Energy Vault Holdings Inc（NRGV）資訊與事件NRGVEnergy Vault Holdings Inc

Company Adjusts FY26 Guidance to 1.1GW

Previous view was $225M-$300M. Other FY26 guidance: Narrowing full- year 2026 GAAP gross margin guidance to 20%-25% from 15%-25%; Targeting $160-$200 million in total cash at year-end 2026, supported by financing activities, project execution and capital discipline; Advancing own and operate strategy with global multi-asset class portfolio now ~1.1 GW, expected to generate approximately $180 million in annual run-rate EBITDA over the next 18-36 months.

Company Reports Q2 Revenue of $17.37M, Beating Consensus of $14.14M

Reports Q2 revenue $17.37M, consensus $14.14M.

Energy Vault Signs Strategic Agreement to Support 1.25GW AI Data Centers

Energy Vault Holdings announced the execution of a strategic commercial agreement under which Energy Vault will supply battery energy storage systems, grid-forming power conversion systems and AI infrastructure control software to support an initial deployment totaling 1.25 gigawatts of integrated power infrastructure for hyperscaler AI data centers. The agreement establishes a repeatable AI power infrastructure platform that combines dispatchable power generation, intelligent battery energy storage, grid-forming inverter systems, advanced AI infrastructure controls software and turnkey EPC and plant integration into a single integrated solution designed specifically for hyperscaler AI data centers and high-performance computing campuses. The companies will jointly deploy fully integrated, off-grid power systems capable of bringing AI compute capacity online significantly faster than traditional utility interconnection schedules while providing the reliability, resiliency and operational flexibility required by next-generation AI workloads. Initial deployments are expected over the next four to twelve months, supporting an accelerated speed-to-power schedule that is not dependent on traditional utility interconnection timelines. "Artificial intelligence is fundamentally changing how critical power infrastructure is designed, deployed and operated," said Robert Piconi, Chairman and Chief Executive Officer of Energy Vault. "Customers are no longer procuring individual technologies-they require integrated power infrastructure capable of delivering reliable, always-on electricity at unprecedented speed and scale. With this agreement we have created a highly differentiated platform that combines industry-leading power generation, intelligent energy storage and advanced power plant software into a single integrated solution purpose-built for AI infrastructure." Energy Vault expects a revenue impact of about $500M-$600M in 2H 2026 and 2027, which will be discussed during the upcoming earnings call on August 11, 2026.