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 7,407 funds
0
Analysts bullish %
of 15 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] → 609 (-107) [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: 82 | Existing positions closed: 172
75% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 1 (-3) [Q4]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$44
16%
downside
Avg. target
$70
34%
upside
High target
$105
100%
upside
15 analyst ratings
7 positive
47%
5 neutral
33%
3 negative
20%
Piper Sandler Kashy Harrison 28% 1-year accuracy 11 / 40 met price target | 11%downside $47 | Neutral Maintained | 17 Apr 2025 |
Citigroup Vikram Bagri 40% 1-year accuracy 4 / 10 met price target | 11%downside $47 | Sell Downgraded | 17 Apr 2025 |
Barclays Christine Cho 34% 1-year accuracy 19 / 56 met price target | 10%upside $58 | Overweight Maintained | 16 Apr 2025 |
Susquehanna Biju Perincheril 10% 1-year accuracy 6 / 63 met price target | 12%upside $59 | Neutral Maintained | 14 Apr 2025 |
TD Cowen Jeffrey Osborne 6% 1-year accuracy 2 / 35 met price target | 48%upside $78 | Buy Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 19 articles about ENPH published over the past 30 days
Negative
Barrons
1 day ago
Trump Has Put Solar In Limbo. What It Means for First Solar, Enphase, Sunrun Earnings.
Key themes heading into earnings include tariffs, IRA uncertainty, demand for residential solar, and what Trump's policies will mean for interest rates.
Positive
Zacks Investment Research
1 day ago
Why Enphase Energy (ENPH) Outpaced the Stock Market Today
In the latest trading session, Enphase Energy (ENPH) closed at $52.54, marking a +1.53% move from the previous day.
Positive
Zacks Investment Research
2 days ago
Enphase Energy is Set to Report Q1 Earnings: What's in Store?
ENPH's Q1 results are expected to reflect robust top-line performance, driven by new product launches as well as higher shipments of microinverters.
Positive
Seeking Alpha
3 days ago
Enphase Energy: Dropping My Price Target, But Shares Washed Out
Despite a 50% drop in Enphase Energy shares, I maintain a buy rating due to its strong free cash flow and undervalued status. ENPH's Q4 results beat expectations, but macroeconomic factors and tariff threats have led to a significant decline in stock price. The technical outlook is bearish with resistance in the $73-$78 zone; however, a high short ratio could trigger a quick pop on positive news.
Positive
Zacks Investment Research
4 days ago
Enphase Energy (ENPH) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Enphase Energy (ENPH) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Investors Business Daily
4 days ago
8 Stocks' Profit Is About To Take Off — But No One Seems To Notice
What does an S&P 500 stock need to do to get attention in this market? You'd think doubling profit (or more) would do it — but apparently not.
Positive
Seeking Alpha
4 days ago
Enphase: This Investment Doesn't Come Without Risk
Enphase faces significant competition from Tesla's Powerwall, which threatens its market position. Enphase's reliance on non-US manufacturing sites and Chinese suppliers makes it vulnerable to potential tariffs, risking profitability given its substantial US revenue base. Tesla's energy segment has shown impressive growth, outpacing Enphase's declining revenue. Furthermore, Tesla's dominance in the EV market gives it a customer advantage.
Positive
Zacks Investment Research
1 week ago
Enphase Introduces Its IQ Battery 5P With FlexPhase in Poland
ENPH launches IQ Battery 5P with FlexPhase in Poland, and extends its presence in Europe's expanding battery storage market.
Positive
Zacks Investment Research
1 week ago
Enphase Energy, Inc. (ENPH) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Enphase Energy (ENPH) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Neutral
GlobeNewsWire
1 week ago
Enphase Energy Expands in Europe with IQ Battery 5P with FlexPhase, Delivering Three-Phase Backup Power in Poland
FREMONT, Calif., April 09, 2025 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced the launch of its most powerful and versatile battery yet, the IQ® Battery 5P with FlexPhase, for customers in Poland. The IQ Battery 5P with FlexPhase is an all-in-one AC-coupled system that delivers reliable backup power and supports both single-phase and three-phase applications, providing superior flexibility to meet diverse home energy needs. Enphase recently launched the FlexPhase battery in Germany, Austria, Switzerland, and Luxembourg.
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