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Zinc battery systems are being integrated into the energy grid as AI demand surges
EOSE sales are projected to ramp over 800% to nearly $150 million
Strategic collaboration with Talen Energy to advance capacity in Pennsylvania
Eos Energy Enterprises ((EOSE - Free Report) ) is a $4 billion manufacturer of zinc battery storage systems. The company says that their "U.S.-manufactured battery technology overcomes the limitations of conventional lithium-ion in 3- to 12- hour intraday applications."
EOSE is inking important deals in the momentum of American's newest industrial revolution -- providing energy for the massive datacenter buildout which will require dozens of new gigawatt capacity in the next five years.
A gigawatt (GW) is equal to one billion watts. For perspective, 1GW can power approximately 875,000 households for a year. But the datacenter rush is seeing companies like Microsoft, Tesla ((TSLA - Free Report) ), OpenAI, and Oracle ((ORCL - Free Report) ) scramble to build facilities that will consume 1GW and more on their own.
This demand for new sources of energy across nuclear, gas turbines, fuel cells, batteries, storage, and electrification is creating new opportunities for small companies and their investors.
Why Is EOSE a Zacks #5 Rank?
EOSE is expected to grow revenues this year over 800% to nearly $150 million. And next year's topline projection among 4 analysts calls for another 200%+ ramp to nearly $500 million.
But the reason EOSE is in the cellar of the Zacks Rank is that after a big earnings miss for the June quarter, these analysts took down the 2025 EPS consensus from a loss of 58-cents to -$1.43.
The company also missed on revenue estimates by 28%, even though that $15.24 million was nearly equal to all of 2024's sales.
Energy Deals on the Horizon
On Tuesday 10/21, EOSE issued a trio of press releases describing their growing business plans and partnerships.
The first one confirmed a rumor I had heard three weeks ago that EOSE was named as a potential provider in a new mega-datacenter venture in Pennsylvania that involves Google and Amazon...
Eos Energy Executes Next Phase of Growth Strategy with U.S. Manufacturing Expansion and New Software Hub Under Project AMAZE
The release describes EOSE expanding its Pennsylvania operations with a $24 million state-backed package to build a new 432,000 sq ft facility in Marshall Township and a software hub in Pittsburgh. The project will boost battery production to 8 GWh/year, support 1,000 jobs, and advance Eos’s zinc-based long-duration energy storage tech as part of Project AMAZE.
The second PR announced a supply agreement for as much as 750 MWh with MN8 Energy, one of the largest independent renewable companies in the United States, to deploy Eos next-generation Z3™ energy storage systems supporting a portfolio of projects that include providing clean, dispatchable power for large load applications.
And the third PR was probably the most exciting for EOSE investors...
Eos Energy and Talen Energy Announce Strategic Collaboration to Advance Power Capacity for AI Infrastructure in Pennsylvania
Talen Energy is a $17 billion owner-operator of power infrastructure that produces and sells electricity, capacity and ancillary services primarily into wholesale power markets in the US.
This is a big validation of the EOSE zinc-powered battery technology and energy storage systems.
Bottom line: EOSE appears to be an emerging star in America's newest industrial revolution that has the support of the White House. As soon as the estimate outlook stabilizes, diversified investors interested in the intersection of technology and energy will want to get involved. The Zacks Rank will let you know.
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Bear of the Day: Eos Energy Enterprises (EOSE)
Key Takeaways
Eos Energy Enterprises ((EOSE - Free Report) ) is a $4 billion manufacturer of zinc battery storage systems. The company says that their "U.S.-manufactured battery technology overcomes the limitations of conventional lithium-ion in 3- to 12- hour intraday applications."
EOSE is inking important deals in the momentum of American's newest industrial revolution -- providing energy for the massive datacenter buildout which will require dozens of new gigawatt capacity in the next five years.
A gigawatt (GW) is equal to one billion watts. For perspective, 1GW can power approximately 875,000 households for a year. But the datacenter rush is seeing companies like Microsoft, Tesla ((TSLA - Free Report) ), OpenAI, and Oracle ((ORCL - Free Report) ) scramble to build facilities that will consume 1GW and more on their own.
This demand for new sources of energy across nuclear, gas turbines, fuel cells, batteries, storage, and electrification is creating new opportunities for small companies and their investors.
Why Is EOSE a Zacks #5 Rank?
EOSE is expected to grow revenues this year over 800% to nearly $150 million. And next year's topline projection among 4 analysts calls for another 200%+ ramp to nearly $500 million.
But the reason EOSE is in the cellar of the Zacks Rank is that after a big earnings miss for the June quarter, these analysts took down the 2025 EPS consensus from a loss of 58-cents to -$1.43.
The company also missed on revenue estimates by 28%, even though that $15.24 million was nearly equal to all of 2024's sales.
Energy Deals on the Horizon
On Tuesday 10/21, EOSE issued a trio of press releases describing their growing business plans and partnerships.
The first one confirmed a rumor I had heard three weeks ago that EOSE was named as a potential provider in a new mega-datacenter venture in Pennsylvania that involves Google and Amazon...
Eos Energy Executes Next Phase of Growth Strategy with U.S. Manufacturing Expansion and New Software Hub Under Project AMAZE
The release describes EOSE expanding its Pennsylvania operations with a $24 million state-backed package to build a new 432,000 sq ft facility in Marshall Township and a software hub in Pittsburgh. The project will boost battery production to 8 GWh/year, support 1,000 jobs, and advance Eos’s zinc-based long-duration energy storage tech as part of Project AMAZE.
The second PR announced a supply agreement for as much as 750 MWh with MN8 Energy, one of the largest independent renewable companies in the United States, to deploy Eos next-generation Z3™ energy storage systems supporting a portfolio of projects that include providing clean, dispatchable power for large load applications.
And the third PR was probably the most exciting for EOSE investors...
Eos Energy and Talen Energy Announce Strategic Collaboration to Advance Power Capacity for AI Infrastructure in Pennsylvania
Talen Energy is a $17 billion owner-operator of power infrastructure that produces and sells electricity, capacity and ancillary services primarily into wholesale power markets in the US.
This is a big validation of the EOSE zinc-powered battery technology and energy storage systems.
Bottom line: EOSE appears to be an emerging star in America's newest industrial revolution that has the support of the White House. As soon as the estimate outlook stabilizes, diversified investors interested in the intersection of technology and energy will want to get involved. The Zacks Rank will let you know.