Skip to content
Archive
← r/stocks
2
100%
u/SalehD13 1 day ago Company Discussion

What do you realistically expect from $ENVX by the end of 2026 & 2027?

$ENVX I’m trying to map out what could actually happen between now and the end of 2027. We still have the final smartphone qualification test, a potential production order, samples to a second OEM, the eyewear ramp, and the Korea defense capacity expansion expected around mid-2027. They’ve brought in Vyvoda to run manufacturing and keep posting jobs in industrial engineering, equipment, production and defense customer support. Are they staffing up for a real ramp, or still trying to fix the bottlenecks? What’s your realistic timeline for higher yield and UPH at Fab2, smartphone revenue, and the $183M defense pipeline turning into shipments? Which of those actually happens by the end of 2027? And where do you realistically see the stock price by then?
1 comments held Reddit says 1 on reddit ↗
  1. u/Free_Presence_4422 1 1 day ago
    Nobody really knows if Fab2 gets to decent yields before 2027 but all those job postings make me think they're finally getting serious about production