ERock (EROC) Stock Forecast and Price Target (2026)

Last updated October 2026

Short answer

8 analysts covering ERock (EROC) carry an average price target of $22.50 as of October 2026, +142.2% against the $9.29 price at the time of the pull. The published targets run from $19.00 to $28.00, a spread of 40% of the average, so the disagreement is moderate. The rating split is 8 buy, 0 hold, 0 sell. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market. Walnut is not an investment adviser.

EROC analyst price targets

Price
$9.29
Average target
$22.50
Median target
$22.50
Implied vs price
+142.2%
Target range
$19.00 to $28.00
Analysts covering
8
Ratings
8 buy0 hold0 sell

EROC analyst data as of October 2026, sourced from Yahoo Finance and may be delayed. A price target is what an analyst published on a date, not a forecast Walnut endorses, and targets are typically set on a 12-month view. Verify current figures before deciding.

The average target of $22.50 sits well above the $9.29 price, +142.2%.

What the EROC target range actually tells you

The published targets span $19.00 to $28.00. That gap is 40% of the average target, which counts as moderate disagreement. That is a fairly typical spread: enough agreement that the average means something, enough disagreement that it should not be treated as precise.

The useful move is to read the high target as one bull scenario and the low target as one bear scenario, then ask which set of assumptions you find more plausible. Both cases are worked through on the EROC is it a buy page.

Recent analyst actions on EROC

FirmActionTargetPriorDate
GuggenheimLowered (Buy)$20.00$23.00September 2, 2026
Morgan StanleyRaised (Overweight)$23.00$21.00August 17, 2026
B of A SecuritiesMaintained (Buy)$16.00$16.00July 17, 2026
BarclaysInitiated (Overweight)$23.00-July 6, 2026
GuggenheimInitiated (Buy)$23.00-July 6, 2026
Wolfe ResearchInitiated (Outperform)$24.00-July 6, 2026
B of A SecuritiesInitiated (Neutral)$16.00-July 6, 2026
Morgan StanleyInitiated (Overweight)$21.00-July 6, 2026
JP MorganInitiated (Overweight)$24.00-July 6, 2026
Evercore ISI GroupInitiated (Outperform)$28.00-July 6, 2026

The most recent published rating actions on EROC within the last six months, from Yahoo Finance. Each row is dated because a target only means something alongside the date it was set. Walnut is not an investment adviser and does not endorse any of these views.

In the last six months there has been 1 raise and 1 cut among these actions. The direction of revisions is often more telling than the level, because it shows which way informed opinion is moving.

How analysts rate EROC

Of the analysts with a published rating, 8 say buy, 0 say hold, and 0 say sell, so 100% carry a buy. That mix has been broadly steady over the last three months.

Read the distribution rather than the label. Sell ratings are rare across the entire market for structural reasons, so a stock with no sell ratings is unremarkable, while even a handful of them is worth understanding.

Why a EROC price target is not a prediction

  • It is a 12-month model output. An analyst picks assumptions for revenue, margin, and a multiple, and the target falls out of the arithmetic. Change one assumption and the target moves a lot.
  • The distribution is skewed. Sell-side coverage carries far more buy ratings than sell ratings across the whole market, so the average is not a balanced vote.
  • Targets follow price as often as they lead it. Revisions frequently arrive after a move, not before, which is why a rising target is weak evidence on its own.
  • Nobody is scored on it. There is no cost to a target that never gets close, so treat accuracy as unverified unless you check the firm's record yourself.

EROC earnings and revenue forecast

For the fiscal year ending Dec 2026, the 7 analysts publishing estimates on EROC expect earnings of -$0.32 per share and revenue of $451.7 million.

PeriodEPS estimateEPS growthRevenue estimateRevenue growth
Quarter ending Sep 2026
next quarter to report, 4 analysts
-$0.01
-$0.02 to -$0.00
n/a$176.7 million
$166 million to $200 million
n/a
Quarter ending Dec 2026
the quarter after, 4 analysts
$0.03
$0.01 to $0.05
n/a$212.5 million
$200 million to $218 million
n/a
Fiscal year ending Dec 2026
fiscal year next to report, 7 analysts
-$0.32
-$0.56 to -$0.01
n/a$451.7 million
$431.1 million to $460 million
n/a
Fiscal year ending Dec 2027
the fiscal year after, 7 analysts
$0.51
$0.39 to $0.57
n/a$1.4 billion
$1.3 billion to $1.5 billion
+214%

Consensus estimates for EROC published by sell-side analysts, as of October 2026, from Yahoo Finance. Each figure is the average of the analysts counted, with the lowest and highest estimate beneath it; growth compares with the same period a year earlier and is left blank where either figure is a loss. Estimates change constantly. Walnut is not an investment adviser.

Estimates are the most widely published forecast there is: many more analysts model a company's earnings than publish a price target on it. They are also revised constantly, and the direction of those revisions into a report is often more informative than the level. ERock next reports around November 9, 2026 (an estimated date), which is when these figures get tested against actual results.

Is there a 2030 forecast for EROC?

Not a published one. Analyst price targets run to about twelve months, occasionally two years, and the firms covering EROC do not put out a 2030 number. Anything presenting one is extrapolating a growth rate rather than reporting research, and a figure produced that way tells you about the assumption chosen, not about the company.

On the figures we hold as of October 2026, EROC trades at about 33.2 times trailing earnings and 18.3 times forward earnings. A forward multiple below the trailing one means the market expects earnings to grow, and the size of that gap is roughly how much growth is already in the price.

That is the more useful frame for a ten-year question. A share price is the market’s estimate of future cash flows discounted to today, so the multiple is already a statement about growth. The long-horizon question is whether ERock can deliver what is priced in, and what would have to change for that to break. Both are answerable from the drivers and risks below. A number for 2030 is not.

What could move EROC from here

In short: the drivers cited most often are AI and data-center power demand, Resiliency-as-a-service and a growing backlog, Manufacturing scale-up. The risk cited most often against it is as a June 2026 IPO, EROC has a short public track record and has traded well below its $21.50 offer price, closing near $9.60 on October 16, 2026 within a range of roughly $8.88 to $20.70.

Both sides are worked through properly, with the high and low targets used as the bull and bear anchors, on the EROC is it a buy page. This page deliberately stops at the numbers.

Investing in ERock with AI

Connect the broker you already use and ask Walnut's AI how EROC fits what you actually hold: whether you own it already through a fund, what it would do to your concentration, and how it has tracked the S&P 500. Read-only by default, and you approve anything before it reaches your broker.

FAQ

What is the price target for ERock (EROC)?

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The average analyst price target for EROC is $22.50 as of October 2026, across 8 analysts. That is +142.2% against the $9.29 price at the time of the data pull, so the consensus sits well above where the stock trades. The median target, which is less distorted by one extreme view, is $22.50. Targets move constantly; verify the current figure before relying on it.

How high could EROC go?

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The highest published target is $28.00, which is +201.4% against the $9.29 price. That is one analyst's most optimistic case, not a ceiling and not a forecast. The lowest is $19.00. The gap between them is the honest answer to this question: analysts who all follow ERock closely disagree by 40% of the average target, so treat any single number as one scenario.

How many analysts cover EROC?

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8 analysts publish estimates on EROC as of October 2026. Of those with a published rating, 8 say buy, 0 hold, and 0 sell, so 100% carry a buy rating. More coverage usually means the consensus is better informed, though it also means the obvious points are already in the price.

Are analyst price targets for EROC accurate?

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Treat them as informed opinion, not measurement. Two things are worth knowing. Sell-side ratings skew positive across the market, and EROC is no exception at 100% buy ratings, so the distribution is not a balanced vote. And targets tend to follow the share price at least as often as they lead it, getting raised after a stock has already run. They are most useful as a read on what the informed consensus expects, and least useful as a prediction of where the price lands.

Has the EROC price target been raised or cut recently?

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In the last six months there has been 1 raise and 1 cut among the published actions on EROC. The most recent was Guggenheim, which lowered its target to $20.00 from $23.00 on September 2, 2026. The direction of revisions often tells you more than the level, because it shows which way the informed view is moving.

What are analysts' earnings estimates for ERock (EROC)?

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For the fiscal year ending Dec 2026, the 7 analysts publishing estimates on EROC expect earnings of -$0.32 per share and revenue of $451.7 million. For the fiscal year ending Dec 2027, the consensus is $0.51 per share. These are consensus estimates as of October 2026, the average of what the covering analysts publish, and they are revised constantly, especially around each earnings report. They describe expectations, not results.

When does EROC report earnings next?

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ERock's next earnings report is expected around November 9, 2026, a date estimated from its reporting history rather than confirmed by the company. The report is when the estimates on this page get tested against actual results, which is why targets and estimates tend to move most in the days after it.

What is the EROC stock price prediction for 2030?

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There is no published one. Analyst targets run to about twelve months and no firm covering EROC publishes a 2030 figure, so any site showing one has extrapolated a growth rate rather than reported research. The answerable version of the question is what the current price already assumes about ERock's earnings, which the forward multiple on this page sets out, and what would have to change for that to break.

Will EROC go up in 2026?

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Nobody knows, including the analysts publishing targets. What the numbers on this page tell you is where informed opinion currently sits and how much it disagrees with itself, which is genuinely useful and completely different from a prediction. The risk most often cited against ERock: As a June 2026 IPO, EROC has a short public track record and has traded well below its $21.50 offer price, closing near $9.60 on October 16, 2026 within a range of roughly $8.88 to $20.70. Walnut is not an investment adviser.

Walnut is informational, not investment advice, and does not publish price targets of its own. The analyst figures on this page come from a October 2026 data pull of published third-party research, are approximate, and change constantly. Verify current figures with your broker before acting on them.

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