🔋 $EOSE: Is the Turnaround Finally Taking Shape?
I’ve been keeping a close eye on $EOSE, and the numbers are starting to get interesting.
📈 Q2 revenue jumped 351% YoY to $68.8M
📦 Backlog reached $807M, representing about 3.4 GWh
🏭 Line 2 has entered commercial production
🎯 2026 revenue guidance is $300M–$350M
That’s a pretty significant change from the earlier-stage EOSE story.
But the part I’m watching most closely isn’t the backlog — it’s margins.
EOSE is still loss-making, so the big question is whether scaling production can turn strong demand into sustainable profitability.
If revenue keeps accelerating while margins improve, the market could start valuing EOSE very differently.
For me, this is becoming a “show me the execution” story. 👀
Anyone else watching EOSE — turnaround opportunity or still too much risk?
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