Enovix Corporation

NasdaqGS:ENVX Stok Raporu

Piyasa değeri: US$670.9m

Enovix Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

İcra Kurulu Başkanı

n/a

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresino data
CEO sahipliğin/a
Yönetim ortalama görev süresi2yrs
Yönetim Kurulu ortalama görev süresi4.8yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Aug 17

ENVX: Commercial Execution And Leadership Reset Will Drive Future Revenue Inflection

Enovix’s updated analyst price target moves from $5.50 to $5.00 as analysts factor in higher perceived risk after leadership changes and execution questions, along with more conservative revenue growth and valuation assumptions. Analyst Commentary Recent Street research on Enovix points to a more cautious tone, with several bearish analysts cutting price targets and questioning how quickly the company can execute on its plans.
Anlatı Güncellemesi Jul 31

ENVX: Manufacturing Ramp And Defense Focus Will Drive Future Revenue Inflection

Analysts have trimmed their blended price target on Enovix to about $5.50 from $6.00 as they factor in a higher discount rate, slightly adjusted revenue and margin expectations, and a shift in focus from pure technology progress toward commercial execution and manufacturing timelines. Analyst Commentary Recent research on Enovix highlights a shift in tone toward execution risk, manufacturing progress, and the timing of commercial revenue, with several bearish analysts revising their assumptions and price targets.
Anlatı Güncellemesi Jul 17

ENVX: Manufacturing Ramp And Smartphone Wins Will Drive Future Upside Potential

Analysts have adjusted their view on Enovix, with the average price target moving from about $76.53 to $25.00 as they weigh slower than previously expected revenue ramp timing, ongoing manufacturing and qualification hurdles, and a mix of cautious resets and selective target increases related to smartphone and defense opportunities. Analyst Commentary Recent Street research on Enovix reflects a mix of caution on execution timing and pockets of optimism around product traction, especially in smartphones, drones, and defense.
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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı 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.
Anlatı 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.
Anlatı 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.
Anlatı 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.
Anlatı 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).
Anlatı 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.
Anlatı 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.
Anlatı 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.
Anlatı 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.
Anlatı 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.
Anlatı 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...
Anlatı 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).
Anlatı 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.
Anlatı 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...
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Yeni Anlatı 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.

CEO

Enovix CEO'su yok ya da onlar hakkında elimizde veri yok.


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Ryan Benton
Chief Financial Officer1.3yrsUS$5.02m0.049%
$ 328.4k
Arthi Chakravarthy
Chief Legal Officer3.3yrsUS$2.01m0.075%
$ 505.6k
Robert Spotnitz
Founderno dataVeri yokVeri yok
Michael Vyvoda
Chief Operating Officerless than a yearVeri yok0.0046%
$ 30.5k
Kristina Truong
Senior VP & Chief Accounting Officer1.7yrsVeri yok0.049%
$ 328.8k
Hongwei Yan
Chief Technology Officer1.8yrsVeri yokVeri yok
Robert Lahey
Head of Investor Relationsno dataVeri yokVeri yok
Steven Bakos
Senior Vice President of Worldwide Salesless than a yearVeri yokVeri yok
Iryna Romaniv
Chief Human Resources Officer4.1yrsVeri yokVeri yok
James Wilcox
VP of Business Development & Head of Enovix Mobility4.2yrsVeri yokVeri yok
Jonathan Doan
Senior Vice President of Research & Development2.8yrsVeri yokVeri yok
Samira Naraghi
Chief Business Officer2.3yrsVeri yokVeri yok
2.0yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: ENVX 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Thurman Rodgers
Chairman of Board of Directors14.5yrsUS$292.00k10.28%
$ 69.0m
John McCranie
Independent Director1yrUS$458.89k0.010%
$ 67.7k
Betsy Atkins
Independent Director5.1yrsUS$265.83k0.057%
$ 382.6k
Pegah Ebrahimi
Independent Director4.8yrsUS$260.00k0.034%
$ 228.7k
Gregory Reichow
Independent Director5.1yrsUS$268.33k0.027%
$ 182.7k
Bernard Gutmann
Independent Director3.2yrsUS$267.00k0.032%
$ 214.1k
Joseph Malchow
Independent Director3.2yrsUS$274.16k0.21%
$ 1.4m
4.8yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ENVX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/19 17:45
Gün Sonu Hisse Fiyatı2026/08/19 00:00
Kazançlar2026/07/05
Yıllık Kazançlar2025/12/28

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınıza dair 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 17 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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