Energy Vault (NRGV) Shares Soar 19.92% on Texas Project Launch, $300M Investment

Energy Vault Holdings Inc. (NRGV) surged to its highest level so far this month, with an intraday gain of 19.92%, as the stock extended a three-day winning streak. The rally followed a 23.43% rise in three trading days, capping a rebound that reflects growing investor confidence in the energy storage developer’s strategic and financial progress.

The stock’s momentum coincided with key developments in Energy Vault’s business. The company recently began construction on the 150 MW SOSA Energy Center in Texas, a milestone under its “Own & Operate” strategy to acquire and manage high-margin energy storage assets. The project, acquired from Shell’s Savion unit, is projected to generate $17–20 million in annual recurring revenue and over $350 million in lifetime value. Simultaneously, Energy Vault’s cash reserves rose 65% to $100 million in Q4 2025, bolstered by a $300 million preferred equity investment from Orion Infrastructure Capital. These moves underscore the firm’s pivot toward stable, long-term cash flows through asset management rather than project-based sales.

Energy Vault’s strategic positioning in Texas’s ERCOT market, a hub for renewable energy adoption, further strengthens its growth narrative. The SOSA Energy Center’s location in a high-growth region with robust grid modernization efforts aligns with the company’s focus on scalable, vertically integrated operations. Additionally, the firm’s proprietary B-VAULT™ DC technology and green hydrogen solutions position it to capitalize on evolving energy storage demands. With 1.5 gigawatts of capacity targeted by 2027 and a narrowing adjusted EBITDA loss in Q3 2025, Energy Vault is demonstrating progress toward profitability, offering investors a compelling case for its role in the energy transition.