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Clear Street Starts ERock Inc (EROC) at Buy

Tue, 29 Sep 2026 16:24:02 -0400

(Updated - September 29, 2026 4:24 PM EDT)

Clear Street analyst Tim Moore initiates coverage on ERock Inc (NYSE: EROC) with a Buy rating and a price target of $24.00.

The analyst comments "We initiate coverage of ERock Inc. (EROC) with a Buy rating and $24 price target, based on 16x EV/EBITDA applied to our 2028 adjusted EBITDA forecast. The stock is down 26% from mid-June after AI stocks de-rated (iShares AI Innovation & Tech ETF: BAI, declined 21%). EROC’s onsite behind-the-meter power generation can be deployed in 12-15 months, instead of waiting 4-6 years for grid connection by local utility providers

Clear Street Starts ERock Inc (EROC) at Buy

Tue, 29 Sep 2026 16:24:02 -0400

(Updated - September 29, 2026 4:24 PM EDT)

Clear Street analyst Tim Moore initiates coverage on ERock Inc (NYSE: EROC) with a Buy rating and a price target of $24.00.

Form 3 ERock, Inc. For: Jun 09 Filed by: McAndrew Walter Thomas Jr.

Fri, 11 Sep 2026 11:35:00 -0400

si-local-file:///var/storage/secattach/20260911/27051787.html

Form 4 ERock, Inc. For: Jun 11 Filed by: McAndrew Walter Thomas Jr.

Fri, 11 Sep 2026 11:35:00 -0400

si-local-file:///var/storage/secattach/20260911/27051761.html

Form 4 ERock, Inc. For: Jun 11 Filed by: McAndrew Walter Thomas Jr.

Fri, 04 Sep 2026 20:37:00 -0400

si-local-file:///var/storage/secattach/20260904/27030960.html

Form 3 ERock, Inc. For: Jun 09 Filed by: McAndrew Walter Thomas Jr.

Fri, 04 Sep 2026 20:35:00 -0400

si-local-file:///var/storage/secattach/20260904/27030959.html

Form SCHEDULE 13G/A ERock, Inc. Filed by: McAndrew Walter Thomas Jr.

Fri, 04 Sep 2026 18:47:00 -0400

si-local-file:///var/storage/secattach/20260904/27030896.html

ERock Inc (EROC) PT Lowered to $20 at Guggenheim

Wed, 02 Sep 2026 06:35:43 -0400

Guggenheim analyst Joseph Osha lowered the price target on ERock Inc (NYSE: EROC) to $20.00 (from $23.00) while maintaining a Buy rating.

ERock Inc (EROC) PT Raised to $23 at Morgan Stanley

Mon, 17 Aug 2026 08:58:19 -0400

Morgan Stanley analyst Angel Castillo raised the price target on ERock Inc (NYSE: EROC) to $23.00 (from $21.00) while maintaining a Overweight rating.

Form SCHEDULE 13G ERock, Inc. Filed by: McAndrew Walter Thomas Jr.

Fri, 14 Aug 2026 18:17:00 -0400

si-local-file:///var/storage/secattach/20260814/26933116.html

Form 10-Q ERock, Inc. For: Jun 30

Wed, 12 Aug 2026 16:22:00 -0400

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ERock (EROC) Misses Q2 EPS by 6c

Tue, 11 Aug 2026 16:47:27 -0400

ERock (NYSE: EROC) reported Q2 EPS of ($0.06). Revenue for the quarter came in at $39.87 million.

For earnings history and earnings-related data on ERock (EROC) click here.

Form 8-K ERock, Inc. For: Aug 11

Tue, 11 Aug 2026 16:19:00 -0400

si-local-file:///var/storage/secattach/20260811/26906081.html

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.
Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

ERock Reports Second Quarter 2026 Results

Tue, 11 Aug 2026 16:05:00 -0400

Record Backlog Reaches Approximately $1.7 billion, Up 10x Year-Over-Year

470 MW Anthropic Order Extends Production Commitments Into 2028

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 billion, up 10x year-over-year, driven primarily by accelerating demand from AI data center customers.

Executed a 470 MW

BofA Securities Upgrades ERock Inc (EROC) to Buy

Fri, 17 Jul 2026 06:13:42 -0400
(Updated - July 17, 2026 6:13 AM EDT)
BofA Securities analyst Ross Fowler upgraded ERock Inc (NYSE: EROC) from Neutral to Buy with a price target of $16.00.
The analyst commented: "We upgrade ERock (EROC) to Buy from Neutral and maintain our $16 PO. The stock’s decline from $15.47 at initiation to $10.15 (EROC -34% vs. the S&P 500 +1.9%) has
improved the risk/reward while the core thesis: AI power demand, grid constraints, backlog conversion, utility partnerships, and recurring services, remain intact."
For an analyst ratings summary and ratings history on ERock Inc click here. For more ratings news on ERock Inc

BofA Securities Upgrades ERock Inc (EROC) to Buy

Fri, 17 Jul 2026 06:13:42 -0400
(Updated - July 17, 2026 6:13 AM EDT)
BofA Securities analyst Ross Fowler upgraded ERock Inc (NYSE: EROC) from Neutral to Buy with a price target of $16.00.
The analyst commented: "We upgrade ERock (EROC) to Buy from Neutral and maintain our $16 PO. The stock’s decline from $15.47 at initiation to $10.15 (EROC -34% vs. the S&P 500 +1.9%) has
improved the risk/reward while the core thesis: AI power demand, grid constraints, backlog conversion, utility partnerships, and recurring services, remain intact."
For an analyst ratings summary and ratings history on ERock Inc click here. For more ratings news on ERock Inc