Enovix (ENVX) Hisse Özeti
Enovix Corporation, Amerika Birleşik Devletleri'nde ve uluslararası alanda lityum-iyon pil hücreleri tasarlamakta, geliştirmekte ve üretmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
ENVX Community Fair Values
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Analyst Price Targets
Enovix Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$6.97 |
| 52 Haftanın En Yüksek Seviyesi | US$16.49 |
| 52 Haftanın En Düşük Seviyesi | US$4.62 |
| Beta | 2.23 |
| 1 Aylık Değişim | 14.45% |
| 3 Aylık Değişim | 13.70% |
| 1 Yıllık Değişim | -12.11% |
| 3 Yıllık Değişim | -43.70% |
| 5 Yıllık Değişim | -42.87% |
| Halka arzdan bu yana değişim | -44.46% |
Son Haberler & Güncellemeler
Recent updates
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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 AlphaAnaliz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Analiz • 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 AlphaAnaliz Makalesi • 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 AlphaHissedar Getirileri
| ENVX | US Electrical | US Pazar | |
|---|---|---|---|
| 7D | 1.3% | 3.4% | 2.6% |
| 1Y | -12.1% | 97.6% | 26.2% |
Getiri vs. Endüstri: ENVX geçen yıl % 97.6 oranında getiri sağlayan US Electrical sektörünün gerisinde kaldı.
Getiri vs Piyasa: ENVX geçen yıl % 26.2 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| ENVX volatility | |
|---|---|
| ENVX Average Weekly Movement | 9.8% |
| Electrical Industry Average Movement | 11.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: ENVX son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: ENVX 'nin haftalık oynaklığı ( 10% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2006 | 664 | Raj Talluri | www.enovix.com |
Enovix Corporation, Amerika Birleşik Devletleri'nde ve uluslararası alanda lityum-iyon pil hücreleri tasarlamakta, geliştirmekte ve üretmektedir. Giyilebilir cihazlar ve IoT, akıllı telefon, bilgi işlem, elektrikli araçlar ve orijinal ekipman üreticilerine hizmet vermektedir. Şirket 2006 yılında kurulmuştur ve merkezi Fremont, Kaliforniya'dadır.
Enovix Corporation Temel Bilgiler Özeti
| ENVX temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.53b |
| Kazançlar(TTM) | -US$156.74m |
| Gelir(TTM) | US$31.82m |
46.5x
P/S Oranı-9.4x
F/K OranıENVX aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| ENVX gelir tablosu (TTM) | |
|---|---|
| Gelir | US$31.82m |
| Gelir Maliyeti | US$25.72m |
| Brüt Kâr | US$6.11m |
| Diğer Giderler | US$162.85m |
| Kazançlar | -US$156.74m |
Son Raporlanan Kazançlar
Dec 28, 2025
Sonraki Kazanç Tarihi
May 13, 2026
| Hisse başına kazanç (EPS) | -0.74 |
| Brüt Marj | 19.19% |
| Net Kâr Marjı | -492.57% |
| Borç/Özkaynak Oranı | 193.1% |
ENVX uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/12 01:25 |
| Gün Sonu Hisse Fiyatı | 2026/05/12 00:00 |
| Kazançlar | 2025/12/28 |
| Yıllık Kazançlar | 2025/12/28 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Enovix Corporation 16 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Michael Legg | Benchmark Company |
| Ruplu Bhattacharya | BofA Global Research |
| Sean Milligan | Brean Capital Historical (Janney Montgomery) |