$ERock, Inc.(EROC)$ Every analyst target is more than double the current price. For Q3, the main thing I'm watching is whether revenue comes in above $150 million. If that happens, a minimum of 10x 2027 revenue of $1 billion would point to roughly $50 a share. Bloom Energy is in a similar business but more expensive with a much longer wait time, and it's trading at 22x. EROC has a $1.7 billion backlog with Microsoft, Meta, and Anthropic.
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