ZEO Zeo Energy Corporation Class A Common Stock

XNAS
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

ZEO — —
Key stats
About
Industry (SIC)
CONSTRUCTION - SPECIAL TRADE CONTRACTORS (1700) · industry map
Exchange
XNAS
Market Cap
$0.0B
Employees
190
List Date
2024-03-14
CIK
0001865506
Next Earnings
2026-11-13
Headquarters
Dallas, TX
Homepage
https://www.zeoenergy.com

Zeo Energy Corp is a vertically integrated company offering energy solutions and services that include sales, design, procurement, installation, and maintenance of residential solar energy systems. Many of its solar energy system customers also purchase other energy efficiency-related equipment or services, or roofing services from the company. Zeo Energy's majority customers are located in Florida, Texas, Arkansas, Missouri, Ohio, and Illinois. The company has two operating and reportable segments: Sunergy and Heliogen. Maximum revenue is generated from the Sunergy segment, which includes the…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'24'25'26Avg
Jan---25.21%-17.87%-21.54%
Feb---17.46%23.37%2.96%
Mar-12.31%-18.82%-49.65%-26.93%
Apr-21.55%11.41%56.34%15.40%
May1.30%86.14%-7.96%26.49%
Jun-53.76%19.34%-27.67%-20.70%
Jul53.68%-11.47%-21.07%7.05%
Aug-46.00%-32.93%-50.68%-43.20%
Sep-1.74%-14.56%58.69%14.13%
Oct-27.78%36.72%-16.69%*-2.58%
Nov-7.86%-9.09%---8.47%
Dec152.21%-19.85%--66.18%
Total-55.90%-37.32%-72.67%-55.30%
* Only 3 year(s) of data available.
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $0.31
SMA 50: $0.35
SMA 200: $0.72
Current: $0.26
EMA 12: $0.28
EMA 26: $0.30
MACD: -0.0241 | Signal: -0.0019
BEARISH
ADX (14): 34.46
TREND
+DI: 26.99
−DI: 14.57

Momentum Oscillators

RSI (14): 41.18
NEUTRAL
Stoch %K: 15.22
Stoch %D: 12.18
Williams %R: -86.19

Volume & Volatility

BB Upper: $0.43
BB Lower: $0.19
NEUTRAL
OBV: 536,227,321
Vol SMA 20: 31,155,761
Vol ROC: -80.81%
ATR: $0.05
True Range: $0.03
HV 20: 217.3%
HV 30: 179.6%
HV 60: 164.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-18T00:00:00 – 2026-10-16T00:00:00
AI Analysis

Here is the stock analysis report for ZEO:

Executive Summary

Overall assessment: BEARISH (confidence level: 6/10)

Key drivers: Negative technical signals, high volatility, and negative news sentiment.

Primary risks: Market uncertainty, high risk of further price declines, and potential catalysts may not materialize.

2-3 sentence investment thesis: Zeo's stock has been experiencing significant downward pressure due to a combination of technical and fundamental factors. The company's high beta and volatile trading have led to a heightened sense of risk, making it challenging for investors to make informed decisions. Without a clear catalyst or significant improvement in the underlying fundamentals, the bearish trend is likely to continue.

Recent news sentiment impact: The recent negative headlines from Zacks Investment Research may have contributed to the stock's decline, while the positive news articles from Benzinga and GlobeNewswire Inc. have had limited impact due to their older dates and lack of significant market-moving events.

Technical Analysis

Trend Direction: Bearish (short-term), Neutral/Medium-term, Neutral/Long-term

Support/Resistance Levels:

  • Short-term support: $0.20
  • Medium-term resistance: $0.50
  • Long-term resistance: $1.00

Momentum Signals:

  • RSI interpretation: Oversold (27.69) - potential buy signal
  • MACD signal: Bearish (Histogram: -0.08)
  • Bollinger Bands position: Squeeze, indicating a potential breakout or mean reversion

Volume Analysis:

  • Volume trends: Weak and declining
  • Institutional interest signals: No clear indication of institutional buying or selling

News & Sentiment Analysis

Recent Headlines Summary: The majority of recent news headlines have been negative, with one positive article from 2025. However, the more recent negative headline from Zacks Investment Research may have had a greater impact on market sentiment.

Sentiment Assessment: Negative (based on the weighted average sentiment score of the news articles)

Catalyst Identification: No immediate catalysts are apparent, but potential earnings releases or regulatory developments could impact the stock's price in the medium-term.

Market Narrative: The negative technical signals and high volatility may be driving the market narrative, with investors becoming increasingly risk-averse due to Zeo's poor performance.

Risk & Volatility Assessment

Risk Assessment:

  • Beta interpretation: High-risk stock (beta: 2.18)
  • Volatility regime: High volatility - stock moves more than the market
  • Options market signals: No options data available
  • Downside protection: Support levels at $0.20 and $0.11

Market Context & Positioning

Sector Performance:

  • Relative strength vs sector/market: Weak relative to the broader energy sector

Institutional Activity:

  • Volume patterns suggesting institutional interest: No clear indication of institutional buying or selling

Correlation Analysis:

  • How stock moves relative to market (R-squared interpretation): 0.25 - low correlation, indicating limited movement in tandem with the broader market

Relative Valuation:

  • Position within trading range: Below its long-term average price and below the 50-day moving average

Key Levels & Action Items

Critical Price Levels:

  • Support/resistance to monitor:
    • Short-term support: $0.20
    • Medium-term resistance: $0.50
    • Long-term resistance: $1.00

Breakout/Breakdown Levels:

  • Technical levels that could trigger significant moves: The 50-day moving average ($0.51) and the upper Bollinger Band ($0.72)

Time-Sensitive Catalysts:

  • Earnings dates, FDA approvals, product launches: No immediate catalysts are apparent

Risk Management:

  • Stop-loss levels and position sizing considerations:
    • Short-term stop-loss: $0.15
    • Medium-term stop-loss: $0.30
    • Position sizing: 5% to 10% of overall portfolio
Generated

ZEO Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 2.4422
Alpha: -147.36%
Correlation: 0.2507
R-Squared: 6.3%
Stock Volatility: 124.1%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time

ZEO Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

31 filers1,938,078 shares$1.45M value
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 398,156 $433.99K 29.93% — 2025-12-31
2 CITIZENS FINANCIAL GROUP INC/RI 541,175 $357.39K 24.65% — 2026-06-30
3 Vanguard Capital Management LLC 421,569 $278.24K 19.19% — 2026-06-30
4 UBS Group AG Custodian 115,994 $76.56K 5.28% — 2026-06-30
5 Geode Capital Management, LLC Custodian 109,279 $72.21K 4.98% — 2026-06-30
6 PNC Financial Services Group, Inc. Custodian 75,000 $49.50K 3.41% — 2026-06-30
7 Groupe la Francaise 43,761 $28.90K 1.99% — 2026-06-30
8 State Street Corp 38,900 $25.69K 1.77% — 2026-06-30
9 XTX Topco Ltd 38,891 $25.68K 1.77% — 2026-06-30
10 SHANDA ASSET MANAGEMENT HOLDINGS Ltd 37,249 $24.60K 1.70% — 2026-06-30
11 Jane Street Group, LLC Custodian 30,080 $19.86K 1.37% — 2026-06-30
12 Creative Planning Custodian 17,107 $11.30K 0.78% — 2026-06-30
13 HRT FINANCIAL LP 17,270 $11.00K 0.76% — 2026-06-30
14 CREDIT INDUSTRIEL ET COMMERCIAL 10,845 $7.16K 0.49% — 2026-06-30
15 Northern Trust Corp Custodian 10,625 $7.02K 0.48% — 2026-06-30
16 Vanguard Fiduciary Trust Co 10,497 $6.93K 0.48% — 2026-06-30
17 Tower Research Capital LLC (TRC) Custodian 10,043 $6.63K 0.46% — 2026-06-30
18 Morgan Stanley Custodian 2,779 $1.83K 0.13% — 2026-06-30
19 JPMorgan Chase & Co Custodian 1,612 $1.07K 0.07% — 2026-06-30
20 ABOUND FINANCIAL, LLC 1,520 $1.00K 0.07% — 2026-06-30
21 CKW FINANCIAL GROUP 1,527 $1.00K 0.07% — 2026-06-30
22 CAZ INVESTMENTS LP 1,369 $904 0.06% — 2026-06-30
23 GROUP ONE TRADING LLC Custodian 1,348 $890 0.06% — 2026-06-30
24 Noble Wealth Management PBC 876 $293 0.02% — 2026-09-30
25 NewEdge Advisors, LLC 250 $165 0.01% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

ZEO Insider Trading (Form 4)

Latest: 2024-03-25
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2024-03-25 PERISCOPE CAPITAL INC. 10%+ Owner Sell (S) −303,200 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

ZEO Proposed Insider Sales (Form 144)

Latest: 2026-02-23
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-02-23 Guy Gianluca 10% Stockholder 806,000 $806.0K 2026-02-23 MML Investors Services — EDGAR
2025-12-02 Anton Hruby 10% Holder 243,300 $330.9K 2025-12-02 J.P. Morgan Securities LLC — EDGAR
2025-11-28 Anton Hruby 10% Holder 55,000 $71.5K 2025-11-24 J.P. Morgan Securities LLC — EDGAR
2025-11-26 Bridgewater Brandon Officer 356,511 $492.0K 2025-11-26 Charles Schwab Corp. — EDGAR
2025-11-06 Guy Gianluca 10% Stockholder 1,500,000 $2.33M 2025-11-06 MML Investors Services — EDGAR
2025-09-04 Anton Hruby 10% Holder 283,500 $439.4K 2025-09-04 J.P. Morgan Securities LLC — EDGAR
2025-08-25 Larsen Kalen Officer 283,520 $564.2K 2025-08-25 Charles Schwab Corp. — EDGAR
2025-08-22 Bridgewater Brandon Officer 283,520 $606.7K 2025-08-22 Charles Schwab Corp. — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
2 ETFs hold ZEO
2 shown · $140.89K total exposure
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $113,733 — 2026-09-30
2 VXF Vanguard Extended Market ETF Vanguard 0.00% $27,155 — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.