AI Data Center And Defense Tailwinds Will Eventually Expose Lithium Execution Risks

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

07 Jun 26

Updated

24 Jul 26

Views

Not Invested

Shared on 24 Jul 26

Fair value Increased 15%

ENS: Defense-Focused Greenville Plant And New Battery Line Will Reshape Outlook

EnerSys doubles down on a new U.S. factory aimed at defense and aerospace customers, including plans to shift away from a current battery tech partner as it tightens its focus on secure domestic supply. It also rolls out a new battery for outdoor communications networks, and analysts lift their view on where the business could go next.

0 views

Fair Value vs Share Price

US$202.92

vs US$190.756.0% undervalued

4.2%

Revenue growth

11.2%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on EnerSys

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Very undervalued with flawless balance sheet.

Market capUS$7.3b

PB3.6x

Estimated Growth4.4%

Dividend Yield0.6%

Full analysis

CEO & management

Shawn O'Connell

CEO

2.2yrs

CEO Tenure

Engages in the provision of stored energy solutions for industrial applications worldwide.