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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

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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

ERock Schedules Second Quarter 2026 Results and Conference Call

Wed, 15 Jul 2026 16:15:00 -0400

HOUSTON--(BUSINESS WIRE)-- ERock, Inc. (“ERock” or the Company”) (NYSE: EROC), a recognized leader in reliable, large-scale onsite power solutions, today announced that it will issue its financial results for the second quarter ended June 30, 2026, after market close on Tuesday, August 11, 2026. The Company will also host a conference call on Wednesday, August 12, 2026 at 8:30AM Eastern Time / 7:30AM Central Time. Speakers on the call will include John Carrington, Chief Executive Officer, Ian Blakely, Chief Financial Officer, and Corey Amthor, President.
The conference call will be accessible via a live webcast on a listen-only

ERock Schedules Second Quarter 2026 Results and Conference Call

Wed, 15 Jul 2026 16:15:00 -0400

HOUSTON--(BUSINESS WIRE)-- ERock, Inc. (“ERock” or the Company”) (NYSE: EROC), a recognized leader in reliable, large-scale onsite power solutions, today announced that it will issue its financial results for the second quarter ended June 30, 2026, after market close on Tuesday, August 11, 2026. The Company will also host a conference call on Wednesday, August 12, 2026 at 8:30AM Eastern Time / 7:30AM Central Time. Speakers on the call will include John Carrington, Chief Executive Officer, Ian Blakely, Chief Financial Officer, and Corey Amthor, President.
The conference call will be accessible via a live webcast on a listen-only

BNP Paribas Exane Starts ERock Inc (EROC) at Outperform

Mon, 06 Jul 2026 07:23:19 -0400

BNP Paribas Exane initiates coverage on ERock Inc (NYSE: EROC) with a Outperform rating and a price target of $22.00.
For an analyst ratings summary and ratings history on ERock Inc click here. For more ratings news on ERock Inc click here.
Shares of ERock Inc closed at $15.47 yesterday.

Barclays Starts ERock Inc (EROC) at Overweight

Mon, 06 Jul 2026 06:30:22 -0400
(Updated - July 6, 2026 6:30 AM EDT)
Barclays initiates coverage on ERock Inc (NYSE: EROC) with a Overweight rating and a price target of $23.00.
The analyst comments "Initiate coverage of EROC with Overweight rating and $23 price target: The U.S. power market is entering a structural period of scarcity driven by hyperscale AI infrastructure, industrial reshoring, electrification, and growing grid constraints. While demand for electricity is accelerating, customers increasingly face multi-year delays to secure utility interconnections. We believe this widening gap between power demand and power availability creates a large and durable opportunity for ERock, whose bridge-to-grid offering allows customers

Barclays Starts ERock Inc (EROC) at Overweight

Mon, 06 Jul 2026 06:30:22 -0400
(Updated - July 6, 2026 6:30 AM EDT)
Barclays initiates coverage on ERock Inc (NYSE: EROC) with a Overweight rating and a price target of $23.00.
The analyst comments "Initiate coverage of EROC with Overweight rating and $23 price target: The U.S. power market is entering a structural period of scarcity driven by hyperscale AI infrastructure, industrial reshoring, electrification, and growing grid constraints. While demand for electricity is accelerating, customers increasingly face multi-year delays to secure utility interconnections. We believe this widening gap between power demand and power availability creates a large and durable opportunity for ERock, whose bridge-to-grid offering allows customers

BofA Securities Starts ERock Inc (EROC) at Neutral

Mon, 06 Jul 2026 06:12:00 -0400
(Updated - July 6, 2026 6:12 AM EDT)
BofA Securities analyst Ross Fowler initiates coverage on ERock Inc (NYSE: EROC) with a Neutral rating and a price target of $16.00.
The analyst comments "We initiate coverage on ERock (EROC) with a $16 price objective, reflecting a favorable position in the rapidly growing speed-to-power market, but with a valuation that already captures much of the near-term opportunity. The company is benefiting from strong demand tied to AI/data centers, backup power and grid-constrained markets, though longer-term upside depends on successful scaling and backlog conversion."
For an analyst ratings summary and ratings history on ERock Inc

BofA Securities Starts ERock Inc (EROC) at Neutral

Mon, 06 Jul 2026 06:12:00 -0400
(Updated - July 6, 2026 6:12 AM EDT)
BofA Securities analyst Ross Fowler initiates coverage on ERock Inc (NYSE: EROC) with a Neutral rating and a price target of $16.00.
The analyst comments "We initiate coverage on ERock (EROC) with a $16 price objective, reflecting a favorable position in the rapidly growing speed-to-power market, but with a valuation that already captures much of the near-term opportunity. The company is benefiting from strong demand tied to AI/data centers, backup power and grid-constrained markets, though longer-term upside depends on successful scaling and backlog conversion."
For an analyst ratings summary and ratings history on ERock Inc

Guggenheim Starts ERock Inc (EROC) at Buy

Mon, 06 Jul 2026 06:09:16 -0400

Guggenheim analyst Joseph Osha initiates coverage on ERock Inc (NYSE: EROC) with a Buy rating and a price target of $23.00.
For an analyst ratings summary and ratings history on ERock Inc click here. For more ratings news on ERock Inc click here.
Shares of ERock Inc closed at $15.47 yesterday.

Wolfe Research Starts ERock Inc (EROC) at Outperform

Mon, 06 Jul 2026 05:18:11 -0400

Wolfe Research analyst Steve Fleishman initiates coverage on ERock Inc (NYSE: EROC) with a Outperform rating and a price target of $24.00.
The analyst comments "We are Outperform-rated on EROC. We like the exposure to the hot speed-to-power thematic and their integrated business model. They install and service distributed power systems across the U.S., which is more valuable than ever as grid interconnection times continue to grow as load growth is ramping its fastest in decades. Executing at a larger scale will take some proving out, but their modular "RockBlock" natural gas generator is differentiated – quick ramp, load-following, low emissions,

Wolfe Research Starts ERock Inc (EROC) at Outperform

Mon, 06 Jul 2026 05:18:11 -0400

Wolfe Research analyst Steve Fleishman initiates coverage on ERock Inc (NYSE: EROC) with a Outperform rating and a price target of $24.00.
The analyst comments "We are Outperform-rated on EROC. We like the exposure to the hot speed-to-power thematic and their integrated business model. They install and service distributed power systems across the U.S., which is more valuable than ever as grid interconnection times continue to grow as load growth is ramping its fastest in decades. Executing at a larger scale will take some proving out, but their modular "RockBlock" natural gas generator is differentiated – quick ramp, load-following, low emissions,

Morgan Stanley Starts ERock Inc (EROC) at Overweight

Mon, 06 Jul 2026 03:23:56 -0400

Morgan Stanley analyst Angel Castillo initiates coverage on ERock Inc (NYSE: EROC) with a Overweight rating and a price target of $21.00.
The analyst comments: “A Differentiated Speed-to-Power Offering. ERock is a vertically integrated distributed power platform provider uniquely built for solving some of the key bottlenecks facing key end-markets (i.e. data centers) today. The company designs, deploys, operates, and maintains distributed power systems that pair its proprietary low-emission natural gas generator (RockBlock range from 1.5MW to 3.5MW) with embedded software. Its products serve across bridge, backup, and dispatchable power use cases for data centers, utilities, and large commercial and industrial