TickerTalks
Browse all tickers →
TickerTalks›$EROC
EREROC

ERock, Inc.

$EROC·$3.4B·Electrical Equipment & Parts·Industrials
$13.17+11.0%1Y-36.7%
Price updated 13m ago·X counts updated 16h ago
EREROC
$EROCERock, Inc.
$13.17+10.95%38 posts0.7×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $EROC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

38X posts · last 7 days
Aug 28Sep 10
Chatter Meter
0.7×
QuietNormal · 1×Loud

How loud $EROC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-25

Bullish tone on ERock Bridge-to-Grid. Posters flag a 470MW equipment order with Anthropic and a 366MW project tied to Meta as validation of onsite utility-grade power. A $1.7B backlog and a potential path to roughly $100M FCF in 2027 anchor a $25 price target by end-2027. One holder rolls out of Feb 2027 calls into common and short puts, while noting recent Leopold-stock drawdowns.

Read what X is saying about $EROC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EROC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

ERock is the AI-grid-bottleneck play — 470MW Anthropic order + 366MW Meta project, $1.7B backlog, $25 PT by end-2027.

This is a specific AI-power-infrastructure play with named marquee customers. X thesis: 470MW equipment order with Anthropic + 366MW project tied to Meta as validation of onsite utility-grade power. $1.7B backlog and potential path to ~$100M FCF in 2027 anchor a $25 PT by end-2027 (current price $12.67 implies ~97% upside).

  • Fundamentals: -25x TTM PE (still cash-burning), 14.6x sales, -119% ROIC (early scale), 22.5% FCF yield (interesting data point — the metric captures the growing backlog conversion), 0 D/E, 18% gross margin, -54% op margin — pre-scale but the backlog is real.
  • Q2 EPS -$0.06 vs -$0.24 est (+75% beat on losses) — closing the loss gap faster than expected.
  • Structural: bundle-null for 52-week and 200D metrics (recent listing), -32% t12m, no beta computed.
  • Sep 4: Walter Thomas McAndrew Jr. filed Form 3 as Director and 10%+ Owner disclosing 6.4M Class B + 16.6M+ direct ownership — massive insider position disclosure that anchors the equity.
  • Aug 17 Seeking Alpha: 'AI's Grid Bottleneck Can Become A Long-Lived Installed-Base Business' — the coherent bull thesis frame.
  • Aug 13 stock surged on undisclosed news; Aug 13 also had two analytical pieces ('Green Shoots Emerge' + 'Bridge-to-Grid') balancing bullish and question-raising takes.

Accelerating catalyst play: named marquee customers, $1.7B backlog, insider ownership disclosure, and real Q2 beat pattern. The equity is a wait on backlog-to-revenue conversion.

Agrees with X sentimentX sentiment (Anthropic 470MW + Meta 366MW + $1.7B backlog + $100M FCF 2027 + $25 PT) matches mine. Same direction — the crowd's specific customer-and-backlog framing is the coherent equity thesis.

What to watch: Q3 earnings date not yet in bundle; any 8-K on additional hyperscaler customer wins; backlog-to-revenue conversion cadence; whether McAndrew's Form 3 signals additional insider accumulation; competitive read-through from GEV or other grid-equipment peers.

On the calendar: Next earnings date not confirmed by bundle

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

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

Designs, installs, and operates distributed power generation and storage systems for commercial and industrial customers in the US.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $EROC.

Electrical Equipment & Parts · Industrials

Power-infrastructure equipment demand is structurally elevated — AI data-centre build-out and grid modernisation are converging into a once-in-a-decade capex cycle. Backlog visibility is high for switchgear, transformers, and UPS; lead times remain extended and pricing power is sustained.

What this means for $EROC

Neutral — limited data; no established electrical-equipment play.

Industry benchmark

29-name peer basket
+34.4%YTD
+39.0%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.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$-0.06$-0.24+74.9%
Q1 2026May 15, 2026$-0.08——

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

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$456.5M$455.8M – $457.1M-$0.30-$0.56 – -$0.045
FY27$1.4B$1.4B – $1.4B$0.50$0.39 – $0.715
FY28$2.2B$2.1B – $2.3B$0.80$0.63 – $0.966

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.0.7×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.-4.9%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

FloatLow float · 27.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.0% 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.β1.055-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.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 43
AI summary

Walter Thomas McAndrew Jr. filed an initial beneficial ownership statement for ERock, Inc. (EROC) as Director and 10%+ Owner, reporting direct ownership of 6,368,562 Class B common shares and 16,633,122 Class B shares held indirectly through McAndrew Holdings, Ltd., totaling approximately 23 million shares. The event date is June 9, 2026. As both a director and a holder of more than 10% of the Class B shares via a controlled entity, McAndrew represents a concentrated insider-control position in this company.

SC 13DActivist position (5%+)Jun 18SC 13D
AI summary

Energy Impact Partners LLC filed a Schedule 13D disclosing a dominant 78.1% stake (102,813,846 shares) in ERock, Inc. (EROC), comprising both Class A and Class B common stock plus Class B units of Enchanted Rock Holdings, LLC, with shared voting and dispositive power. The filing accompanied EROC's June 9, 2026 IPO via a UP-C structure, under which pre-IPO owners (Energy Impact Partners and affiliates) retain the majority of economic and voting interest. This 13D signals Energy Impact Partners as the controlling shareholder of EROC post-IPO, consistent with the partnership structure typical of energy infrastructure UP-C offerings.

8-KMaterial agreementJun 158-K — Item 1.01: Material agreement · Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

ERock, Inc. (EROC) filed an 8-K covering multiple items related to its initial public offering (IPO) that closed June 9–11, 2026. Key agreements entered into include: the Sixth Amended and Restated LLC Agreement of Enchanted Rock Holdings, LLC; a Tax Receivable Agreement; and a UP-C structure pairing Class A (economic) and Class B (voting-only) common stock. The IPO was conducted via the UP-C structure, with pre-IPO owners retaining indirect economic interests in ER Holdings. This is a transformative event — EROC's public market debut through a complex multi-agreement UP-C IPO structure in the distributed energy / grid resilience sector.

424B4Prospectus supplement (offering)Jun 10424B4
AI summary

ERock, Inc. (EROC) filed a 424B4 prospectus on June 10, 2026 in connection with its IPO, conducted via a UP-C umbrella partnership-C-corporation structure. The prospectus covers ERock's Class A common stock (economic interest) alongside Class B stock (voting-only, no economics) held by pre-IPO owners of Enchanted Rock Holdings, LLC. The UP-C structure allows pre-IPO owners to retain tax benefits of partnership classification. This is the primary IPO prospectus for EROC, a distributed energy and grid resilience company; the offering price and total shares are in the full prospectus not captured in the excerpt.

3New insider — initial holdingsJun 93
AI summary

Livingston Satterthwaite filed a Form 3 at ERock, Inc. (EROC) on June 9, 2026, as a newly reporting director, disclosing no securities beneficially owned at the time of filing. The form was signed via power of attorney. This is one of multiple Form 3 filings submitted by EROC directors and officers in connection with the Company's June 9, 2026 IPO. No market impact; this is an administrative SEC compliance filing.

3New insider — initial holdingsJun 93
AI summary

Mark R. Patterson filed a Form 3 at ERock, Inc. (EROC) on June 9, 2026, as a director/10% owner, disclosing beneficial ownership of 580,107 shares of Class A common stock via Class M Units of Enchanted Rock Holdings, LLC at a conversion/exercise price of $0.15. Filed via power of attorney in connection with EROC's June 9, 2026 IPO. This is an initial ownership statement; the position reflects pre-IPO equity granted to a significant shareholder or director of Enchanted Rock Holdings.

3New insider — initial holdingsJun 93
AI summary

Dan R. Brouillette filed a Form 3 at ERock, Inc. (EROC) on June 9, 2026, as a director, disclosing beneficial ownership of 580,107 shares of Class A common stock via Class M Units of Enchanted Rock Holdings, LLC at an exercise price of $0.15 per share. Filed via power of attorney in connection with EROC's June 9, 2026 IPO. This is an administrative initial ownership statement; the Class M Unit structure is typical of the UP-C IPO format used by EROC.

3New insider — initial holdingsJun 93
AI summary

Lindsay Luger filed a Form 3 at ERock, Inc. (EROC) on June 9, 2026, as a director, disclosing no securities beneficially owned at the time of filing. Filed via power of attorney (Daniel Reichert, attorney-in-fact). This is one of multiple Form 3 filings submitted by EROC insiders at the time of the Company's June 2026 IPO. No market impact; this is a routine SEC compliance filing.

+ 23 other (9 3s · 3 S-1/As · 2 13Gs · 2 DRS/As) in window

Recent news

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

ERock: AI's Grid Bottleneck Can Become A Long-Lived Installed-Base Businessseekingalpha.com·25d agoERock Stock Surges Thursday: What's Driving the Action?benzinga.com·29d agoERock: Green Shoots Emerge, But Questions Remainseekingalpha.com·29d agoERock, Inc. (EROC) Q2 2026 Earnings Call Transcriptseekingalpha.com·30d agoERock Reports Second Quarter 2026 Resultsbusinesswire.com·31d ago

In themes

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

The Power Grid

More in Electrical Equipment & Parts

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BE$EOSE$SMR$TE$VRT$PLUG$FCEL$NNE
Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport