Enphase EnergyENPH
ENPH
About: Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Employees: 2,781
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 18 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
3.19% more ownership
Funds ownership: 82.98% [Q3] → 86.17% (+3.19%) [Q4]
15% less funds holding
Funds holding: 716 [Q3] → 610 (-106) [Q4]
16% less call options, than puts
Call options by funds: $791M | Put options by funds: $941M
25% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 265
37% less capital invested
Capital invested by funds: $12.7B [Q3] → $8B (-$4.68B) [Q4]
52% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 172
75% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 1 (-3) [Q4]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$31
34%
downside
Avg. target
$59
25%
upside
High target
$103
120%
upside
18 analyst ratings
8 positive
44%
6 neutral
33%
4 negative
22%
GLJ Research Gordon Johnson 57% 1-year accuracy 17 / 30 met price target | 34%downside $31 | Sell Maintained | 25 Apr 2025 |
Barclays Christine Cho 38% 1-year accuracy 21 / 55 met price target | 9%upside $51 | Overweight Maintained | 25 Apr 2025 |
Guggenheim Joseph Osha 36% 1-year accuracy 17 / 47 met price target | 30%downside $33 | Sell Downgraded | 24 Apr 2025 |
Truist Securities Jordan Levy 22% 1-year accuracy 9 / 41 met price target | 5%upside $49 | Hold Maintained | 24 Apr 2025 |
Wells Fargo Praneeth Satish 58% 1-year accuracy 7 / 12 met price target | 39%upside $65 | Overweight Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 31 articles about ENPH published over the past 30 days
Positive
Seeking Alpha
18 hours ago
Enphase Q1: It Pays To Be Contrarian
Enphase presents an attractive contrarian entry point, with markets overly focused on temporary tariff and macro pressures while neglecting resilient fundamentals and robust strategic adaptability. Although short-term volatility is substantial, investors overlooking Enphase's proactive supplier diversification and healthy cash position risk missing significant cyclical upside amid improving policy clarity. Current severe undervaluation amid bearish sentiment may reverse sharply, providing a compelling medium-term alpha opportunity for portfolios capable of enduring sector-specific volatility.
Neutral
MarketBeat
2 days ago
4 Reasons Enphase Downtrend Won't End in 2025; 1 That It Will
Enphase NASDAQ: ENPH is a good company with a solid product that the solar power industry needs. Its microinverter products allow smaller businesses and homeowners to harness the sun's power efficiently.
Neutral
The Motley Fool
3 days ago
Why Enphase Plunged On A Day When the Markets Surged
Shares of solar inverter leader Enphase Energy (ENPH -15.12%) plunged on Tuesday, down 14.2% as of 12:11 PM EDT, which was all the more notable as the Nasdaq Composite was up by a big 2.6% at that time.
Negative
Zacks Investment Research
3 days ago
Enphase Energy Q1 Earnings Miss Estimates, Revenues Rise Y/Y
ENPH's first-quarter revenues and earnings lag estimates. However, both metrics improve year over year.
Positive
Investopedia
3 days ago
Top Stock Movers Now: Tesla, Boeing, Enphase, and More
U.S. stock indexes rallied at midday Wednesday as President Donald Trump said he has "no intention" of firing Federal Reserve Chair Jerome Powell and made further comments suggesting a de-escalation of the trade war with China.
Negative
Schaeffers Research
3 days ago
Renewable Energy Stock Suffers as Analysts Pile On
Enphase Energy Inc (NASDAQ:ENPH) stock is sitting out the broad-market rally today, last seen down 6.8% to trade at $49.98.
Positive
Zacks Investment Research
3 days ago
Why Investors Need to Take Advantage of These 2 Oils and Energy Stocks Now
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Negative
Benzinga
3 days ago
Enphase Energy Posts Downbeat Results, Joins Watsco And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
U.S. stock futures were higher this morning, with the Dow futures gaining around 700 points on Wednesday.
Negative
Barrons
3 days ago
Enphase Stock Plunges After Earnings Miss. Tariffs Will Hit Margins, CEO Says.
the solar technology company said tariffs will hit margins in the current quarter and the third quarter.
Negative
Seeking Alpha
4 days ago
Enphase Energy: Mediocre Quarter, Muted Outlook - Hold
Enphase Energy reported weaker-than-expected first quarter results, with both revenues and profitability coming in slightly below consensus expectations. On a sequential basis, sales were down by approximately 7% which the company attributed to seasonality and softening U.S. demand, partially offset by $54.3 million in safe harbor revenue. During the quarter, Enphase generated $33.8 million in free cash flow and utilized $100.0 million for share buybacks.
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