Energy Vault Holdings receives a reiterated Strong Buy rating, driven by overlooked backlog growth and robust long-term guidance. The recent 1.25 GW agreement could add $500–$600 million in revenue and boost gross profits, with margins expected at the higher end of 20–25%. Backlog value per GWh surged 52%, with a $2 billion backlog now 60% build-own-operate, supporting rapid revenue conversion and long-term EBITDA targets.
Energy Vault Holdings, Inc. (NRGV) Q2 2026 Earnings Call Transcript
Energy Vault NYSE: NRGV reported second-quarter 2026 revenue of $17.4 million, up 104% from $8.5 million a year earlier, as progress on Australian projects supported results. The energy-storage and power-infrastructure company also raised its full-year revenue outlook, citing stronger commercial execution and improved visibility into contract timelines.
Energy Vault Holdings, Inc. (NRGV) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.2. This compares to a loss of $0.22 per share a year ago.
Energy Vault Holdings remains a Strong Buy, with explosive growth and a unique recurring-revenue model focused on energy storage for data centers. NRGV targets $225–$300 million in 2026 revenue and $1.8 billion EBITDA run-rate by 2030, supported by a rapidly expanding backlog and pipeline. A strategic shift to data center projects has improved unit economics, with EBITDA per MW rising from $0.1 million to $2.0 million.
Energy Vault Holdings, Inc. (NRGV) Q1 2026 Earnings Call Transcript
Energy Vault Holdings, Inc. (NRGV) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.15. This compares to a loss of $0.08 per share a year ago.
Energy Vault Holdings, Inc. has shifted from a transition story to execution, delivering strong revenue growth and its first positive EBITDA in Q4. NRGV backlog increased to $1.3 billion, now weighted toward long-term Asset Vault contracts, enhancing visibility and recurring cash flows. Gross margin outperformed guidance at 23.6%, signaling operating leverage and the viability of the Asset Vault model.
Energy Vault NYSE: NRGV faces risks and hurdles, but it appears on track to sustain high growth, improve profitability, and drive value for its investors. The Q4 release and guidance update not only affirm the company's trajectory but also reveal that its flywheel is working and generating cash flow more quickly than anticipated.
Energy Vault Holdings, Inc. (NRGV) Q4 2025 Earnings Call Transcript
Energy Vault Holdings, Inc. (NRGV) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to a loss of $0.35 per share a year ago.
Energy Vault Holdings, Inc. (NYSE: NRGV - Get Free Report) has been given a consensus rating of "Hold" by the six brokerages that are currently covering the company, MarketBeat.com reports. Three investment analysts have rated the stock with a sell recommendation and three have given a buy recommendation to the company. The average 12 month price