Company Overview:
Eos
EOSE builds zinc-based long-duration energy storage (LDES) for utility-scale and commercial use—an alternative to Li-ion with safer chemistry, broader temperature tolerance, and U.S. manufacturing.
Key Catalysts:
AI-Energy Momentum: Major wins include Talen Energy collaboration and a 228 MWh Frontier Power order—validating Z3™ systems for data centers and grid reliability.
Manufacturing Scale-Up: Project AMAZE set to double capacity to 2 GWh by Q4’25, supported by state incentives and an expanding domestic footprint.
Revenue Visibility: Pipeline includes an $18.8B opportunity backlog and $672.5M firm orders, featuring 750 MWh with MN8 Energy—supporting multi-year growth.
Why It Matters:
✔️ Non-Li-ion diversification for utilities and hyperscalers
✔️ U.S.-built supply chain + incentives
✔️ LDES fit for peaker replacement, resiliency, and 24/7 clean power
Investment Outlook:
Bullish above: $12.50–$13.00
Target: $40.00–$42.00 — driven by orders converting to revenue, capacity ramp, and AI/data-center demand for reliable long-duration storage.
📌 EOSE — powering AI-era reliability with zinc-based long duration storage.
Eos
EOSE builds zinc-based long-duration energy storage (LDES) for utility-scale and commercial use—an alternative to Li-ion with safer chemistry, broader temperature tolerance, and U.S. manufacturing.Key Catalysts:
AI-Energy Momentum: Major wins include Talen Energy collaboration and a 228 MWh Frontier Power order—validating Z3™ systems for data centers and grid reliability.
Manufacturing Scale-Up: Project AMAZE set to double capacity to 2 GWh by Q4’25, supported by state incentives and an expanding domestic footprint.
Revenue Visibility: Pipeline includes an $18.8B opportunity backlog and $672.5M firm orders, featuring 750 MWh with MN8 Energy—supporting multi-year growth.
Why It Matters:
✔️ Non-Li-ion diversification for utilities and hyperscalers
✔️ U.S.-built supply chain + incentives
✔️ LDES fit for peaker replacement, resiliency, and 24/7 clean power
Investment Outlook:
Bullish above: $12.50–$13.00
Target: $40.00–$42.00 — driven by orders converting to revenue, capacity ramp, and AI/data-center demand for reliable long-duration storage.
📌 EOSE — powering AI-era reliability with zinc-based long duration storage.
Penafian
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Penafian
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.