EROCIndustrials · Specialty Industrial Machinery

EROC Stock Forecast: ERock, Inc. Price Predictions for 2026-2027

Last close, 16 Oct 2026
$9.29
−6.63% on the day

The 8 Wall Street analysts covering ERock, Inc. hold a median 12-month price target of $23 — +142.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 1 of 100 as at 15 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$479.3M
Ticker Nerd rank
1 / 100
Median analyst target
$23
Analysts covering
8
Revenue$39.9M
Operating income−$19.8M
Net income−$67.7M
Free cash flow$67.2M
Quarterly, 4 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−22.3%
1M
−23.9%
From high
−50.5%
From low
+3.3%
$9
$19
Range since 10 June 2026, adjusted closes · the dot is the last close
Ticker Nerd rank

EROC stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores ERock, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Oct 2026
1 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
52
Size
34
Accruals
8
Issuance
7
Momentum
5
Growth
5
Value
4
Volatility
4
Quality
1

Revisions (52): Analysts have, on balance, been raising their forecasts.

Quality (1): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

EROC stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on EROC, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, since 10 June 2026Adjusted close, US dollars
$10$15$20$25$30Jul 26Aug 26Sep 26Oct 26EROCHigh $28Median $23Low $19

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says8 analysts
8 Buy0 Hold0 Sell
Low $19Median $23High $28

The green dot is the last close — the median target sits +142.2% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
2 Sept 2026GuggenheimMaintainsBuy$23 → $20
17 Aug 2026Morgan StanleyMaintainsOverweight$21 → $23
17 Aug 2026Morgan StanleyMaintainsOverweight—
17 July 2026B of A SecuritiesUpgradeBuy$16
17 July 2026B of A SecuritiesUpgradeBuy—
6 July 2026B of A SecuritiesInitiatesNeutral$16
6 July 2026B of A SecuritiesInitiatesNeutral—
6 July 2026BarclaysInitiatesOverweight—
6 July 2026BarclaysInitiatesOverweight$23
6 July 2026Evercore ISI GroupInitiatesOutperform—
6 July 2026Evercore ISI GroupInitiatesOutperform$28
6 July 2026GuggenheimInitiatesBuy—
6 July 2026GuggenheimInitiatesBuy$23
6 July 2026JP MorganInitiatesOverweight$24
6 July 2026JP MorganInitiatesOverweight—
6 July 2026Morgan StanleyInitiatesOverweight—
6 July 2026Morgan StanleyInitiatesOverweight$21
6 July 2026Wolfe ResearchInitiatesOutperform$24
6 July 2026Wolfe ResearchInitiatesOutperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. EROC appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

EROC vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

EROC vs S&P 500, last 12 monthsTotal return, rebased to 100
5060708090100110Jul 26Aug 26Sep 26Oct 26EROCS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

EROC analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
1
Analysts cutting
1
Fundamentals

ERock, Inc. (EROC) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
41.5×

Cheaper than 18% of US stocks

Price / sales
3.0×

Cheaper than 40% of US stocks

Price / book
9.7×

Cheaper than 9% of US stocks

EV / EBITDA
−1.9×

Cheaper than 73% of US stocks

Growth & margins
Revenue growth (YoY)
−41.7%

Higher than 7% of US stocks

Earnings growth (YoY)
—
Gross margin
21.9%

Higher than 23% of US stocks

Operating margin
−44.8%

Higher than 17% of US stocks

Net margin
−66.7%

Higher than 8% of US stocks

Returns & dividend
Return on equity
8.2%

Higher than 59% of US stocks

Return on assets
−3.6%

Higher than 34% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

ERock, Inc. (EROC) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • ERock, Inc. has a market value of $479.3M and an enterprise value of $90.2M.

  • Revenue in the twelve months to 30 June 2026: $164.2M. The latest quarter shrank 41.7% year on year.

  • Net income over the same four quarters: −$106.8M, a −65.1% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.65.

  • Free cash flow in the twelve months to 30 June 2026: $258.1M, after $11.2M of capital spending.

  • Shares outstanding: 48.2M.

  • Trailing P/E: 41.5×; forward P/E: 19.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • ERock, Inc. employs 385 people — $426K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 16 Oct 2026

Data provided by Twelve Data

Peers

EROC vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSpecialty Industrial Machinery
CompanyMarket capTKN rank
EROCERock, Inc.$479.3M
1
HLIOHelios Technologies, Inc.$2.2B
97
GRCThe Gorman-Rupp Co.$1.9B
95
EPACEnerpac Tool Group Corp.$1.9B
89
MFPMidera Food Processing, Inc.$1.8B
2
SMRNuScale Power Corp.$2.6B
4
KAIKadant Inc.$3.0B
52

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own ERock, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest EROC news & analysis

ERock Service Component On Future Base From Current Backlog Might Already Justify Valuation

Seeking Alpha · 10 Oct 2026positive

ERock’s backlog has increased tenfold year over year, including agreements for 470 MW with Anthropic and 366 MW with Meta. The article says a growing installed generator base is supporting service revenue growth and could lead to margin expansion as recurring business becomes a larger share.

Why it matters — The backlog and supply agreements may improve revenue visibility, while expanding service revenues are a potential driver of the company’s business mix.

ERock, HD Construction Equipment Sign Multi-Year Engine Long Block Supply Agreement to Accelerate Manufacturing Capacity

Business Wire · 7 Oct 2026positive

ERock signed a multi-year agreement with HD Construction Equipment, a Hyundai subsidiary, for natural gas engine long blocks for its RockBlock generators. The agreement covers 2027–2028 and supports increased production and fulfillment of large-scale customer orders.

Why it matters — The supply agreement is intended to expand ERock’s manufacturing capacity as it serves orders from data centers and utilities.

ERock: AI's Grid Bottleneck Can Become A Long-Lived Installed-Base Business

Seeking Alpha · 17 Aug 2026positive

The item reports that ERock (EROC) is positioned to address urgent data-center power needs with turnkey, modular natural gas solutions that shorten deployment timelines. ERock's guidance of $435M–$465M in revenue and $3M–$9M in adjusted EBITDA implies a near-term delivery and installation ramp, with long-term growth depending on recurring service revenue, while its EV/revenue multiple of 8.8x is noted as not cheap.

Why it matters — EROC watchers would care because the piece ties the company's near-term delivery ramp and recurring-service potential to the broader data-center power bottleneck that could sustain a long-lived installed base.

ERock Stock Surges Thursday: What's Driving the Action?

Benzinga · 13 Aug 2026positive

Shares of ERock Inc. (NYSE:EROC) rose sharply on Thursday following the company's second-quarter financial results, which were reported after market close on Tuesday. The surge in the stock price followed the release of those quarterly figures.

Why it matters — EROC watchers would care because the Thursday stock surge appears directly tied to the company's just-published second-quarter financial results, making this a key earnings-driven development for shareholders.

ERock: Green Shoots Emerge, But Questions Remain

Seeking Alpha · 13 Aug 2026neutral

Seeking Alpha reviews ERock, an integrated distributed power systems provider for data centers and industrial clients. Despite a surging backlog ($1.7B) and ramping capacity (1.2 GW), the article notes thin margins, modest 2024 EBITDA guidance of $3–$9M, and a lofty valuation multiple relative to earnings.

Why it matters — EROC watchers will care because the piece weighs strong demand signals from a growing backlog against ongoing profitability and valuation concerns that remain central to the company's outlook.

FAQ

Frequently asked questions about EROC stock

What is the EROC stock price forecast for 2026-2027?

The 8 Wall Street analysts covering ERock, Inc. have a median 12-month price target of $23, with estimates ranging from $19 to $28. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is EROC stock a buy right now?

Of the 8 analysts covering ERock, Inc., 8 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks ERock, Inc. 1 out of 100 across roughly 4,600 US stocks as at 15 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank EROC?

As at 15 Oct 2026, ERock, Inc. ranks 1 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (52 of 100).

Will EROC stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +142.2% from the last close, and Ticker Nerd's factor model ranks ERock, Inc. 1 out of 100 as at 15 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the EROC stock forecast for 2030?

No analyst covering ERock, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EROC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $19 to $28 over the next 12 months.

What does ERock, Inc. do?

ERock, Inc. Class A Common Stock represents ownership in ERock, Inc., a Houston-based company that designs, deploys, operates, and maintains distributed power generation systems for commercial and industrial customers in the United States.

What is the latest news on EROC?

The most recent item we track (Seeking Alpha, 10 Oct 2026): "ERock Service Component On Future Base From Current Backlog Might Already Justify Valuation". ERock’s backlog has increased tenfold year over year, including agreements for 470 MW with Anthropic and 366 MW with Meta. The article says a growing installed generator base is supporting service revenue growth and could lead to margin expansion as recurring business becomes a larger share.

Company

About ERock, Inc.

ERock, Inc. Class A Common Stock represents ownership in ERock, Inc., a Houston-based company that designs, deploys, operates, and maintains distributed power generation systems for commercial and industrial customers in the United States. ERock focuses on modular onsite power solutions and related services, including installation, ongoing maintenance, and asset management. Its systems are used to support bridge power, backup power, and dispatchable power applications, serving sectors such as data centers, utilities, and other business customers that require reliable distributed energy infrastructure. The company’s business is centered on delivering turnkey power solutions that combine hardware, software, and long-term operational support for customers seeking resilient energy supply. Founded in 2006, ERock plays a specialized role in the market for distributed generation and onsite power systems, where reliability, flexibility, and service capability are key competitive factors.

CEO Mr. John E. Carrington · 385 employees · United States · https://erock.com