Oppenheimer Reiterates Outperform Rating on EnerSys (ENS)

Oppenheimer analyst Noah Kaye reiterated an Outperform rating and $115.00 price target on EnerSys (NYSE: ENS).

The analyst commented: 'Shares were up modestly Thursday after ENS beat F3Q25 EPS consensus and guided F4Q EPS above the Street on lower sales outlook. With orders/product sales leading telecom recovery while service lags and data center demand remains robust, we continue to see Energy Systems generating solid top-line growth and at least hsd margins in FY26. Aftermarket Class 8 presents a non-cyclical growth lever for Specialty, while the Bren-Tronics acquisition has outperformed YTD. Amid multiple moving pieces to its end-markets and growth strategy, we note ENS continues to produce stronger-than-consensus margin performance, with mix, better absorption, and ongoing benefits from cost optimization likely facilitating stronger underlying incrementals in FY26. We modestly raise EPS estimates and maintain our $115 PT."

For an analyst ratings summary and ratings history on EnerSys click here. For more ratings news on EnerSys click here.

Shares of EnerSys closed at $96.46 yesterday.

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