Enovix マネジメント
マネジメント 基準チェック /34
Enovixの CEO はRaj Talluriで、 Jan2023年に任命され、 の在任期間は 3.5年です。 の年間総報酬は$ 8.00Mで、 7.7%給与と92.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.39%を直接所有しており、その価値は$ 4.36M 。経営陣と取締役会の平均在任期間はそれぞれ2.2年と4.1年です。
主要情報
Raj Talluri
最高経営責任者
US$8.0m
報酬総額
| CEO給与比率 | 7.72% |
| CEO在任期間 | 3.5yrs |
| CEOの所有権 | 0.4% |
| 経営陣の平均在職期間 | 2.2yrs |
| 取締役会の平均在任期間 | 4.1yrs |
経営陣の近況
Recent updates
Seeking Alpha • Jul 10
Enovix Combines Margin Of Safety With Long-Term Growth Potential
Summary Enovix offers a unique 3D stacked silicon-anode battery architecture, delivering higher energy density and dramatically reduced fire risk versus conventional lithium-ion batteries. I see a margin of safety at current ENVX price levels, supported by a fortress balance sheet, ramping production, and imminent commercial milestones in smart eyewear and smartphone batteries. Licensing potential for ENVX’s architecture, especially post-smartphone commercialization, could drive high-margin, recurring revenues and significantly expand earnings beyond current manufacturing capacity. Technical analysis signals ENVX is in a bottoming process; I’ve established a full position and sold $5 puts, expecting limited downside and strong upside on execution. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 03
ENVX: Defense And Drone Pivot Will Drive Future Revenue Inflection
Analysts have reduced their fair value estimates for Enovix from $10.00 to $6.00. This reflects updated expectations for a slower revenue ramp, adjustments to the timing of revenue inflection, and ongoing manufacturing and qualification challenges, even as some firms apply higher valuation multiples tied to smartphone and defense opportunities.
ナラティブ更新 • Jun 18
ENVX: Silicon Anode And Defense Demand Will Drive Future Smartphone Battery Adoption
Analysts have modestly adjusted their Enovix price targets, with several firms moving between $7 and $21 as they factor in a slower expected revenue ramp, revised manufacturing timelines, and new smartphone and defense customer developments. Analyst Commentary Recent research on Enovix centers on how quickly the company can translate its technology into revenue and how that timing feeds into valuation.分析記事 • Jun 16
Enovix (ENVX) Stock Could Be 46% Undervalued After Muted Response To New Battery Order
Muted stock reaction to new battery order Enovix (ENVX) recently announced a new battery order, but the stock reaction has been muted as investors weigh ongoing concerns about sustained demand and slow progress in drone battery applications over recent quarters. See our latest analysis for Enovix. Against this muted reaction to the new order, Enovix’s recent share price performance has been mixed, with a 46.28% 90 day share price return but a year to date share price decline of 10.27% and a 1...ナラティブ更新 • Jun 01
ENVX: Silicon Anode And Defense Demand Will Drive Future Battery Adoption
Analysts have adjusted the Enovix fair value estimate from $14.55 to $13.10 as they recalibrated expectations around revenue timing, profitability, and higher P/E multiples, following mixed shifts in price targets and ongoing commentary on smartphone, drone, and defense opportunities. Analyst Commentary Recent Street research around Enovix reflects a mix of optimism about the company’s technology and end market opportunities, alongside caution around execution, timelines, and profitability.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...
新しいナラティブ • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Apr 05 2026 | n/a | n/a | -US$171m |
| Dec 28 2025 | US$8m | US$618k | -US$157m |
| Sep 28 2025 | n/a | n/a | -US$159m |
| Jun 29 2025 | n/a | n/a | -US$128m |
| Mar 30 2025 | n/a | n/a | -US$199m |
| Dec 29 2024 | US$11m | US$595k | -US$222m |
| Sep 29 2024 | n/a | n/a | -US$245m |
| Jun 30 2024 | n/a | n/a | -US$238m |
| Mar 31 2024 | n/a | n/a | -US$187m |
| Dec 31 2023 | US$17m | US$520k | -US$214m |
報酬と市場: Rajの 総報酬 ($USD 8.00M ) は、 US市場 ($USD 3.54M ) の同規模の企業の平均を上回っています。
報酬と収益: Rajの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Raj Talluri (63 yo)
3.5yrs
在職期間
US$7,996,489
報酬
Dr. Raj Talluri serves, Ph D as President, Chief Executive Officer and Director at Enovix Corporation since joining on January 18, 2023. He serves as Board Observer at Sierra Wireless, Inc. since April 202...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 3.5yrs | US$8.00m | 0.39% $ 4.4m | |
| Chief Financial Officer | 1.3yrs | US$5.02m | 0.041% $ 453.1k | |
| Chief Legal Officer | 3.3yrs | US$2.01m | 0.075% $ 833.4k | |
| Founder | no data | データなし | データなし | |
| Vice President of Operations | less than a year | データなし | データなし | |
| Senior VP & Chief Accounting Officer | 1.6yrs | データなし | 0.049% $ 538.3k | |
| Chief Technology Officer | 1.7yrs | データなし | データなし | |
| Head of Investor Relations | no data | データなし | データなし | |
| Senior Vice President of Worldwide Sales | less than a year | データなし | データなし | |
| Chief Human Resources Officer | 4yrs | データなし | データなし | |
| VP of Business Development & Head of Enovix Mobility | 4.1yrs | データなし | データなし | |
| Senior Vice President of Research & Development | 2.7yrs | データなし | データなし |
2.2yrs
平均在職期間
59yo
平均年齢
経験豊富な経営陣: ENVXの経営陣は 経験豊富 であると考えられます ( 2.2年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 3.5yrs | US$8.00m | 0.39% $ 4.4m | |
| Chairman of Board of Directors | 14.4yrs | US$292.00k | 10.34% $ 114.4m | |
| Independent Director | less than a year | US$458.89k | 0.010% $ 112.4k | |
| Independent Director | 5yrs | US$265.83k | 0.057% $ 634.6k | |
| Independent Director | 4.7yrs | US$260.00k | 0.034% $ 379.3k | |
| Independent Director | 5yrs | US$268.33k | 0.027% $ 303.1k | |
| Independent Director | 3.1yrs | US$267.00k | 0.032% $ 355.2k | |
| Independent Director | 3.1yrs | US$274.16k | 0.21% $ 2.3m |
4.1yrs
平均在職期間
64.5yo
平均年齢
経験豊富なボード: ENVXの 取締役会 は 経験豊富 であると考えられます ( 4.1年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/13 21:49 |
| 終値 | 2026/07/13 00:00 |
| 収益 | 2026/04/05 |
| 年間収益 | 2025/12/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Enovix Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Michael Legg | Benchmark Company |
| Ruplu Bhattacharya | BofA Global Research |
| Sean Milligan | Brean Capital Historical (Janney Montgomery) |