Enovix 향후 성장
Future 기준 점검 2/6
Enovix (는) 각각 연간 18.4% 및 58.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 20.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8% 로 예상됩니다.
핵심 정보
18.4%
이익 성장률
20.40%
EPS 성장률
| Electrical 이익 성장 | 17.9% |
| 매출 성장률 | 58.1% |
| 향후 자기자본이익률 | 8.01% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Apr 09
Enovix: Simply Not Good Enough
Summary Enovix (ENVX) continues to miss commercialization milestones, with persistent execution issues and eroding credibility following repeated delays and shifting timelines. The stalled Honor partnership critically undermines ENVX’s lead-customer strategy; failure to qualify batteries threatens the entire long-term bull case. Even if ENVX pivots to smart eyewear or drones, current valuation implies substantial market share in highly competitive, lower-margin segments—an unproven proposition. Given ENVX’s binary risk/reward and lack of tangible progress, waiting for concrete execution before taking a position offers superior risk management. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...
새 내러티브 • 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 AlphaSeeking 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 Alpha분석 기사 • 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 AlphaSeeking Alpha • Oct 17
Enovix: Fully Charged To Move Higher
Summary Enovix is a speculative pre-revenue company developing small batteries for wearable devices, with a price target of $17 by end of 2025. Recent shipment of EX-1M battery cell samples from Malaysia indicates progress towards high-volume production in 2025, a crucial milestone. Despite expected shareholder dilution, insider stock purchases show confidence; Enovix aims for 50% gross margins and 30% operating margins by 2026. Paying 18x forward non-GAAP operating profits is attractive given Enovix's growth potential in the power-hungry AI and wearable device markets. Read the full article on Seeking AlphaSeeking Alpha • Oct 05
Enovix: Show-Me Story Continues - Sell
Summary Last week, shares of Enovix rallied 40% on very strong volume as market participants celebrated news of first sample shipments from the company's new manufacturing facility in Malaysia. In addition, the company's eagerly anticipated high-volume battery production line appears to be on track for commercial production next year. However, Enovix has yet to secure purchase orders and with initial samples just shipped to customers, the timeline could prove aggressive. For now, Enovix remains a show-me story, with the stock price performance being mostly dependent on news flow and market sentiment. As such, I would expect the stock to continue its volatile trading pattern, thus likely providing plenty of opportunity for speculative investors to initiate positions at substantially lower prices. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 435 | -25 | 6 | 133 | 3 |
| 12/31/2027 | 123 | -167 | -158 | -82 | 11 |
| 12/31/2026 | 41 | -173 | -174 | -117 | 11 |
| 12/28/2025 | 32 | -157 | -114 | -95 | N/A |
| 9/28/2025 | 30 | -159 | -118 | -84 | N/A |
| 6/29/2025 | 27 | -128 | -140 | -89 | N/A |
| 3/30/2025 | 23 | -199 | -158 | -90 | N/A |
| 12/29/2024 | 23 | -222 | -185 | -109 | N/A |
| 9/29/2024 | 21 | -245 | -209 | -120 | N/A |
| 6/30/2024 | 17 | -238 | -204 | -117 | N/A |
| 3/31/2024 | 13 | -187 | -188 | -114 | N/A |
| 12/31/2023 | 8 | -214 | -166 | -105 | N/A |
| 10/1/2023 | 1 | -165 | -137 | -99 | N/A |
| 7/2/2023 | 1 | -231 | -129 | -92 | N/A |
| 4/2/2023 | 6 | -168 | -117 | -89 | N/A |
| 1/1/2023 | 6 | -52 | -119 | -83 | N/A |
| 10/2/2022 | 5 | -125 | -121 | -78 | N/A |
| 7/3/2022 | 5 | -54 | -114 | -76 | N/A |
| 4/3/2022 | N/A | -67 | -109 | -62 | N/A |
| 1/2/2022 | N/A | -126 | -95 | -51 | N/A |
| 10/3/2021 | N/A | -55 | -79 | -39 | N/A |
| 6/30/2021 | N/A | -57 | -62 | -26 | N/A |
| 3/31/2021 | N/A | -48 | -57 | -25 | N/A |
| 12/31/2020 | N/A | -40 | -47 | -20 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ENVX 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: ENVX 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: ENVX 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: ENVX 의 수익(연간 58.1%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: ENVX 의 수익(연간 58.1%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ENVX의 자본 수익률은 3년 후 8%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/12 21:59 |
| 종가 | 2026/05/12 00:00 |
| 수익 | 2025/12/28 |
| 연간 수익 | 2025/12/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Enovix Corporation는 16명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Legg | Benchmark Company |
| Ruplu Bhattacharya | BofA Global Research |
| Sean Milligan | Brean Capital Historical (Janney Montgomery) |