ENVX

Enovix

ENVX

Attention (50-day avg)0.02%

Attention rank (50-day avg)#276

Bullish sentiment (50-day avg)69%

Price to earnings ratio-3.41

Market capitalization560.7M

Earnings per share-0.79

Dividend yield (TTM)—

Revenue (annual)31.8M

Net income (annual)-156.6M

Social

What share of all stock conversation is about ENVX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.01	0.01% +0	0.01% -0.02	0.01% -0.05

Sep 29

Enovix Corporation is facing production delays, but has working batteries that the world needs, and the market requires a revamp in batteries, so production will happen.
The company has made key hires with experienced executives, and has multiple avenues of revenue beyond cell phones, including eyewear and drone batteries.
Institutional capital is shifting towards physical bottlenecks behind AI, drones, and robotics, which could matter a lot for Enovix's valuation if the company executes on manufacturing and converts demand into volume.

Generated by AI

Sentiment

Of the messages about ENVX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	66.67% +27.08	56.37% -10.1	61.83% -9	81.05% +0.08
Bearish	33.33% -27.08	43.63% +10.1	38.17% +9	18.95% -0.08

Bullish· Sep 29

The company has a strong team, with two recent hires being extremely vetted and experienced executives who don't join sinking ships, and this gives the stock a chance to succeed.
The company has multiple avenues of revenue, not just cell phones, and this diversification could lead to significant growth and a higher valuation.
The company is close to mass production and has a massive total addressable market (TAM), and if they can execute on manufacturing and convert demand into volume, the stock price could see a significant run upward.

Bearish· Sep 28

ENVX's manufacturing issues may be severe enough to prevent it from meeting its production targets, despite management claims of improvement.
The company's past behavior, including lying and stealing, has eroded trust among investors, and it may be a sign of deeper problems.
ENVX's financial performance is being hurt by rising bond yields, which are forcing many small-cap stocks, including ENVX, to sell shares to meet margin calls.

Generated by AI

Topics

Of the messages about ENVX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	0%	40.64%	29.53%	21.41%
Announcements	100%	10.6%	11.89%	40.5%
Technical Analysis	0%	0.71%	18.69%	5.99%
Analysts	0%	40.64%	25.71%	16.43%
Earnings	0%	7.42%	14.04%	15.17%
Controversies	0%	0%	0.13%	0.5%

Earnings· Aug 12

Enovix Corporation's Q2 2026 revenue reached $9.0M, a 21% YoY increase and a 7% beat over estimates.
The company's non-GAAP EPS of -$0.13 beat expectations by 13%, and the pipeline expanded to ~$183M, a 41% QoQ increase.
Q3 guidance for revenue is $9.0M-$10.0M, representing 13%-25% YoY growth, with the lead smartphone customer milestone confirmed and the final accelerated cycle-life testing underway.

Analysts· Feb 23

Analysts at Oppenheimer, Piper Sandler, JPM, EF Hutton, and Craig-Hallum have issued buy or overweight ratings for Enovix Corporation (ENVX) with price targets ranging from $15 to $36.
Piper Sandler analyst Alexander Potter raised the price target for ENVX to $25 from $22.50, citing the company's progress in securing funding from governments and strategic partners.
EF Hutton analyst Chip Moore reiterates a buy rating for ENVX with a price target of $18, expecting a possible 117.39% upside within 12 months.

Announcements· Aug 17

Enovix Corporation's CEO Raj Talluri resigned effective August 13, 2026, to pursue another opportunity, with Ryan Benton appointed as Interim CEO and T.J. Rodgers as Executive Chairman.
The company reaffirmed its Q3 guidance, with key programs moving forward and the 100% silicon-anode smartphone battery having reached 1,000 cycles, while AI-1 production is ramping up and MX-1 remains strong in the defense and drone markets.
Enovix is shifting to an execution-focused leadership team, with Michael Vyvoda's expanded control over R&D and manufacturing, and Ryan Benton's experience as CFO, to address the company's yields and scaling production.

Macro· Apr 3

Enovix Corporation's manufacturing in Malaysia will face a 24% tariff on imports to the US, but the company's sales to large Chinese phone manufacturers and Samsung may be less affected.
The tariffs will not directly cause cost increases for Enovix, as the company has subsidiaries and can purchase materials through them, and the company's technological advantage can be used to raise prices.
Enovix's acquisition of battery cell manufacturing assets from SolarEdge in South Korea is expected to expand the company's manufacturing footprint and increase sales from the facility, particularly in defense and industrial applications.

Technical Analysis· Oct 8

ENVX has formed a bullish structure, with a recovering price and improving technical metrics.
The stock has seen a significant increase in relative strength (RS) rating, climbing from 66 to 74, indicating growing relative market outperformance.
ENVX is building momentum, with buyers stacking into support at $12.5-$13.0, and technical strength building, suggesting it may be carving a base for its next leg.

Generated by AI

Community

Of the messages about ENVX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	94.44%	68.98%	57.49%	63.18%
Newcomers	5.56%	31.02%	42.51%	36.82%

Regulars· Sep 29

The regulars are focused on the production ramp and the challenges Enovix Corporation is facing, with some speculating that the company may meet the dicing requirement but at a high cost, while others believe they will find a way to achieve it.
There is ongoing debate about the impact of the delays and the recent hires, with some expressing disappointment but still holding onto the stock, while others are more optimistic about the company's future.
The regulars are also discussing the potential for a catalyst to be announced in Q4, which could lead to a significant increase in the stock price, and some are speculating about the possibility of Enovix reclaiming $2.80 or reaching $20 by the end of the year.

Newcomers· Sep 28

New investors are concerned about the company's management and its ability to deliver results, with some questioning the stock's high short interest and lack of institutional buying.
Some newcomers are focusing on the company's production and manufacturing issues, with concerns about the line's underperformance and the lack of transparency from management about the issue.
Investors are also speculating about the stock's future price, with some hoping for a rebound to $6 or above, while others are skeptical and think the stock will continue to decline.

Generated by AI

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will

1d agoBenzinga

Enovix Q2 2026 Earnings Call Transcript

13d agoBenzinga

Enovix’s TAA-Compliant Battery Manufacturing Strengthens Position with U.S. Defense Supply Chain

In-house Drone Battery Production Capacity to Double by Mid-2027FREMONT, Calif., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Enovix Corporation (Nasdaq: ENVX) (“Enovix”), a developer and manufacturer of advanced lithium-ion batteries, including proprietary silicon-anode architectures, highlighted that its drone and defense battery portfolio manufactured in South Korea is compliant with the Trade Agreements Act (TAA), expanding the company’s ability to serve U.S. government defense programs. Enovix is dou

28d agofinance.yahoo.com

Analysts Offer Insights on Industrial Goods Companies: Nano Nuclear Energy Inc. (NNE) and Enovix (ENVX)

Tipranks Press Release.

1mo agoThe Globe and Mail

Enovix (ENVX) Plans to Double Drone Battery Capacity. Is a $183M Pipeline Enough to Justify the Expansion?

Enovix Corporation (NASDAQ:ENVX) shares fell 3.8% to $3.27 on August 20, the day the company announced plans to double its production capacity for drone batteries in South Korea. The expansion could strengthen Enovix’s position in defense and industrial markets, but the headline pipeline figure requires closer examination. Enovix Corporation (NASDAQ:ENVX) expects the added capacity to […]

1mo agoYahoo Finance

Enovix Stock Is At The Lows For Good Reason (NASDAQ:ENVX)

Enovix (ENVX) shares plunged 18% after CEO Raj Talluri resigned.

1mo agoSeeking Alpha

Also Discussed

Investors talking about ENVX also mention

#	Name	Attention
1	Amprius Technologies Inc.AMPX	0.01%-0.07
2	SunPower Inc.CSLR	0%0
3	Eos Energy Enterprises Inc. Ordinary Shares Class AEOSE	0.06%-0.07
4	FTC Solar Inc.FTCI	0%-0.01
5	Enphase Energy, Inc.ENPH	0%0
6	Helen of Troy LimitedHELE	0%0
7	Trupanion Inc.TRUP	0%0
8	Innventure, Inc.INV	0%new
9	FREY - FREYR Battery	——
10	QuantumScape CorpQS	0.03%-0.02

Enovix Corporation

Industrials
Electrical Equipment & Parts

Enovix Corporation is a battery technology company that designs, develops, and manufactures advanced lithium-ion battery cells with a silicon-anode architecture. Its products are built to deliver high energy density, strong performance, and long cycle life for space-constrained devices. Enovix serves a range of current markets, including wearables, smartphones, computing devices, industrial electronics, defense applications, and emerging edge AI systems. The company also supports original equipment manufacturers that need compact, high-capacity power solutions for consumer and commercial products. Headquartered in Fremont, California, Enovix focuses on bringing its proprietary cell design and manufacturing process into broader commercial use across electronics and other battery-dependent industries.

Website

Location

3501 West Warren Avenue

Fremont, CA, 94538

United States

Social

What share of all stock conversation is about ENVX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.01	0.01% +0	0.01% -0.02	0.01% -0.05

Sep 29

Enovix Corporation is facing production delays, but has working batteries that the world needs, and the market requires a revamp in batteries, so production will happen.
The company has made key hires with experienced executives, and has multiple avenues of revenue beyond cell phones, including eyewear and drone batteries.
Institutional capital is shifting towards physical bottlenecks behind AI, drones, and robotics, which could matter a lot for Enovix's valuation if the company executes on manufacturing and converts demand into volume.

Generated by AI

Sentiment

Of the messages about ENVX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	66.67% +27.08	56.37% -10.1	61.83% -9	81.05% +0.08
Bearish	33.33% -27.08	43.63% +10.1	38.17% +9	18.95% -0.08

Bullish· Sep 29

The company has a strong team, with two recent hires being extremely vetted and experienced executives who don't join sinking ships, and this gives the stock a chance to succeed.
The company has multiple avenues of revenue, not just cell phones, and this diversification could lead to significant growth and a higher valuation.
The company is close to mass production and has a massive total addressable market (TAM), and if they can execute on manufacturing and convert demand into volume, the stock price could see a significant run upward.

Bearish· Sep 28

ENVX's manufacturing issues may be severe enough to prevent it from meeting its production targets, despite management claims of improvement.
The company's past behavior, including lying and stealing, has eroded trust among investors, and it may be a sign of deeper problems.
ENVX's financial performance is being hurt by rising bond yields, which are forcing many small-cap stocks, including ENVX, to sell shares to meet margin calls.

Generated by AI

Topics

Of the messages about ENVX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	0%	40.64%	29.53%	21.41%
Announcements	100%	10.6%	11.89%	40.5%
Technical Analysis	0%	0.71%	18.69%	5.99%
Analysts	0%	40.64%	25.71%	16.43%
Earnings	0%	7.42%	14.04%	15.17%
Controversies	0%	0%	0.13%	0.5%

Earnings· Aug 12

Enovix Corporation's Q2 2026 revenue reached $9.0M, a 21% YoY increase and a 7% beat over estimates.
The company's non-GAAP EPS of -$0.13 beat expectations by 13%, and the pipeline expanded to ~$183M, a 41% QoQ increase.
Q3 guidance for revenue is $9.0M-$10.0M, representing 13%-25% YoY growth, with the lead smartphone customer milestone confirmed and the final accelerated cycle-life testing underway.

Analysts· Feb 23

Analysts at Oppenheimer, Piper Sandler, JPM, EF Hutton, and Craig-Hallum have issued buy or overweight ratings for Enovix Corporation (ENVX) with price targets ranging from $15 to $36.
Piper Sandler analyst Alexander Potter raised the price target for ENVX to $25 from $22.50, citing the company's progress in securing funding from governments and strategic partners.
EF Hutton analyst Chip Moore reiterates a buy rating for ENVX with a price target of $18, expecting a possible 117.39% upside within 12 months.

Announcements· Aug 17

Enovix Corporation's CEO Raj Talluri resigned effective August 13, 2026, to pursue another opportunity, with Ryan Benton appointed as Interim CEO and T.J. Rodgers as Executive Chairman.
The company reaffirmed its Q3 guidance, with key programs moving forward and the 100% silicon-anode smartphone battery having reached 1,000 cycles, while AI-1 production is ramping up and MX-1 remains strong in the defense and drone markets.
Enovix is shifting to an execution-focused leadership team, with Michael Vyvoda's expanded control over R&D and manufacturing, and Ryan Benton's experience as CFO, to address the company's yields and scaling production.

Macro· Apr 3

Enovix Corporation's manufacturing in Malaysia will face a 24% tariff on imports to the US, but the company's sales to large Chinese phone manufacturers and Samsung may be less affected.
The tariffs will not directly cause cost increases for Enovix, as the company has subsidiaries and can purchase materials through them, and the company's technological advantage can be used to raise prices.
Enovix's acquisition of battery cell manufacturing assets from SolarEdge in South Korea is expected to expand the company's manufacturing footprint and increase sales from the facility, particularly in defense and industrial applications.

Technical Analysis· Oct 8

ENVX has formed a bullish structure, with a recovering price and improving technical metrics.
The stock has seen a significant increase in relative strength (RS) rating, climbing from 66 to 74, indicating growing relative market outperformance.
ENVX is building momentum, with buyers stacking into support at $12.5-$13.0, and technical strength building, suggesting it may be carving a base for its next leg.

Generated by AI

Community

Of the messages about ENVX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	94.44%	68.98%	57.49%	63.18%
Newcomers	5.56%	31.02%	42.51%	36.82%

Regulars· Sep 29

The regulars are focused on the production ramp and the challenges Enovix Corporation is facing, with some speculating that the company may meet the dicing requirement but at a high cost, while others believe they will find a way to achieve it.
There is ongoing debate about the impact of the delays and the recent hires, with some expressing disappointment but still holding onto the stock, while others are more optimistic about the company's future.
The regulars are also discussing the potential for a catalyst to be announced in Q4, which could lead to a significant increase in the stock price, and some are speculating about the possibility of Enovix reclaiming $2.80 or reaching $20 by the end of the year.

Newcomers· Sep 28

New investors are concerned about the company's management and its ability to deliver results, with some questioning the stock's high short interest and lack of institutional buying.
Some newcomers are focusing on the company's production and manufacturing issues, with concerns about the line's underperformance and the lack of transparency from management about the issue.
Investors are also speculating about the stock's future price, with some hoping for a rebound to $6 or above, while others are skeptical and think the stock will continue to decline.

Generated by AI

Enovix

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 28

Earnings· Aug 12

Analysts· Feb 23

Announcements· Aug 17

Macro· Apr 3

Technical Analysis· Oct 8

Regulars· Sep 29

Newcomers· Sep 28

5 Industrials Stocks With Whale Alerts In Today’s Session - Enovix (NASDAQ:ENVX), Eos Energy Enterprises

Enovix Q2 2026 Earnings Call Transcript

Enovix’s TAA-Compliant Battery Manufacturing Strengthens Position with U.S. Defense Supply Chain

Analysts Offer Insights on Industrial Goods Companies: Nano Nuclear Energy Inc. (NNE) and Enovix (ENVX)

Enovix (ENVX) Plans to Double Drone Battery Capacity. Is a $183M Pipeline Enough to Justify the Expansion?

Enovix Stock Is At The Lows For Good Reason (NASDAQ:ENVX)

Also Discussed

Enovix Corporation

Company Information

Location

5 Industrials Stocks With Whale Alerts In Today’s Session - Enovix (NASDAQ:ENVX), Eos Energy Enterprises

Enovix Q2 2026 Earnings Call Transcript

Enovix’s TAA-Compliant Battery Manufacturing Strengthens Position with U.S. Defense Supply Chain

Analysts Offer Insights on Industrial Goods Companies: Nano Nuclear Energy Inc. (NNE) and Enovix (ENVX)

Enovix (ENVX) Plans to Double Drone Battery Capacity. Is a $183M Pipeline Enough to Justify the Expansion?

Enovix Stock Is At The Lows For Good Reason (NASDAQ:ENVX)

Also Discussed

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 28

Earnings· Aug 12

Analysts· Feb 23

Announcements· Aug 17

Macro· Apr 3

Technical Analysis· Oct 8

Regulars· Sep 29

Newcomers· Sep 28