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Energy Vault Holdings, Inc. (NRGV) Stock Fundamental Analysis & AI Rating 2026

NRGV NYSE Miscellaneous Electrical Machinery, Equipment & Supplies DE CIK: 0001828536
Recently Updated • Analysis: May 20, 2026 • SEC Data: 2026-03-31
Combined AI Rating
STRONG SELL
86% Confidence
STRONG AGREEMENT
STRONG SELL
95% Conf
STRONG SELL
78% Conf

📊 NRGV Key Takeaways

Revenue: $21.9M
Net Margin: -148.5%
Free Cash Flow: $-60.9M
Current Ratio: 1.44x
Debt/Equity: 4.94x
EPS: $-0.20
AI Rating: STRONG SELL with 95% confidence
Energy Vault Holdings, Inc. (NRGV) receives a STRONG SELL rating with 86% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $21.9M, net profit margin of -148.5%, and return on equity (ROE) of -106.7%, Energy Vault Holdings, Inc. demonstrates mixed fundamentals in the Utilities sector. Below is our complete NRGV stock analysis for 2026.

Is Energy Vault Holdings, Inc. (NRGV) a Good Investment?

Claude

Energy Vault is in severe financial distress with unsustainable fundamentals: -$60.9M free cash flow burn against only ~$55.2M cash reserves (less than one year of runway), combined with extreme leverage of 4.94x debt/equity and zero revenue growth. Despite a thin positive trend in losses, the company's -148.5% net margin and $150.5M long-term debt load against just $30.5M equity creates an existential solvency risk.

ChatGPT

Despite a $204M revenue base and a 23.6% gross margin, Energy Vault remains far from profitability with deeply negative operating (-36.5%) and net (-50.9%) margins. Liquidity is strained (current ratio 0.73x) and free cash flow is materially negative (-$46.7M) versus a modest cash balance, implying near‑term financing risk. Flat revenue growth further limits operating leverage and reduces visibility to breakeven.

Why Buy Energy Vault Holdings, Inc. Stock? NRGV Key Strengths

Claude
  • + Positive gross margin of 21.9% indicates underlying product has commercial value
  • + Losses improving 28.6% YoY (EPS) suggesting operational progress toward sustainability
  • + Cash position of $55.2M provides near-term liquidity for operations
ChatGPT
  • + Established revenue base (~$204M)
  • + Positive gross margin (23.6%) indicating unit-level value
  • + Moderate leverage (Debt/Equity 0.56x) and modest OCF burn

NRGV Stock Risks: Energy Vault Holdings, Inc. Investment Risks

Claude
  • ! Catastrophic cash burn of -$60.9M annually with <1 year of cash runway remaining
  • ! Extreme financial leverage at 4.94x debt/equity with $150.5M long-term debt versus $30.5M equity - critical refinancing risk
  • ! Zero revenue growth combined with -$53.8M operating cash flow indicates core business is fundamentally cash destructive with no clear path to profitability
  • ! Stockholders equity eroded to only $30.5M against $244.3M total liabilities - severe balance sheet insolvency risk
  • ! Negative interest coverage ratio of -3025.1x reflects inability to service debt from operating income
ChatGPT
  • ! Tight liquidity (current and quick ratio 0.73x)
  • ! Persistent losses and very weak returns (ROE -153.6%)
  • ! Negative free cash flow with heavy capex needs

Key Metrics to Watch

Claude
  • * Quarterly operating cash flow trend and pathway to positive OCF
  • * Cash balance trajectory and months of remaining runway at current burn rate
  • * Revenue growth inflection - absolute necessity to demonstrate >10% YoY growth
  • * Operating margin improvement - when company achieves positive operating income
  • * Debt refinancing success and terms - critical to assess survival probability
ChatGPT
  • * Gross margin
  • * Current ratio

Energy Vault Holdings, Inc. (NRGV) Financial Metrics & Key Ratios

Revenue
$21.9M
Net Income
$-32.5M
EPS (Diluted)
$-0.20
Free Cash Flow
$-60.9M
Total Assets
$298.0M
Cash Position
$55.2M

💡 AI Analyst Insight

Energy Vault Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

NRGV Profit Margin, ROE & Profitability Analysis

Gross Margin 21.9%
Operating Margin -110.6%
Net Margin -148.5%
ROE -106.7%
ROA -10.9%
FCF Margin -278.1%

NRGV vs Utilities Sector: How Energy Vault Holdings, Inc. Compares

How Energy Vault Holdings, Inc. compares to Utilities sector averages

Net Margin
NRGV -148.5%
vs
Sector Avg 12.0%
NRGV Sector
ROE
NRGV -106.7%
vs
Sector Avg 10.0%
NRGV Sector
Current Ratio
NRGV 1.4x
vs
Sector Avg 0.8x
NRGV Sector
Debt/Equity
NRGV 4.9x
vs
Sector Avg 1.4x
NRGV Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Energy Vault Holdings, Inc. Stock Overvalued? NRGV Valuation Analysis 2026

Based on fundamental analysis, Energy Vault Holdings, Inc. shows some fundamental concerns relative to the Utilities sector in 2026.

Return on Equity
-106.7%
Sector avg: 10%
Net Profit Margin
-148.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
4.94x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Energy Vault Holdings, Inc. Balance Sheet: NRGV Debt, Cash & Liquidity

Current Ratio
1.44x
Quick Ratio
1.44x
Debt/Equity
4.94x
Debt/Assets
82.0%
Interest Coverage
-3,025.13x
Long-term Debt
$150.5M

NRGV Revenue & Earnings Growth: 5-Year Financial Trend

NRGV 5-year financial data: Year 2022: Revenue $145.9M, Net Income -$31.3M, EPS $-2.45. Year 2023: Revenue $341.5M, Net Income -$78.3M, EPS $-0.64. Year 2024: Revenue $341.5M, Net Income -$98.4M, EPS $-0.69. Year 2025: Revenue $203.7M, Net Income -$135.8M, EPS $-0.91.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Energy Vault Holdings, Inc.'s revenue has grown significantly by 40% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.91 indicates the company is currently unprofitable.

NRGV Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-278.1%
Free cash flow / Revenue

NRGV Quarterly Earnings & Performance

Quarterly financial performance data for Energy Vault Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2025 $7.8M -$21.1M $-0.14
Q3 2024 $1.2M -$18.9M $-0.13
Q2 2024 $3.8M -$26.2M $-0.18
Q1 2024 $7.8M -$21.1M $-0.14
Q3 2023 $1.7M -$18.9M $-0.13
Q2 2023 $977.0K -$6.2M $-0.05
Q1 2023 $11.4M -$20.1M N/A
Q3 2022 N/A -$6.2M $-0.46

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Energy Vault Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$53.8M
Cash generated from operations
Capital Expenditures
$7.1M
Investment in assets
Dividends
None
No dividend program

NRGV SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Energy Vault Holdings, Inc. (CIK: 0001828536)

📋 Recent SEC Filings

Date Form Document Action
May 19, 2026 10-Q nrgv-20260331.htm View →
May 7, 2026 8-K tm2613991d1_8k.htm View →
May 5, 2026 8-K nrgv-20260505.htm View →
Apr 17, 2026 DEF 14A tm261610d1_def14a.htm View →
Apr 8, 2026 4 xslF345X06/wk-form4_1775688978.xml View →

Frequently Asked Questions about NRGV

What is the AI rating for NRGV?

Energy Vault Holdings, Inc. (NRGV) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 86% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are NRGV's key strengths?

Claude: Positive gross margin of 21.9% indicates underlying product has commercial value. Losses improving 28.6% YoY (EPS) suggesting operational progress toward sustainability. ChatGPT: Established revenue base (~$204M). Positive gross margin (23.6%) indicating unit-level value.

What are the risks of investing in NRGV?

Claude: Catastrophic cash burn of -$60.9M annually with <1 year of cash runway remaining. Extreme financial leverage at 4.94x debt/equity with $150.5M long-term debt versus $30.5M equity - critical refinancing risk. ChatGPT: Tight liquidity (current and quick ratio 0.73x). Persistent losses and very weak returns (ROE -153.6%).

What is NRGV's revenue and growth?

Energy Vault Holdings, Inc. reported revenue of $21.9M.

Does NRGV pay dividends?

Energy Vault Holdings, Inc. does not currently pay dividends.

Where can I find NRGV SEC filings?

Official SEC filings for Energy Vault Holdings, Inc. (CIK: 0001828536) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is NRGV's EPS?

Energy Vault Holdings, Inc. has a diluted EPS of $-0.20.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is NRGV a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Energy Vault Holdings, Inc. has a STRONG SELL rating with 86% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is NRGV stock overvalued or undervalued?

Valuation metrics for NRGV: ROE of -106.7% (sector avg: 10%), net margin of -148.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy NRGV stock in 2026?

Our dual AI analysis gives Energy Vault Holdings, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is NRGV's free cash flow?

Energy Vault Holdings, Inc.'s operating cash flow is $-53.8M, with capital expenditures of $7.1M. FCF margin is -278.1%.

How does NRGV compare to other Utilities stocks?

Vs Utilities sector averages: Net margin -148.5% (avg: 12%), ROE -106.7% (avg: 10%), current ratio 1.44 (avg: 0.8).

Is Energy Vault Holdings, Inc. carrying too much debt?

NRGV has a debt-to-equity ratio of 4.94x, which is above the Utilities sector average of 1.4x. However, the current ratio of 1.44 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 20, 2026 | Data as of: 2026-03-31 | Powered by Claude AI