ESS Inc. shares target cut by Canaccord Genuity on market uncertainty

Published 16/08/2024, 11:56
ESS Inc. shares target cut by Canaccord Genuity on market uncertainty

On Friday, ESS Inc. (NYSE:GWH) shares experienced a revision in its financial outlook as Canaccord Genuity adjusted the company's price target to $1.00, descending from the previous $1.25. The firm has decided to maintain its Hold rating on the stock.

The revision reflects a cautious stance towards the long-duration energy storage market, which is gaining traction as the demand for power in AI data centers increases.

The analyst from Canaccord Genuity noted the presence of a wide array of technology choices for utilities and customers, emphasizing the importance of identifying market leaders.

As the industry evolves, the analyst expressed anticipation for ESS Inc.'s improved financial performance and the exploration of financing options that could enhance the company's operational flexibility.

Despite the challenges, ESS Inc. is recognized for having robust partnerships with notable entities such as Honeywell (NASDAQ:HON) and Softbank (OTC:SFTBY), which could potentially bolster its resources.

In the statement, the analyst remarked on the positive aspects, saying, "We see growing signs of momentum and interest in the nascent market for long-duration energy storage.” Nonetheless, the decision to lower the price target from $1.25 to $1.00 is attributed to modifications in the firm's analytical model.

The Hold rating is reaffirmed, with the analyst acknowledging the potential for upside but also considering the current uncertainties that warrant a cautious approach.

In other recent news, ESS Inc. has seen a revised outlook from Deutsche Bank and TD Cowen. Deutsche Bank has maintained a Hold rating on ESS Inc. but lowered the price target to $0.90 from the previous $1.15 due to a cautious outlook.

This adjustment is based on the company's estimated sales and EBITDA multiple for the year 2027, as well as the recognition of ongoing risks associated with the company. On the other hand, TD Cowen has reduced the price target for ESS Inc. to $1.50 from $2.00, while maintaining a Buy rating on the stock.

Recent developments include ESS Inc. finalizing a $50 million funding agreement with the Export-Import Bank of the United States to enhance its manufacturing capabilities. This additional funding is expected to enable the development of a second production line, increasing the company's capacity to over 1 gigawatt-hour.

Additionally, the company is on track to introduce commercial Electrochemical Capacitors in the second half of 2024 and is projected to achieve non-GAAP gross margin profitability with its Energy Warehouse units by the end of fiscal year 2024.

ESS Inc. reported Q2 revenue figures of $348,000, despite a delay in funding from a customer resulting in the postponement of 12 Energy Warehouse units to the third quarter of 2024. The company remains optimistic about recognizing revenue for the delayed units in the third quarter.

These are recent developments that highlight the company's commitment to expanding its manufacturing footprint and its anticipated profitability milestones.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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