Eos Energy Enterprises Inc Stock Price, News & Analysis

Eos Energy Enterprises (NASDAQ: EOSE) priced a registered direct offering of 35,855,647 shares at $12.78 per share, expected to close on Nov 24, 2025, generating approximately $458.2 million of proceeds. The company also priced a concurrent private offering of $525.0 million aggregate principal amount of 1.75% convertible senior notes due 2031, plus a $75.0 million option to increase.

Proceeds from the offering, together with the concurrent notes, are intended to repurchase a portion of Eos’s outstanding 6.75% convertible senior notes due 2030. Eos entered separate agreements to repurchase $200.0 million principal of the 2030 notes for approximately $564.6 million (including accrued interest). Both offerings are expected to close on Nov 24, 2025, subject to customary conditions.

Eos Energy Enterprises (NASDAQ: EOSE) priced an upsized private offering of $525,000,000 aggregate principal amount of 1.75% convertible senior notes due 2031, scheduled to settle on November 24, 2025. Eos granted initial purchasers a 13-day option to buy up to an additional $75,000,000. Estimated net proceeds are approximately $507.9 million (or about $580.5 million if option exercised).

Concurrent registered direct offering: 35,855,647 shares at $12.78 per share. Eos entered separate repurchases to buy $200.0 million principal of existing 6.75% convertible notes for ~$564.6 million (including accrued interest). Initial conversion price is $16.29 per share (≈27.5% premium to Nov 19, 2025 close). Conversions currently cash-settled unless Eos increases authorized shares.

Eos Energy Enterprises (NASDAQ: EOSE) commenced a registered direct offering of common stock and intends to privately offer $500,000,000 aggregate principal amount of convertible senior notes due 2031, plus an option for up to $75,000,000. Net proceeds from the offerings are expected to be used to repurchase a portion of Eos’s outstanding 6.75% convertible senior notes due 2030 and for general corporate purposes.

The offerings are subject to market and other conditions, completion of the concurrent notes offering is required for the registered direct offering, and specific repurchase terms depend on market prices and closing conditions.

Eos Energy Enterprises (NASDAQ: EOSE) announced a proposed private offering of $500,000,000 aggregate principal amount of convertible senior notes due December 1, 2031, with an initial purchaser option for an additional $75,000,000. The notes will be senior, unsecured, pay interest semi‑annually, and be convertible in specified circumstances; conversions will be settled in cash unless Eos increases authorized shares and reserves shares for conversion.

Eos also intends a concurrent registered direct offering of common stock and expects to use net proceeds to repurchase a portion of its outstanding 6.75% convertible senior notes due 2030 and for general corporate purposes. The offering is subject to market conditions and may affect trading activity.

Eos Energy (NASDAQ: EOSE) announced that holders exercised approximately 6.7 million public warrants since September 30, 2025, generating gross proceeds of about $76.9 million. The public warrants were exercisable at $11.50 per share and expired on November 17, 2025; the warrants had long been included in the company's fully diluted share count.

Following expiration, a small number of additional exercises remain in process and could settle in the next few days. The company said the proceeds strengthen liquidity as it accelerates Z3 production, expands U.S. manufacturing capacity, and pursues its commercial backlog and pipeline.

Eos Energy Enterprises (NASDAQ: EOSE) reported record Q3 2025 revenue of $30.5 million, a 100% increase quarter-over-quarter and ~35x year-over-year, and reaffirmed full‑year revenue guidance of $150–$160 million. The company closed the quarter with $126.8 million cash, a commercial pipeline of $22.6 billion (91 GWh) and $644.4 million backlog. Eos secured strategic orders including 228 MWh from Frontier Power and a 750 MWh master supply agreement with MN8 Energy, launched the DawnOS™ platform, received $24 million in Pennsylvania incentives, and advanced manufacturing automation to target an annualized 2 GWh production rate by year‑end.

Q3 results include a net loss of $641.4 million driven largely by a $572.3 million non‑cash fair‑value adjustment and convertible‑note retirement; adjusted EBITDA loss was $52.7 million.

Eos Energy (NASDAQ: EOSE) secured a strategic 228 MWh order from Frontier Power to deploy Eos Z3™ long-duration zinc battery systems, the first conversion under their 5 GWh framework agreement announced April 2025. Frontier will use Eos’ DawnOS™ platform to validate performance ahead of projects under Ofgem’s Cap-and-Floor program, where Frontier advanced 11 GWh of long-duration projects to the program’s second round that incorporate Eos technology. The companies say the partnership targets 8‑hour-plus storage deployment to support grid reliability and renewable integration. Separately, Eos achieved its final cash receipt milestone with Cerberus; no additional preferred stock or warrants will be issued to Cerberus at this time.

Eos Energy Enterprises (NASDAQ: EOSE) will release its third quarter 2025 financial results after U.S. markets close on November 5, 2025. A conference call to discuss results is scheduled for November 6, 2025 at 8:30 a.m. ET. Registered shareholders can submit and vote on questions via the Say Technologies Q&A Platform from October 28, 2025 at 9:00 a.m. ET until November 4, 2025 at 8:00 p.m. ET. Support inquiries may be sent to support@saytechnologies.com.

The live webcast and conference registration are available on the company Investor Relations page (Eos Investors). Participants are encouraged to join 15 minutes early. A replay of the call will be posted on the investor site and remain available for twelve months, with the webcast replay posted approximately at 11:30 a.m. ET on November 6, 2025.

Eos Energy (NASDAQ: EOSE) and Talen Energy (NASDAQ: TLN) announced a strategic collaboration on October 21, 2025 to develop energy storage capacity across Pennsylvania to support growing AI and cloud computing demand.

The partners plan to identify multiple storage projects—potentially representing multiple gigawatt-hours (GWh)—at or near Talen operating and retired plants, pairing Talen generation assets with Eos’ American-made Z3 zinc-based battery systems. Eos’ systems are built in Pennsylvania using over 90% U.S.-sourced components. The collaboration targets improved grid reliability, increased capacity utilization, and support for data centers while emphasizing domestic manufacturing and energy security.