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 An archived version of the presentation will a ...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 ...

Enovix Corporation (ENVX) closed the most recent trading day at $9.72, moving -1.22% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.82%. Elsewhere, the Dow gained 0.41%, while the tech-heavy Nasdaq added 0.95%.Prior to today's trading, shares of the company had lost 20.2% over the past month. This has lagged the Oils-Energy sector's loss of 1.15% and the S&P 500's gain of 5.59% in that time.Investors will be eagerly watching for the performance of Enovix Co ...

In the latest trading session, Enovix Corporation (ENVX) closed at $9.42, marking a +1.18% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 1.25%. Meanwhile, the Dow experienced a rise of 0.97%, and the technology-dominated Nasdaq saw an increase of 1.3%.The company's shares have seen a decrease of 20.56% over the last month, not keeping up with the Oils-Energy sector's loss of 1.82% and the S&P 500's gain of 1.58%.Analysts and investors alike will be keeping a clos ...