ENVX
Enovix Corporation

Enovix CorporationENVX

Industrials · Electrical Equipment & Parts
3.06USD
+2.68%
Sep 23, 2026
ENVX overview ready
Pioneering Commercial Scale-Up of High-Energy-Density Silicon-Anode Batteries
Enovix is a direct cell developer and manufacturer attempting to commercialize high-energy-density silicon-anode lithium-ion batteries, initially centered on smartphones, smart eyewear and other compact electronics, with additional drone and defense opportunities.
Narrative is still early
Exposed to the Next-Generation Battery Commercialization narrative through High-Energy-Density Silicon-Anode Battery Cells — pure play.
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Demanding valuation
The price embeds expectations that run ahead of the cash the business currently produces.
Fundamentals under pressure
Ev / sales is weak.
Primary risk
Manufacturing scale-up risk.
Market Sep 22Filing Jul 5Price action Sep 22Research Sep 1

Conviction Level

NarrativeHeat4.6ThemeHeat6.3PriceAction1.4Valuation2.5CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryDamaged / breakdown

The technical structure itself is broken across timeframes — the weakest entry profile.

Key Financials

Market Cap
$671.5M
Avg Volume (60D)
7.5M
60 sessions
Revenue Growth YoY
+37.9%
FY2025 vs FY2024
Gross Margin
+18.8%
Trailing twelve months
Operating Margin
-496.5%
Trailing twelve months
Free Cash Flow Yield
-18.5%
Distance from 200DMA
-48.3%
Next Earnings
2026-10-27
P/E
N/M
EV / Sales
19.9x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jul 5, 2026
Filed balance-sheet data as of Jul 5, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say expensive; own history is the dissenting view.
Enovix Corporation has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces.

Company Research

Thesis
Enovix is a direct cell developer and manufacturer attempting to commercialize high-energy-density silicon-anode lithium-ion batteries, initially centered on smartphones, smart eyewear and other compact electronics, with additional drone and defense opportunities. The story is still emerging, so the exposure is real but early.
Opportunity
Moderate opportunity
Commercial scale-up and adoption of silicon-anode lithium-ion cells that deliver materially higher energy density and performance for space-constrained, power-intensive devices and mobility applications.
Key risk
Manufacturing scale-up risk.

Narrative & Theme

Next-Generation Battery Commercialization
Part of High-Energy-Density Silicon-Anode Battery Cells, with strong fit.
ENVX has a genuine but currently unpromoted narrative fit: the transition from laboratory-scale silicon-anode battery technology to qualified, repeatable commercial production.
Narrative HeatNeutral4.6 / 10
Theme HeatNeutral6.3 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Industrials · Electrical Equipment & Parts
What they do

Enovix Corporation designs, develops, and manufactures lithium-ion battery cells primarily in the US and internationally, serving various electronics and vehicle markets.

How it earns

The company generates revenue through the sale of lithium-ion battery cells to original equipment manufacturers and device makers.

Products & services
Lithium-ion battery cells
Customers & end markets
Wearables and IoT device manufacturers
Smartphone manufacturers
Computing device manufacturers
Electric vehicle manufacturers
Original equipment manufacturers
Market position

Niche player with proprietary silicon-anode technology in the lithium-ion battery market.

Demand drivers
Medium cyclicality

Demand for batteries is linked to consumer electronics and electric vehicle production cycles, which can fluctuate with economic conditions.