TD Cowen Forecasts Strong Price Appreciation for Enersys (NYSE:ENS) Stock

Enersys (NYSE:ENS) had its price target lifted by investment analysts at TD Cowen from $220.00 to $265.00 in a research report issued to clients and investors on Thursday. The firm presently has a “buy” rating on the industrial products company’s stock. TD Cowen’s target price indicates a potential upside of 10.87% from the company’s current price.

Several other analysts have also recently weighed in on the company. Roth Mkm reissued a “buy” rating and set a $208.00 price objective (up from $164.00) on shares of Enersys in a report on Tuesday, February 3rd. Wall Street Zen cut Enersys from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. BTIG Research upped their price target on Enersys from $185.00 to $250.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Enersys in a research note on Friday, April 24th. Five investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, Enersys presently has a consensus rating of “Moderate Buy” and a consensus target price of $215.25.

Enersys Trading Up 11.4%

NYSE:ENS traded up $24.47 on Thursday, hitting $239.03. 732,229 shares of the stock were exchanged, compared to its average volume of 426,294. The stock has a market capitalization of $8.81 billion, a price-to-earnings ratio of 29.62, a P/E/G ratio of 1.21 and a beta of 1.17. Enersys has a 52 week low of $76.60 and a 52 week high of $244.30. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.72 and a current ratio of 2.75. The company’s 50-day moving average price is $193.90 and its 200 day moving average price is $169.52.

Enersys (NYSE:ENS) last announced its quarterly earnings data on Wednesday, May 20th. The industrial products company reported $3.19 earnings per share for the quarter, topping the consensus estimate of $3.00 by $0.19. The firm had revenue of $987.94 million during the quarter, compared to analysts’ expectations of $973.84 million. Enersys had a return on equity of 21.27% and a net margin of 8.37%.The company’s quarterly revenue was up 1.4% compared to the same quarter last year. During the same period in the previous year, the business posted $2.97 EPS. Enersys has set its Q1 2027 guidance at 2.700-2.900 EPS. On average, equities research analysts forecast that Enersys will post 10.35 earnings per share for the current year.

Hedge Funds Weigh In On Enersys

A number of large investors have recently bought and sold shares of ENS. Root Financial Partners LLC acquired a new position in Enersys during the 3rd quarter worth approximately $25,000. CIBC Private Wealth Group LLC boosted its holdings in shares of Enersys by 116.7% in the 4th quarter. CIBC Private Wealth Group LLC now owns 182 shares of the industrial products company’s stock valued at $27,000 after buying an additional 98 shares during the last quarter. Allworth Financial LP boosted its holdings in shares of Enersys by 442.2% in the 3rd quarter. Allworth Financial LP now owns 244 shares of the industrial products company’s stock valued at $28,000 after buying an additional 199 shares during the last quarter. Los Angeles Capital Management LLC acquired a new stake in shares of Enersys in the 4th quarter valued at approximately $30,000. Finally, SBI Securities Co. Ltd. boosted its holdings in shares of Enersys by 239.7% in the 4th quarter. SBI Securities Co. Ltd. now owns 214 shares of the industrial products company’s stock valued at $31,000 after buying an additional 151 shares during the last quarter. Institutional investors and hedge funds own 94.93% of the company’s stock.

Key Stories Impacting Enersys

Here are the key news stories impacting Enersys this week:

• Positive Sentiment: EnerSys reported Q4 earnings of $3.19 per share, above estimates of $3.00, on revenue of $987.94 million versus expectations of $973.84 million, signaling solid execution and healthy demand. Article Title
• Positive Sentiment: The company said full-year net sales were a record, up 4%, and highlighted strong Energy Systems growth tied to data center and communications demand, which supports the growth story. Article Title
• Positive Sentiment: EnerSys also raised first-quarter fiscal 2027 guidance, with EPS and revenue outlooks both coming in above Street estimates, which suggests management sees continued momentum. Article Title
• Positive Sentiment: The board declared a quarterly cash dividend of $0.2625 per share, reinforcing capital returns to shareholders. Article Title
• Neutral Sentiment: Several articles are recaps, transcripts, and analyst commentary following the earnings release, which may add attention but do not appear to change the core investment thesis. Article Title

Enersys Company Profile

Enersys, headquartered in Reading, Pennsylvania, is a global leader in stored energy solutions, specializing in manufacturing and distributing industrial batteries, battery chargers, power equipment, and related accessories. The company serves a diverse range of end markets, including telecommunications, data centers, medical, aerospace, defense, electric vehicle motive power, and utility outcomes. Its products are engineered to deliver critical reserve power and motive power applications across key infrastructure and industrial sectors.

The company’s product portfolio encompasses lead-acid batteries, lithium-ion energy storage systems, chargers, inverters, power management software, and a broad array of battery accessories.