Enovix Corporation

Report azionario NasdaqGS:ENVX

Capitalizzazione di mercato: US$1.2b

Enovix Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Enovix sono diminuiti a un tasso medio annuo di -20.2%, mentre il settore Electrical ha visto gli utili crescere a un tasso medio annuo di 17.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 60.6%.

Informazioni chiave

-20.20%

Tasso di crescita degli utili

-9.53%

Tasso di crescita dell'EPS

Electrical Crescita del settore9.91%
Tasso di crescita dei ricavi60.62%
Rendimento del capitale proprio-70.59%
Margine netto-499.64%
Ultimo aggiornamento sugli utili05 Apr 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha May 20

Enovix: Massive Battery Potential, Persistent Execution Problems

Summary Enovix Corporation remains a Hold due to persistent execution delays and inability to bring products to market. ENVX's Al-1 battery for Honor faces further qualification setbacks, pushing commercialization out to next year. Despite strong revenue growth in Korea and a strong cash position, ENVX is still burning cash, and profitability remains years away. The market potential for the company is hard to ignore. It has now entered the fast-growing drone market with an NDAA-compliant product. Read the full article on Seeking Alpha
Articolo di analisi May 16

Enovix Corporation (NASDAQ:ENVX) Just Reported, And Analysts Assigned A US$13.10 Price Target

Enovix Corporation ( NASDAQ:ENVX ) defied analyst predictions to release its quarterly results, which were ahead of...
Aggiornamento della narrazione May 14

ENVX: Silicon Anode Execution And New Smartphone Customer Will Drive Future Adoption

Analysts have nudged their blended price target on Enovix higher to $14.55 from $14.45, reflecting adjusted revenue timing, a higher discount rate, and updated P/E assumptions as they balance a slower expected ramp in consumer devices with growing interest from drone, defense, and a second smartphone customer. Analyst Commentary Recent Street research on Enovix reflects a mix of optimism about its technology and end market opportunities, balanced against execution risks and a slower revenue timing than some previously expected.
Aggiornamento della narrazione Apr 27

ENVX: Silicon Anode Manufacturing Execution Will Unlock Smartphone Battery Adoption Potential

Analyst price targets on Enovix have been reset lower to a range of $6 to $15. This reflects continued confidence in the company’s battery technology alongside concerns about manufacturing hurdles, extended customer qualification cycles, and expectations for negative margins and cash flow over the coming years.
Aggiornamento della narrazione Apr 10

ENVX: Silicon Anode Manufacturing Execution Will Drive Smartphone Battery Adoption Upside

Narrative Update on Enovix Analysts have reset Enovix price targets into a tighter range, with cuts such as $17 to $10, $16 to $10, and $21 to $15. These changes reflect enthusiasm for its high energy density battery technology, as well as concerns about manufacturing yields, smartphone qualification timelines, and an extended period of expected negative margins and cash flow.
Aggiornamento della narrazione Mar 26

ENVX: Silicon Anode Manufacturing Execution Will Drive Long Term Upside Potential

Analyst price targets for Enovix have shifted lower, with the fair value estimate moving from $15.39 to $14.45 as analysts balance enthusiasm for its next generation silicon anode battery technology with concerns around manufacturing hurdles, smartphone qualification timelines, and expectations for negative margins and cash flow in the coming years. Analyst Commentary Recent Street research on Enovix highlights a mix of optimism around its silicon anode battery technology and caution around execution, manufacturing, and near term financials.
Aggiornamento della narrazione Mar 11

ENVX: High Energy Density Smartphone Batteries Will Drive Long Term Upside Potential

Analysts have reduced their average price target for Enovix from about $26.90 to roughly $15.39, reflecting tempered near term expectations as they incorporate updated production risks and timelines, while still highlighting the company's battery technology potential. Analyst Commentary Recent research updates on Enovix highlight a mix of optimism about the company’s battery technology and caution around execution risks, particularly on manufacturing and customer qualification timelines.
Aggiornamento della narrazione Feb 25

ENVX: Higher Energy Density Batteries Will Set Up Longer Term Upside Potential

Analysts have maintained their $26.90 price target for Enovix, with updated modeling that slightly increases the discount rate and assumed future P/E, while keeping revenue growth and margin assumptions effectively unchanged. What's in the News Independent testing by Polaris Battery Labs found the Enovix AI-1 smartphone battery delivers 935 Wh/L volumetric energy density, using side by side evaluation against a leading commercially available smartphone battery under identical test conditions (Key Developments).
Aggiornamento della narrazione Feb 11

ENVX: Slower Mobile Ramp Will Set Up Longer Term Upside Potential

Narrative Update Analysts have cut their Enovix price target to about US$16 from roughly US$25, citing a slower than expected mobile phone revenue ramp and concerns that current consensus estimates for calendar 2026 may still be too high. Analyst Commentary Recent research highlights a mix of optimism and caution around Enovix, with the lower price target reflecting execution risks in the mobile phone business while still recognizing longer term potential if the company can deliver on its plans.
Aggiornamento della narrazione Jan 27

ENVX: Slower Mobile Ramp And Capital Base Will Support Long Term Upside

Narrative update on Enovix The average analyst price target for Enovix has been reduced by $9, from $25 to $16, as analysts factor in a slower than expected ramp in mobile phone revenue and reassess what they see as overly optimistic consensus estimates for calendar year 2026. Analyst Commentary Recent analyst commentary around Enovix reflects a mix of optimism on the long term opportunity and caution around execution timing and current expectations.
Aggiornamento della narrazione Jan 12

ENVX: Slower Mobile Ramp And Buybacks Will Ultimately Unlock Long Term Upside

Narrative Update on Enovix Analysts have reduced their price target on Enovix by $9, from $25 to $16, citing a slower than expected ramp in mobile phone revenue and concerns that consensus estimates for calendar year 2026 may be too optimistic. Analyst Commentary Recent commentary around Enovix centers on the timing of its mobile phone revenue ramp and how that timing feeds into expectations for calendar year 2026.
Aggiornamento della narrazione Dec 18

ENVX: Mobile Ramp Delays Will Ultimately Unlock Long Term Upside Potential

Analysts have reduced their price target on Enovix by $9, to $16 from $25. They cite a slower than expected ramp in mobile phone revenues and the view that current 2026 consensus estimates remain overly optimistic.
Aggiornamento della narrazione Dec 04

ENVX: Mobile Ramp Delays Will Set Up Compelling Future Upside Potential

Analysts have lowered their price target on Enovix to $16 from $25, reflecting concerns about a slower than expected mobile phone revenue ramp and the view that current 2026 consensus forecasts may be too optimistic. Analyst Commentary Recent research updates highlight a more cautious stance on Enovix, with reduced price targets reflecting tempered expectations for the pace of revenue growth and execution on key programs.
Aggiornamento della narrazione Nov 20

ENVX: Revenue Acceleration Delays Will Present Future Upside Opportunity

Narrative Update: Enovix Price Target Adjustment Analysts have reduced their average price target for Enovix from $28.80 to $26.90, citing a slower than expected ramp in mobile phone revenue and updated 2026 outlooks across the Street. Analyst Commentary Recent Street research highlights a range of perspectives on Enovix's performance and future outlook.
Articolo di analisi Nov 13

Revenue Downgrade: Here's What Analysts Forecast For Enovix Corporation (NASDAQ:ENVX)

The analysts covering Enovix Corporation ( NASDAQ:ENVX ) delivered a dose of negativity to shareholders today, by...
Aggiornamento della narrazione Nov 05

ENVX: Expansion Of Asian Facilities Will Drive Battery Production Efficiency

Narrative Update on Enovix: Analyst Price Target Adjustment Analysts have maintained their price target for Enovix at $28.80, citing slight updates in projected revenue growth and profit margins as offsets to changes in the discount rate and forward price-to-earnings estimates. What's in the News Enovix has established a new R&D Center of Excellence in Hyderabad, India to accelerate development of its AI-2TM battery platform into 2025 (Key Developments).
Aggiornamento della narrazione Oct 15

Malaysia Manufacturing And Defense Expansion Will Unlock Battery Opportunities

Analysts have lowered their price target for Enovix from $29.50 to $28.80. This change reflects concerns about rich valuations, even with recent positive developments and strong share price performance.
Aggiornamento della narrazione Aug 15

Malaysia Manufacturing And Defense Expansion Will Unlock Battery Opportunities

Enovix's price target was raised to $29.50 as analysts cited strong Q2 results, new product launches in advanced battery technology, and shareholder-friendly capital moves, though some caution valuation after a sharp share price rally. Analyst Commentary Bullish analysts cite robust preliminary Q2 and June results, with revenue and adjusted EBITDA beating expectations, primarily driven by the Korean divisions.
Articolo di analisi May 03

US$18.50: That's What Analysts Think Enovix Corporation (NASDAQ:ENVX) Is Worth After Its Latest Results

As you might know, Enovix Corporation ( NASDAQ:ENVX ) just kicked off its latest first-quarter results with some very...
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Nuova narrazione Apr 13

Malaysia Manufacturing And Defense Expansion Will Unlock Battery Opportunities

Expansion into defense and smart eyewear markets offers promising revenue growth opportunities, driven by compliance and high-margin premium pricing strategies.
Seeking Alpha Feb 21

Enovix: A Worthy Buy For Asymmetric Upside

Summary Enovix Corporation's revenue scale up is progressing slower than expected due to guidance misses and lower-than-expected throughput in its first high-volume manufacturing line. But Enovix is progressing well on smartphone customer engagements, scaling up manufacturing operations, and on battery product R&D milestones, with no delays; a respectable achievement. Valuations remain optically high for this early-stage business, but I think it is difficult to assess it on traditional valuation metrics. Relative technicals on ENVX vs. the S&P 500 are bullish, despite high volatility in the stock. Risks to the buy thesis include faltering execution, making milestones' progress a key monitorable. I am also tracking the short interest in the stock. I think it is bullish that this has reduced since Q3 FY 2024. Read the full article on Seeking Alpha
Seeking Alpha Jan 20

Enovix: A Show-Me Story With Very Optimistic Embedded Expectations

Summary Enovix's $2 billion market cap is based on its innovative lithium battery IP, but the competitive landscape and Capex uncertainty warrant a HOLD rating. The company needs $800 million in run-rate revenue for a 10x FCF multiple, but current plans only support $600 million by 2026/27. Additional capital of $150-200 million will be needed by late 2025 to meet production scale, despite claims of being fully funded until mid-2026. Potential upside includes AI-driven demand increases and possible manufacturing collaborations or acquisitions, but these remain speculative. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Enovix Can Potentially Increase The Battery Life On Your AI-Enabled Smartphones

Summary Enovix is well positioned to meet the growing demand for high-energy density batteries in devices as AI-enabled applications drain more battery power. The Company is on track to achieving scale production with attractive economics per production line. The company is also well-capitalized to fund the buildout of multiple production lines. Consensus estimates may be underestimating ENVX's rapid commercial ramp potential, presenting a mispricing opportunity as valuations remain attractive despite improving fundamentals. Technical charts signal a brewing expansion toward the upside after an accumulation phase. Key risks include delays in product testing, qualification, and scaled production contract wins. Read the full article on Seeking Alpha
Seeking Alpha Dec 16

Enovix: Potentially Powering Android XR's Success

Summary Enovix could be a major beneficiary of the launch of Android XR thanks to its advanced battery technology, agreement with a leading XR company, and partnership with Qualcomm. Enovix’s advanced battery technology is well-suited to power XR devices due to their high energy density and fast charging capabilities. Enovix’s latest capital raise appears to be a strategic move in hindsight as it could increase its production capacity ahead of potential high demand. I’m reiterating my buy rating for Enovix. Read the full article on Seeking Alpha
Seeking Alpha Dec 04

Enovix: Buckle Up, Near-Term Commercialization Will Bring The Company Forward

Summary I reiterate my bullish rating on Enovix due to its commercialization progress, technological advancements, and projected sales growth towards 2026. Enovix's technological edge includes the Fab2 facility in Malaysia, agreements with leading smartphone OEMs, and significant advancements in battery capacity. Despite a high price-to-sales ratio, Enovix's manageable debt and strategic positioning in East Asia make it a promising investment with high prospective returns. Investment risks include potential delays in scaling and commercialization, dependency on key partnerships, and the competitive battery market. Read the full article on Seeking Alpha
Seeking Alpha Nov 13

Enovix: Battery Tech Company Hinging On High Expectations

Summary Enovix is a high-risk investment with ambitious plans to commercialize advanced smartphone batteries with patented silicon-anode technology. Despite rapid progress and promising deals with top smartphone OEMs, Enovix faces significant challenges in scaling production and meeting high investor expectations. The recent $100 million equity offering raises concerns about the company's financial stability and ability to achieve profitability in the near term. Given the competitive landscape and uncertainties in mass production, I rate Enovix as a Hold, cautioning against over-optimism. Read the full article on Seeking Alpha
Articolo di analisi Oct 31

Enovix Corporation (NASDAQ:ENVX) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Enovix Corporation ( NASDAQ:ENVX ) just released its latest third-quarter results and things are looking bullish...
Seeking Alpha Oct 31

Enovix: Surprise Capital Raise Not Likely To Bode Well With Investors - Sell

Summary Advanced lithium-ion battery manufacturer Enovix reported Q3/2024 results in line with muted expectations. As the company continues to invest in its Malaysian manufacturing operations, cash burn remains elevated. While the company's financial performance was nothing to write home about, investors cheered the announcement of a new development agreement with a leading Chinese smartphone OEM. On the conference call, management reiterated expectations for high volume manufacturing to ramp in late 2025 and rising exponentially in 2026. Surprise $100 million capital raise might have been caused by the new requirement to fully fund the first high-volume manufacturing line in Malaysia. For my part, I remain skeptical of the Enovix story, which is already years behind the original business plan, and wouldn't be surprised to see additional delays going forward. Consequently, I am reiterating my "Sell" rating on the shares. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Enovix guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:ENVX Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
05 Apr 2634-17174111
28 Dec 2532-15772110
28 Sep 2530-15967123
29 Jun 2527-12868101
30 Mar 2523-1997283
29 Dec 2423-22274106
29 Sep 2421-24560108
30 Jun 2417-23856115
31 Mar 2413-18752103
31 Dec 238-2147875
01 Oct 231-1657769
02 Jul 231-2317270
02 Apr 236-1686769
01 Jan 236-525258
02 Oct 225-1254955
03 Jul 225-544451
03 Apr 220-673745
02 Jan 220-1263038
03 Oct 210-551930
30 Jun 210-571224
31 Mar 210-48918
31 Dec 200-40614

Guadagni di qualità: ENVX al momento non è redditizia.

Margine di profitto in crescita: ENVX al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: ENVX non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 20.2% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di ENVX nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: ENVX non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Electrical ( 23.1% ).


Rendimento del capitale proprio

ROE elevato: ENVX ha un Return on Equity negativo ( -70.59% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 17:47
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/04/05
Utili annuali2025/12/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Enovix Corporation è coperta da 16 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael LeggBenchmark Company
Ruplu BhattacharyaBofA Global Research
Sean MilliganBrean Capital Historical (Janney Montgomery)