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ELELVA

Electrovaya Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeBacked by solid revenue growth
$ELVA·$582M·Electrical Equipment & Parts·Industrials
$9.48-0.6%YTD+20.0%1Y+150.1%
Mentions · last 7 days
2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 1 posts2026-07-14: 2 posts2026-07-15: 322 posts2026-07-16: 136 posts2026-07-17: 46 posts509+4600%
Price updated 3h ago·X counts updated 3h ago
ELELVA
$ELVAElectrovaya Inc.
$9.48-0.63%509 posts+4600%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ELVA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Electrovaya just announced a commercial relationship with Amazon after posting 200% twelve-month returns on scaling battery revenue.

Electrovaya makes lithium-ion battery systems for industrial applications (material-handling equipment and stationary storage), Toronto-listed with $582M market cap, and reports fiscal Q3 2026 earnings 2026-08-12.

  • Q2 fiscal 2026 revenue was $17.8M, up 18.5% year-over-year, with gross margin 31.0% and operating margin 8.5% — the fourth quarter of double-digit gross-margin operations and second straight of positive operating margin, marking a genuine profitability transition.
  • EPS $0.0204 topped $0.01 consensus by 100% (small absolute magnitudes, real beat), and consensus models fiscal 2026 revenue $83M rising to $123M in fiscal 2027 and $164M in fiscal 2028 — a doubling arc.
  • On July 15, Electrovaya announced a commercial relationship with Amazon — a genuine reference customer for its material-handling battery systems, and the catalyst that reprices the multiple if rollout scales.
  • Trailing return on invested capital of 7.4%, return on equity 11.3%, and only modest D/E of 0.55 — the balance sheet supports capacity expansion without imminent dilution.
  • Position in 52-week range at 89%, shares 15.6% above the 50-day moving average, and volume traded 79 times normal on the Amazon-announcement session.

The setup is a lithium-ion operator with a genuine commercial ramp, an Amazon reference win, and a multiple (P/E 104) that already discounts continued double-digit growth.

What to watch: August 12 fiscal Q3 earnings — revenue growth versus the +18.5% pace, gross-margin trajectory versus the 31% base, and any color on the Amazon relationship (units, timing, geography). Fiscal 2026 full-year guidance versus the $83M revenue and $0.13 EPS analyst mid-point is the key model input.

On the calendar: 2026-08-12 fiscal Q3 2026 earnings; Amazon-relationship color and revenue growth drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment29 posts analyzed · as of 2026-07-17

Electrovaya's sentiment was completely reset by a commercial supply agreement with Amazon accompanied by an Amazon warrant investment, sending the stock gapping up 17-70% intraday. Roth Capital reiterated Buy with a $20 price target and Raymond James raised its target from $14 to $22 (Strong Buy) citing validation of superior battery technology alongside existing Fortune 500 clients like Walmart. Posters note only 120k shares are left for shorting into the move and that the stock is within striking distance of its 2016 all-time high of $16.10. Some traders sold covered calls into the pop citing decay and choppy tech-market risk, but the fundamental thread is uniformly constructive.

Read the AI verdict + X sentiment for $ELVA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Electrovaya, Inc. is a lithium-ion battery technology and manufacturing company. engages in designing, developing, and manufacturing proprietary lithium-ion batteries, battery systems, and battery-related products for energy storage, clean electric transportation, and other specialized applications. The firm's businesses include lithium-ion batteries to power MHEVs including forklifts and Automated Guided Vehicles, as well as accessories such as battery chargers to charge the batteries; electromotive power products for electric trucks, electric buses and other transportation applications; industrial products for energy storage; and specialty applications which require complex power solutions, including competencies in building systems for third parties. The company was founded by Sankar Das Gupta in September 1996 and is headquartered in Mississauga, Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electrical Equipment & Parts sits in its cycle right now — and what that implies for $ELVA.

Electrical Equipment & Parts · Industrials

No material change from last week — VRT and NVT confirmed at fresh highs that hyperscaler rack power acceleration is a multi-year capex cycle for electrical infrastructure.

Industry benchmark

32-name peer basket
+13.0%YTD
+68.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
104.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
31.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$0.02$0.01+100.0%
Q4 2025Feb 12, 2026$0.02$0.01+100.0%
Q3 2025Dec 10, 2025$0.06$0.05+20.0%
Q2 2025Aug 13, 2025$0.02$0.04-50.0%
Next earningsWed, Aug 12·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$17.8M+18.5%31.0%8.5%$0.02$-22.1M
Q1 FY26$15.6M+39.3%32.9%8.8%$0.02$-14.2M
Q4 FY25$20.3M+75.3%30.2%11.7%$0.05$6.4M
Q3 FY25$17.1M+66.8%30.8%11.5%$0.02$-4.1M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$83.1M$80.3M – $84.9M$0.13$0.08 – $0.175
FY27$123.3M$109.5M – $150.0M$0.36$0.15 – $0.755
FY28$163.7M$150.8M – $186.5M$0.42$0.39 – $0.452
FY29$247.1M$227.5M – $281.5M$0.73$0.65 – $0.861
FY30$321.4M$296.0M – $366.2M$1.07$0.96 – $1.261

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.65%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 33.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today9.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 16 other (14 6-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Electrovaya Inc. (ELVA) Stock Jumps 49.1%: Will It Continue to Soar?zacks.com·2d agoElectrovaya Announces Commercial Relationship with Amazonglobenewswire.com·3d agoElectrovaya Inc (ELVA) Stock Up 5.6% but GF Value Says Overvalued -- GF Score: 70/100gurufocus.com·56d ago3 More Small-Cap Stocks to Buyinvestorplace.com·62d agoElectrovaya: Finding New Markets For Battery Technologyseekingalpha.com·63d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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