Revenue Guidance: Social media discussions intensified after Eos Energy outlined targets for $300 million to $400 million in revenue for 2026, amid efforts to tackle operational hurdles and boost automation. Investors highlighted the ambitious growth plans in the battery storage sector, weighing potential upside against execution risks.
Project Momentum: Chatter also focused on advancements like the Bimergen Redbird 100 MW initiative, seen as a tailwind for Eos Energy alongside peers in energy storage. Enthusiasm grew around data center power demands potentially accelerating deals in the space.
Leadership Concerns: Counterpoints emerged over the company's leadership history and intensifying competition from battery giants pivoting to storage, fueling debates on near-term earnings pressures. Overall sentiment remains mixed, balancing optimism on long-term prospects with caution on immediate challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Eos Energy Insider Trading Activity
Eos Energy insiders have traded $EOSE stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $EOSE stock by insiders over the last 6 months:
- RUSSELL MONOKI STIDOLPH has made 0 purchases and 4 sales selling 766,134 shares for an estimated $11,471,765.
- MARIAN WALTERS has made 0 purchases and 2 sales selling 100,000 shares for an estimated $1,185,500.
- NATHAN KROEKER (CCO and Interim CFO) sold 50,000 shares for an estimated $802,000
- MICHAEL W SILBERMAN (Chief Legal Officer) sold 41,667 shares for an estimated $739,172
- JEFFREY S BORNSTEIN has made 0 purchases and 2 sales selling 40,328 shares for an estimated $612,536.
- SUMEET PURI (Chief Accounting Officer) has made 0 purchases and 2 sales selling 40,501 shares for an estimated $288,096.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Eos Energy Revenue
Eos Energy had revenues of $58M in Q4 2025. This is an increase of 699.64% from the same period in the prior year.
You can track EOSE financials on Quiver Quantitative's EOSE stock page.
Eos Energy Hedge Fund Activity
We have seen 207 institutional investors add shares of Eos Energy stock to their portfolio, and 153 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DRIEHAUS CAPITAL MANAGEMENT LLC added 7,704,785 shares (+117.4%) to their portfolio in Q4 2025, for an estimated $88,296,836
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 5,819,430 shares (+767.0%) to their portfolio in Q4 2025, for an estimated $66,690,667
- BLACKROCK, INC. added 5,015,459 shares (+27.2%) to their portfolio in Q4 2025, for an estimated $57,477,160
- RUBRIC CAPITAL MANAGEMENT LP removed 3,800,000 shares (-36.9%) from their portfolio in Q4 2025, for an estimated $43,548,000
- TWO SIGMA INVESTMENTS, LP added 3,767,848 shares (+238.1%) to their portfolio in Q4 2025, for an estimated $43,179,538
- BNP PARIBAS FINANCIAL MARKETS removed 3,247,359 shares (-97.9%) from their portfolio in Q4 2025, for an estimated $37,214,734
- TWO SIGMA ADVISERS, LP added 3,211,785 shares (+inf%) to their portfolio in Q4 2025, for an estimated $36,807,056
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Eos Energy Analyst Ratings
Wall Street analysts have issued reports on $EOSE in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 10/22/2025
To track analyst ratings and price targets for Eos Energy, check out Quiver Quantitative's $EOSE forecast page.
Eos Energy Price Targets
Multiple analysts have issued price targets for $EOSE recently. We have seen 7 analysts offer price targets for $EOSE in the last 6 months, with a median target of $12.0.
Here are some recent targets:
- Chip Moore from Roth Capital set a target price of $6.0 on 02/27/2026
- Mark Strouse from JP Morgan set a target price of $16.0 on 12/17/2025
- Ryan Pfingst from B. Riley Securities set a target price of $12.0 on 11/11/2025
- Joseph Osha from Guggenheim set a target price of $20.0 on 10/22/2025
- Stephen Gengaro from Stifel set a target price of $22.0 on 10/15/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $6.5 on 09/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
