Deep-Dive Due Diligence AI Generated Report on Zeo Energy Corporation Class A Common Stock (ZEO)

Welcome to ScanScor. What you're reading is not just a stock summary -- it's a real-time, AI-generated due diligence session crafted from live news, financial data, insider trading activity, SEC filings, and live market momentum.

These reports are generated using OpenAI's GPT-based analysis engine, guided by tightly structured prompts and expert-level data ingestion. Every insight below was assembled to help you understand the forces behind today's market movers.

Disclaimer: This report is for informational purposes only. It does not constitute financial advice. Always do your own research before making any investment.

Market Score
  45
Price Target
  $2.05
Squeeze Score
  25
Stock Type
  Speculative
Sentiment
  Mixed
Primary Catalyst
  Financial report
Ethical Rating
  C
Tags
  energy, short interest, high volatility, insider ownership, financial instability

Zeo Energy Surges Amid Volatility, Financial Challenges Persist

Summary: Zeo Energy has shown significant short-term price volatility with a recent surge in its stock price, despite negative quarterly net income and a substantial negative total equity. The company's large insider ownership suggests strong internal belief in its future, yet financial fundamentals remain weak with declining assets and no clear profitability path.

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We are in the 'Lightning Round' baby! It's 9:47:02 AM on Wed Apr 16, 2025 -0400, and I'm firing up the spotlight on Zeo Energy (ZEO), moving from 1.3600 to 1.7106. Is this a can’t-miss rocket or a one-hit wonder? Let’s dissect the numbers!

--- COMPANY PROFILE ---
Company: Zeo Energy (ZEO)
IPO: 2024-03-14 (1 Year Ago)
Market Cap: $19,082,629
Shares Outstanding: 22,780,000
Industry: MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES
Exchange: XNAS
Description: Zeo Energy Corp is a vertically integrated provider of residential solar energy systems, other energy efficient equipment and related services currently serving customers in Florida, Texas, Arkansas, and Missouri. Its primary business activity is selling and installing residential solar energy systems that homeowners use to supplement the amount of usable electricity required to power their homes.

Here’s a list of headlines for Zeo Energy:

Mar-20-25 03:14AM - Zeo Energy Slump A Sectoral Problem, Not Company-Specific
Jan-23-25 04:05PM - Zeo Energy Corp. Reports Third Quarter 2024 Financial Results
Nov-06-24 08:30AM - Zeo Energy Corp. and Lumio Complete Sale Transaction
Aug-22-24 08:30AM - Zeo Energy Corp. to Present at the 2024 Gateway Conference on September 5
Aug-20-24 08:31AM - Zeo Energy Corp. Reports Second Quarter 2024 Financial Results
Aug-20-24 08:31AM 08:30AM - Zeo Energy Corp. Appoints Cannon Holbrook as Chief Financial Officer
Jul-16-24 10:00AM - Gateway Group Announces Preliminary Sponsors and Additional Presenting Companies for September Gateway Conference
May-20-24 01:37AM - ZEO Stock Earnings: Zeo Energy Reported Results for Q1 2024

Here's another list of headlines with menu handles.
I will deliver the full text of the following stories when you say their handle.
Just say, for example, B1, B2, etc.

B1 - 2024-11-06T13:30:00Z - Zeo Energy Corp. and Lumio Complete Sale Transaction
B2 - 2024-05-15T21:15:00Z - Zeo Energy Corp. Reports First Quarter 2024 Financial Results
B3 - 2024-03-20T12:30:00Z - CORRECTION – Zeo Energy Corp. Reports Fourth Quarter and Full Year 2023 Financial Results
B4 - 2024-03-19T12:30:00Z - Zeo Energy Corp. Reports Fourth Quarter and Full Year 2023 Financial Results

==============
-> THE ROLE FOR AI:
==============

1) You are the **AI analyst-investigator**, and this interaction represents a full **due diligence session** for Zeo Energy (ZEO).
Due diligence includes financial data, insider trading, relevant news, and any SEC filings — and may extend beyond classic fundamentals.
Your task is to identify whether this stock has momentum and potential.

2) I am **ScanScor**, a unified report generator that archives this session as part of our real-time diligence record.

3) You will request information by referencing documents by their code.

4) As the analysis proceeds, your are encouraged to review documents until you feel confident in your judgment.
After seeing 3 sets of news articles, SEC docs, and financials, you'll be prompted to return some data pairs.

5) News articles, SEC filings, and key metrics will be revealed in subsequent prompts.

Stay focused. Gather evidence. Continue until your conclusions are clear.
Restrict all your responses to just 3 tokens until the summary and data pairs at the end.

NEXT: Request a document with its reference code(s), such as:
- `B1`, `B2`, `B3`, etc.
- To load a new set of information and menu options, reply with: `NEX`

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B1

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Showing B1 (chunk 1 of 1): B1:
**Zeo Energy Corp. and Lumio Complete Sale Transaction**Date: Unknown DateSource: Unknown SourceURL: https://www.benzinga.com/pressreleases/24/11/g41773231/zeo-energy-corp-and-lumio-complete-sale-transactionZeo Energy Corp. has completed the acquisition of substantially all of the assets of Lumio Holdings, Inc., another residential solar company. The transaction is expected to position Zeo Energy for enhanced market presence and expansion in the solar industry.

Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
- `NEX` to move to the next set of documents
- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.

A1 - 2025-03-20T07:17:18Z - Zeo Energy Stock Slump A Sectoral Problem, Not Company-Specific (NASDAQ:ZEO)...
A2 - 2025-03-19T08:08:19Z - C&I solar grows 18% in the United States in 2024...
A3 - 2025-03-18T08:30:34Z - C&I solar grows 18% in the United States in 2024...
A4 - 2025-03-17T15:33:48Z - Community solar up 42%, C&I up 18%, residential down 25%...

Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.

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A1

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Showing A1 (chunk 1 of 3): A1:
**Zeo Energy Stock Slump A Sectoral Problem, Not Company-Specific (NASDAQ:ZEO)**Date: 2025-03-20Source: {'uri': 'seekingalpha.com', 'dataType': 'news', 'title': 'Seeking Alpha'}URL: https://seekingalpha.com/article/4768959-zeo-energy-slump-a-sectoral-problemConclusion: Zeo Energy has significant potential, but I need to see consistent profitability before upgrading the rating to a Buy.

Investment thesis

When I analyzed Zeo Energy Corp. (NASDAQ:ZEO) in June of 2024, "Zeo Energy Makes A Profit Where Rivals Fail, But Be Patient", I thought it was a promising company. But I

Robert F. Abbott has been investing his family's accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund investors. A resident of Airdrie, Albe

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- `MOR` to continue this item
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- `C2`, `S3`, etc. to request another document
**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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MOR

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Showing A1 (chunk 2 of 3): rta, Canada, Robert has earned Bachelor of Arts and Master of Business Administration (MBA) degrees.

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our

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**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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MOR

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Showing A1 (chunk 3 of 3): analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Respond with ONLY ONE of the following (3 characters max):
- `MOR` to continue this item
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**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

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NEX

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This is our list of SEC filings.
If empty, the search returned no recent filings.

S1 - 2025-01-23 10-Q PART I FIN INFO

Item 1. Fin Stmnts

ZEO ENERGY CORP.

COND CONS BAL SHEETS

As of September 30, As of December 31, 2024 2023 Assets (unaudited) (as restated see note 3) Curr assets Cash and cash equiv $ 4,330,062 $ 8,022,306...

S2 - 2024-12-26 8-K Item 1.01. Entry into a Material Definitive Agrmt.

On December 24, 2024 (the Issue Date ), Zeo Energy Corp., a Delaware corporation (the Company ), issued a Promissory Note (the Promissory Note ) to LHX Intermediate LLC ( LHX ), pursuant to which the Company could borrow up...

Request filing by its reference number. (Ex., "S1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.

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S1

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Showing S1 (chunk 1 of 6): S1:
PART I FINANCIAL INFORMATION

Item 1. Financial Statements

ZEO ENERGY CORP.

CONDENSED CONSOLIDATED BALANCE SHEETS

As of September 30, As of December 31, 2024 2023 Assets (unaudited) (as restated see note 3) Current assets Cash and cash equivalents $ 4,330,062 $ 8,022,306 Accounts receivable, including $ 432,898 and $ 396,488 from related parties, net of allowance for credit losses of $ 3,145,168 and $ 862,580 , as of September 30, 2024, and December 31, 2023, respectively 8,523,301 2,905,205 Inventories 482,251 350,353 Prepaid installation costs 1,072,090 4,915,064 Prepaid expenses and other current assets 1,178,432 40,403 Total current assets 15,586,136 16,233,331 Other assets 491,164 62,140 Property, equipment and other fixed assets, net 2,126,782 2,289,723 Right -of-use operating lease asset 1,402,462 1,135,668 Right-of-use finance lease asset 481,130 583,484 Intangibles,

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Showing S1 (chunk 2 of 6): net -

771,028 Goodwill 27,010,745 27,010,745 Total assets $ 47,098,419 $ 48,086,119 Liabilities, mezzanine equity and stockholders equity Current liabilities Accounts payable $ 4,856,529 $ 4,699,855 Accrued expenses and other current liabilities, including $ 430,685 and $ 2,415,966 with related parties at September 30, 2024, and December 31, 2023, respectively 3,556,893 4,646,365 Current portion of long-term debt 291,036 294,398 Current portion of obligations under operating leases 576,890 539,599 Current portion of obligations under finance leases 127,341 118,416 Contract liabilities, including $ 0 and $ 1,160,848 with related parties as of September 30, 2024, and December 31, 2023, respectively 601,681 5,223,518 Total current liabilities 10,010,370 15,522,151 Obligations under operating leases, non-current 909,468 636,414 Obligations under finance leases, non-current 382,618 479,271

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Showing S1 (chunk 3 of 6): Other liabilities 1,000,000 -

Warrant liabilities 690,000 -

Long-term debt 567,563 825,764 Total liabilities 13,560,019 17,463,600 Commitments and contingencies (Note 16)

Redeemable noncontrolling interests Convertible preferred units 15,862,110 -

Class B Units 57,003,700 -

Stockholders (deficit) equity Class V common stock 3,523 3,373 Class A common stock 518 -

Additional paid-in capital 3,875,899 31,152,491 Accumulated deficit ( 43,207,350 ) ( 533,345 ) Total stockholders (deficit) equity ( 39,327,410 ) 30,622,519 Total liabilities, redeemable noncontrolling interests and stockholders (deficit) equity $ 47,098,419 $ 48,086,119

The accompanying notes are an integral part of these condensed consolidated financial statements.

ZEO ENERGY CORP.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(UNAUDITED)

Three Months Ended September 30, Nine Months Ended September

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MOR

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Showing S1 (chunk 4 of 6): 30, 2024 2023 2024 2023 (as restated - see note 3) (as restated - see note 3) Revenue, net of financing fees of $ 4,106,370 and $ 14,941,988 for the three months ended September 30, 2024, and 2023, respectively, and $ 9,627,453 and $ 33,726,283 for the nine months ended September 30, 2024, and 2023, respectively $ 17,329,201 $ 37,894,166 $ 36,457,234 $ 86,705,020 Related party revenue, net of financing fees of $ 783,650 and $ 0 for the three months ended September 30, 2024, and 2023, respectively, and $ 7,767,491 and $ 0 for the nine months ended September 30, 2024, and 2023, respectively 2,328,704 -

18,139,099 -

Total revenue 19,657,905 37,894,166 54,596,333 86,705,020 Operating costs and expenses: Cost of goods sold (exclusive of depreciation and amortization shown below) 9,787,350 20,473,087 30,805,155 49,245,721 Depreciation and amortization 499,876 521,289 1,413,074 1,431,482 Sa

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Showing S1 (chunk 5 of 6): les and marketing 5,202,525 8,595,645 16,178,375 19,813,979 General and administrative 7,151,005 4,302,853 15,893,998 9,716,058 Total operating expenses 22,640,756 33,892,874 64,290,602 80,207,240 (Loss) income from operations ( 2,982,851 ) 4,001,292 ( 9,694,269 ) 6,497,780 Other income (expenses), net: Other income, net 137,508 9,151 188,329 6,982 Change in fair value of warrant liabilities 138,000 -

828,000 -

Interest expense ( 209,227 ) ( 10,396 ) ( 294,257 ) ( 62,920 ) Total other income (expense), net 66,281 ( 1,245 ) 722,072 ( 55,938 ) Net (loss) income before taxes ( 2,916,570 ) 4,000,047 ( 8,972,197 ) 6,441,842 Income tax benefit 44,146 -

235,352 -

Net (loss) income ( 2,872,424 ) 4,000,047 ( 8,736,845 ) 6,441,842 Less: Net loss attributable to Sunergy Renewables, LLC prior to the Business Combination -

4,000,047 ( 523,681 ) 6,441,842 Net loss subsequent to the Business

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Showing S1 (chunk 6 of 6): Combination ( 2,872,424 ) -

( 8,213,164 ) -

Less: Net loss attributable to redeemable non-controlling interests ( 2,448,162 ) -

( 5,979,621 ) -

Net loss attributable to Class A common stock $ ( 424,262 ) $ -

$ ( 2,233,543 ) $ -

Basic and diluted net loss per common share $ ( 0.08 ) $ -

$ ( 0.60 ) $ -

Weighted average units outstanding, basic and diluted 5,053,942 -

3,696,721 -

The accompanying notes are an integral part of these condensed consolidated financial statements.

ZEO E...

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NEX

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This is our set of metrics for Zeo Energy.
Please analyze the numbers.

+---------------------+-----------------------+------------------------+-------------------+
| Volume: 27,536 | Perf Month: 28.99% | Option/Short: No / Yes | Sales Y/Y TTM: - |
+---------------------+-----------------------+------------------------+-------------------+
| Avg Volume: 592.18K | Perf Quarter: -18.05% | Short Float: 0.91% | ROE: - |
+---------------------+-----------------------+------------------------+-------------------+
| Rel Volume: 0.85 | Index: - | Short Ratio: 0.06 | ROI: - |
+---------------------+-----------------------+------------------------+-------------------+
| RSI (14): 68.65 | Market Cap: 107.40M | Short Interest: 0.04M | Sales Surprise: - |
+---------------------+-----------------------+------------------------+-------------------+
| ATR (14): 0.20 | Shs Outstand: 5.17M | Beta: -0.51 | EPS Surprise: - |
+---------------------+-----------------------+------------------------+-------------------+
| SMA20: 40.19% | Shs Float: 4.22M | Sales Q/Q: - | P/E: - |
+---------------------+-----------------------+------------------------+-------------------+
| SMA50: 19.40% | Inst Own: 2.49% | Sales past 5Y: - | Earnings: - |
+---------------------+-----------------------+------------------------+-------------------+
| SMA200: 1.28% | Insider Own: 81.48% | Employees: - | |
+---------------------+-----------------------+------------------------+-------------------+
| Perf Week: 62.69% | Insider Trans: 0.00% | Debt/Eq: - | |
+---------------------+-----------------------+------------------------+-------------------+

The next section covers any insider trading by Zeo Energy officers or majority shareholders (if available).

[Company Financial Summary]
[Company Details]
Name: N/A
Market Cap: N/A
Shares Outstanding: N/A
Sector: N/A

[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): {'value': 19657905.0, 'unit': 'USD', 'label': 'Revenues', 'order': 100}
Net Income: {'value': -2872424.0, 'unit': 'USD', 'label': 'Net Income/Loss', 'order': 3200}
Earnings Per Share (EPS): N/A

[Price Metrics - Last 30 Days]
Latest Close: 1.715
Average Volume: 58223.83
30-Day High: 1.76
30-Day Low: 1.26

[Detailed Financials: Q3 2024]
- Total Assets: $47,098,419.0
- Total Liabilities: $13,560,019.0
- Total Equity: $-39,327,410.0
- Current Assets: $15,586,136.0
- Current Liabilities: $10,010,370.0

[Income Statement: Q3 2024]
- Revenue: $19,657,905.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): -0.08

[Cash Flow Statement: Q3 2024]
- Net Cash Flow: N/A

[Detailed Financials: Q1 2024]
- Total Assets: $51,586,109.0
- Total Liabilities: $13,847,071.0
- Total Equity: $-173,047,938.0
- Current Assets: $19,931,844.0
- Current Liabilities: $8,879,034.0

[Income Statement: Q1 2024]
- Revenue: $19,488,190.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): N/A

[Cash Flow Statement: Q1 2024]
- Net Cash Flow: $-291,182
==== END OF FINANCIAL REPORT ====

You are now requested to write a summary analysis of Zeo Energy (ZEO).

Please complete the report using the exact format:
FIELD[value]

1) BRIEF_SUMMARY[]
One well-worded paragraph summarizing your findings about Zeo Energy.

2) MARKET_SCORE[]
This conversation was initiated because ZEO is currently experiencing upward price and volume movement.
Estimate a number between 1–100 based on the likelihood of a continued upward price move for ZEO.
Weigh relevant data — news, filings, fundamentals, and metrics — and assign appropriate weight.

3) PRICE_TARGET[]
Suggest a price, based on all prior evidence and past price behavior, ZEO could reach in the current or upcoming trading sessions (1–5 days).
For example, if you expect ZEO to increase 50% from its current price of $0.00, say: PRICE_TARGET[0.0]

4) AI_RPT_HEADLINE[]
Write a thought-provoking 8–12 word headline summarizing this report.

5) SQUEEZE_POTENTIAL[]
Give a score from 1 to 100 representing the potential for this stock to become an active short squeeze play.
Be honest and unbiased. Consider short interest/float, price movement, volume, news strength, and volatility potential.

6) TAGS[]
List 3–6 comma-separated tags (e.g., biotech, earnings beat, squeeze setup)

7) STOCK_TYPE[]
Choose the most accurate classification: growth, value, turnaround, hype, squeeze, dividend, speculative, or other.

8) PRIMARY_CATALYST[]
e.g., earnings report, FDA approval, partnership, etc.

9) SENTIMENT[]
bullish, bearish, neutral, or mixed

10) IMPROVEMENT_SUGGESTION[]
If you believe some key info was missing, state what would have significantly improved your analysis of Zeo Energy.

11) ETHICAL_RATING[]
Rate Zeo Energy’s alignment with long-term shareholder interests, using a letter grade from A (high alignment) to F (low alignment).
Base this on actions such as insider buying/selling, share dilution, follow-through on public statements, and compensation practices.

12) UPCOMING_CATALYST[]
Specify any upcoming events you expect would be a catalyst affecting the share-price of Zeo Energy.
Provide any reasons you can use to support it.

Return only: FIELD[value] for each of the above 12 questions.
Respond with all data pairs. Take your best guess if you have to, but don't leave blank items.
Do not explain your answers. Return only the required fields in the exact format shown.

Finally, thank you for participating!

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BRIEF_SUMMARY[Zeo Energy has shown significant short-term price volatility with a recent surge in its stock price, despite negative quarterly net income and a substantial negative total equity. The company's large insider ownership suggests strong internal belief in its future, yet financial fundamentals remain weak with declining assets and no clear profitability path.]

MARKET_SCORE[45]

PRICE_TARGET[2.05]

AI_RPT_HEADLINE[Zeo Energy Surges Amid Volatility, Financial Challenges Persist]

SQUEEZE_POTENTIAL[25]

TAGS[energy, short interest, high volatility, insider ownership, financial instability]

STOCK_TYPE[speculative]

PRIMARY_CATALYST[financial report]

SENTIMENT[mixed]

IMPROVEMENT_SUGGESTION[Detailed information on revenue streams, operating income, and specific plans for profitability improvement would enhance analysis.]

ETHICAL_RATING[C]

UPCOMING_CATALYST[Next quarterly financial report, expected to shed light on continuing financial strategies and market adaptations.]

ZEO_IN_29 [2025-04-16 09:47:24 -0400] 126 Bytes | 29 tokens | Cum: 6114 tkns (76.42% of 8k)
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[2025-04-16 09:47:24] # Analysis Completed
Elapsed Time: 21.99 seconds




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