文章核心观点 公司采用以移动为先的产品开发策略，其3D硅阳极电池技术有望突破当前锂离子电池性能限制，通过关键协议、合作及工厂建设推动业务扩张和盈利增长 [1][19] 公司业务与战略 - 以移动为先的产品开发策略，认为智能手机为消费电子电池技术设定标准，有望将智能手机领域的成功拓展到其他领域 [1] - 与一家科技公司签署协议，为混合现实耳机提供硅电池和电池组，将获一次性工具费用及后续样品和量产交付款项，该科技公司可能是苹果或Meta [2] - 与全球知名电池制造合作伙伴Elentec签署谅解备忘录，将利用其电池组设计和高产量制造能力，合作开发适用于消费、军事和工业应用的电池组 [23] - 与按销量排名前五的智能手机原始设备制造商达成开发协议，为领先智能手机客户生产EX - 1M电池单元，全球按销量排名前八中的六家智能手机OEM将在2024年第二季度收到样品 [14] 行业背景 - 物联网、边缘人工智能和自动驾驶电动汽车等下一代移动技术发展前景良好，但当前锂离子电池性能达到极限，AI应用运行需大量电力，限制了便携式设备执行边缘AI的能力 [19] - 目前锂离子电池使用石墨阳极，硅储存锂的能力比石墨强，能量密度高10倍，可实现更快充电和更高安全性，但充电时硅会膨胀至四倍大小导致开裂，因此当前锂离子电池中硅仅少量与石墨混合使用 [11] 公司技术优势 - 专利3D硅阳极电池采用结构约束系统，限制硅颗粒膨胀和开裂，500次循环后电池厚度膨胀小于2%，保持组件间电接触，延长电池生命周期 [20] - 电池拥有100%活性硅阳极，提供高能量和高容量，其BrakeFlow技术含100个微电阻保护每个电池单元，提高安全性，减少电池发热和爆炸风险 [20] 公司财务情况 - 2024年第一季度亏损31美分，与市场共识一致；收入从一年前的2.1万美元激增至527万美元，增长26260%，高于370万美元的市场共识；收入来自向物联网客户销售电池，实现首次非GAAP正毛利率 [13] - 预计2024年第二季度收入在300万至400万美元之间，调整后EBITDA亏损2600万至3200万美元，非GAAP每股亏损22至28美分 [15] - 公司目标是到年底将固定成本降低超三分之一，每年减少超3500万美元，更高效的成本结构将减少资本需求并加速实现盈利 [13] 公司工厂进展 - Gen2 Agility生产线工厂验收测试完成，高产量Gen2 Auto生产线接近完成，两条生产线现场验收测试正在进行，2024年第二季度可生产EX - 1M电池首批样品，支持多个领先客户的认证 [22] 公司股票情况 - 股票ENVX当前价格15.52美元，较前一日下跌0.06美元（-0.39%），52周价格范围为5.70 - 23.90美元，目标价18.00美元 [6] - 日线图呈现上升楔形突破模式，跌破17.68美元的下趋势线触发突破，每日相对强弱指数（RSI）降至52，回调支撑位为14.78美元、12.45美元、10.12美元和8.13美元 [12] - 分析师评级为“买入”，有七项分析师评级，包括一项“强力买入”、五项“买入”和一项“持有” [2][16] - MarketRank™评分为2.37（满分5分），有上涨21.8%的潜力，预计盈利增长呈上升趋势 [16][23]

FREMONT, Calif., July 17, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation ("Enovix") (Nasdaq: ENVX), a global high-performance battery company, today announced it will release financial results for the second quarter of 2024 on Wednesday, July 31, 2024, after the close of the market. An archived version of the call will be available on the Enovix investor website for one year at https://ir.enovix.com. Enovix is on a mission to deliver high-performance batteries that unlock the full potential of technology produ ...

An archived version of the call will be available on the Enovix investor website for one year at https://ir.enovix.com. Enovix Corporation Charles Anderson Phone: +1 (612) 229-9729 Email: canderson@enovix.com Enovix is on a mission to deliver high-performance batteries that unlock the full potential of technology products. Everything from IoT, mobile, and computing devices, to the vehicle you drive, needs a better battery. Enovix partners with OEMs worldwide to usher in a new era of user experiences. Our in ...

The U.S. market is vital due to demand for electric vehicles, energy storage and consumer electronics. Investment in clean energy infrastructure is rising locally. In addition to the local U.S. demand for electric vehicles, good legislative tailwinds enable the industry's expansion. For instance, the bipartisan Infrastructure Law funds $7.5 billion to create a nationwide system of electric vehicle chargers. Amid all of these happenings, let's look at three consensus "Buy" battery stocks with double-digit up ...

Enovix NASDAQ: ENVX stock surged 35% in a single day, and it looks like the rally has legs and room to run. The technical signal is strong, and fundamental factors are in play. Those factors include a new deal to supply batteries for a virtual reality headset that points to a new reality for ENVX investors. This company is gaining traction and building momentum; two large, high-profile deals now validate its technology. ▼ enc $15.72 $23.90 Add to Watchlist Get Enovix alerts: The deal includes an upfront pay ...

Forward Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, about us and our industry that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "bel ...

FREMONT, Calif., June 26, 2024 (GLOBE NEWSWIRE) -- Enovix Corporation ("Enovix") (Nasdaq: ENVX), a global high-performance battery company, today announced it has signed a Memorandum of Understanding ("MOU") with Elentec Co., Ltd ("Elentec") (Kosdaq: 054210: KQ), a leading consumer electronic battery pack manufacturing company in Asia serving customers such as Samsung. The agreement provides a framework for a long-term business relationship between the two companies and enables Enovix to lock in a globally ...

Under the terms of the agreement, Enovix will receive an immediate one-time payment for tooling to support battery pack dimensions followed by payments for the delivery of both sample and production quantities. Unlike a smartphone that can go idle for long periods, a mixed reality headset must have the power budget to support the uninterrupted use of display, processor, memory, and connectivity technologies. This requires significantly better battery technology. Global shipments of virtual reality and augme ...

That's why soliciting wide opinions is important when evaluating these stocks. While you should run your own due diligence first, seeing whether your investment thesis for the stocks aligns with industry experts can help you remain objective about company prospects. Finding strong buy stocks under $20 isn't easy, as many of today's best investments tend to skew toward the triple-digit range, forcing many like Nvidia (NASDAQ:NVDA) and Chipotle (NYSE:CMG) to execute stock splits in a bid to make their per-sha ...

During 2024, commodities have outperformed equities by a slight margin. Case in point, the WisdomTree Enhanced Commodity Strategy Fund (NYSE:GCC) is up 12.7%. And Vanguard Total Stock Market ETF (NYSE:VTI) is up 11.6% year-to-date (YTD). However, not all exposures to commodities are equal. The EV battery stocks market is a proxy for hard commodities, relying on the forecasted growth of EV sales. Even with accelerated growth of hybrid plug-in cars over pure electric vehicles (EVs), the battery demand is pois ...