Added to YB: 2026-02-26
Pitch date: 2026-02-23
EOSE [neutral]
Eos Energy Enterprises, Inc.
+7.95%
current return
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
$3.4B
Pitch Price
$10.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
-24.28
P/E
-1.26
EV/Sales
78.47
Sector
Electrical Equipment
Category
N/A
This 8-K document from $EOSE is a 'life extension + acceleration' command issued by the DOE.
EOSE (update): DOE postponed revenue/EBITDA assessment to Q1 2027, removing near-term default risk. Stock up 117% YOY but still burning cash ($640M net loss last Q). Bull case: production ramps, backlog converts to revenue, AI power supply chain re-rating. Bear: shipment delays, warranty costs explode, cash burn continues. Key metrics to watch: MWh deliveries/Q, backlog conversion rate, gross margin improvement, OCF trend. Brightline liquidated $20M stake after doubling, CFO sold 50K shares for RSU taxes.
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