Added to YB: 2026-08-20
Pitch date: 2026-06-05
ENS [bearish]
EnerSys
+25.07%
current return
Author Info
No bio for this author
Company Info
EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. It operates through three segments: Network & Infrastructure Solutions, Industrial Mobility Solutions, and Precision Power Solutions.
Market Cap
$7.2B
Pitch Price
$230.66
Price Target
132.50 (-23%)
Dividend
0.57%
EV/EBITDA
11.12
P/E
21.46
EV/Sales
2.06
Sector
Electrical Equipment
Category
value
EnerSys - $ENS (short)
ENS (short): Leading lead-acid battery maker (92.5% rev) up 170% to $225 on temporary DC/warehouse tailwinds masking structural decline. NVIDIA's 800V Kyber shift (2H27) obviates lead in DCs; Li-ion taking forklift share. Sees FY28 NI miss 9% vs Street, de-rate to 15x P/E. PT $132.5 (incl. $20/sh 45X credit NPV), 40%+ downside. Catalyst: earnings miss next yr.
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