Eos Energy Enterprises: A Bullish Thesis for the Future of Energy Storage
ByAinvest
Wednesday, Feb 4, 2026 2:07 pm ET1min read
EOSE--
Eos Energy Enterprises (EOSE) is a US-based manufacturer of zinc-based battery energy storage systems, with a strong pipeline of $22.6 billion and a $644 million backlog. Despite trailing 2025 revenues due to execution and production capacity issues, the company expects a production and delivery ramp in Q4/FY2025 and several catalysts for value unlocking in 2026. Rising AI and data center power needs, along with supply-chain and tariff pressures, strengthen the thesis for EOSE's domestically manufactured, non-lithium technology.
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