Kevin

@thejefflutz @PoweredByEos I’ve been in since early last year and have added almost everytime there’s been a dip. I’m in for the long haul. Love everything about this company and their potential.

Kevin @Kbuch

5 months ago

@MbarkCherguia From southeast OH. That is a pond

Kevin @Kbuch

6 months ago

@Rainmaker1973 Foul on Luca

Kevin @Kbuch

6 months ago

@VinnysCorner1 Lebron and Magic

Kevin @Kbuch

6 months ago

@NBA__Courtside @RoadTrippinShow Perk, admit it bro, you’re wrong. Always have been, always will be

Kbuch retweeted

🔋Tony🔋

@CompoundingTony

6 months ago

I don’t think any of us are ready for the storm that’s coming for $EOSE in 2026 and 2027. I’m not ready either. But when you slow down and look at what Eos has already confirmed and what we can reasonably project from that foundation, the picture becomes far more powerful than most investors realize. And when a stock trades around $15 with none of this priced in, it becomes clear why I believe Eos is significantly undervalued today. Let’s begin with what we know. Line 1 reaches more than 90% utilization in Q4 and will run 24 hours a day. This is the first time the factory operates continuously at industrial scale rather than in ramp up mode. The line was built in a U shaped layout due to building constraints, yet still achieves an annual design capacity of 2 GWh. This means 2026 will be the first full year where this line produces at its intended output. Eos also confirmed that automated subassembly is now fully active, already reducing defect rates by 45% and cutting variation by 63%. These gains translate directly into higher yields and lower cost per kWh. Line 2 goes live in spring 2026 and is fundamentally more advanced. Unlike Line 1, it is designed as a straight line. Materials enter at one end and finished product exits at the other. This reduces material movement, eliminates wait states, speeds up handling and supports a lower cycle time than the current 10 second standard. Eos explicitly said they are reducing this cycle time further and that Line 1 will later receive the same upgrades. The implication is clear. Line 2 will be more productive than Line 1, will ramp faster and will ultimately raise total factory throughput beyond the current combined 4 GWh design envelope. We also know that scaling constraints have changed dramatically. Eos confirmed that their automation partners can now deliver a full manufacturing line every 90 days. This removes the bottleneck that most energy storage companies struggle with. Scaling is no longer a multi year engineering challenge but a modular deployment cycle. At the same time Eos is negotiating its second factory. 8 states are competing for the project. Discussions are active at state, county and city levels. Management won’t give timing, but this stage of negotiation almost always leads to an announcement within 12 months. That positions 2026 as the likely commitment year and 2027 as the first operational year. Demand is also shifting at high speed. Data centers now represent 22% of the pipeline. 64% of the pipeline is 6 hours or longer. Frontier increased its UK Cap and Floor submissions from 5 GWh to 11 GWh and every Eos project advanced to the next round. Several hyperscaler MOUs already exist, but cannot yet be disclosed publicly. These are not small 100 MWh projects. These are multi GWh scale and accelerate as soon as Eos demonstrates sustained capacity at scale, which is exactly what 2026 will showcase. Financial progress is equally important. Contribution margin turns positive in Q4 2025. Gross margin turns positive exiting Q1 2026. EBITDA turns positive once Lines 1 and 2 operate at stable scale. These milestones are not aspirational. They are tied directly to yield improvements, cycle time reductions, automated subassembly, declining scrap rates and the experience gained from 24 hour operations. Once a hardware company reaches this stage, every added line becomes immediately profitable and factory expansions begin compounding earnings. From these facts we can build reasonable expectations for 2026. It is conservative to model Line 1 at its full 2 GWh. Line 2 launches in spring and should reach 60% to 80% utilization in the second half of the year. That equates to roughly 1.2 to 1.6 GWh from Line 2 in 2026. Combined, this places total 2026 capacity between 3.2 and 3.6 GWh. Using a conservative $250 per kWh, which does not assume pricing tailwinds even though demand suggests they are likely, this produces $800M to $900M in 2026 revenue. This is not a stretch case. It is simply the result of the factory performing as described. For 2027, which the market will begin pricing before the end of 2026, the picture expands. It is reasonable to assume Lines 1 and 2 run the full year, that Lines 3 and 4 begin producing for part of the year given the 90 day line delivery cycle and that the first line of the second factory enters operation. Even on a conservative basis this results in 7.5 to 9 GWh of capacity in 2027. Using the same $250 per kWh, this translates into $1.9B to $2.2B in revenue. Add the fact that gross margin and EBITDA margin will both be positive by then and the operating leverage becomes very meaningful. With this context my expectation of a $46 share price by the end of 2026 does not feel bullish. It feels conservative. The current $15 valuation prices in none of the confirmed capacity, none of the margin progression, none of the demand acceleration, none of the hyperscaler pipeline and none of the expansion potential of the factory footprint. It reflects an outdated version of the company rather than the scaled manufacturer Eos is becoming. We should absolutely expect setbacks. Ramp delays, supplier friction, customer timing and permitting challenges are all normal in a growing manufacturing business. Nothing here will move in a perfect straight line. But even with reasonable headwinds the underlying trajectory remains unchanged. Capacity expands, margins improve, demand strengthens and the company moves into a completely different financial profile. This is what we know. This is what we can reasonably expect. And this is why 2026 and 2027 are likely to catch many more investors by surprise than they expect.

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