"Eos Energy's stock had jumped after its Q3 earnings in early November, briefly hitting a 52-week intraday high of $19.86 per share. The surge stemmed from record revenue of $30.5 million (doubling sequentially), a narrowed full-year guidance to $150 million to $160 million, and management's assurances of being "on track" with Q4 delivering the bulk."
"The company is a leader in zinc-based long-duration energy storage (LDES) systems, providing safe, scalable batteries for utilities, data centers, and renewables, addressing grid reliability amid surging artificial intelligence (AI) and electrification demands. Its U.S.-made tech emphasizes sustainability, avoiding rare earths or lithium, and boasts superior safety and longevity."
"Yet, the fourth quarter was surprisingly good: revenue exploded 700% year-over-year to $58 million, while full-year sales grew over 700% from 2024 and losses narrowed significantly. Despite these operational wins, did Eos Energy just rug-pull its shareholders?"
Eos Energy Enterprises reported full-year 2025 revenue of $114.2 million, significantly below Wall Street's $155 million expectation, causing a 39% single-day stock decline and $1.5 billion market value loss. However, fourth quarter results showed strong operational performance with 700% year-over-year revenue growth to $58 million and narrowed losses. The company leads in zinc-based long-duration energy storage systems for utilities and data centers, offering safe, lithium-free alternatives. Despite impressive Q4 results and a $644.4 million backlog, investors felt misled after management's November assurances of being "on track" with Q4 delivering bulk revenue.
Read at 24/7 Wall St.
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