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EROC

ERock Inc

EROC

Market cap $631M

13.09 USD

+0.19

1.47%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

13.04

-0.05

0.38%

1 day

1.47%

5 days

10.93%

1 month

-13.99%

3 months

-19.89%

6 months

-30.19%

Year to date

-30.19%

1 year

-30.19%

5 years

-30.19%

10 years

-30.19%

About: ERock Inc is a vertically integrated company that designs, deploys, operates and maintains multi-purpose distributed power systems, consisting of its proprietary, low emission, quick-response natural gas generator and embedded software technology, for its customers. Its systems are used for bridge power, backup power, and dispatchable power applications, and are supported by operations, maintenance, and asset management services. The company's modular power systems are designed for rapid deployment and are used to support a range of customer power requirements. The company derives the majority of revenue from power system sales.

Industrials Specialty Industrial Machinery

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 37.5%

Neutral 62.5%

Negative 0%

ERock: AI's Grid Bottleneck Can Become A Long-Lived Installed-Base Business

ERock (EROC) is rated Buy, leveraging urgent data center power needs with turnkey, modular natural gas solutions that accelerate deployment timelines. EROC's revenue guidance of $435M–$465M and $3M–$9M adjusted EBITDA implies significant near-term delivery and installation ramp, with long-term growth hinging on recurring service revenue. Valuation is not cheap—EV/revenue at 8.8x guidance—so upside depends on doubling revenue, expanding margins, and replenishing backlog to justify current multiples.

ERock: AI's Grid Bottleneck Can Become A Long-Lived Installed-Base Business

ERock Stock Surges Thursday: What's Driving the Action?

Shares of ERock Inc. (NYSE:EROC) are surging Thursday following the company's second-quarter financial results reported Tuesday after market close.

ERock Stock Surges Thursday: What's Driving the Action?

ERock: Green Shoots Emerge, But Questions Remain

ERock offers integrated distributed power systems, targeting data centers and industrial clients, but faces challenges in profitability and valuation. Despite a surging backlog ($1.7B) and ramping capacity (1.2 GW), ERock's margins remain thin, with adjusted EBITDA guidance only $3–$9M for 2024. Shares now trade at a ~$3.2B enterprise value, down from IPO levels, but the business still commands a lofty multiple relative to modest earnings.

ERock: Green Shoots Emerge, But Questions Remain

ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript

ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript

ERock, Inc. (EROC) Q2 2026 Earnings Call Transcript

ERock Reports Second Quarter 2026 Results

HOUSTON--(BUSINESS WIRE)--ERock, Inc. (NYSE: EROC) ("ERock" or the "Company"), a leading provider of utility-grade onsite power solutions, today reported financial and operating results for the second quarter ended June 30, 2026, highlighted by record contracted backlog, accelerating demand from AI infrastructure customers, expanded manufacturing capacity and the initiation of full-year 2026 guidance. Business Highlights Contracted Power System Sales Backlog increased to approximately $1.7 bill.

ERock Reports Second Quarter 2026 Results

Primary Markets Group June 2026 U.S. IPO Update

The U.S. IPO market shattered records in June 2026, propelled by the ‘out of this world' debut of Space Exploration Technologies Corp. The month saw 19 IPOs raising a staggering $97.9 billion, which was a dramatic increase from the $13.1 billion raised across 12 deals in May and the $4.2 billion across 10 IPOs in June 2025. Looking at pricing performance, the best first-day performance came from healthcare firm Parabilis Medicines, Inc., which increased 58.0% after pricing its offering above its initial filing range.

Primary Markets Group June 2026 U.S. IPO Update

ERock: Contracted Demand Can Turn Capacity Into Earnings

ERock, Inc. receives a buy rating for solving data center power delays with modular natural-gas systems and a substantial contracted backlog. EROC's $1.3 billion backlog, supported by customer deposits, offers strong near-term revenue visibility and reduces capital risk during the ramp. Assembly capacity from Titan and Hyperion facilities should support backlog conversion, targeting ~$953 million FY2027 revenue and a 12% EBITDA margin.

ERock: Contracted Demand Can Turn Capacity Into Earnings

ERock Schedules Second Quarter 2026 Results and Conference Call

HOUSTON--(BUSINESS WIRE)--ERock, Inc. (“ERock” or the Company”) (NYSE: EROC), a recognized leader in reliable, large-scale onsite power solutions, today announced that it will issue its financial results for the second quarter ended June 30, 2026, after market close on Tuesday, August 11, 2026. The Company will also host a conference call on Wednesday, August 12, 2026 at 8:30AM Eastern Time / 7:30AM Central Time. Speakers on the call will include John Carrington, Chief Executive Officer, Ian Bl.

ERock Schedules Second Quarter 2026 Results and Conference Call

ERock: Back-Up Player Does Not Deserve My Backing

ERock trades at a steep valuation, with shares down 20% post-IPO despite sound market positioning. ERock's $1.38 billion remaining performance obligation suggests future growth, but current sales and margins remain unimpressive and losses persist. Customer concentration and geographic risks are high, with over 80% of sales from Texas and half of 2025 sales from three clients.

ERock: Back-Up Player Does Not Deserve My Backing

ERock IPO: A $1.3B Power Play Solution

Silicon Valley is currently pouring hundreds of billions of dollars into semiconductor procurement, effectively racing to build the most advanced artificial intelligence computing facilities on the planet. Building the physical infrastructure to house those chips is only half the battle.

ERock IPO: A $1.3B Power Play Solution

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