Added to YB: 2026-05-18
Pitch date: 2026-05-14
EOSE [neutral]
Eos Energy Enterprises, Inc.
-12.13%
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
$2.8B
Pitch Price
$7.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
-13.71
P/E
-1.50
EV/Sales
22.56
Sector
Electrical Equipment
Category
turnaround
Eos Energy $EOSE Q1 Financial Report Analysis
EOSE (exited position): Q1 rev $57M beat, EPS $0.12 vs -$0.22 est, but positive EPS from non-cash derivative gains masking -78% GAAP gross margin. Selling at huge loss: every $100 rev costs $168 COGS. $24.3B pipeline (+56% YoY), $645M backlog, but 51% Q1 rev from related-party Frontier Power UK w/ zero customs data. Line 2 passed FAT, starts Q2, but mgmt can't commit to gross margin turnaround timing. $150M warrant raise despite $472M cash signals burn crisis. Customs fraud allegations, related-party revenue inflation, CEO evasiveness = integrity crisis. Exiting on accounting red flags despite tech potential.
Read full article (11 min)