Energy Vault Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Energy Vault has 8 disclosed suppliers and 7 disclosed customers in SEC filings.
Largest filed tie
56.00%
of NRGV revenue · Undisclosed customer (56% of total revenue, year ended December 31, 2025)
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceRevenue from two customers accounted for 56% and 32% of total revenue, respectively, for the year ended December 31, 2025 and revenue from two customers accounted for 75% and 19% of total revenue, respectively, for the year ended December 31, 2024.
basisNRGV FY2025 revenue $204M
NRGV 10-Kaccession 0001828536-26-000022
SentenceRevenue from two customers accounted for 56% and 32% of total revenue, respectively, for the year ended December 31, 2025 and revenue from two customers accounted for 75% and 19% of total revenue, respectively, for the year ended December 31, 2024.
basisNRGV FY2025 revenue $204M
NRGV 10-Kaccession 0001828536-26-000022
SentenceOn August 29, 2025, the Company, together with Energy Vault, Inc., its wholly-owned subsidiary (collectively with the Company, the "Sellers") entered into an agreement of sale of future receipts (the "Cedar Arrangement") with Cedar Advance LLC ("Cedar").
NRGV 10-Kaccession 0001828536-26-000022
SentenceOn February 11, 2026, we announced a strategic framework agreement with Crusoe, Inc. ("Crusoe") for the phased deployment of Crusoe Spark modular data centers at Energy Vault's technology center in Snyder, Texas.
NRGV 10-Kaccession 0001828536-26-000022
SentenceIn Australia, we acquired the Stoney Creek Battery Energy Storage System ("Stoney Creek") from Enervest Group.
NRGV 10-Kaccession 0001828536-26-000022
SentenceTo support non-cash backed performance bonding and surety obligations required under project EPC agreements, the Company partners with Marsh to access bonding and surety instruments issued by top-rated insurance firms.
NRGV 10-Kaccession 0001828536-26-000022
SentenceOn February 9, 2026, we announced that we executed a definitive supply agreement with Peak Energy securing 1.5 gigawatt-hours of Peak Energy's U.S. manufactured sodium-ion battery systems.
NRGV 10-Kaccession 0001828536-26-000022
SentenceOn September 4, 2025, the Sellers entered into an agreement of sale of future receipts (the "Reliance Arrangement") with Reliance Financial FL LLC ("Reliance").
NRGV 10-Kaccession 0001828536-26-000022
SentenceOn October 23, 2025, the Company acquired all of the membership interests in SOSA from Savion, LLC ("Savion") pursuant to a membership interest purchase agreement.
NRGV 10-Kaccession 0001828536-26-000022
SentenceOn September 2, 2025, the Sellers entered into an agreement of sale of future receipts (the "UFS Arrangement") with UFS West LLC ("UFS").
NRGV 10-Kaccession 0001828536-26-000022
SentenceIn February 2026, we and our Australian development partner, Bridge Energy Pty Ltd, were awarded a 14-year Long-Term Energy Service Agreement by AusEnergy Services for the Ebor Battery Energy Storage System project in New South Wales, Australia.
NRGV 10-Kaccession 0001828536-26-000022
SentenceStoney Creek is a 125 MW / 1.0 GWh (8-hour) BESS project to be located in New South Wales ("NSW"), Australia, and is being developed under the framework of the NSW Electricity Infrastructure Roadmap, supported by a 14-year long-term energy service agreement with Australian Energy Market Operator ("AEMO") Services.
NRGV 10-Kaccession 0001828536-26-000022
SentenceThe 57 MW / 114 MWh two-hour battery energy storage system ("BESS") is supported by a 10-year offtake agreement with Gridmatic, an AI-enabled power marketer.
NRGV 10-Kaccession 0001828536-26-000022
SentenceRevenue from two customers accounted for 56% and 32% of total revenue, respectively, for the year ended December 31, 2025 and revenue from two customers accounted for 75% and 19% of total revenue, respectively, for the year ended December 31, 2024.
NRGV 10-Kaccession 0001828536-26-000022
Energy Vault Holdings, Inc.
3.08
Expected move
Inputsstraddle ±19.3%
spot 3.09exp Nov 20ATM strike 3ATM straddle 0.70IV 120%