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Enovix Corp (ENVX) Stock Fundamental Analysis & AI Rating 2026

ENVX Nasdaq Miscellaneous Electrical Machinery, Equipment & Supplies CIK: 0001828318
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-12-28
📅 Next earnings: Apr 29, 2026 (in 13 days) • TBD ET • All earnings →
Combined AI Rating
STRONG SELL
89% Confidence
STRONG AGREEMENT
STRONG SELL
92% Conf
STRONG SELL
86% Conf

📊 ENVX Key Takeaways

Revenue: $31.8M
Net Margin: -492.6%
Free Cash Flow: $-113.5M
Current Ratio: 8.34x
Debt/Equity: 1.92x
EPS: $-0.75
AI Rating: STRONG SELL with 92% confidence
Enovix Corp (ENVX) receives a STRONG SELL rating with 89% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $31.8M, net profit margin of -492.6%, and return on equity (ROE) of -57.8%, Enovix Corp demonstrates mixed fundamentals in the Utilities sector. Below is our complete ENVX stock analysis for 2026.

Is Enovix Corp (ENVX) a Good Investment?

Claude

Enovix is a pre-revenue stage advanced battery manufacturer with severe operational losses and negative cash burn. The company is burning through capital at an unsustainable rate (-$113.5M free cash flow) despite modest revenue generation of $31.8M, indicating the business model is not yet viable. Without significant operational improvement or additional capital raises, the company faces runway constraints given its cash burn relative to cash on hand.

ChatGPT

Enovix's fundamentals remain very weak: revenue was flat while operating losses, net losses, and free cash outflow stayed extremely large relative to sales. The company still has ample near-term liquidity, but the combination of negative margins, heavy cash burn, and elevated leverage makes the current growth quality poor and the financial profile high risk.

Why Buy Enovix Corp Stock? ENVX Key Strengths

Claude
  • + Strong liquidity position with $106M cash and 8.34x current ratio provides near-term operational flexibility
  • + Positive gross margin of 19.2% demonstrates the core product has basic profitability potential
  • + Reasonable total assets of $879M suggest accumulated capital investment and infrastructure for scaling
ChatGPT
  • + Strong near-term liquidity with current and quick ratios above 8x
  • + Positive gross profit indicates the core product economics are not entirely absent
  • + Large asset base provides operating capacity to support future scaling if execution improves

ENVX Stock Risks: Enovix Corp Investment Risks

Claude
  • ! Massive operating losses of -$177.3M on just $31.8M revenue signal fundamental business model challenges and production/commercialization issues
  • ! Negative free cash flow of -$113.5M annually with only $106M cash means less than 12 months of runway at current burn rate without additional funding
  • ! High debt burden of $519.5M with interest coverage of -14.3x indicates the company cannot service debt from operations and faces refinancing risk
  • ! Operating margin of -557% and net margin of -492.6% show the company is decades away from profitability at current trajectory
  • ! High insider trading activity (34 Form 4 filings in 90 days) may indicate management concern or capital structure changes
ChatGPT
  • ! Operating margin of -557.0% and net margin of -492.6% indicate a deeply unprofitable business model at current scale
  • ! Free cash flow of -$113.51M versus just $31.82M of revenue shows substantial ongoing cash burn
  • ! Debt/equity of 1.92x and negative interest coverage reflect meaningful balance-sheet and financing risk

Key Metrics to Watch

Claude
  • * Monthly cash burn rate and runway estimates until next capital raise
  • * Quarterly revenue growth and path to gross margin expansion beyond 19.2%
  • * Operating expense reduction plans and timeline to operating cash flow breakeven
ChatGPT
  • * Revenue growth and gross margin expansion
  • * Free cash flow burn and cash balance relative to debt obligations

Enovix Corp (ENVX) Financial Metrics & Key Ratios

Revenue
$31.8M
Net Income
$-156.7M
EPS (Diluted)
$-0.75
Free Cash Flow
$-113.5M
Total Assets
$879.0M
Cash Position
$106.0M

💡 AI Analyst Insight

Strong liquidity with a 8.34x current ratio provides a solid financial cushion.

ENVX Profit Margin, ROE & Profitability Analysis

Gross Margin 19.2%
Operating Margin -557.0%
Net Margin -492.6%
ROE -57.8%
ROA -17.8%
FCF Margin -356.7%

ENVX vs Utilities Sector: How Enovix Corp Compares

How Enovix Corp compares to Utilities sector averages

Net Margin
ENVX -492.6%
vs
Sector Avg 12.0%
ENVX Sector
ROE
ENVX -57.8%
vs
Sector Avg 10.0%
ENVX Sector
Current Ratio
ENVX 8.3x
vs
Sector Avg 0.8x
ENVX Sector
Debt/Equity
ENVX 1.9x
vs
Sector Avg 1.4x
ENVX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Enovix Corp Stock Overvalued? ENVX Valuation Analysis 2026

Based on fundamental analysis, Enovix Corp shows some fundamental concerns relative to the Utilities sector in 2026.

Return on Equity
-57.8%
Sector avg: 10%
Net Profit Margin
-492.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.92x
Sector avg: 1.4x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Enovix Corp Balance Sheet: ENVX Debt, Cash & Liquidity

Current Ratio
8.34x
Quick Ratio
8.13x
Debt/Equity
1.92x
Debt/Assets
68.8%
Interest Coverage
-14.33x
Long-term Debt
$519.5M

ENVX Revenue & Earnings Growth: 5-Year Financial Trend

ENVX 5-year financial data: Year 2022: Revenue $6.2M, Net Income -$39.7M, EPS $-0.49. Year 2023: Revenue $7.6M, Net Income -$125.9M, EPS $-1.07. Year 2024: Revenue $23.1M, Net Income -$51.6M, EPS $-0.82. Year 2025: Revenue $31.8M, Net Income -$214.1M, EPS $-1.30.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Enovix Corp's revenue has grown significantly by 413% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.30 indicates the company is currently unprofitable.

ENVX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-356.7%
Free cash flow / Revenue

ENVX Quarterly Earnings & Performance

Quarterly financial performance data for Enovix Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.3M -$22.5M $-0.27
Q2 2025 $3.8M -$44.5M $-0.22
Q1 2025 $5.1M -$23.5M $-0.12
Q3 2024 $200.0K -$16.2M $-0.29
Q2 2024 $42.0K -$64.3M $-0.41
Q1 2024 $21.0K -$46.4M $-0.28
Q3 2023 $8.0K -$1.1M $-0.29
Q2 2023 $42.0K -$1.1M $-0.18

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Enovix Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$95.3M
Cash generated from operations
Stock Buybacks
$58.4M
Shares repurchased (TTM)
Capital Expenditures
$18.2M
Investment in assets
Dividends
None
No dividend program

ENVX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Enovix Corp (CIK: 0001828318)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 4 xslF345X06/wk-form4_1776216609.xml View →
Apr 14, 2026 4 xslF345X06/wk-form4_1776216589.xml View →
Apr 14, 2026 4 xslF345X06/wk-form4_1776216576.xml View →
Apr 7, 2026 4 xslF345X06/wk-form4_1775605110.xml View →
Apr 7, 2026 4 xslF345X06/wk-form4_1775604807.xml View →

Frequently Asked Questions about ENVX

What is the AI rating for ENVX?

Enovix Corp (ENVX) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 89% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ENVX's key strengths?

Claude: Strong liquidity position with $106M cash and 8.34x current ratio provides near-term operational flexibility. Positive gross margin of 19.2% demonstrates the core product has basic profitability potential. ChatGPT: Strong near-term liquidity with current and quick ratios above 8x. Positive gross profit indicates the core product economics are not entirely absent.

What are the risks of investing in ENVX?

Claude: Massive operating losses of -$177.3M on just $31.8M revenue signal fundamental business model challenges and production/commercialization issues. Negative free cash flow of -$113.5M annually with only $106M cash means less than 12 months of runway at current burn rate without additional funding. ChatGPT: Operating margin of -557.0% and net margin of -492.6% indicate a deeply unprofitable business model at current scale. Free cash flow of -$113.51M versus just $31.82M of revenue shows substantial ongoing cash burn.

What is ENVX's revenue and growth?

Enovix Corp reported revenue of $31.8M.

Does ENVX pay dividends?

Enovix Corp does not currently pay dividends.

Where can I find ENVX SEC filings?

Official SEC filings for Enovix Corp (CIK: 0001828318) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ENVX's EPS?

Enovix Corp has a diluted EPS of $-0.75.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ENVX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Enovix Corp has a STRONG SELL rating with 89% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ENVX stock overvalued or undervalued?

Valuation metrics for ENVX: ROE of -57.8% (sector avg: 10%), net margin of -492.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy ENVX stock in 2026?

Our dual AI analysis gives Enovix Corp a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ENVX's free cash flow?

Enovix Corp's operating cash flow is $-95.3M, with capital expenditures of $18.2M. FCF margin is -356.7%.

How does ENVX compare to other Utilities stocks?

Vs Utilities sector averages: Net margin -492.6% (avg: 12%), ROE -57.8% (avg: 10%), current ratio 8.34 (avg: 0.8).

Is Enovix Corp carrying too much debt?

ENVX has a debt-to-equity ratio of 1.92x, which is above the Utilities sector average of 1.4x. However, the current ratio of 8.34 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-28 | Powered by Claude AI