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Equity Analyst
Market Leadership Amidst Increasing Competition Won't Hurt Solid Revenue Growth
Key Takeaways Electricity prices, incentives (tax credits, net metering) and technology advancements will drive sales. Microinverters are gaining traction but their advantage over traditional inverters is unclear.
View narrativeUS$76.86
FV
10.5% undervalued intrinsic discount24.00%
Revenue growth p.a.
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about 2 months ago author updated this narrative
WA
Consensus Narrative from 36 Analysts
US Manufacturing And AI Energy Management Will Support Future International Expansion
Key Takeaways Enphase aims to boost margins with U.S. production and innovative products, leveraging tax credits and incentives for domestic manufacturing. Expansion into new international markets and high-margin service areas like AI energy management supports revenue growth and improved net margins.
View narrativeUS$96.26
FV
28.5% undervalued intrinsic discount24.26%
Revenue growth p.a.
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Updated narrative