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Energy Vault Prices $140M Convertible Notes, Shares Drop 5.14%

Energy Vault Holdings, Inc. has announced the pricing of $140.0 million aggregate principal amount of 5.250% convertible senior notes due 2031 in a private placement, upsized from the previously announced offering size of $125.0 million. The initial conversion rate for the notes is 193.1807 shares of the company’s common stock per $1,000 principal amount of the notes, equivalent to an initial conversion price of approximately $5.18 per share. This represents a premium of approximately 27.5% over the last reported sale price of the company’s common stock on the New York Stock Exchange of $4.06 per share on February 11, 2026.

Energy Vault expects to receive approximately $135.5 million in net proceeds from the sale of the notes before deducting fees and estimated expenses payable. The company plans to use the net proceeds to fund the cost of entering into capped call transactions, redeem $35.0 million to $45.0 million in aggregate principal amount of senior unsecured convertible debentures, and for general corporate purposes.

In connection with the pricing of the notes, Energy Vault entered into privately negotiated capped call transactions with certain initial purchasers and another financial institution. The capped call transactions will cover the number of shares of Energy Vault’s common stock initially underlying the notes. The cap price of the capped call transactions will initially be $8.12 per share, representing a premium of 100% over the last reported sale price of the company’s common stock on the New York Stock Exchange of $4.06 per share on February 11, 2026.

The company's comprehensive offerings include proprietary battery, gravity, and green hydrogen energy storage technologies supporting a variety of customer use cases delivering safe and reliable energy system dispatching and optimization. Since 2024, Energy Vault has executed an “own & operate” asset management strategy developed to generate predictable, recurring, and high margin tolling revenue streams, positioning the company for continued growth in the rapidly evolving energy storage asset infrastructure market. Today the company's shares have moved -5.14% to a price of $5.72. If you want to know more, read the company's complete 8-K report here.

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