Seeking Alpha
01 Jul 2026, 00:43 UTC · 19w ago
Energy Vault Holdings: I'm Buying The Massive Discount As EBITDA Continues To Scale
Impact · against what's priced in
NRGV is positioned for significant valuation expansion based on a massive shift in unit economics. The move toward data center projects has increased EBITDA per MW from $0.1 million to $2.0 million, providing a concrete path toward a $1.8 billion EBITDA run-rate by 2030.
- NRGV+0.70
No priced-in read yet
- In context
The 20x increase in EBITDA per MW ($0.1m to $2.0m) and the specific 2026 revenue target of $225–$300 million provide new, concrete benchmarks for profitability and scale.
Read from the article alone
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