
ERock, Inc. receives a buy rating for solving data center power delays with modular natural-gas systems and a substantial contracted backlog. EROC's $1.3 billion backlog, supported by customer deposits, offers strong near-term revenue visibility and reduces capital risk during the ramp. Assembly capacity from Titan and Hyperion facilities should support backlog conversion, targeting ~$953 million FY2027 revenue and a 12% EBITDA margin.







