Enphase Energy, Inc. Stock News

Key themes heading into earnings include tariffs, IRA uncertainty, demand for residential solar, and what Trump's policies will mean for interest rates.

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.

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.

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...

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-co...

FREMONT, Calif., April 08, 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 Luxembourg. The IQ Battery 5P with FlexPhase is an all-in-one A...

Enphase Energy stock is significantly undervalued, with a 54% upside potential, supported by strong revenue growth, operating leverage, and a robust balance sheet. The recent earnings report showed a double beat, with a 26.5% YoY revenue increase and a sharp rise in adjusted EPS, highlighting strong profitability. Enphase's growth strategy includes product innovation, such as the new IQ Battery...

FREMONT, Calif., April 01, 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 that more than 2,500 SunPower customers have transitioned to Enphase monitoring since SunPower's bankruptcy filing in August 2024.