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ESS Tech, Inc. (GWH) Stock Analysis

Educational signal · not a buy or sell recommendation · How to read this

$0.3769 -$0.002 (-0.53%) |Weak · 26
ESS Tech, Inc. (GWH) bottom line: Bearish Lean — our Council read (33/100) and AI Score (26/100) broadly agree. Strongest signal: Ray Dalio bullish · Biggest watch-out: Valuation weak.Educational signal, not a buy or sell recommendation. Compare sector peers → · Read the method →
MCap: $11.1M| Vol: 467.8K| Target: $2.00 (+430.6%) (Aug 25, 2026) (estimate, not advice)| 52-wk range: $0.307 – $13.87

Market cap $11.1M is the value of all shares combined. Beta 1.57: the stock has moved about 57% more than the S&P 500.

Data from FMP · Methodology

For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 10, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR

Quick Answer

ESS Tech, Inc. (GWH) trades at $0.3769 with MoonshotScore 26/100 (Grade F). ESS Tech, Inc. specializes in designing and producing iron flow batteries for energy storage. Market cap: $11.1M, Sector: Industrials.

Price as of Sep 11, 2026 · Last analyzed: May 10, 2026
ESS Tech, Inc. specializes in designing and producing iron flow batteries for energy storage. Their solutions cater to commercial and utility-scale applications, offering both behind-the-meter and front-of-the-meter energy storage options.

GWH stock analysis for 2026: Analysts have set a consensus price target of $2.00 for ESS Tech, Inc., suggesting 430.6% upside from the current price of $0.38. The AI MoonshotScore is 26/100, in the Weak band (below 45) — a research signal, not a recommendation. Key factors: analyst coverage, AI-driven quantitative scoring.

Watch the GWH film Every key number, told as a short cinematic story — just press play. ~2 min

These figures come from statements filed 12 months ago — the most recent this company has published.

Council Score · Weighted Average of 3 Disciplines
Bearish Lean 33/100 · D

GWH: 3/3 scored disciplines lean bearish. Dominant signal: Valuation weak.

How is this calculated? →
MoonshotScore · Five-pillar engine · 26/100
Business Quality
Weak Is this a genuinely good business?
Financial Safety
Negative Could this blow up on me?
Valuation
Negative Am I paying a fair price?
Growth Durability
Neutral Is the growth real and likely to last?
Momentum
Negative Is the market already moving on this?

Strongest side: Growth Durability (5/10, Neutral). Weakest side: Valuation (0/10, Negative).

Legends Council · 5 Legends + Moon AI

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated)Ray Dalio
Favorable read
Englander-style lens (simulated)Izzy Englander
Unfavorable read
Klarman-style lens (simulated)Seth Klarman
Unfavorable read
Moon AI lens (model)
Unfavorable read
Munger's Mindset · Balance Sheet & Valuation
Financial Health
Weak
Margin of Safety
Fairly Valued
Council Score · Weighted Average of 3 Disciplines · See tabs for details →
The lenses are modelled on the published principles of the investors named. We are not affiliated with them, they have not endorsed this, and it is not their opinion of this stock.

Why this analysis is different

  • A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
  • An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
  • Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

ESS Tech, Inc. (GWH) Industrial Operations Profile

CEODrew Buckley
Employees62
HeadquartersWilsonville, OR, US
IPO Year2021

ESS Tech, Inc. (GWH) provides iron flow battery solutions for commercial and utility-scale energy storage, differentiating itself with Energy Warehouse and Energy Center products. Founded in 2011, the company addresses the growing demand for sustainable energy storage within the electrical equipment sector.

Data Provenance | Financial Data Quantitative Analysis NYSE Analysis: May 10, 2026

What Is the Investment Thesis for GWH?

AI-written as of May 10, 2026 — figures and tone reflect the data available then, not today's score.

ESS Tech, Inc. presents an investment opportunity in the growing energy storage market, driven by the increasing adoption of renewable energy sources. The company's iron flow battery technology offers a differentiated value proposition with its long lifespan and environmental safety. However, the company's negative profit margin of -5515.8% and gross margin of -2904.9% indicate significant challenges in achieving profitability. Key catalysts include the expansion of renewable energy infrastructure and government incentives for energy storage. Investors should monitor the company's ability to scale production, reduce costs, and secure large-scale deployments to validate its technology and market position.

Based on FMP financials and quantitative analysis

GWH Key Highlights

AI-written as of May 10, 2026 — figures and tone reflect the data available then, not today's score.

Market capitalization of $11.1M reflects the company's current valuation in the energy storage market.

  • Negative profit margin of -5515.8% indicates substantial losses relative to revenue.
  • Negative gross margin of -2904.9% suggests challenges in covering the direct costs of producing and selling energy storage solutions.
  • Beta of 1.57 indicates higher volatility compared to the overall market.
  • No dividend yield reflects the company's focus on reinvesting earnings for growth.

Who Are GWH's Competitors?

GWH is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap MoonshotScore
VALE Vale S.A. $15.28 -1.00% $65.2B 625-pillar
ALB Albemarle Corporation $122.11 -3.02% $14.4B 625-pillar
LAC Lithium Americas Corp. $2.91 -3.64% $650M 345-pillar
FLUX Flux Power Holdings, Inc. $0.57 -3.15% $12.2M
DFLI Dragonfly Energy Holdings Corp. $1.01 -1.93% $12.9M
OPTT Ocean Power Technologies, Inc. $0.16 +0.76% $31.1M
PPSI Pioneer Power Solutions, Inc. $3.07 +3.39% $34.1M 305-pillar
STI Solidion Technology Inc. $7.10 -0.28% $60.3M

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are GWH's Key Strengths?

Proprietary iron flow battery technology

  • Long lifespan and operational safety
  • Environmentally friendly energy storage solution
  • Focus on commercial and utility-scale applications

What Are GWH's Weaknesses?

Negative profit and gross margins

  • Limited market share compared to lithium-ion batteries
  • Dependence on securing large-scale deployments
  • Relatively small company size and resources

What Could Drive GWH Stock Higher?

Expansion of renewable energy infrastructure driving demand for energy storage.

  • Government incentives and regulations supporting energy storage deployment.
  • Potential partnerships with utility companies for large-scale deployments.
  • Development of integrated energy solutions with solar PV and microgrids.
  • Increasing adoption of energy storage in commercial and industrial sectors.

What Are the Key Risks for GWH?

Listing risk — at $0.3769 the shares sit below the $1.00 minimum bid NYSE requires for continued listing.

  • Financial-distress signal — its Altman Z-Score of -44.21 sits in the distress zone (elevated bankruptcy risk).
  • Inconsistent delivery — missed Wall Street EPS estimates in 7 of the last 8 reported quarters.
  • Competition from lithium-ion batteries and other energy storage technologies.
  • Fluctuations in raw material prices impacting production costs.
  • Regulatory changes affecting energy storage deployment.
  • Challenges in scaling production and reducing costs.
  • Dependence on securing large-scale deployments for revenue growth.

What Are the Growth Opportunities for GWH?

  • Expansion into Utility-Scale Energy Storage: ESS Tech can capitalize on the growing demand for grid-scale energy storage solutions with its Energy Center product. The utility-scale energy storage market is projected to reach significant capacity by 2030, driven by the need to integrate renewable energy sources and enhance grid reliability. Securing large-scale deployments with utility companies will be crucial for driving revenue growth and establishing market leadership.
  • Penetration of Commercial and Industrial (C&I) Market: The Energy Warehouse product offers ESS Tech an opportunity to serve the behind-the-meter energy storage needs of commercial and industrial customers. The C&I energy storage market is driven by factors such as demand charge reduction, backup power, and participation in grid services programs. Expanding the sales and distribution network to reach C&I customers will be essential for capturing market share.
  • Geographic Expansion: ESS Tech can pursue growth by expanding its geographic presence beyond its current markets. Regions with high renewable energy penetration and supportive government policies, such as Europe and Asia-Pacific, offer significant opportunities for deploying iron flow battery solutions. Establishing partnerships with local distributors and integrators will facilitate market entry and accelerate growth.
  • Development of Integrated Energy Solutions: ESS Tech can enhance its value proposition by developing integrated energy solutions that combine energy storage with other technologies, such as solar PV and microgrids. These integrated solutions can address the specific energy needs of customers in various sectors, including commercial, industrial, and residential. Collaborating with technology partners will enable ESS Tech to offer comprehensive energy solutions.
  • Leveraging Government Incentives and Regulations: ESS Tech can benefit from government incentives and regulations that support the deployment of energy storage technologies. These incentives may include tax credits, rebates, and mandates for energy storage procurement. Actively engaging with policymakers and participating in industry advocacy efforts will help ESS Tech to maximize its access to government support and drive market adoption.

What Are GWH's Competitive Advantages?

  • Proprietary iron flow battery technology offers a differentiated value proposition.
  • Long lifespan of iron flow batteries reduces lifecycle costs.
  • Operational safety of iron flow batteries minimizes risk.
  • Environmental benefits of iron flow batteries align with sustainability goals.

What Does GWH Do?

Founded in 2011, ESS Tech, Inc. is an energy storage company focused on designing, manufacturing, and deploying long-duration iron flow batteries. Headquartered in Wilsonville, Oregon, the company addresses the growing need for safe, sustainable, and cost-effective energy storage solutions. ESS Tech's core products include the Energy Warehouse, a behind-the-meter energy storage solution designed for commercial and industrial applications, and the Energy Center, a front-of-the-meter solution tailored for utility-scale energy storage projects. These products leverage the unique properties of iron flow battery technology, offering long lifecycles, operational safety, and environmental benefits. ESS Tech aims to provide solutions that enable the integration of renewable energy sources, enhance grid resilience, and reduce reliance on fossil fuels. The company targets a global market, focusing on regions with increasing renewable energy adoption and demand for grid-scale energy storage.

What Products and Services Does GWH Offer?

  • Designs and produces iron flow batteries for energy storage.
  • Offers Energy Warehouse, a behind-the-meter energy storage solution.
  • Provides Energy Center, a front-of-the-meter energy storage solution.
  • Targets commercial and industrial customers with Energy Warehouse.
  • Serves utility-scale energy storage projects with Energy Center.
  • Enables integration of renewable energy sources.
  • Enhances grid resilience through energy storage.
  • Reduces reliance on fossil fuels.

How Does GWH Make Money?

  • ESS Tech generates revenue through the sale of its Energy Warehouse and Energy Center products.
  • The company provides installation and maintenance services for its energy storage systems.
  • ESS Tech may offer financing solutions to facilitate customer adoption.
  • The company targets long-term service agreements for recurring revenue.

What Industry Does GWH Operate In?

ESS Tech, Inc. operates in the electrical equipment and parts industry, which is experiencing rapid growth due to the increasing demand for energy storage solutions. ESS Tech competes with other energy storage technology providers, including lithium-ion battery manufacturers and other flow battery companies. The company's iron flow battery technology offers a unique value proposition in terms of safety and lifespan, but it faces challenges in competing with the established scale and cost advantages of lithium-ion batteries.

Who Are GWH's Key Customers?

  • Commercial and industrial businesses seeking behind-the-meter energy storage.
  • Utility companies deploying front-of-the-meter energy storage for grid services.
  • Independent power producers integrating energy storage with renewable energy projects.
  • Microgrid operators seeking energy storage for enhanced reliability and resilience.
Model self-rating on this text: 71% (not a measure of the evidence) Updated: May 10, 2026

Research confidence

High 100/100

Broad, current evidence sits behind this analysis.

  • Scored on 89% of our measures
  • Price is current
  • Latest filing 31 days ago
  • Covered by analysts

Why 26?

Measured against companies in the same sector. The figures below are the factor contributions the scoring engine itself produced.

What is helping

  • +0.76 Net margin (Business Quality)
  • +0.73 Gross margin (Business Quality)
  • +0.71 Operating margin (Business Quality)

What is holding it back

  • -0.78 Return on invested capital (Business Quality)
  • -0.78 Return on assets (Business Quality)
  • -0.78 Free cash flow yield (Business Quality)

Risk penalties applied

  • -1.89 Bankruptcy-risk score in the distress zone
  • -0.10 Reported profit not backed by cash flow

Contribution = how far the company sits from its sector on that measure, weighted by how much the pillar counts. Not investment advice. How the score is built →

MoonshotScore History

Recorded daily since 2026-08-23 · 19 snapshots

2026-08-23 24
2026-08-26 24
2026-08-29 24
2026-09-01 26
2026-09-04 25
2026-09-07 26
2026-09-10 26

What changed?

The grade moved from 24 to 26 (+2).

What moved it up or down:

  • +8 Business Quality
  • +3 Momentum

Held back by:

  • -27 Growth Durability
  • -12 Financial Safety

Over the same 18 days the stock moved -6.4%.

Company Profile

ESS Tech, Inc. operates in the Electrical Equipment & Parts industry within the Industrials sector. It is headquartered in Wilsonville, US. The company is led by CEO Drew Buckley. GWH has traded publicly since 2021.

F-Score 2/9

Financial Health

ESS Tech, Inc.'s Piotroski F-Score is 2/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of -44.21 places it in the distress zone, a signal of elevated financial risk.

GWH Valuation & Market Position

With a $11.1M market cap, ESS Tech, Inc. sits in the micro-cap segment of the market. Analyst price targets span from $2.00 to $2.00, with a consensus of $2.00. At the current price of $0.38, that implies approximately 431% upside potential. Relative to its peer group, GWH's quantitative score of 26/100 is below the peer average of 47/100.

Quarterly Financial Performance: ESS Tech, Inc.

Revenue for ESS Tech, Inc. came in at $69K during Q2 FY2026, a 46.1% contraction versus the preceding quarter. The company recorded a net loss of $15.6M, with diluted EPS of $-0.46. Quarter-over-quarter revenue has been mixed, typical for a micro-cap company operating in Industrials. Across the four most recent quarters, GWH averaged $-0.73 in diluted EPS.

1/8 beats

Earnings Track Record

ESS Tech, Inc. has missed Wall Street's EPS estimate in 7 of its last 8 reported quarters — a recurring pattern of falling short of estimates. Reported results have landed about 44.3% below estimates on average.

Net buying

Insider Activity

Over the past six months, ESS Tech, Inc. insiders filed 12 SEC Form 4 transactions — 6 sales and 6 purchases. On net that is roughly 74K shares acquired (about $14K) — insiders putting money in tends to read as conviction.

GWH Financials

Fundamental Snapshot

Revenue Growth (FY)
-74.9%
Net Income Growth (FY)
+26.4%
EPS Growth (FY)
+40.7%
Free Cash Flow Growth (FY)
+32.5%
Current Ratio
0.7

Based on FMP financials and quantitative analysis · FY 2025

Bull Case vs Bear Case

Bull Case

  • Proprietary iron flow battery technology
  • Long lifespan and operational safety
  • Environmentally friendly energy storage solution
  • Focus on commercial and utility-scale applications

Bear Case

  • Negative profit and gross margins
  • Limited market share compared to lithium-ion batteries
  • Dependence on securing large-scale deployments
  • Relatively small company size and resources

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · September 2026

Recent Quarterly Results

Quarter Revenue Net Income EPS
Q2 FY2026 $69,000 -$16M -$0.46
Q1 FY2026 $128,000 -$16M -$0.54
Q4 FY2025 -$2M -$24M -$1.20
Q3 FY2025 $214,000 -$10M -$0.73

Q2 FY2026 · filed 11 Aug 2026 · SEC EDGAR →

Based on FMP financials and quantitative analysis

GWH Latest News

GWH Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for GWH.

Price Targets

Low
$2.00
Consensus
$2.00
High
$2.00

Median: $2.00 (+430.6% from current price)

Source: FMP analyst consensus · as of Aug 25, 2026 · an estimate, not advice

GWH MoonshotScore

26/100

What does this score mean?

MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. GWH scores 26/100 (Grade F): the number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.

Leadership: Drew Buckley

CEO

Drew Buckley serves as the CEO of ESS Tech, Inc., leading the company's efforts in designing and producing iron flow batteries for energy storage applications. His background includes experience in the energy sector, with a focus on renewable energy and grid modernization. Prior to joining ESS Tech, Buckley held leadership positions at various technology companies, where he oversaw product development, sales, and marketing initiatives. He brings a strategic vision and operational expertise to ESS Tech, guiding the company's growth and market expansion.

Track Record: Under Drew Buckley's leadership, ESS Tech has focused on expanding its product portfolio and securing key partnerships with utility companies and commercial customers. He has overseen the development of the Energy Warehouse and Energy Center solutions, as well as the company's efforts to scale production and reduce costs. Buckley has also played a key role in raising capital and attracting investors to support ESS Tech's growth initiatives.

GWH Industrials Stock FAQ

What does the AI Score mean for GWH?

GWH holds an AI Score of 26/100 (Grade: F). This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers. ESS Tech, Inc. specializes in designing and producing iron flow batteries for energy storage.

Is GWH a good stock?

Stock Expert AI does not rate GWH buy, sell or hold. ESS Tech, Inc. carries a MoonshotScore of 26/100 on the five-pillar engine, a research rating against its peers. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.

What do analysts say about GWH stock?

Analyst coverage of ESS Tech, Inc. (GWH) is limited, reflecting its relatively small market capitalization and early stage of development.

What are the key factors to evaluate for GWH?

ESS Tech, Inc. (GWH) holds a MoonshotScore of 26/100 (low). Analysts target $2.00 (+431%). ESS Tech, Inc. presents an investment opportunity in the growing energy storage market, driven by the increasing adoption of renewable energy sources. Not financial advice.

How frequently does GWH data refresh on this page?

GWH's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 calculations are scheduled daily at 10:15 UTC; the score's own date shows its last successful run.

What has driven GWH's recent stock price performance?

ESS Tech, Inc. (GWH) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Proprietary iron flow battery technology. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider GWH overvalued or undervalued right now?

ESS Tech, Inc. (GWH) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Analysts target $2.00 (+431%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

Can I buy fractional shares of GWH?

Yes, most major brokerages offer fractional shares of ESS Tech, Inc. (GWH) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.

How can I track GWH's earnings and financial reports?

ESS Tech, Inc. (GWH) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for GWH earnings announcements.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Price as of Analysis updated MoonshotScore as of
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • Financial data is based on the most recent available information.
  • Market projections and industry trends are subject to change.
  • This analysis is for informational purposes only and does not constitute investment advice.
Data Sources
Financial Modeling Prep (FMP)Stock Expert AI proprietary analysis

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