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.
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Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.