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NRGV Stock Analysis 2026 - Energy Vault Holdings, Inc. AI Rating

NRGV NYSE Miscellaneous Electrical Machinery, Equipment & Supplies DE CIK: 0001828536
Recently Updated • Analysis: Apr 3, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 NRGV Key Takeaways

Revenue: $203.7M
Net Margin: -50.9%
Free Cash Flow: $-46.7M
Current Ratio: 0.73x
Debt/Equity: 0.56x
EPS: $-0.65
AI Rating: STRONG SELL with 92% confidence

Is NRGV a Good Investment? Thesis Analysis

Claude

Energy Vault is a pre-profitability company with severe operational losses, negative free cash flow, and deteriorating financial health despite flat revenue. The company is burning through cash while heavily investing in capital expenditures, with an extremely weak liquidity position and near-term sustainability concerns.

Why Buy NRGV? Key Strengths

Claude
  • + Positive gross margin of 23.6% indicates viable unit economics at the product level
  • + Maintaining $58.3M in cash reserves provides near-term runway for operations
  • + Recent improvement in net loss per share (-0.65 vs prior year) shows some progress toward profitability

NRGV Investment Risks to Consider

Claude
  • ! Operating losses of -$74.4M on $203.7M revenue demonstrate inability to control operating expenses despite scale
  • ! Negative free cash flow of -$46.7M with $41.1M capex indicates the company is not yet cash flow positive and burning capital
  • ! Critical liquidity crisis with current ratio of 0.73x means liabilities exceed current assets; company cannot cover short-term obligations
  • ! Net loss of -$103.6M and -50.9% net margin show fundamental unprofitability at the bottom line
  • ! Negative interest coverage of -9295.9x indicates company cannot service debt from operating earnings
  • ! Flat year-over-year revenue growth with significant losses suggests no clear path to profitability

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory and path to positive FCF generation
  • * Quarterly revenue growth acceleration and gross margin sustainability
  • * Cash burn rate relative to remaining liquidity runway
  • * Operating expense ratio and evidence of operational leverage
  • * Debt refinancing risk and covenant compliance given negative earnings

NRGV Financial Metrics

Revenue
$203.7M
Net Income
$-103.6M
EPS (Diluted)
$-0.65
Free Cash Flow
$-46.7M
Total Assets
$312.9M
Cash Position
$58.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

NRGV Profitability Ratios

Gross Margin 23.6%
Operating Margin -36.5%
Net Margin -50.9%
ROE -153.6%
ROA -33.1%
FCF Margin -22.9%

NRGV vs Industrial Sector

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

Net Margin
NRGV -50.9%
vs
Sector Avg 10.0%
NRGV Sector
ROE
NRGV -153.6%
vs
Sector Avg 15.0%
NRGV Sector
Current Ratio
NRGV 0.7x
vs
Sector Avg 1.8x
NRGV Sector
Debt/Equity
NRGV 0.6x
vs
Sector Avg 0.7x
NRGV Sector

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

Is NRGV Overvalued or Undervalued?

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

Return on Equity
-153.6%
Sector avg: 15%
Net Profit Margin
-50.9%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.56x
Sector avg: 0.7x

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.

NRGV Balance Sheet & Liquidity

Current Ratio
0.73x
Quick Ratio
0.73x
Debt/Equity
0.56x
Debt/Assets
71.7%
Interest Coverage
-9,295.88x
Long-term Debt
$38.0M

NRGV 5-Year Financial Trend & Growth Analysis

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 Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-22.9%
Free cash flow / Revenue

NRGV Quarterly 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.

NRGV Capital Allocation

Operating Cash Flow
-$5.6M
Cash generated from operations
Capital Expenditures
$41.1M
Investment in assets
Dividends
None
No dividend program

NRGV SEC 10-K & 10-Q Filing Analysis

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

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775160926.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160910.xml View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775160901.xml View →
Apr 1, 2026 4 xslF345X06/wk-form4_1775057382.xml View →
Mar 26, 2026 4 xslF345X06/wk-form4_1774544850.xml View →

Frequently Asked Questions about NRGV

What is the AI rating for NRGV?

Energy Vault Holdings, Inc. (NRGV) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are NRGV's key strengths?

Claude: Positive gross margin of 23.6% indicates viable unit economics at the product level. Maintaining $58.3M in cash reserves provides near-term runway for operations.

What are the risks of investing in NRGV?

Claude: Operating losses of -$74.4M on $203.7M revenue demonstrate inability to control operating expenses despite scale. Negative free cash flow of -$46.7M with $41.1M capex indicates the company is not yet cash flow positive and burning capital.

What is NRGV's revenue and growth?

Energy Vault Holdings, Inc. reported revenue of $203.7M.

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 $-0.65.

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 April 2026, Energy Vault Holdings, Inc. has a STRONG SELL rating with 92% 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 -153.6% (sector avg: 15%), net margin of -50.9% (sector avg: 10%). 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 $-5.6M, with capital expenditures of $41.1M. FCF margin is -22.9%.

How does NRGV compare to other Industrial stocks?

Vs Industrial sector averages: Net margin -50.9% (avg: 10%), ROE -153.6% (avg: 15%), current ratio 0.73 (avg: 1.8).

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: Apr 3, 2026 | Data as of: 2025-12-31 | Powered by Claude AI