Enovix Corporation (ENVX) closed the latest trading day at $7.84, indicating a +1.03% change from the previous session's end. The stock's change was more than the S&P 500's daily loss of 0.65%. At the same time, the Dow lost 0.49%, and the tech-heavy Nasdaq lost 0.96%.Shares of the company have depreciated by 33.68% over the course of the past month, underperforming the Oils-Energy sector's gain of 6.72% and the S&P 500's gain of 3.27%.The upcoming earnings release of Enovix Corporation will be of great int ...

Enovix Corporation (ENVX) closed at $9.30 in the latest trading session, marking a -0.64% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 1.03%. Elsewhere, the Dow gained 0.34%, while the tech-heavy Nasdaq added 1.51%.The company's stock has dropped by 3.7% in the past month, falling short of the Oils-Energy sector's gain of 4.1% and the S&P 500's gain of 3.21%.The investment community will be closely monitoring the performance of Enovix Corporation in its forthcoming ...

FREMONT, Calif., March 04, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation ("Enovix") (NASDAQ:ENVX), an advanced silicon battery company, today announced it will webcast a presentation by CFO Farhan Ahmad at 8:30 AM ET on Thursday, March 14, 2024, from the J.P. Morgan Industrials Conference in New York City. A link to the live webcast is available here. This link will also be available via the Investor Relations section of Enovix's website at https://ir.enovix.com. An archived version of the presentation will a ...

In the latest trading session, Enovix Corporation (ENVX) closed at $9.74, marking a -0.1% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 0.8%. Meanwhile, the Dow experienced a rise of 0.23%, and the technology-dominated Nasdaq saw an increase of 1.14%.Shares of the company have appreciated by 3.5% over the course of the past month, outperforming the Oils-Energy sector's gain of 2.25% and lagging the S&P 500's gain of 5.2%.The investment community will be closely m ...

Battery stocks fuel the green tech revolution, heralding an investment gold rush. They serve as the energy backbone for everything from vehicles to homes and offices while playing a critical in advancing the fast-growing electric vehicle (EV) sector. Consequently, battery technology has become a crucial element in modern investment strategy, positioning itself as a critical driver of future growth and sustainability.Moreover, battery stocks are primed for a resurgent comeback, with the gloomiest days of the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to __________ Enovix Corporation (Exact Name of Registrant as Specified in Charter) | Delaware | 001-39753 | 85-3174357 | | --- | --- | --- | | (State or Other Juris ...

财务数据和关键指标变化 - 公司在Q4实现了创纪录的7.4百万美元收入,远超预期 [11] - 公司在Q4末拥有3.07亿美元的现金和等价物 [29] - Q4资本支出为2900万美元,运营现金流为2700万美元,收购Routejade公司净现金流出为1000万美元 [29] - 公司加速折旧Fab-1设备,Q4包括1850万美元的加速折旧,其中620万美元计入COGS,1220万美元计入R&D,10万美元计入SG&A [30] - 公司预计Q1将有类似金额的加速折旧,主要计入R&D费用 [30] 各条业务线数据和关键指标变化 - 公司继续向军方交付BrakeFlow安全电池,预计今年将有更高量产机会 [38] - 收购Routejade公司后,公司可以利用其制造高电流电池和异形电池的能力拓展客户群 [98][99] 各个市场数据和关键指标变化 - 公司与两家中国顶级智能手机OEM进行了深入合作探讨,就为其手机制造电池达成共识 [12] - 公司与一家领先汽车制造商签订开发协议,验证Enovix电池架构在电动车电池中的优势 [12][49] 公司战略和发展方向及行业竞争 - 公司在2023年完成了从管理团队、制造基地到产品组合的重大转变 [14][15] - 公司今年的重点是在马来西亚Fab-2实现高产能制造,并向智能手机客户提供满足1000次循环寿命和快充要求的电池样品 [16][20] - 公司预计AI应用将大幅增加智能手机电池需求,Enovix的高能量密度电池可满足这一需求 [21][22][23][24][25][26] - 公司正在开拓电动车市场,与一家主要车企合作验证Enovix电池架构的优势 [12][49] 管理层对经营环境和未来前景的评论 - 公司在2023年取得了重大进展,为2024年的规模扩张奠定了基础 [11] - 公司有信心在今年4月从马来西亚Fab-2生产出首批电池样品 [19][68][69] - 公司有信心在今年内实现1000次循环寿命的智能手机电池,并计划在今年年底推出更新版本 [20][55][56][57][58][59][60] - 公司看好AI应用带来的智能手机电池需求增长,以及电动车市场的发展机遇 [21][22][23][24][25][26][49] 问答环节重要的提问和回答 问题1 **Colin Rusch提问** 根据与客户的深入交流和测试,公司预计未来18-24个月内需要生产多少种SKU来服务这些客户? [43][44][45][46][47] **Raj Talluri回答** 公司正在根据不同客户的具体要求生产样品,预计最终可能需要单位位数的SKU。这取决于客户的评估进度和具体需求。公司会根据客户反馈不断优化产品。 [44][45][46][47] 问题2 **Bill Peterson提问** EX-1M和EX-2M的主要变化是什么?这些产品的材料配方和制造工艺是否已经确定? [55][56][57][58][59][60] **Raj Talluri回答** EX-1M在EX-1基础上针对智能手机市场的需求进行了优化,主要包括安全性、1000次循环寿命和快充性能。EX-2M在此基础上将进一步提高能量密度。公司已经确定了EX-1M的材料配方,正在为EX-2M选择最佳方案。 [55][56][57][58][59][60] 问题3 **Jed Dorsheimer提问** 不同产品之间的性能权衡如何影响定价策略?公司如何看待对于需要更高能量密度的新兴应用(如AR/VR设备)的价值创造? [74][75][76][77][78][79][80] **Raj Talluri回答** 公司会根据不同应用的关键需求来定价。对于需要更高能量密度的应用,一旦满足其他必要指标,公司可以获得更高的溢价。公司看好这些新兴应用对电池性能的需求,认为可以带来显著的价值创造机会。 [74][75][76][77][78][79][80]

股价表现 - Enovix Corporation (ENVX) 最近的股价为 $11.70，较前一交易日收盘价下跌了 -0.26% [1] - 过去一个月，公司股价上涨了17.3%，超过了石油能源行业的0.35%损失和标普500指数的4.61%增长 [2] 财务数据 - Enovix Corporation 即将公布财报，预计每股亏损为 -$0.26，同比下降36.84%，预计营收为 $3.37 百万美元，同比增长208.72% [3] 分析师预测 - 分析师的最新预测对 Enovix Corporation 的股价表现有重要影响，公司目前的 Zacks Rank 为 3 (Hold) [6]

锂电池行业 - 现在是投资者购买锂股的好时机[1] - 中国是全球唯一能够左右锂价格的国家[2] - ENVX专注于开发和制造硅负极锂离子电池[3] - ENVX股票在过去一年中上涨了45.36%，收入增长了2400%[5] - ENVX股票被华尔街看好，预计股价上涨潜力为109.29%[6] - QS专注于固态锂电池的开发，并朝着商业化迈进[7] - QS股票被视为长期投资，预计在2026年实现收入拐点[10] RIVN公司 - RIVN股票在生产方面超出了2023年的预期，生产了57,232辆车[13] - RIVN计划在3月7日推出R2，一个更小更实惠的下一代车型[14] - 尽管近期遭遇一系列下调，但华尔街仍认为RIVN是值得购买的[15]

Enovix Corporation (ENVX) shares ended the last trading session 10.8% higher at $11.85. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 6% loss over the past four weeks.As per an article recently published by the Simply Wall Street, multiple insiders have secured a larger position in Enovix’ shares, over the last 12 months. This indicates increased optimism about the company's prospects among its insiders. This mig ...