Enovix stock price target raised to $15 from $7 at TD Cowen on product launch

Published 08/07/2025, 15:16
Enovix stock price target raised to $15 from $7 at TD Cowen on product launch

Investing.com - TD Cowen raised its price target on Enovix Corporation (NASDAQ:ENVX) to $15.00 from $7.00 on Tuesday, while maintaining a Hold rating on the battery technology company. The stock, currently trading at $13.18, has surged over 28% in the past week, though InvestingPro analysis suggests it may be overvalued at current levels.

The price target increase follows Enovix’s positive preannouncement, which included details about the launch of its next-generation battery product and a new financing mechanism.

TD Cowen noted that Enovix has shown early signs of commercial traction for its AI-1 battery, representing a significant milestone for the company’s product development roadmap.

The firm also highlighted Enovix’s implementation of a warrant structure that could potentially fund the company’s Fab2 manufacturing facility build-out without immediate shareholder dilution.

Despite the positive developments, TD Cowen maintained its Hold rating, citing ongoing execution risks related to manufacturing scale-up and customer adoption timelines.

In other recent news, Enovix Corporation reported preliminary second-quarter 2025 revenue of $7.5 million, surpassing its guidance range of $4.5 million to $6.5 million. This marks a 98% increase from the same period last year, driven by strong customer demand across multiple markets. The company achieved a GAAP gross profit of $0.8 million and a non-GAAP gross profit of $1.2 million, marking its third consecutive quarter of positive gross profit. Enovix also narrowed its GAAP operating loss to $43.8 million, better than the previous year’s $88.8 million. Additionally, the company announced a special dividend in the form of warrants, following the launch of its new AI-1 silicon-anode smartphone battery platform. These warrants could potentially raise up to $253.8 million if fully exercised. In another development, Northland reiterated an Outperform rating on Enovix, citing a bullish outlook and a $25.00 price target. The firm viewed the company’s recent $60 million share repurchase program as a positive indicator of Enovix’s financial trajectory.

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