ENVX

Enovix Corp

Nasdaq · Miscellaneous Electrical Machinery, Equipment & Supplies · CIK 0001828318
$6.57 -2.74% $1.5B
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (76%)
Inst. Holders8 funds
Inst. Value$185.3M
Inst. Activity2 buys / 2 sells
Reddit Sentiment44° Neutral
SEC Reports4
Exchange Nasdaq·Sector Miscellaneous Electrical Machinery, Equipment & Supplies·CIK 0001828318·Prev Close $6.75

Recent Activity

Jun 4, 2026 SEC
Enovix Corp filed a DEFA14A (definitive additional proxy soliciting materials) on June 4, 2026, announcing that it has f
DEFA14A — Impact 2/10
May 29, 2026 Insider
Talluri Rajendra K sold 17,794 shares
President and CEO @ $0.00 ($0.00)
May 29, 2026 Insider
Talluri Rajendra K sold 9,422 shares
President and CEO @ $7.98 ($75.2K)
May 29, 2026 Insider
Benton Ryan A sold 5,103 shares
Chief Financial Officer @ $0.00 ($0.00)
May 28, 2026 SEC
Enovix Corp filed a DEFA14A on May 28, 2026, announcing the availability of its definitive proxy statement for the 2026
DEFA14A — Impact 2/10
May 5, 2026 SEC
Enovix announced the appointment of Steve Bakos as SVP of Worldwide Sales and disclosed alignment with its lead smartpho
8-K — Impact 4/10
Inst.
MORGAN STANLEY — ADD
3,092,556 shares ($22.6M)
Inst.
BANK OF AMERICA CORP — TRIM
947,252 shares ($6.9M)

Price Targets

$13.10 +99.5% upside Strong Buy
Current $6.57 Low $6.00 Median $12.50 High $25.00 10 analysts
$6.00 $25.00

Analyst Ratings

Buy76% buy · 17 analysts
4Strong Buy
9Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 14, 2026 Craig-Hallum MAINTAIN Buy → Buy
May 14, 2026 TD Cowen MAINTAIN Hold → Hold
May 14, 2026 Benchmark MAINTAIN Buy → Buy
May 6, 2026 JP Morgan DOWNGRADE Neutral → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.15 ▼ -1.0% $-0.15 — $-0.14 -12% YoY 9
Next Q $-0.14 ▲ +1.6% $-0.17 — $-0.12 -2% YoY 9
Current FY $-0.56 ▲ +1.3% $-0.63 — $-0.52 -5% YoY 9
Next FY $-0.57 ▼ -13.5% $-1.03 — $-0.14 -1% YoY 9

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$129.8M
MORGAN STANLEY$22.6MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$11.4MNEW
BANK OF AMERICA CORP$6.9MTRIM
TWO SIGMA INVESTMENTS, LP$6.6MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Talluri RajendraA$0.00
May 29, 2026Talluri RajendraF$75.2K
May 29, 2026Benton RyanA$0.00
May 29, 2026Benton RyanF$21.6K
May 29, 2026Truong KristinaA$0.00

Reddit Sentiment

44°
Neutral
Bearish Neutral Bullish
4 mentions 1 bullish 2 bearish
8 institutional holders with $185.3M total value (25,345,644 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC17,760,708$129.8M70.1%
2MORGAN STANLEY3,092,556$22.6M12.2%ADD +66.2%
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,558,030$11.4M6.1%NEW
4BANK OF AMERICA CORP /DE/947,252$6.9M3.7%TRIM -48.9%
5TWO SIGMA INVESTMENTS, LP900,767$6.6M3.6%DOUBLED +9197.1%
6WELLS FARGO & COMPANY/MN850,614$6.2M3.4%
7RENAISSANCE TECHNOLOGIES LLC223,149$1.6M0.9%ADD +97.7%
8FMR LLC12,568$91.9K0.0%NEAR_EXIT -81.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,860,6083,092,556+66.2%$22.6M2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,853,104947,252-48.9%$6.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD112,849223,149+97.7%$1.6M2025-Q4
FMR LLCNEAR_EXIT68,06212,568-81.5%$91.9K2025-Q4
UBS Group AGDOUBLED2,041,1378,104,931+297.1%$80.8M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED12,9181,200,997+9197.1%$12.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW112,849$1.1M2025-Q3
FMR LLCDOUBLED3,67768,062+1751.0%$678.6K2025-Q3
UBS Group AGADD1,624,9352,041,137+25.6%$21.1M2025-Q2
BANK OF AMERICA CORP /DE/TRIM3,098,2531,811,385-41.5%$18.7M2025-Q2
MORGAN STANLEYTRIM3,625,5341,746,936-51.8%$18.1M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT137,39312,918-90.6%$133.6K2025-Q2
FMR LLCNEAR_EXIT37,0593,677-90.1%$38.0K2025-Q2
UBS Group AGADD986,4591,624,935+64.7%$11.9M2025-Q1
FMR LLCDOUBLED12,40037,059+198.9%$272.0K2025-Q1
CITADEL ADVISORS LLCADD4,128,9535,480,685+32.7%$59.6M2024-Q4
UBS Group AGDOUBLED478,163986,459+106.3%$10.7M2024-Q4
MORGAN STANLEYADD2,615,2173,582,917+37.0%$33.5M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,229,052$11.5M2024-Q3
5 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Talluri Rajendra KPresident and CEOA17,794$0.00$0.00
May 29, 2026Talluri Rajendra KPresident and CEOF9,422$7.98$75.2K
May 29, 2026Benton Ryan AChief Financial OfficerA5,103$0.00$0.00
May 29, 2026Benton Ryan AChief Financial OfficerF2,703$7.98$21.6K
May 29, 2026Truong KristinaChief Accounting OfficerA5,718$0.00$0.00
May 29, 2026Truong KristinaChief Accounting OfficerF3,028$7.98$24.2K
May 29, 2026Chakravarthy ArthiChief Legal OfficerA6,756$0.00$0.00
May 29, 2026Chakravarthy ArthiChief Legal OfficerF3,578$7.98$28.6K
May 24, 2026Chakravarthy ArthiChief Legal OfficerF2,221$6.68$14.8K
May 18, 2026Talluri Rajendra KPresident and CEOF17,650$5.93$104.7K
May 13, 2026Truong KristinaChief Accounting OfficerF1,014$7.29$7.4K
May 10, 2026Truong KristinaChief Accounting OfficerF253$6.61$1.7K
May 8, 2026Chakravarthy ArthiChief Legal OfficerF936$6.61$6.2K
May 8, 2026Talluri Rajendra KPresident and CEOF4,300$6.61$28.4K
Apr 24, 2026Chakravarthy ArthiChief Legal OfficerF2,221$6.61$14.7K
Apr 18, 2026Talluri Rajendra KPresident and CEOF17,651$6.62$116.8K
Apr 14, 2026Benton Ryan AChief Financial OfficerF79,725$6.36$507.1K
Apr 13, 2026Truong KristinaChief Accounting OfficerF1,012$5.98$6.1K
Apr 10, 2026Truong KristinaChief Accounting OfficerF253$6.09$1.5K
Apr 8, 2026Talluri Rajendra KPresident and CEOF17,960$5.73$102.9K
Apr 8, 2026Chakravarthy ArthiChief Legal OfficerF4,295$5.73$24.6K
Apr 8, 2026Truong KristinaChief Accounting OfficerF1,680$5.73$9.6K
Apr 5, 2026Truong KristinaChief Accounting OfficerF638$5.06$3.2K
Apr 1, 2026Truong KristinaChief Accounting OfficerA99,601$0.00$0.00
Apr 1, 2026Chakravarthy ArthiChief Legal OfficerA159,362$0.00$0.00
Apr 1, 2026Benton Ryan AChief Financial OfficerA249,003$0.00$0.00
Apr 1, 2026Talluri Rajendra KPresident and CEOA697,211$0.00$0.00
Apr 1, 2026Truong KristinaChief Accounting OfficerF2,220$4.97$11.0K
Apr 1, 2026Chakravarthy ArthiChief Legal OfficerF3,337$4.97$16.6K
Apr 1, 2026Talluri Rajendra KPresident and CEOF15,569$4.97$77.4K
Mar 30, 2026Chakravarthy ArthiChief Legal OfficerF2,221$4.88$10.8K
Mar 16, 2026Truong KristinaChief Accounting OfficerG6,000$0.00$0.00
Mar 13, 2026Truong KristinaChief Accounting OfficerF970$4.94$4.8K
Mar 10, 2026Truong KristinaChief Accounting OfficerF241$4.94$1.2K
Mar 8, 2026Chakravarthy ArthiChief Legal OfficerF894$4.85$4.3K
Mar 8, 2026Talluri Rajendra KPresident and CEOF4,109$4.85$19.9K
Mar 2, 2026Truong KristinaChief Accounting OfficerF1,260$5.45$6.9K
Mar 2, 2026Chakravarthy ArthiChief Legal OfficerF5,259$5.45$28.7K
Feb 24, 2026Chakravarthy ArthiChief Legal OfficerF2,221$6.11$13.6K
Feb 18, 2026Talluri Rajendra KPresident and CEOA168,813$0.00$0.00
Feb 18, 2026Talluri Rajendra KPresident and CEOF17,650$5.95$105.0K
Feb 18, 2026Truong KristinaChief Accounting OfficerA24,116$0.00$0.00
Feb 18, 2026Chakravarthy ArthiChief Legal OfficerA36,174$0.00$0.00
Feb 10, 2026Truong KristinaChief Accounting OfficerF278$6.28$1.7K
Feb 8, 2026Chakravarthy ArthiChief Legal OfficerF939$6.38$6.0K
Feb 8, 2026Marathe AjayChief Operating OfficerF1,493$6.38$9.5K
Feb 8, 2026Talluri Rajendra KPresident and CEOF4,301$6.38$27.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (76% buy). Based on 17 analysts: 4 strong buy, 9 buy, 3 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$13.10 mean target +99.5% upside Strong Buy (1.58)
$6.00 Low $25.00 High
MetricValue
Current Price$6.57
Target Low$6.00
Target Mean$13.10
Target Median$12.50
Target High$25.00
# Analysts10
RecommendationStrong Buy (1.58)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.15 $-0.15 $-0.14 -12.2% -1.0% 4↑ 2↓ $0.0B 12.9% 9
Next Q
2026-09-30
$-0.14 $-0.17 $-0.12 -2.1% +1.6% 5↑ 3↓ $0.0B 28.3% 9
Current FY
2026-12-31
$-0.56 $-0.63 $-0.52 -4.6% +1.3% 6↑ 1↓ $0.0B 27.2% 9
Next FY
2027-12-31
$-0.57 $-1.03 $-0.14 -1.3% -13.5% 2↑ 5↓ $0.1B 125.2% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.146
7d ago$-0.146
30d ago$-0.144-0.002
60d ago$-0.144-0.002
90d ago$-0.145-0.001
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 14, 2026 Craig-Hallum MAINTAIN Buy Buy
May 14, 2026 TD Cowen MAINTAIN Hold Hold
May 14, 2026 Benchmark MAINTAIN Buy Buy
May 6, 2026 JP Morgan DOWNGRADE Neutral Underweight
Mar 12, 2026 B of A Securities INITIATE Neutral
Feb 26, 2026 Canaccord Genuity MAINTAIN Buy Buy
Feb 26, 2026 Craig-Hallum MAINTAIN Buy Buy
Feb 26, 2026 TD Cowen MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264931076%
May 1, 202641040078%
Apr 1, 202641040078%
Mar 1, 202641030082%
Feb 1, 202641030082%
Jan 1, 202641030082%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

44°
Neutral
Bearish Neutral Bullish
4 mentions 1 bullish 2 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 26, 2026140° Cool011
May 26, 2026140° Cool011
Apr 3, 2026144° Neutral001
Feb 21, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bearish 15d 2h ago
ENVX, tell me why i am wrong.
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 2mo ago
5 small caps in completely different lanes that I still keep on watch
▲ 1 💬 1 ⚡ 0.5
May 13, 2026
earnings
Enovix Reports First Quarter 2026 Results
<p align="center"><strong><em>Enovix Begins Commercial Production of Silicon-Anode Smart Eyewear Battery </em></strong><br><strong><em>Enovix Advances
May 13, 2026
earnings_calendar
ENVX Q1 2026 Earnings Scheduled — 2026-05-13
May 13, 2026
short_interest
FTD: ENVX — 164,970 shares ($1.1M) failed to deliver
Settlement: 20260513, Price: $6.97, FTD Value: $1,149,840.9, ENOVIX CORP COM (DE)
May 12, 2026
short_volume
Short Volume: ENVX — 58.5% short (1.9M / 3.2M)
Short: 1,890,436 | Exempt: 5,303 | TRF Vol: 3,231,034 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
ENVX Q1 2026 Earnings Scheduled — 2026-05-06
May 5, 2026
other
Enovix Corporation Appoints Steve Bakos as Senior Vice President of Worldwide Sales to Support Commercial Scale-up and Revenue Growth
New silicon-specific testing framework aligned with lead smartphone customer <pre>New silicon-specific testing framework aligned with lead smartphone
Apr 28, 2026
earnings_calendar
ENVX Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
earnings
Enovix to Report First Quarter 2026 Financial Results on May 13, 2026
<p align="justify">FREMONT, Calif., April 27, 2026 (GLOBE NEWSWIRE) -- Enovix Corporation (Nasdaq: ENVX) (“Company” or “Enovix”), a developer and ma
Apr 23, 2026
short_volume
Short Volume: ENVX — 57.3% short (1.6M / 2.8M)
Short: 1,621,885 | Exempt: 1,139 | TRF Vol: 2,829,333 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: ENVX — 55.4% short (1.6M / 2.8M)
Short: 1,552,785 | Exempt: 1 | TRF Vol: 2,804,445 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
Apr 10, 2026
short_interest
FTD: ENVX — 116,620 shares ($0.7M) failed to deliver
Settlement: 20260410, Price: $5.58, FTD Value: $650,739.6, ENOVIX CORP COM (DE)
Apr 9, 2026
short_interest
FTD: ENVX — 118,316 shares ($0.7M) failed to deliver
Settlement: 20260409, Price: $5.73, FTD Value: $677,950.68, ENOVIX CORP COM (DE)
Apr 1, 2026
short_interest
FTD: ENVX — 163,509 shares ($0.8M) failed to deliver
Settlement: 20260401, Price: $5.18, FTD Value: $846,976.62, ENOVIX CORP COM (DE)
Mar 20, 2026
short_interest
FTD: ENVX — 172,943 shares ($0.9M) failed to deliver
Settlement: 20260320, Price: $5.08, FTD Value: $878,550.44, ENOVIX CORP COM (DE)
Mar 19, 2026
short_interest
FTD: ENVX — 182,068 shares ($0.9M) failed to deliver
Settlement: 20260319, Price: $4.84, FTD Value: $881,209.12, ENOVIX CORP COM (DE)