AI Materials Push: Social media conversations highlight Enovix's in-house AI laboratory efforts to advance battery active materials, drawing attention to comments from a company director on physics-based AI applications in manufacturing.
Wearables Collaboration: Discussions note a partnership integrating Enovix silicon-anode cells into ultra-lightweight AR glasses, emphasizing benefits for extended battery life in space-constrained wearable devices without added weight.
Robotics Energy Focus: Participants express interest in the stock's potential role in high power-density solutions for robotics, drones and defense applications, framing it as part of broader lists of growth-oriented technology names.
Note: This discussion summary was generated from an AI condensation of post data.
Enovix Revenue
Enovix had revenues of $11.3M in Q4 2025. This is an increase of 15.93% from the same period in the prior year.
You can track ENVX financials on Quiver Quantitative's ENVX stock page.
You can access data on ENVX stock through the Quiver Quantitative API.
Enovix Hedge Fund Activity
We have seen 132 institutional investors add shares of Enovix stock to their portfolio, and 137 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC added 2,026,634 shares (+2186.8%) to their portfolio in Q1 2026, for an estimated $10,497,964
- ELECTRON CAPITAL PARTNERS, LLC removed 1,425,734 shares (-23.6%) from their portfolio in Q1 2026, for an estimated $7,385,302
- BLACKROCK, INC. added 1,280,739 shares (+9.1%) to their portfolio in Q1 2026, for an estimated $6,634,228
- MORGAN STANLEY removed 1,280,610 shares (-41.4%) from their portfolio in Q1 2026, for an estimated $6,633,559
- CENTERBOOK PARTNERS LP added 1,183,585 shares (+67.3%) to their portfolio in Q1 2026, for an estimated $6,130,970
- TWO SIGMA INVESTMENTS, LP removed 854,630 shares (-94.9%) from their portfolio in Q1 2026, for an estimated $4,426,983
- NISHKAMA CAPITAL, LLC removed 814,846 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $4,220,902
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Enovix Analyst Ratings
Wall Street analysts have issued reports on $ENVX in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Underweight" rating on 05/06/2026
To track analyst ratings and price targets for Enovix, check out Quiver Quantitative's $ENVX forecast page.
Enovix Price Targets
Multiple analysts have issued price targets for $ENVX recently. We have seen 6 analysts offer price targets for $ENVX in the last 6 months, with a median target of $11.5.
Here are some recent targets:
- Mickey Legg from Benchmark set a target price of $15.0 on 05/14/2026
- Anthony Stoss from Craig-Hallum set a target price of $8.0 on 05/14/2026
- Jeff Osborne from TD Cowen set a target price of $7.0 on 05/14/2026
- Colin Rusch from Oppenheimer set a target price of $21.0 on 05/14/2026
- Ruplu Bhattacharya from B of A Securities set a target price of $6.0 on 03/12/2026
- George Gianarikas from Canaccord Genuity set a target price of $15.0 on 02/26/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
