Envela Corporation (ELA)

Envela Corp.'s stock has experienced notable movements in the past six months. In Q3 2025, Envela reported EPS of $0.13 and revenue of $57.4 million, surpassing estimates. In Q2 2025, the company reported EPS of $0.11, exceeding estimates. For Q4 and FY 2024, annual revenue was $180.4 million and annual diluted EPS was $0.26. Zacks Research downgraded Envela to a "hold" rating, while other analysts maintained "buy" ratings, with a consensus rating of "Moderate Buy" and an average price target of $13.00. As of February 7, 2026, the stock was trading at $13.35. In January 2026, the stock showed strong price increases. Envela repurchased 916,597 shares in 2024 for $2.4 million. Envela was added to the US Small-Cap Russell 2000 Index in June 2025.

Envela's demand is influenced by several factors. The Consumer Division experienced a decline in global bullion demand in the latter half of 2023, while demand for jewelry remains strong. The second-hand luxury goods market is experiencing growth due to sustainability trends and rising retail prices. Diversification across consumer and commercial segments helps balance potential fluctuations in demand. The company's strategy to expand its retail footprint is aimed at capitalizing on and potentially mitigating seasonality in consumer demand.

Envela Corp. is a re-commerce specialist in the circular economy, operating through Consumer and Commercial segments. The Consumer segment focuses on resale of luxury goods via retail stores and online platforms. The Commercial segment provides ITAD solutions, including de-manufacturing and data destruction. Envela's core operational mantra is "Reuse, Recycle, and Reimagine," and the company is headquartered in Irving, Texas.

Envela is a U.S.-based company headquartered in Irving, Texas, conducting re-commerce operations at retail and wholesale levels. In 2024, Envela expanded its retail presence, nearly doubling its store locations to 12 and entering two new metro areas, including Arizona.

Envela's brand reputation appears positive, driven by strong financial performance and inclusion in the Russell 2000 Index. The company's strategic expansion and focus on providing a positive customer experience for pre-owned luxury items contribute to a positive consumer brand image. The emphasis on sustainability through its "Reuse, Recycle, and Reimagine" mantra also enhances its brand perception. No negative events impacting Envela's brand reputation in the past year were found.

Envela Corporation has 94 institutional owners and shareholders holding 4,398,299 shares. Major shareholders include Mink Brook Asset Management LLC, Topline Capital Management, LLC, and Vanguard Group Inc. Insider buying has been reported by CFO John Garrett DeLuca.