EnerSys

ENS · NYSE

$170.61+$1.56 (+0.92%)TodayMarket closed · Oct 20, 4:51 PM ET

Prev close $169.05

ENS analyst rating

BuyConsensus of 3 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy3
Hold0
Underperform0
Sell0

12-month price target · 7 analysts

Average $262.03 (+53.6% upside)

Low: $205.03
Now: $170.61
High: $294.00

Upgrades and downgrades

The latest rating actions, newest first

ENS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BTIG	Aug 13, 2026	Maintains	Buy	$280.00	45%
BTIG	Jun 12, 2026	Maintains	Buy	$250.00 → $280.00	45%
Oppenheimer	May 22, 2026	Maintains	Outperform	$210.00 → $250.00	59%
BTIG	May 21, 2026	Maintains	Buy	$185.00 → $250.00	45%
BTIG	Feb 5, 2026	Maintains	Buy	$175.00 → $185.00	45%
Roth Capital	Feb 3, 2026	Maintains	Buy	$164.00 → $208.00	46%
Oppenheimer	Jan 20, 2026	Maintains	Outperform	$138.00 → $186.00	59%
BTIG	Dec 15, 2025	Upgrade	Neutral → Buy	$175.00	45%
Roth Capital	Dec 9, 2025	Maintains	Buy	$150.00 → $164.00	46%

The case for and against

Updated Oct 17, 2026

Bull case

EnerSys is well positioned by a resilient balance sheet, with about $530M of cash, roughly $1.0B of debt, and net debt near 0.7x FY27 EBITDA, giving it ample flexibility to invest, repurchase shares, and raise dividends while staying below its 2x-3x leverage target. Its outlook is supported by broad-based operational strength: FY1Q27 adjusted EPS of $3.66 beat consensus on revenue of about $936M, aided by pricing, volume, and FX gains, while data centers, communications, and aerospace and defense continue to offset softness in Material Handling and parts of Motive Power. Longer term, management’s 3%-5% market growth plus 1%-3% from target initiatives, alongside EnerGize savings, lithium-ion expansion, and IRA benefits, suggests improving margins and durable revenue growth.

Bear case

EnerSys is facing a negative setup because a global economic slowdown is pushing growth opportunities out and to the right, while weaker industrial demand is pressuring Motive Power revenue deceleration and driving margins back into the high teens. The outlook is further burdened by multiple execution and macro risks, including tariffs and regulation changes, shifts in global energy demand, supply chain constraints for key inputs, global GDP weakness, and the risk of failing to accretively integrate the Bren-Tronics Acquisition. Even with the stock trading at about 15x FY27 consensus EBITDA of approximately $687M and about 18x FY27 consensus EPS of roughly $11.75, the valuation looks demanding against decelerating fundamentals and modestly below-consensus estimates.

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