ERock Inc (EROC)
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-09
$12.67-7.79%
Close 2026-09-09 · 1-day change
NYSEIndustrialsElectrical Equipment & PartsSnapshot 2026-09-09
Research Workspace
Put EROC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electrical Components & Equipment is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
No standing thesis yet — not enough to read.
View ThesisThis stock is volatile — it swings about 5% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskEROC's growth relies on its ability to capitalize on the Anthropic deal and strong revenue guidance. Revenue guidance for FY2026 is set between $435M and $465M, with a significant backlog of $1.7B. EROC trades at a low-confidence valuation, with peer multiples implying a price about 40% above where it trades. The current market cycle is in a "Mania" phase, which does not concentrate fragility. A specific risk is the potential for revenue decline, as indicated by recent guidance challenges. This read is provisional.
Trailing returns as of 2026-09-09. EROC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering EROC (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for EROC in the last 4 months.
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Compare EROC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| EROC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-09-09. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus peers — fair value, gap to price, and forward P/E.
Compare the value case
Put EROC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Anthropic deal significantly improves outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-09. EPS is implied from price ÷ P/E. Not investment advice.
Current $12.67
The last 12 months of price, then the range of analyst 12-month targets from today’s $12.67.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Clear revenue guidance with strong backlog.
Revenue decline raises concerns about growth.
Earnings beat expectations significantly.
Positive market reaction to Anthropic deal.