Billion+ industrial infrastructure business. Cristi Thomas joined Eos as Senior Vice President, Projects & Delivery, with experience leading complex, infrastructure scale energy projects across development, construction, commissioning, and operations. These additions strengthen Eos’ ability to convert capacity into executed projects and deliver on customer commitments. Duyuru • Apr 01
Eos Energy Enterprises, Inc., Annual General Meeting, Jun 03, 2026 Eos Energy Enterprises, Inc., Annual General Meeting, Jun 03, 2026. Duyuru • Mar 28
Eos Energy Enterprises, Inc. Appoints Nathaniel Fick as Independent Common Class III Director, Effective March 24, 2026 Eos Energy Enterprises, Inc. announced the appointment of Nathaniel (Nate) Fick to its Board of Directors as an independent Common Class III director, effective March 24, 2026. Fick brings extensive leadership experience spanning national security, technology, cybersecurity, artificial intelligence (AI), and complex infrastructure—capabilities increasingly relevant as energy storage becomes embedded in critical grid operations. Fick currently serves as Chief Strategy Officer for Equities and Senior Managing Director at Cerberus Capital Management. Before his current role, Fick served as the inaugural U.S. Ambassador-at-Large for Cyberspace & Digital Policy from 2023 to 2025, where he led U.S. international engagement on cybersecurity, digital infrastructure, and emerging technologies. Prior to his government service, he was Chief Executive Officer of cybersecurity company Endgame and oversaw its integration into Elastic following its acquisition. He has also served as an operating partner at Bessemer Venture Partners for eight years. Earlier in his career, Fick served as a U.S. Marine Corps infantry and reconnaissance officer, including combat deployments in Afghanistan and Iraq, and is the author of the New York Times bestselling memoir One Bullet Away. Duyuru • Mar 07
Glancy Prongay Wolke & Rotter LLP Files Securities Fraud Lawsuit on Behalf of Eos Energy Enterprises Investors Glancy Prongay Wolke & Rotter LLP announced that it has filed a class action lawsuit in the United States District Court for the District of New Jersey, captioned Yung v. Eos Energy Enterprises, Inc., et al., Case No. 2:26-cv-02372, on behalf of persons and entities that purchased or otherwise acquired Eos Energy Enterprises securities between November 5, 2025 and February 26, 2026, inclusive. Plaintiff pursues claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934. On February 26, 2026, Eos Energy announced fourth quarter and full year 2025 results, reporting, among other things, full year 2025 revenue of $114.2 million, falling far short of the Company’s previously issued guidance of $150 to $160 million. Management attributed these results to, in part, that battery line downtime ran well above industry norms and the ability for the automated bipolar production to hit quality targets took longer than expected. The Company further disclosed it had uncovered inefficiencies that result in longer end-to-end production times. On this news, Eos Energy’s stock price fell $4.39, or 39.4%, to close at $6.74 per share on February 26, 2026, thereby injuring investors. The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) the Company was unable to achieve the ramp in production and capacity utilization required to achieve its previously set guidance; (2) the Company’s battery line downtime was running well above industry norms, the design intent of the line, and internal forecasts; (3) the Company was experiencing delays in the ability for its automated bipolar production to hit quality targets; (4) the Company’s inadequate systems and processes prevented it from ensuring reasonably accurate guidance and that its public disclosures were timely, accurate, and complete; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times. Breakeven Date Change • Mar 06
Forecast breakeven date pushed back to 2028 The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 90% per year to 2027. The company is expected to make a profit of US$252.7m in 2028. Average annual earnings growth of 106% is required to achieve expected profit on schedule. Recent Insider Transactions • Mar 05
CEO & Director recently bought US$345k worth of stock On the 2nd of March, Joseph Mastrangelo bought around 60k shares on-market at roughly US$5.75 per share. This transaction amounted to 4.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Joseph has been a net seller over the last 12 months, reducing personal holdings by US$1.5m. Major Estimate Revision • Mar 05
Consensus revenue estimates fall by 35% The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$471.3m to US$306.0m. Forecast losses increased from -US$0.337 to -US$0.618 per share. Electrical industry in the US expected to see average net income growth of 29% next year. Consensus price target down from US$16.13 to US$11.29. Share price fell 39% to US$6.75 over the past week. Price Target Changed • Feb 27
Price target decreased by 14% to US$14.13 Down from US$16.43, the current price target is an average from 8 analysts. New target price is 109% above last closing price of US$6.76. Stock is up 66% over the past year. The company is forecast to post a net loss per share of US$0.27 next year compared to a net loss per share of US$0.75 last year. New Risk • Feb 27
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-US$877m). Shareholders have been substantially diluted in the past year (49% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$487k sold). Duyuru • Feb 12
Eos Energy Enterprises, Inc. to Report Q4, 2025 Results on Feb 26, 2026 Eos Energy Enterprises, Inc. announced that they will report Q4, 2025 results on Feb 26, 2026 Recent Insider Transactions Derivative • Jan 25
Chief Legal Officer notifies of intention to sell stock Michael Silberman intends to sell 42k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of January. If the sale is conducted around the recent share price of US$18.25, it would amount to US$761k. Since March 2025, Michael's direct individual holding has increased from 56.72k shares to 283.28k. Company insiders have collectively sold US$14m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Jan 14
Eos Energy Enterprises, Inc. Announces the Launch of Eos Indensity Eos Energy Enterprises, Inc. announced the launch of Eos Indensity™?--and invites to experience it first during an unveiling event happening on January 14, 2026. Eos Indensity™? is a breakthrough architecture designed to transform how energy storage scales for the real world. It's engineered with Spatial Intelligence, an innovative system design framework developed by the team at Eos that considers the built, human, and natural environments where power is needed most. Indensity is an architecture that rises to every site-specific challenge--setting new standards for density, scale, flexibility, and safety while building on Eos' proven Z3™? module and zinc-powered Znyth™? technology that continues to power the Eos Cube solution. At the center of it all is the Eos Indensity Core™?--a modular, stackable building block that unlocks density by leveraging all three dimensions of a site. By reaching upward as well as outward, Indensity adapts to virtually any footprint, making gigawatt-scale storage achievable where it wasn't before. Each Core integrates Z3 battery modules, Eos DawnOS™? advanced controls, onboard cooling, and power management in a compact, self-contained design that's easy to place, fast to connect, and built for real-world performance. New Risk • Dec 17
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$1.1b). Shareholders have been substantially diluted in the past year (49% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (US$487k sold). Recent Insider Transactions • Dec 10
Independent Director recently sold US$487k worth of stock On the 5th of December, Jeffrey Bornstein sold around 32k shares on-market at roughly US$15.05 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.0m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Dec 07
Independent Chairman of the Board notifies of intention to sell stock Russell Stidolph intends to sell 500k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$14.99, it would amount to US$7.5m. Since March 2025, Russell's direct individual holding has increased from 337.20k shares to 364.36k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Nov 25
Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $458.235169 million. Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $458.235169 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 35,855,647
Price\Range: $12.78
Transaction Features: Registered Direct Offering Major Estimate Revision • Nov 14
Consensus EPS estimates fall by 482%, revenue upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$145.9m to US$149.1m. Forecast EPS reduced from -US$1.01 to -US$5.87 per share. Electrical industry in the US expected to see average net income growth of 24% next year. Consensus price target up from US$14.07 to US$15.21. Share price was steady at US$15.21 over the past week. New Risk • Nov 09
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 32% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$246m free cash flow). Negative equity (-US$1.1b). Shareholders have been substantially diluted in the past year (32% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (15% average weekly change). Significant insider selling over the past 3 months (US$395k sold). Duyuru • Nov 07
Eos Energy Enterprises, Inc Reaffirms Earning Outlook for the Full Year 2025 Eos Energy Enterprises, Inc. reaffirmed earning outlook for the Full year 2025. For the period, the Company expects full year revenue in the range of $150 million to $160 million, consistent with the low end of its previously forecasted range. Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: US$4.91 loss per share (further deteriorated from US$1.77 loss in 3Q 2024). Revenue: US$30.5m (up US$29.7m from 3Q 2024). Net loss: US$1.33b (loss widened 247% from 3Q 2024). Revenue missed analyst estimates by 23%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 51% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 128% per year, which means it is well ahead of earnings. Duyuru • Oct 28
Eos Energy Enterprises, Inc. to Report Q3, 2025 Results on Nov 05, 2025 Eos Energy Enterprises, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025 Buy Or Sell Opportunity • Oct 23
Now 22% undervalued Over the last 90 days, the stock has risen 125% to US$14.36. The fair value is estimated to be US$18.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 3.4%. Revenue is forecast to grow by 787% in a year. Earnings are forecast to grow by 82% in the next year. Major Estimate Revision • Oct 22
Consensus EPS estimates upgraded to US$1.01 loss The consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$1.14 to -US$1.01 per share. Revenue forecast steady at US$145.9m. Electrical industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$7.93 to US$14.07. Share price fell 18% to US$15.06 over the past week. Price Target Changed • Oct 15
Price target increased by 29% to US$9.64 Up from US$7.50, the current price target is an average from 7 analysts. New target price is 43% below last closing price of US$16.98. Stock is up 392% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year. Price Target Changed • Sep 30
Price target increased by 8.8% to US$7.93 Up from US$7.29, the current price target is an average from 7 analysts. New target price is 30% below last closing price of US$11.37. Stock is up 293% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year. Recent Insider Transactions Derivative • Sep 10
Chief Accounting Officer exercised options and sold US$288k worth of stock On the 8th of September, Sumeet Puri exercised options to acquire 41k shares at no cost and sold these for an average price of US$7.11 per share. This trade did not impact their existing holding. Since June 2025, Sumeet's direct individual holding has increased from 95.62k shares to 136.46k. Company insiders have collectively sold US$9.1m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Sep 05
Price target increased by 15% to US$7.29 Up from US$6.33, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of US$7.21. Stock is up 232% over the past year. The company is forecast to post a net loss per share of US$1.14 next year compared to a net loss per share of US$4.55 last year. Recent Insider Transactions • Sep 04
Independent Director recently sold US$395k worth of stock On the 3rd of September, Marian Walters sold around 50k shares on-market at roughly US$7.90 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$4.6m more than they bought in the last 12 months. Duyuru • Aug 19
Eos Energy Enterprises Appoints John Mahaz as Chief Operating Officer Eos Energy Enterprises announced the appointment of John Mahaz as Chief Operating Officer. Mahaz, a 38-year veteran of the company, has served as CFO and vice president. He joins Eos with more than three decades of experience in global manufacturing solutions, having most recently served as Senior Vice President of Operations for Europe and the Americas at Jabil, where he generated more than $14 billion in annual revenue and oversaw over 70,000 employees across 30+ factories worldwide. Mahaz has led the rebuild of manufacturing operations in Puerto Rico following Hurricane Maria, restoring critical production capacity. Recent Insider Transactions • Aug 06
Independent Director recently sold US$270k worth of stock On the 4th of August, Alexander Dimitrief sold around 45k shares on-market at roughly US$6.00 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.9m. Insiders have been net sellers, collectively disposing of US$4.1m more than they bought in the last 12 months. Major Estimate Revision • Aug 06
Consensus EPS estimates fall by 49% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$161.4m to US$155.0m. Losses expected to increase from US$0.77 per share to US$1.15. Electrical industry in the US expected to see average net income growth of 26% next year. Consensus price target of US$6.75 unchanged from last update. Share price rose 9.3% to US$6.51 over the past week. New Risk • Jul 31
New minor risk - Financial position The company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$217m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$571m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$217m). Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (20% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.8m sold). Reported Earnings • Jul 31
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: US$0.87 loss per share (further deteriorated from US$0.25 loss in 2Q 2024). Revenue: US$15.2m (up US$14.3m from 2Q 2024). Net loss: US$206.0m (loss widened 297% from 2Q 2024). Revenue missed analyst estimates by 37%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 79% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings. Recent Insider Transactions Derivative • Jul 30
CEO & Director notifies of intention to sell stock Joseph Mastrangelo intends to sell 167k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$6.29, it would amount to US$1.0m. For the year to December 2019, Joseph's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Joseph's direct individual holding has increased from 909.79k shares to 1.24m. Company insiders have collectively sold US$6.1m more than they bought, via options and on-market transactions in the last 12 months. Duyuru • Jul 18
Eos Energy Enterprises, Inc. to Report Q2, 2025 Results on Jul 30, 2025 Eos Energy Enterprises, Inc. announced that they will report Q2, 2025 results After-Market on Jul 30, 2025 Recent Insider Transactions Derivative • Jul 09
CEO & Director notifies of intention to sell stock Joseph Mastrangelo intends to sell 127k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of July. If the sale is conducted around the recent share price of US$5.15, it would amount to US$655k. For the year to December 2019, Joseph's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2024, Joseph's direct individual holding has increased from 909.79k shares to 1.11m. Company insiders have collectively sold US$6.1m more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Jun 16
Price target increased by 9.8% to US$6.67 Up from US$6.07, the current price target is an average from 6 analysts. New target price is 44% above last closing price of US$4.63. Stock is up 506% over the past year. The company is forecast to post a net loss per share of US$0.77 next year compared to a net loss per share of US$4.55 last year. New Risk • Jun 06
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 18% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Negative equity (-US$431m). Minor Risks Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding). Significant insider selling over the past 3 months (US$3.8m sold). Duyuru • May 30
Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $75 million. Eos Energy Enterprises, Inc. has completed a Follow-on Equity Offering in the amount of $75 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 18,750,000
Price\Range: $4
Discount Per Security: $0.24 Duyuru • May 29
Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering in the amount of $75 million. Eos Energy Enterprises, Inc. has filed a Follow-on Equity Offering in the amount of $75 million.
Security Name: Common Stock
Security Type: Common Stock Recent Insider Transactions • May 18
CEO & Director recently sold US$1.9m worth of stock On the 16th of May, Joseph Mastrangelo sold around 270k shares on-market at roughly US$6.86 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Joseph has been a net seller over the last 12 months, reducing personal holdings by US$1.8m. Major Estimate Revision • May 13
Consensus EPS estimates fall by 60% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$169.9m to US$166.2m. Losses expected to increase from US$0.49 per share to US$0.78. Electrical industry in the US expected to see average net income growth of 28% next year. Consensus price target up from US$5.29 to US$6.07. Share price rose 35% to US$6.80 over the past week. Breakeven Date Change • May 09
Forecast breakeven date moved forward to 2026 The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 88% to 2025. The company is expected to make a profit of US$23.9m in 2026. Average annual earnings growth of 130% is required to achieve expected profit on schedule. New Risk • May 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$176m free cash flow). Share price has been highly volatile over the past 3 months (18% average weekly change). Negative equity (-US$431m). Duyuru • May 07
Eos Energy Enterprises, Inc. Reaffirms Revenue Guidance for the Year 2025 Eos Energy Enterprises, Inc. reaffirmed revenue guidance for the year 2025. For the full-year 2025, the company continues to expect to achieve revenue between $150 million and $190 million. Duyuru • Apr 23
Eos Energy Enterprises, Inc. to Report Q1, 2025 Results on May 06, 2025 Eos Energy Enterprises, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025 Breakeven Date Change • Mar 06
Forecast breakeven date pushed back to 2027 The 8 analysts covering Eos Energy Enterprises previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 97% per year to 2026. The company is expected to make a profit of US$521.5m in 2027. Average annual earnings growth of 121% is required to achieve expected profit on schedule. Reported Earnings • Mar 06
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: US$4.55 loss per share (further deteriorated from US$1.81 loss in FY 2023). Revenue: US$15.6m (down 4.7% from FY 2023). Net loss: US$964.2m (loss widened 320% from FY 2023). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates by 86%. Revenue is forecast to grow 63% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Feb 18
Eos Energy Enterprises, Inc. to Report Q4, 2024 Results on Mar 04, 2025 Eos Energy Enterprises, Inc. announced that they will report Q4, 2024 results After-Market on Mar 04, 2025 Recent Insider Transactions Derivative • Jan 28
Chief Financial Officer exercised options and sold US$251k worth of stock On the 23rd of January, Nathan Kroeker exercised options to acquire 41k shares at no cost and sold these for an average price of US$6.19 per share. This trade did not impact their existing holding. Since March 2024, Nathan's direct individual holding has increased from 89.61k shares to 185.81k. Company insiders have collectively sold US$777k more than they bought, via options and on-market transactions in the last 12 months. 
