News about energy storage

Eos Energy expects preliminary third-quarter 2026 revenue of $82 to $83 million, up about 19% to 21% sequentially and 169% to 172% year over year, with shipments rising about 23% quarter over quarter. GAAP gross margin is expected at (55)% to (53)%, an improvement of roughly 16 to 18 percentage points from the second quarter and the company's eighth straight quarter of margin gains. Cash including restricted cash was about $344 million at September 30, 2026, down from $364 million at June 30, 2026. Backlog stood at about $765 million, or roughly 3.2 GWh. The company now expects full-year 2026 revenue in the lower half of its $300 million to $350 million range and will report full results on November 5, 2026.

The article argues founder-led businesses often have leaders with large personal stakes and long-term outlooks, and highlights three such stocks. Newcleo (NWCL) develops modular lead-cooled fast reactors and MOX fuel under founder CEO Claudio Garo, generating about €44 million from electric equipment with a market value near $1.8b; it has ongoing losses and a premium P/S multiple, so outcomes depend heavily on execution of long-dated projects. Tesla (TSLA), still steered by Elon Musk, generated about US$90.8b from Automotive and US$12.8b from Energy Generation and Storage, with a market value near US$1.4t. The company is pursuing AI, robotaxis, humanoid robotics and battery storage, while competition in energy storage is intensifying.