Should I Buy ENS? ENS 2026 Analysis

Should You Buy EnerSys (ENS) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

172.220

1 Day change

8.10%

52 Week Range

194.770

Analysis Updated At

2026/02/04

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Good buy right now (momentum/catalyst setup): YES — trend is bullish (SMA_5 > SMA_20 > SMA_200), sentiment from options is strongly call-skewed, and analysts have been raising targets into the upcoming print.
Near-term trigger: Q3 earnings (after-hours) is the primary catalyst; price is sitting just above the pivot support (182.46) with room to retest resistance (190.57 / 195.58).
What would invalidate the buy thesis quickly: a break and hold below 182.46 (pivot) would weaken the current momentum setup.
Intellectia Proprietary Trading Signals
- AI Stock Picker: No signal on given stock today.
- SwingMax: No signal on given stock recently.
Politicians / Congress trading: No recent congress trading data available (no actionable political flow signal).

Technical Analysis

Trend: Bullish alignment with SMA_5 > SMA_20 > SMA_200, indicating an established uptrend.
Momentum: MACD histogram +0.94 (above 0) but positively contracting → bullish momentum still present, yet slowing (risk of short-term consolidation).
RSI (6): 68.30 → elevated/near overbought boundary; favors momentum continuation but with less margin for error.
Key levels: Pivot support 182.46; Resistance 190.57 (R1) then 195.58 (R2); deeper supports 174.35 / 169.34.
Pattern-based odds (provided): skewed positive beyond 1 day (next week/month positive bias), supportive of a buy-for-move approach rather than a mean-reversion dip-buy.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Positioning/Sentiment: Extremely low put/call ratios (OI and volume) imply strongly bullish/call-heavy positioning.
Activity: Today’s option volume 778 at ~134% of 30D average → elevated participation ahead of the earnings catalyst.
Volatility pricing: IV (30D) 50.22 vs HV 26.51 and IV percentile 94% → options are pricing a large move (event-premium is rich), consistent with earnings anticipation.

Technical Summary

Sell

Buy

Positive Catalysts

- Earnings catalyst (Q3 print after-hours): Street expects EPS ~2.72–2.73 and revenue ~$932M, which can sustain the uptrend if delivered/raised.
- Analyst momentum: Multiple firms raised price targets recently (notably Roth to $208), reinforcing bullish institutional narrative.
- Business tailwinds in notes: secular drivers cited by analysts (electrification, automation/digitization, data center/backup power demand) support multi-quarter growth expectations.
- Margin profile: Latest reported gross margin improved YoY (29.13%, +1.32% YoY), supportive if it continues.

Neutral/Negative Catalysts

- Earnings is a binary event: with options pricing elevated, results/guidance that are merely “in-line” can still disappoint expectations.
- Short-term technical risk: RSI is elevated and MACD is contracting → susceptible to consolidation/pullback if momentum fades.
- Mixed profitability trend (latest quarter): Net income and EPS declined YoY despite revenue growth, suggesting cost/expense pressure could reappear in the upcoming report.

Financial Performance

Latest quarter provided: 2026/Q2
Revenue: $951.286M, +7.65% YoY (top-line growth remains solid).
Gross margin: 29.13%, +1.32% YoY (improving mix/efficiency signal).
Net income: $68.426M, -16.82% YoY (profitability down despite higher sales).
EPS: 1.80, -10.45% YoY (earnings growth lagging revenue; watch operating leverage in the next print).

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent trend: Clear upward revision cycle — repeated price target raises and at least one upgrade to Buy (BTIG), with continued Buy/Outperform stances.
Key changes: Roth PT raised to $208 (Buy); Oppenheimer PT raised to $186 (Outperform); BTIG upgraded to Buy with $175 (older).
Wall Street pros view: ENS positioned as a critical industrial energy storage/backup power provider benefiting from electrification and data center/telecom demand; expected profitability ramp from scale/mix/ops improvements.
Wall Street cons view: Recent quarter showed EPS/net income down YoY; execution and margin/expense control are key to justify the higher targets post-run-up.

4 Analyst Rating

Wall Street analysts forecast ENS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ENS is 147.5 USD with a low forecast of 120 USD and a high forecast of 175 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Buy

1 Hold

0 Sell

Strong Buy

Current: 159.320

Low

120

Averages

147.5

High

175

Current: 159.320

Low

120

Averages

147.5

High

175

Roth Capital

NULL -> Buy

maintain

$164 -> $208

AI Analysis

2026-02-03

New

Reason

Roth Capital

Price Target

$164 -> $208

AI Analysis

2026-02-03

New

maintain

NULL -> Buy

Reason

Roth Capital raised the firm's price target on EnerSys to $208 from $164 and keeps a Buy rating on the shares. EnerSys remains one of the firm's favorite ideas, the analyst tells investors in a research note. As a leading industrial energy storage solutions provider, EnerSys looks well-positioned and uniquely suited to meet complex and evolving power challenges, and Roth expects innovation around secular trends of electrification, automation, and digitization to drive growth, with mix-shift, scale, and operational improvements supporting ramping profitability, the firm adds.

Oppenheimer

Outperform

maintain

$138 -> $186

2026-01-20

Reason

Oppenheimer

Price Target

$138 -> $186

2026-01-20

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on EnerSys (ENS) to $186 from $138 and keeps an Outperform rating on the shares. The firm notes that the run-up to Q4 2025 earnings season has seen a flurry of macro factors impacting stocks in its Industrial Efficiency coverage, including rate cut dynamics, the Venezuela-U.S. military confrontation, and the Nvidia (NVDA) Vera Rubin platform launch. Investor sentiment has improved materially for short-cycle and equipment-focused names, while cooling on data center-exposed stocks. Many industrial verticals have stabilized, and rate cuts, lapping tariff headwinds, OBBBA benefits, and additional prospective measures ahead of midterms could lend to broader recovery; some of this optimism arguably reflects in recent market moves, Oppenheimer adds.

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ENS Should I Buy

ENS Should I Buy

Should You Buy EnerSys (ENS) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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