Insider buying last 90 days
No open-market insider purchases were filed for EROC in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every EROC insider filing, plotted on the chart in Gekko.Open EROC in Gekko
Gekko Brief
AI summaryOct 12 closeThis week's coverage centers on ERock's expanding backlog and new supply agreements tied to data center power demand. One piece notes that the growing backlog, up 10x year-over-year, along with recent supply agreements, may already support current valuation, citing the 470 MW Anthropic deal and the 366 MW Meta contract as drivers of long-term revenue visibility. Separately, ERock announced a multi-year engine long block supply agreement with HD Construction Equipment, a Hyundai subsidiary, aimed at accelerating manufacturing capacity for its onsite power solutions.
EROC closed at $11.72, down 1.9%, sitting below its 50-day moving average of $12.61. The one-month return stands at -7.7% and the three-month return at -5.5%, with the 52-week range spanning $8.88 to $20.70. The GekkoIndex reads 61.3, placing the stock in the Accumulation zone, up 2 points over the past five readings. The gap to Gekko Fair Value of $16.29 stands at -28.1%, with price currently below that level.
ERock's next earnings date falls on 2 December 2026, 50 days out and outside a typical 20-day holding window. Its last report on 11 August 2026 showed an EPS beat of $1.04 against a -$0.29 estimate, triggering a 31.5% reaction. Analyst coverage from 7 firms is unanimously rated buy, with a consensus target of $22.50 and consensus upside of 92%. No insider, Congress, or unusual options activity appears in the respective 90-day and 30-day windows, and one billionaire holder is recorded.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
ERock price vs fair value
Close $11.72Gekko Fair Value $16.29
ERock quick facts
- Market cap
- $3.20B
- P/E ratio
- 43.6
- Forward P/E
- —
- EPS, TTM
- $0.28
- Revenue, TTM
- $162.2M
- Profit margin
- -66.7%
- Dividend yield
- —
- Beta
- —
- Volume
- 1.94M avg 2.71M
- 1-year return
- —
- Typical daily move
- ±8.8%
- Typical 20-day move
- ±18.5%
- 50-day average
- $12.61
- 200-day average
- —
- Next earnings
- Dec 2
- Shares outstanding
- 48.17M
ERock swing-trade checklist
ERock scores 3 supportive, 0 mixed and 0 headwinds across the 3 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive0 mixed0 headwinds
- Trendno data
No data
Not enough price history for both moving averages.
See the chart - GekkoIndexsupportive
61.3, Accumulation
Reading 61.3 is in the Accumulation zone.
See the GekkoIndex - Fair valuesupportive
28.1% below
Price is 28.1% below Gekko Fair Value (more than 5% below).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 51 days
Next report Dec 2, 2026, 51 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityno data
No data
Not enough years of history for a seasonal read.
A description of current data, not a recommendation. How this page works
ERock stock chart and price history
ERock closed at $11.72 on Oct 12, 2026, inside a 52-week range of $8.88 to $20.70.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −7.7%
- 3 months
- −5.5%
The full EROC chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open EROC in Gekko
Follow ERock through every session
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About ERock
ERock builds and runs power generation systems that can be placed on-site for businesses and industrial operations across the United States. Its work covers designing and installing modular power units, then keeping them running through maintenance and asset management services. The company is known for systems that cover bridge power needs, backup supply, and power that can be dispatched as required.
Customers come from data centers, utility providers, and a broader base of commercial and industrial operators throughout the country. ERock's business spans the full lifecycle of these power systems, from initial setup to the operations and upkeep that follow once a system is in place.
ERock was established in 2006 and operates out of Houston, Texas. Its shares trade on the NYSE under the ticker EROC.
- Listed
- NYSE
- Sector
- Industrial services
- Website
- erock.com
ERock GekkoIndex: the smart money zone
ERock’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 61.3, in the Accumulation zone, up 2 points over five sessions.
61.3Accumulation
Up 2 points over five sessions, from the Neutral zone.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 24 | −0.1% | −3.7% | ||
| Accumulation (current zone) | 33 | +5.0% | +1.5% | ||
| Neutral | 20 | −7.5% | −6.8% | ||
| Distribution | 2 | Too few readings yet | |||
| Selling | 1 | Too few readings yet | |||
Average EROC share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the EROC price, zone by zone.Track EROC in Gekko
Is ERock stock overvalued? Gekko Fair Value
ERock trades 28.1% below Gekko Fair Value of $16.29, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what ERock shares are worth, recalculated every trading day.
$16.29
Gekko Fair Value, Oct 10, 2026
28.1% Undervalued
At the end of Aug 2026 the price was 39.1% below the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open EROC in Gekko
ERock insider and Congress trading
No open-market insider purchases were filed for ERock, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in EROC were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for EROC, plotted on the chart in Gekko.Open EROC in Gekko
Buybacks
ERock has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $184.7M
- As a share of market cap
- 5.76%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
1of the funds Gekko tracks holds EROC.
0added1opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
ERock earnings: next date and track record
ERock reports on Dec 2, 2026 (51 days away), and beat the EPS estimate in 1 of its last 1 report.
Next earnings report
Dec 2, 2026
51 days away
- EPS estimate
- −$0.01
- Revenue estimate
- $167.0M
1 of 1reports beat the EPS estimate
±31.5%average move across the report
1 of 1reports followed by a gain
Last earnings call, Aug 11, 2026 AI summary
- What they said
- EROC reported strong Q2 2026 results on its inaugural post-IPO earnings call, with contracted backlog up 10x year-over-year to a record $1.7 billion, growing $400 million quarter-over-quarter. Key wins include a 470 MW contract with Anthropic and construction commencement on a 366 MW Meta data center project. The company raised ~$400 million in its June IPO and expanded assembly capacity to 1.2 GW at its new Hyperion facility. Services renewal rate stands at 100%.
- Guidance
- Management provided 2026 guidance alongside Q2 results, though specific revenue/earnings targets were not detailed in the excerpt. The company highlighted strong demand visibility through its $1.7 billion backlog and AI-driven power demand tailwinds supporting continued growth.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 11, 2026 | $1.04 est −$0.29 | $39.88M est $20.43M | +31.5% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
ERock stock forecast and analyst price targets
Analysts’ average 12-month price target for ERock is $22.50, +92.0% from the last close, from 7 firms rating the stock in the last 90 days.
$22.50consensus 12-month target, +92.0% from the last close
Now $11.72Avg $22.50
Low $19High $28
Each firm’s latest rating in the last 90 days: 7 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Oct 1 | Bank of America Securities | $19 | +62.1% |
| Sep 30 | Barclays | $23 | +96.2% |
| Sep 30 | Clear Street | $24 | +104.8% |
| Sep 29 | Clear Street | $24 | +104.8% |
| Sep 9 | Barclays | $23 | +96.2% |
+1.5%average 20-day move after past Accumulation readings
±8.8%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
ERock market cap and key statistics
ERock’s market cap is $3.20B, with a P/E ratio of 43.6 and revenue of $162.2M over the last twelve months.
Valuation
- Market cap
- $3.20B
- P/E ratio
- 43.6
- EPS, TTM
- $0.28
- Gekko Fair Value
- $16.29
Trading
- Volume
- 1.94M
- Avg volume, 20 days
- 2.71M
- 52-week high
- $20.70
- 52-week low
- $8.88
- Shares outstanding
- 48.17M
Financials
- Revenue, TTM
- $162.2M
- Profit margin
- -66.7%
- Return on equity
- 0%
- Quarterly earnings growth, YoY
- 0.0%
Risk and income
- Typical daily move
- ±8.8%
- Typical 20-day move
- ±18.5%
ERock stock news this week
2 headlines about ERock from the past week, newest first, each linking to the publisher.
ERock stock FAQ
What is ERock’s market cap?
ERock’s market cap is $3.20B at the Oct 12, 2026 close of $11.72, with 48.17M shares outstanding. The shares trade on a P/E ratio of 43.6.
What is the ERock stock forecast?
The consensus analyst 12-month price target for ERock is $22.50, +92.0% from the last close. Of the 7 firms that rated the stock in the last 90 days, 7 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is ERock stock overvalued or undervalued?
On Gekko’s estimate ERock is undervalued: the Oct 12, 2026 close of $11.72 is 28.1% below Gekko Fair Value of $16.29. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does ERock report earnings next?
ERock is expected to report on Dec 2, 2026 (51 days away). Analysts expect earnings of −$0.01 per share on revenue of $167.0M.
What is ERock’s 52-week high and low?
ERock’s 52-week high is $20.70 and its 52-week low is $8.88; it closed at $11.72 on Oct 12, 2026.
Is ERock stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 3 items with data read as supportive (gekkoindex, fair value and earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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