Eos Energy Enterprises Azioni (NASDAQ: EOSE)

Ultime notizie per Eos Energy Enterprises (NASDAQ:EOSE) Azioni

EOS ENERGY ENTERPRISES INC

Eos Energy Enterprises

Eos Energy Enterprises Inc designs develop, manufactures, and markets zinc-based energy storage solutions for utility-scale, microgrid, and commercial & industrial (C&I) applications. The solutions are used in the utility sector, the renewable energy sector, and the industrial sector. It's flagship product Eos Znyth is a stationary battery energy storage system.

Eos Energy Enterprises, Inc. - Common Stock

Eos Energy Enterprises Inc

Barclays analyst Brandon Oglenski maintains Delta Air Lines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) with a Overweight and lowers the price target from $80 to $58.

News

Price Target

Analyst Ratings

Barclays Maintains Overweight on Delta Air Lines, Lowers Price Target to $58

WIIM

BITF

CLSK

COIN

MARA

MSTR

RIOT

Shares of Bitcoin miners and crypto-linked stocks are trading lower amid a drop in Bitcoin as market uncertainty persists.

Barclays analyst Brandon Oglenski maintains Allegiant Travel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALGT#NASDAQ">ALGT</a>) with a Equal-Weight and lowers the price target from $100 to $60.

ALGT

Barclays Maintains Equal-Weight on Allegiant Travel, Lowers Price Target to $60

JPMorgan analyst Jeremy Tonet sees utility companies relatively well-positioned amid concerns that recent tariff hikes could trigger <a href="https://www.benzinga.com/topic/recession">a global recession</a>.
What Happened: JPMorgan projects a -0.3%<a href="https://www.benzinga.com/topic/macro-economic-events" target="_blank" rel="noreferrer noopener"> U.S. GDP contraction in 2025</a>.
Maia G. Crook, also a JPMorgan analyst, says the probability of a U.S. recession has surged to 60%. That&#8217;s up from 40% last month, due to <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44645681/jpmorgan-raises-recession-risk-to-60-as-largest-us-tax-hike-in-60-years-hits-global-economy" target="_blank" rel="noreferrer noopener">the latest round of tariff hikes</a>.
The analysts&#8217; view on utilities reflects the sector&#8217;s regulated return profile and cost-of-service structure, which insulate them from direct tariff-related EPS impacts.
Moreover, potential rate cuts may further boost their income appeal.
Meanwhile, Tonet says that prolonged tariff uncertainty could harm sentiment and the broader economy, creating affordability challenges that may impact utilities' capex plans and returns, especially in regions with tight energy supply.
Tonet downgraded Dominion Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/D#NYSE">D</a>) from Neutral to Underweight and cut the <a href="https://www.benzinga.com/quote/d/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from $59 to $52</a>.
The company&#8217;s Coastal Virginia Offshore Wind (CVOW) project faces increased risks with $2.5 billion in remaining non-US spending and potential steel/EU/Mexico tariff impacts, which could add $500 million-$625 million in costs.
Combined with still-to-be-finalized PJM network upgrades (+$600 million), these factors pose external challenges, adds the analyst.
Moreover, the analyst writes that administration support for offshore wind seems to be uncertain, adding to concerns.
On the other hand, Tonet raised the rating for WEC Energy Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WEC#NYSE">WEC</a>) from Underweight to Neutral and the <a target="_blank" href="https://www.benzinga.com/quote/wec/analyst-ratings" rel="noreferrer noopener">price forecast from $106 to $108</a>.
Tonet says that WEC stands out due to its lack of rate case exposure and favorable regulatory environment in Wisconsin.
The company is well-positioned as a defensive stock, benefiting from regulatory stability and potential upside from projects like MSFT/Cloverleaf data centers, adds the analyst.
Also, the analyst upgraded Southern Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SO#NYSE">SO</a>) from Underweight to Neutral while <a target="_blank" href="https://www.benzinga.com/quote/so/analyst-ratings" rel="noreferrer noopener">maintaining the price forecast at $94</a>.
The analyst writes that SO stands out within utility coverage for its strong regulatory environment, solid balance sheet, large scale, and economic resilience in its service area.
However, ongoing regulatory uncertainty tied to the Georgia Power rate case limits immediate upside, adds the analyst.
Read Next:
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<li><a href="https://www.benzinga.com/news/earnings/25/04/44694248/rpm-q3-weather-foreign-currency-and-lower-demand-weigh-on-performance-guidance-sees-modest-growth-ahead" target="_blank" rel="noreferrer noopener">RPM Q3: Weather, Foreign Currency, and Lower Demand Weigh on Performance, Guidance Sees Modest Growth Ahead</a></li>
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Image: Shutterstock

Equities

Large Cap

Mid Cap

Upgrades

Downgrades

Recession Risk Is High, But Analysts Say This Sector Is Shielded From Tariff Impact

Barclays analyst Brandon Oglenski maintains Alaska Air Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>) with a Overweight and lowers the price target from $80 to $62.

Barclays Maintains Overweight on Alaska Air Gr, Lowers Price Target to $62

Wall Street's early rally lost steam and flipped into negative territory Tuesday afternoon after White House Press Secretary Karoline Leavitt confirmed that President Donald Trump's retaliatory 104% tariff on Chinese imports would take <a href="https://www.benzinga.com/topic/donald-trump">effect at 12:01 a.m. ET Wednesday. </a>
Her remarks triggered a sharp deterioration in market sentiment and reignited fears of a global trade escalation.
By 2:15 p.m. ET, the S&amp;P 500 – as tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) – had slipped 0.3%, the Russell 2000 fell 1.3%, and the Nasdaq 100 was barely positive, up just 0.1%. The Dow Jones Industrial Average held onto a 0.3% gain, though upside momentum was fading fast.
<h3 class="wp-block-heading">What Triggered The Market Turnaround?</h3>
Leavitt&#8217;s remarks delivered clarity — and a hard deadline — for Trump&#8217;s escalating tariff campaign.
"There will be 104% tariffs going into effect on China tonight at midnight," Leavitt said. 
"It was a mistake for China to retaliate, and the president is punching back harder."
The press secretary echoed Trump&#8217;s hardline stance, stating that "America does not need other countries as much as other countries need us," and emphasized that the president believes China wants to make a deal, but doesn't know how to start.
While earlier this week Trump hinted at openness to negotiations, Tuesday's update suggested no de-escalation in sight.
Leavitt insisted that tariffs are not up for delay or exemption, rejecting suggestions that market turmoil had prompted a policy shift. 
She confirmed that the administration expects these trade deals and tariffs to generate "trillions of dollars in revenue" while incentivizing onshoring and closing U.S. trade deficits.
Earlier on Tuesday, Chicago Fed President Austan Goolsbee warned that the economic consequences of tariffs may already be materializing.
"We can't wait until the end of the quarter plus one month to find out that investment has dropped off and GDP growth is shrinking," Goolsbee said, calling for timelier insight into the drag from protectionist policy.
<h3 class="wp-block-heading">Tech Stocks Lose Steam, Semis Cool Off</h3>
After leading the rally earlier in the session, tech stocks began to falter. 
Among the Magnificent Seven, Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) turned sharply lower, down 2.33%, while Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) shed 0.85% and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) slipped 0.32%.
Only Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) continued to hold onto gains, up 2.43%.
Semiconductor stocks, which had gained over 3.3% by midday, then flipped to losses, with the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) down 0.4%.
Defensive sectors such as utilities and communications hovered near flat, while materials and consumer discretionary posted the steepest losses amid fears of disrupted global supply chains.
Read now: 
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<li><a href="https://www.benzinga.com/government/regulations/25/04/44674785/trump-vows-to-reset-global-trade-warns-iran-faces-great-danger-if-talks-fail">Trump Vows To &#8216;Reset&#8217; Global Trade, Warns Iran Faces &#8216;Great Danger&#8217; If Talks Fail</a></li>
</ul>
Photo: Shutterstock

Macro Economic Events

Broad U.S. Equity ETFs

Economics

Tech

ETFs

AAPL

AMZN

NVDA

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

TSLA

Markets Reverse Gains As Trump's 104% China Tariff Announcement Rattles Wall Street

Shares of major European indexes are trading higher after the US and China announced retaliatory tariffs directed at each other, which may redirect greater trade flows to the EU region. Additionally, European indexes may be trending higher on the continuation of capital flows rotating out of American equities year-to-date.

Barclays analyst Matthew Bouley maintains Trex Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TREX#NYSE">TREX</a>) with a Underweight and lowers the price target from $67 to $54.

TREX

Barclays Maintains Underweight on Trex Co, Lowers Price Target to $54

Barclays analyst Matthew Bouley maintains Toll Brothers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>) with a Underweight and lowers the price target from $101 to $92.

Barclays Maintains Underweight on Toll Brothers, Lowers Price Target to $92

Barclays analyst Matthew Bouley maintains AZEK Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZEK#NYSE">AZEK</a>) with a Overweight and lowers the price target from $64 to $53.

AZEK

Barclays Maintains Overweight on AZEK Co, Lowers Price Target to $53

Barclays analyst Matthew Bouley maintains Taylor Morrison Home (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMHC#NYSE">TMHC</a>) with a Overweight and lowers the price target from $90 to $70.

TMHC

Barclays Maintains Overweight on Taylor Morrison Home, Lowers Price Target to $70

Barclays analyst Matthew Bouley maintains SiteOne Landscape Supply (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SITE#NYSE">SITE</a>) with a Underweight and lowers the price target from $120 to $106.

SITE

Barclays Maintains Underweight on SiteOne Landscape Supply, Lowers Price Target to $106

<a href="https://www.youtube.com/live/Z1ZTlURVm94?si=-6lmaGc44N_4EOnQ" title="https://www.youtube.com/live/Z1ZTlURVm94?si=-6lmaGc44N_4EOnQ">https://www.youtube.com/live/Z1ZTlURVm94?si=-6lmaGc44N_4EOnQ</a>

Politics

General

Fed's Daly Says Fed Policy In A Very Good Place; Says Modestly Restrictive; Says We've Time To Tread Slowly, Carefully On Policy

Barclays analyst Matthew Bouley maintains PulteGroup (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>) with a Equal-Weight and lowers the price target from $117 to $100.

Barclays Maintains Equal-Weight on PulteGroup, Lowers Price Target to $100

Barclays analyst Matthew Bouley maintains Owens-Corning (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OC#NYSE">OC</a>) with a Overweight and lowers the price target from $215 to $179.

Barclays Maintains Overweight on Owens-Corning, Lowers Price Target to $179

Spruce Point Capital Management&nbsp;has announced a short position against Monster Beverage Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNST#NASDAQ">MNST</a>) as the short seller sees <a href="https://www.benzinga.com/quote/MNST">25% to 40% downside risk</a>.
What To Know: After conducting a forensic financial and accounting review, <a href="https://www.benzinga.com/topic/short-sellers">short seller</a> Spruce Point raised concerns about the sustainability of Monster&#8217;s recent financial performance and the accuracy of its accounting and financial reporting in a new short report released Tuesday. 
&#8220;Changing consumer preferences, an evolving regulatory landscape, and pressures to reduce government supported programs for unhealthy foods leaves Monster vulnerable to escalating threats,&#8221; the short seller said.
&#8220;We believe Monster is likely aware of these challenges and is acting in a manner to combat these issues. However, we also believe that Monster may be taking aggressive and/or non-transparent actions that are not in the best interests of investors.&#8221;
Benzinga has reached out to Monster Beverage for comment on the report. 
Spruce Point believes Monster Beverage shares are fully valued and offer poor risk/reward from current levels. The short seller noted that insiders have been accelerating their pace of stock sales and more than 50% of analysts don&#8217;t have a &#8220;Buy&#8221; rating on the stock.
Monster also trades with an &#8220;irrational&#8221; premium compared to Coca-Cola Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>) despite being highly dependent on the company for distribution, the short seller said. Monster has a price-to-earnings ratio of approximately 30.8, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>. Meanwhile, Coca-Cola trades with a price-to-earnings ratio of approximately 20. 
Furthermore, Spruce Point alleged that Monster&#8217;s relationship with Coke is &#8220;not healthy&#8221; and a potential takeover deal is not in the cards. The short seller said it uncovered evidence of a financial strain between the two companies starting in 2022. 
Check This Out: <a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44697600/stocks-rebound-chipmakers-soar-on-trade-deal-hopes-bitcoin-lags-whats-driving-markets-tuesday#google_vignette">Stocks Rebound, Chipmakers Soar On Trade Deal Hopes, Bitcoin Lags: What&#8217;s Driving Markets Tuesday?</a>
Spruce Point also said it takes issue with how Monster is reporting sales for its Tour Water brand. Although it&#8217;s not an energy drink product, the company reported its revenue in the Monster Energy Drinks segment, which could &#8220;potentially be a lever to inflate energy drink organic sales.&#8221;
&#8220;Moreover, Monster says it is distributed through the Alcohol Brands segment, which casts further doubt on the soundness of its revenue recognition choice,&#8221; the short seller said. 
Spruce Point went on to raise concerns around margins on sales through Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), production inefficiencies, increasing competition and social media brand stagnation. 
Spruce Point issued a &#8220;Strong Sell&#8221; opinion on Monster shares as the short seller expects Monster to underperform the food and beverage industry along with the broader equity market moving forward. 
MNST Price Action: <a href="http://benzinga.com/quote/mnst">Monster Beverage shares</a> were down 2.6% at $55.60 at the time of publication Tuesday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44696168/apple-is-a-buying-opportunity-again-as-key-valuation-level-flashes-green-bank-of-america-says">Apple Is A &#8216;Buying Opportunity&#8217; Again As Key Valuation Level Flashes Green, Bank Of America Says</a></li>
</ul>
Photo: <a href="https://www.shutterstock.com/g/nawawi+mohamed">kiraziku2u</a>/Shutterstock.

Short Sellers

Short Ideas

Trading Ideas

MNST

Short Seller Sees 25% To 40% Downside In Monster Beverage Shares: 'Vulnerable To Escalating Threats'

ACDC

CLMT

CSAN

FANG

KLXE

Shares of energy companies are trading lower possibly amid ongoing weakness after crude levels dropped to 2021 levels following OPEC+'s decision to accelerate production hikes. Also, the industry may be declining due to global tensions related to US-China retaliatory tariffs.

Global

Federal Reserve

Fed's Daly Says CEOs Feel Uncertain; Says Businesses Are Optimistic About Growth; Says People Move Through Uncertainty, There's Resilience And Agility; Says  A Little Concerned Inflation May Pick Back Up From Tariffs; Says Uncertainty We Have Now Can Be Worked Through; Says Important To Stay Steady, Think About Net Effect Of Administration's Slate Of Changes; Says Don't Have Complete Clarity On Tariffs

Barclays analyst Matthew Bouley maintains Mohawk Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MHK#NYSE">MHK</a>) with a Equal-Weight and lowers the price target from $125 to $115.

Barclays Maintains Equal-Weight on Mohawk Industries, Lowers Price Target to $115

Barclays analyst Matthew Bouley maintains Masco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAS#NYSE">MAS</a>) with a Overweight and lowers the price target from $87 to $75.

Barclays Maintains Overweight on Masco, Lowers Price Target to $75

Press Releases

Eos Energy Announces Factory 2 Location Search Outside Mon Valley Works to Support Growing Demand for American Made Energy Storage Solutions

Eos Energy Enterprises Announces Upcoming Investor Participation

Eos Energy Achieves Full-Year 2024 Revised Revenue Guidance and Provides 2025 Revenue Outlook of at Least 10x Full-Year 2024

Ancora Nominates Majority Slate of Director Candidates and Proposes Industry Legend Alan Kestenbaum as New CEO to Turn Around U.S. Steel

Financing

Eos Energy Secures Cerberus Delayed Draw Term Loan Full Funding, Continuing U.S. Manufacturing Capacity to Strengthen America's Energy Independence

Eos Energy Enterprises Announces Date for Fourth Quarter and Full Year 2024 Financial Results

Eos Energy Secures Strategic Naval Base San Diego Project to Strengthen U.S. National Security with American-Made Energy Storage

Management

Eos Energy Enterprises Strengthens Executive Leadership to Drive Growth in American-Made Energy Storage

Earnings

Eos Energy Enterprises Meets 2024 Revised Revenue Guidance and Reports Fourth Quarter & Full-Year 2024 Financial Results; Reaffirms 2025 Revenue Guidance

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