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EREROC

ERock, Inc.

$EROC·$817M·Industrial - Machinery·Industrials
$16.95-5.4%1Y-9.6%
Mentions · last 7 days
2026-06-06: 1 posts2026-06-07: 5 posts2026-06-08: 7 posts2026-06-09: 2 posts2026-06-10: 38 posts2026-06-11: 5 posts2026-06-12: 16 posts74+28%
Price updated 19h ago·X counts updated 19h ago
EREROC
ERock, Inc.$EROC
$16.95-5.41%74 posts+28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $EROC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-06-13

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

ERock designs, deploys, operates, and maintains distributed power generation systems for commercial and industrial customers — modular power systems for bridge power, backup, and dispatchable power solutions; primary customers are data centers, utilities, and C&I clients. Houston TX, $817M market cap. Stock IPO'd on 6/10 at NYSE pricing for $600M (raised) and a $5.5B market cap (Reuters reports), but fell on debut from initial $5.9B expectation — now down to $817M mcap reflecting the post-IPO compression and only 208,524 share float disclosed (institutionally constrained). Q1 2026 revenue $31.7M (no YoY comparable), gross margin 20%, operating margin -50%, FCF $193M (one-time IPO-related). Beta 0. The bull narrative: ERock is positioned at the intersection of distributed power + AI data center demand. The 'pick-and-shovel' framing alongside INNIO (INIO) is the thematic anchor. PE -25x.

What to watch: Whether the first full post-IPO quarterly report confirms revenue growth above 25% YoY AND named hyperscaler data-center contracts emerge — both green restart the move from initial IPO disappointment; another quarter of $32M revenue without named customer disclosure reseals.

sentiment missing

Read the AI verdict + X sentiment for $EROC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

ERock, Inc. designs, deploys, sells, operates, and maintains distributed power generation systems designed to provide power for commercial and industrial customers in the United States. Its offerings include the design, installation, and operation of modular power systems, as well as ongoing operations and maintenance and asset management services. Its systems support a range of customer applications, including bridge power, backup power, and dispatchable power solutions. The company primarily serves data centers, utilities, and commercial and industrial customers across the United States. The company was founded in 2006 and is based in Houston, Texas.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $EROC.

Industrial - Machinery · Industrials

AI data center power electronics and autonomous robotics are the two structural drivers bifurcating industrial machinery — ETN's electrical switchgear for AI power infrastructure and SYM's warehouse automation robots benefit from distinct but parallel AI-driven capex waves. Babcock & Wilcox securities litigation is idiosyncratic company noise.

See how Industrial - Machinery shapes $EROC

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $EROC's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Industry benchmark

21-name peer basket
+25.3%YTD
+94.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-24.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-119%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-53.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
22.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
14.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$31.7M—20.5%-49.6%$-0.37$192.9M
Q1 FY25$24.1M—15.3%-59.0%$-0.35$-9.5M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 209K shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3468.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $EROC is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ERock IPO: A $1.3B Power Play Solutionmarketbeat.com·1d agoEnergy company ERock valued at $5.5 billion as shares fall in NYSE debutreuters.com·3d agoNYSE Content Update: ERock Sees $5.9 Billion Market Cap after its IPO Pricesprnewswire.com·3d agoGas generator maker ERock raises $600 million in US IPOreuters.com·3d agoERock Announces Pricing of Initial Public Offeringbusinesswire.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · top 2 · last 7 days

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