EnovixENVX
ENVX
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
93% more call options, than puts
Call options by funds: $261M | Put options by funds: $135M
86% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 70
50% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 36
23% more capital invested
Capital invested by funds: $814M [Q3] → $1B (+$187M) [Q4]
6% more funds holding
Funds holding: 286 [Q3] → 302 (+16) [Q4]
0.4% less ownership
Funds ownership: 49.37% [Q3] → 48.97% (-0.4%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$18
141%
upside
Avg. target
$24
221%
upside
High target
$30
301%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Craig-Hallum Anthony Stoss 35% 1-year accuracy 13 / 37 met price target | 141%upside $18 | Buy Maintained | 20 Feb 2025 |
Cantor Fitzgerald Derek Soderberg 22% 1-year accuracy 4 / 18 met price target | 301%upside $30 | Overweight Reiterated | 20 Feb 2025 |
Financial journalist opinion
Positive
Seeking Alpha
3 weeks ago
Enovix: 2025 Mass Production Sparks Optimism
I recommend a Buy rating on Enovix due to successful mass production progress and commercialization readiness, positioning it for significant revenue growth. Enovix's Fab2 facility in Malaysia has completed Site Acceptance Testing for High-Volume Manufacturing, indicating readiness for mass production and customer shipments. Enovix is strategically positioned to meet the growing demand for high-capacity batteries in smartphones, IoT, EVs, and defense markets, with major OEMs already engaged.
Neutral
Seeking Alpha
1 month ago
2025 Is Enovix's Inflection Point With First Commercial Production
2025 Is Enovix's Inflection Point With First Commercial Production
Neutral
Seeking Alpha
1 month ago
Enovix: A Worthy Buy For Asymmetric Upside
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.
Neutral
Seeking Alpha
1 month ago
Enovix Corporation (ENVX) Q4 2024 Earnings Call Transcript
Enovix Corporation (NASDAQ:ENVX ) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Company Participants Robert Lahey - Head of Investor Relations Raj Talluri - President and Chief Executive Officer Kristina Truong - Chief Accounting Officer Ajay Marathe - Chief Operating Officer Conference Call Participants Jed Dorsheimer - William Blair Ananda Baruah - Loop Capital Markets Colin Rusch - Oppenheimer William Peterson - JPMorgan George Gianarikas - Canaccord Genuity Derek Soderberg - Cantor Fitzgerald Gus Richard - Northland Capital Markets Sean Milligan - Janney Operator Thank you for standing by and welcome to the Enovix Corporation Fourth Quarter 2024 Earnings Conference Call. Currently, all participants are in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
Enovix Corporation (ENVX) Reports Q4 Loss, Tops Revenue Estimates
Enovix Corporation (ENVX) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to loss of $0.28 per share a year ago.
Negative
Market Watch
1 month ago
Here's how Enovix's soft guidance derailed the battery maker's stock
Softer outlook for battery maker sends its stock down more than 12%.
Neutral
GlobeNewsWire
1 month ago
Enovix Announces Fourth Quarter and Full Year 2024 Financial Results
FREMONT, Calif., Feb. 19, 2025 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX), a global high-performance battery company, announced today financial results for the fourth quarter and full year 2024, which included the summary below from its President and CEO, Dr. Raj Talluri.
Positive
Seeking Alpha
1 month ago
Enovix: Very Well Positioned In 2025, I'm Long
Enovix, a pre-revenue company, is developing high-performance batteries and aims to start mass production in Malaysia by late 2025. The key to Enovix's success is achieving 95% battery yields, which would enable scaling production and securing major customers. Despite past misjudgments, I'm bullish on Enovix's long-term potential, especially with a Fortune 50 partnership in the works.
Positive
Zacks Investment Research
1 month ago
Enovix Corporation (ENVX) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Enovix Corporation (ENVX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Benzinga
1 month ago
Enovix Set To Meet Q4 Expectations, Eyes Smartphone Battery Breakthrough: JP Morgan
JP Morgan analyst Bill Peterson reiterated an Overweight rating on the shares of Enovix Corp ENVX with a price forecast of $15.00.
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