Added to YB: 2026-03-02
Pitch date: 2026-02-27
EOSE [neutral]
Eos Energy Enterprises, Inc.
Author Info
No bio for this author
Company Info
Eos Energy Enterprises, Inc. designs, develops, manufactures, and markets energy storage solutions for utility-scale, microgrid, and commercial and industrial applications in the United States.
Market Cap
$3.6B
Pitch Price
N/A
Price Target
15.00 (+163%)
Dividend
N/A
EV/EBITDA
-21.69
P/E
-1.66
EV/Sales
45.84
Sector
Electrical Equipment
Category
turnaround
Eos Energy Enterprises ($EOSE) Q4 2025 Financial Results
EOSE (earnings): Q4 rev $58M missed est $93.7M (-38%) due to 30% production line downtime & supplier issues; EPS loss $0.84 vs est $0.18. FY25 rev $114.2M (+7x YoY). Gross loss $54.4M in Q4 signals severe unit economics. $624.6M cash from $600M raise removes going concern risk. $701.5M backlog, $23.6B pipeline driven by AI datacenter LDES demand. 2026 guide $300-400M rev. Gross profit positive delayed to H2 2026. Zinc battery tech advantage: 10-12hr discharge, no fire risk, 1GWh/acre density, IRA-qualified. Forward EV/Sales 4.6x. DCF baseline fair value $8.50-10.50 vs current $6.38-7.32. Key risks: manufacturing execution, continued cash burn, convertible dilution.
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