NRGV Stock Clocks Best Week In 8 Months: Retail Cheers 'Fruitful' Long-Term Investment

• On Stocktwits, retail users cheered the stock’s rally, calling it a promising long-term play.
• Last week, the company said that it had entered into a strategic development agreement with Eskom Holdings to deploy up to 4 GWh of long-duration energy storage across 16 South African member states by 2035. 
• Energy Vault said in its Q1 report that it now had total assets of more than 1 GW, expected to yield an annual recurring adjusted EBITDA run rate of over $180 million, ahead of previous guidance.

Energy Vault Holdings Inc. (NRGV) drew retail attention after posting its best weekly performance since September 2025 amid its expansion into energy infrastructure projects and soaring demand for AI-driven power.

NGRV stock climbed nearly 31% last week. The ticker was trending on Stocktwits at the time of writing amid ‘extremely high’ message volumes. The stock also saw a 9.8% increase in watchers on the platform last week, according to Stocktwits data.

NRGV: Retail Spotlight

One bullish user on the platform said that the upcoming week would be “interesting” for the company, as the stock would stand to benefit from ongoing geopolitical tensions. “This stock is at a interesting intersection of energy and their tech, and with geopolitics dragging on, seems like a fruitful place to park $,” the user said.

Another user said, “Time to buy buy buy!”

A third user said, “watchers consistently climbing daily volume up trend up.... Up..up.. and away!”

NRGV’s Massive Projects

Last week, Energy Vault said that it had entered into a strategic development agreement with South Africa’s state-owned electricity utility, Eskom Holdings, to deploy a long-duration gravity energy storage system with the intention to license, co-develop, and partner to deploy up to 4 GWh of long duration energy storage across 16 member states by 2035.

Last month, the company also entered the Japanese market through a binding agreement to acquire a pipeline of BESS projects from a leading domestic energy storage developer, consisting of 350 MW of advanced-stage BESS projects targeted to commence construction in the second half of 2027 and reach commercial operations beginning in the second half of 2028.

The announcements have boosted investor sentiment amid growing demand for power as energy-intensive AI data centers have strained power grids.

Strong 2026 Guidance

Although the company missed expectations on its earnings per share in the latest quarterly update, Energy Vault’s backlog and full year 2026 guidance came in strong.

The company said it had a backlog of $1.35 billion in the first quarter, indicating a 108% growth year-on-year. It also projected revenue between $225 million and $300 million for the full year, and gross margin between 15% and 25%. In addition, Energy Vault said that it now had total assets of more than 1 GW, expected to yield over $180 million-plus in annual recurring adjusted earnings before interest, tax, depreciation and amortization run rate ahead of previous guidance.

The stock has surged a whopping 566% in the last one year.

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