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EOSE Notes
May 14, 2026 TD Cowen raised EOS TP to $8 Price Target Adjustment: Raised to $8 from $7 Rating: Maintained at Hold. Operational Success: The company reported record manufacturing output. In Q1 2026, revenue surged to $57 million, a fivefold increase year-over-year. The "Softer Backlog" Catch: Despite the record production, TD Cowen noted a "softer backlog." While the total backlog remains substantial at approximately $645 million, the rate of new orders or the conversion tim
May 132 min read
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