Shared on04 Sep 25
Analysts have maintained Enphase Energy’s price target at $42.79 as weaker U.S. residential solar demand, driven by policy uncertainty and expiring tax credits, is offset by potential opportunities in third-party ownership and modestly resilient margins. Analyst Commentary Bearish analysts cited new or accelerated policy changes—particularly expiration and restriction of federal investment tax credits (ITC/PTC/Section 25D) and lease eligibility under the “One Big Beautiful Bill”—as likely to weigh on U.S. residential solar demand and Enphase’s near- and medium-term outlook.
Shared on30 Apr 25Fair value Decreased 25%
AnalystConsensusTarget has decreased revenue growth from 14.3% to 11.1% and decreased future PE multiple from 26.3x to 23.5x.
Shared on23 Apr 25Fair value Decreased 4.05%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on16 Apr 25Fair value Decreased 3.73%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Decreased 0.88%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 7.92%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Decreased 0.53%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Increased 60%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Decreased 9.55%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.