ENVX
Enovix CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 Enovix reported record Q4 and full-year 2025 revenue growth of 16% a…
- A May 6 JP Morgan downgrades
- A Aug 17 William Blair downgrades
- R Aug 17 Enovix CEO Raj Talluri resigned abruptly on August 13, 2026; T.J. Ro…
- R Oct 13 Enovix reported preliminary Q3 2026 revenue of $11.0M, up 38% YoY an…
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Jun 18. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 27 added (0 new), 20 trimmed or exited.
- AnalystsBULLISH
13 of 18 rate it Buy or better. Every target is above the price.
- EstimatesRISING
Current-quarter EPS estimate −$0.143 → −$0.135 over 90 days. 3 up, 5 down in 30 days.
- TrendDOWNTREND
9% below its 50-day average. New closing low $2.25 on Oct 20.
- SocialQUIET
Crowd 58° (warm) this week from 2 mentions: 1 bullish, 0 bearish. No setup call. Excludes 1 subscriber-only day.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MORGAN STANLEY | ADD | $21.1M |
| TUDOR INVESTMENT CORP ET AL | ADD | $10.1M |
| CITADEL ADVISORS LLC | DOUBLED | $9.7M |
| BANK OF AMERICA CORP /DE/ | ADD | $8.4M |
| MARSHALL WACE, LLP | DOUBLED | $8.0M |
| D. E. Shaw & Co., Inc. | DOUBLED | $5.8M |
| HRT FINANCIAL LP | TRIM | $4.4M |
| LPL Financial LLC | ADD | $3.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
18 analystsPrice is below the lowest target. Median implies +254%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 9, 2026 | StoneX MAINTAIN | Buy |
| Aug 17, 2026 | William Blair DOWNGRADE | Market Perform |
| Aug 14, 2026 | Canaccord Genuity MAINTAIN | Buy |
| Aug 13, 2026 | B. Riley Securities MAINTAIN | Buy |
| Aug 13, 2026 | Cantor Fitzgerald REITERATE | Overweight |
| Jul 24, 2026 | TD Cowen MAINTAIN | Hold |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 14, 2026 | Benton Ryan A Interim CEO | TAX W/H | $48.4K |
| Oct 13, 2026 | Truong Kristina Chief Accounting Officer | TAX W/H | $2.5K |
| Oct 9, 2026 | Truong Kristina Chief Accounting Officer | TAX W/H | $622.38 |
| Oct 8, 2026 | Truong Kristina Chief Accounting Officer | TAX W/H | $4.2K |
| Oct 8, 2026 | Chakravarthy Arthi Chief Legal Officer | TAX W/H | $2.3K |
| Oct 8, 2026 | Chakravarthy Arthi Chief Legal Officer | TAX W/H | $8.4K |
| Oct 6, 2026 | Truong Kristina Chief Accounting Officer | TAX W/H | $1.7K |
| Oct 1, 2026 | Chakravarthy Arthi Chief Legal Officer | TAX W/H | $9.3K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.14 | -$0.14–-$0.13 | +7.5% | $9.8M |
| Next Q | -$0.14 | -$0.17–-$0.13 | +5.6% | $12.7M |
| Current FY | -$0.55 | -$0.58–-$0.53 | +3.1% | $39.1M |
| Next FY | -$0.63 | -$1.02–-$0.51 | +0.8% | $75.7M |
Short side
FINRA· Oct 15, 2026SecBot reports
11 filings · 2 bullish · 0 bearish · 1 mixed · 8 neutral- NEUTRAL 8-KOct 22, 2026
Enovix issued an 8-K to correct an unauthorized officer statement published in The Electric on…
The unauthorized $100M 2027 revenue estimate was disavowed, but the company's formal guidance on November 12 will be the key catalyst. Watch for whether the $216M pipeline converts to actual revenue…
- BULLISH 8-KOct 13, 2026
Enovix reported preliminary Q3 2026 revenue of $11.0M, up 38% YoY and above its $9-10M guidance…
Watch for the full Q3 2026 report on November 12 for final GAAP results and the cost reduction plan. The key catalyst is conversion of the $216M pipeline into purchase orders and revenue…
- NEUTRAL PRESS-RELEASEAug 18, 2026
Enovix announced CEO Raj Talluri's resignation and the appointment of CFO Ryan Benton as Interim…
The CEO transition and reaffirmed guidance create a wait-and-see dynamic. Monitor for updates on the permanent CEO search, smartphone qualification progress with a second OEM in Q4'26, and…
- NEUTRAL 8-KAug 17, 2026
Enovix CEO Raj Talluri resigned abruptly on August 13, 2026; T.J. Rodgers (non-executive chairman…
Watch the investor webcast on August 17 for tone around smartphone battery qualification and manufacturing ramp. If no material negative guidance change emerges, the selloff may be contained; a…
All ENVX filing & press-release reports (11)
- 8-K reportOct 22, 2026
- 8-K reportOct 13, 2026
- PRESS-RELEASE reportAug 18, 2026
- 8-K reportAug 17, 2026
- INST-CLUSTER reportAug 13, 2026
- 8-K reportJul 9, 2026
- DEFA14A reportJun 10, 2026
- DEFA14A reportJun 4, 2026
- DEFA14A reportMay 28, 2026
- 8-K reportMay 5, 2026
- 8-K reportFeb 25, 2026