Enphase Energy (ENPH) Aktienübersicht
Enphase Energy, Inc. entwirft, entwickelt, produziert und vertreibt zusammen mit seinen Tochtergesellschaften in den Vereinigten Staaten und auf internationaler Ebene Heimenergie-Lösungen für die Solar-Photovoltaik-Industrie. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 1/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
ENPH Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$76.86
FV
49.8% unterbewertet intrinsischer Abschlag24.00%
Revenue growth p.a.
693
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Enphase Energy, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$38.61 |
| 52-Wochen-Hoch | US$73.74 |
| 52-Wochen-Tief | US$25.78 |
| Beta | 1.65 |
| 1 Monat Veränderung | 5.20% |
| 3 Monate Veränderung | -39.70% |
| 1 Jahr Veränderung | 1.13% |
| 3 Jahre Veränderung | -68.89% |
| 5 Jahre Veränderung | -77.94% |
| Veränderung seit IPO | 426.02% |
Aktuelle Nachrichten und Updates
Recent updates
Seeking Alpha • Aug 18
Enphase Energy: Potential Value Trap, Pending Positive Regulatory/Demand Catalysts
Summary Changing solar policies pose risks to Enphase's recovery prospects, with the next half of decade likely bringing forth impacted solar installation cadence. Polysilicon tariffs, stalled regulatory permits, and softer residential demand constrain the company's core US market at 77.7% of the FQ2'26 revenues, despite growing safe harbor agreements. Grid congestion at a time of peak solar output may contribute to moderated solar capacity additions in the EU, worsened by the phasing out of solar subsidies. The healthy balance sheet and positive free cash flow support resilience, yet near-term performance may be underwhelming, pending regulatory catalysts. The company remains a Hold here, given the potential value trap risk from the recent valuation correction, worsened by the ongoing insider selling and elevated short interest ratio. Read the full article on Seeking Alpha
Narrative-Update • Aug 13
ENPH: AI Power Infrastructure Opportunity Will Drive Future Repricing Potential
Enphase Energy's updated analyst price target implies a fair value of about $47.01. Analysts cite weaker U.S. residential demand, softer guidance quality, and higher discount rates, partially offset by expectations for improved margins and ongoing product and data center related opportunities.
Narrative-Update • Jul 30
ENPH: Data Center Power Shift Will Drive Future Stock Repricing
Enphase Energy's analyst price target has edged lower by about $4 to reflect slightly higher discount rate assumptions and cautious views on near term revenue quality, even as analysts factor in somewhat stronger long term growth and margin expectations supported by new product and data center opportunities. Analyst Commentary Recent Street research around Enphase Energy shows a split view, with some analysts questioning earnings quality and revenue trends while others focus on product optionality, data center exposure, and balance between risk and reward at current valuation levels.
Narrative-Update • Jul 16
ENPH: Data Center Hype Will Not Offset Persistent Residential Solar Weakness
Analysts have nudged their fair value estimate for Enphase Energy higher, lifting the target from $26.00 to $27.00 as they factor in updated price targets, an improving view on profit margins, and ongoing discussion around data center power and potential policy shifts affecting inverter suppliers. Analyst Commentary Recent research on Enphase Energy shows a wide spread of opinions, with several firms highlighting data center power as a new opportunity while others question how much of the recent share price moves are supported by fundamentals.Narrative-Update • Jul 02
ENPH: Fair Value View Weighs AI Data Center Promise Against Weak Solar Demand
Analysts have nudged their fair value estimate for Enphase Energy higher, with the target moving from about $45.75 to roughly $48.51, as they factor in updated assumptions around revenue growth, profit margins, and potential benefits from policy talk on foreign inverter restrictions and the emerging solid state transformer opportunity. Analyst Commentary Recent Street research on Enphase Energy reflects a mixed but active debate around what is priced into the stock, with attention on potential policy moves on foreign inverters and the emerging solid state transformer opportunity for data centers.Narrative-Update • Jun 18
ENPH: AI Data Center Transformers Will Drive Bullish Stock Repricing
The analyst price target for Enphase Energy is updated to $76.31 from $72.31. Analysts point to slightly higher projected revenue growth, profit margins, and future P/E expectations, even as they flag mixed sentiment around valuation, policy-driven solar demand softness, and solid-state transformer competition.Narrative-Update • Jun 03
ENPH: Solid State Transformer And GaN Expansion Will Shape Balanced Outlook
Enphase Energy's analyst price target has shifted higher to align with a fair value estimate of about $72, up from roughly $61, as analysts factor in updated views on solid state transformer potential, slightly stronger modeled revenue growth, and a higher future P/E multiple despite tempered profit margin assumptions. Analyst Commentary Recent Street research on Enphase Energy shows a mix of enthusiasm around new technology opportunities and caution around valuation, particularly after a sharp share price move without new company specific announcements.Narrative-Update • May 18
ENPH: PPL Demand Visibility And Key Distributor Partnership Will Support Recovery
Analysts have slightly reduced their average price target for Enphase Energy to about $61.01, reflecting a modestly lower fair value estimate. They cited recent sharp share price gains without corresponding fundamental catalysts, along with a series of small target cuts from several research firms.Narrative-Update • May 04
ENPH: PPL Demand Visibility And Key Distributor Partnership Will Drive Recovery
Enphase Energy's updated analyst price target has been adjusted to $61.12 from $71.43, as analysts weigh slightly different revenue growth assumptions, a modestly lower discount rate, an improved profit margin outlook, and a more conservative future P/E of 26.08 versus 30.37, against a backdrop of mixed target revisions across the Street. Analyst Commentary Recent Street research on Enphase Energy shows a split in opinion, with many firms trimming price targets while a cluster of bullish analysts highlight potential upside drivers around demand visibility, product momentum, and collaboration wins.Narrative-Update • Apr 20
ENPH: Fair Value View Expects Demand Inflection To Support Future Recovery
Enphase Energy's analyst price target has shifted modestly higher to reflect a recalibrated fair value of about $45.75, as analysts weigh mixed target changes across firms along with updated assumptions for revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent Street research on Enphase Energy reflects a mix of optimism about a potential recovery in demand and caution around execution risk, pricing and volume trends.Narrative-Update • Apr 05
ENPH: PPL Demand Visibility And Distributor Partnerships Will Support Recovery
Analysts have slightly reduced the price target for Enphase Energy to account for a modestly higher discount rate, while recent upgrades and target increases from other firms suggest rising confidence in future demand and margins. Analyst Commentary Recent research on Enphase Energy reflects a mix of cautious valuation tweaks and growing optimism around execution and future demand.Narrative-Update • Mar 22
ENPH: PPL Demand Visibility And Channel Partnerships Will Support Recovery
Analysts trimmed their fair value estimate for Enphase Energy by about $0.33 to $71.53. This reflects slightly lower discount rate and P/E assumptions alongside marginally higher modeled revenue growth and profit margins, supported by a recent wave of upward price target revisions and rating upgrades as confidence grows around demand visibility and the PPL offering.Narrative-Update • Mar 08
ENPH: Recent Upgrade Wave Will Support Demand Recovery Despite Policy Risks
The analyst price target for Enphase Energy has been revised slightly higher to reflect a move in fair value from $71.04 to $71.86, with analysts pointing to improving demand visibility, a series of recent upgrades, and growing confidence in the company’s product pipeline and partnerships as key drivers behind the adjustment. Analyst Commentary Recent Street research on Enphase Energy has leaned more constructive, with several bullish analysts revisiting their assumptions on demand visibility, margins, and the value of the product pipeline.Narrative-Update • Feb 21
ENPH: Recent Upgrades Signal Future Upside Despite Policy And Financing Risks
Analysts have lifted their blended price target for Enphase Energy from about $64 to roughly $71, citing refreshed models that incorporate higher projected revenue growth, a slightly lower discount rate, and updated assumptions for profit margins and future P/E multiples, following a wave of recent target hikes and upgrades across the Street. Analyst Commentary Recent research has been heavily skewed toward more constructive views on Enphase Energy, with several bullish analysts lifting price targets and shifting ratings to a more positive stance.Narrative-Update • Feb 07
ENPH: Fair Value View Weighs Residential Demand Risks And Product Pipeline Visibility
Analysts have raised their price target on Enphase Energy from about US$38 to roughly US$45. This reflects updated views on slightly firmer revenue expectations, a modestly lower discount rate, and a higher assumed future P/E multiple supported by a wave of recent target hikes and upgrades across major firms.Analyseartikel • Feb 05
Subdued Growth No Barrier To Enphase Energy, Inc. (NASDAQ:ENPH) With Shares Advancing 52%
Enphase Energy, Inc. ( NASDAQ:ENPH ) shares have continued their recent momentum with a 52% gain in the last month...Narrative-Update • Jan 23
ENPH: Upgraded Views Signal Future Upside Despite Policy And Demand Headwinds
Our updated view trims Enphase Energy's fair value estimate from US$69.02 to US$64.20, reflecting analysts' mixed price target revisions and research that highlights both quality fundamentals and ongoing demand and policy headwinds. Analyst Commentary Recent research on Enphase Energy reflects a split tape, with some bullish analysts turning more constructive while others stay cautious on valuation and demand risk.Narrative-Update • Jan 09
ENPH: Fair Value View Balances Residential Risks And Cash Flow Visibility
Analysts have made a small upward revision to their Enphase Energy fair value estimate to about $38.45. This reflects adjustments to revenue trends, profit margins and future P/E expectations following a mixed set of recent price target changes in the $31 to $40 range.Analyseartikel • Jan 01
Enphase Energy (NASDAQ:ENPH) Could Be Struggling To Allocate Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Narrative-Update • Dec 25
ENPH Future Revenue Weakness Will Pressure Shares Despite Recent Business Developments
We trim our fair value estimate for Enphase Energy to $26 from $27 per share. Analysts, while acknowledging recent target raises across parts of the Street, remain cautious on near term revenue headwinds, eroding U.S. market share, and a still demanding forward earnings multiple.Narrative-Update • Dec 11
ENPH: Residential Solar Recovery And Cash Flow Visibility Will Drive Future Upside
Analysts slightly trimmed their blended price target on Enphase Energy by about $1 to the mid $30s, as cautious views on continued revenue contraction and modestly lower profit expectations offset incremental optimism from select firms citing improving conditions in residential solar. Analyst Commentary Recent research updates highlight a divided but slowly improving sentiment around Enphase, with modest target changes reflecting balancing views on execution risk and recovery potential in residential solar.Narrative-Update • Nov 27
ENPH: U.S. Manufacturing And Diversified Revenue Will Drive Future Cash Flow Stability
Analysts have nudged Enphase Energy's average price target slightly lower to $38.85, a decrease of $0.53. They cite mixed Q3 results, ongoing U.S. market share pressures, and cautious outlooks for residential solar.Narrative-Update • Nov 13
ENPH: Continued U.S. Manufacturing Expansion Will Support Cash Flow Strength
Narrative Update on Enphase Energy Price Target Analysts modestly reduced their fair value price target for Enphase Energy by about $1 to $39.38. This adjustment reflects ongoing concerns over declining revenue growth, tighter profit margins, and heightened competitive pressures in the residential solar market.Narrative-Update • Oct 30
ENPH: Shifting Market Dynamics Will Drive New Demand For Residential Solar
Analysts have revised their price target for Enphase Energy downward from approximately $42.79 to $40.38. They cited concerns about declining revenue growth and evolving market dynamics, despite recent mixed signals in residential solar demand.Narrative-Update • Sep 04
Global Electrification And Solar Trends Will Open New Markets
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.Aktionärsrenditen
| ENPH | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -4.6% | -5.5% | -1.5% |
| 1Y | 1.1% | 55.8% | 17.8% |
Rendite im Vergleich zur Industrie: ENPH unter dem Niveau der Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 55.8% erzielte.
Rendite vs. Markt: ENPH hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 17.8 erzielte.
Preisvolatilität
| ENPH volatility | |
|---|---|
| ENPH Average Weekly Movement | 11.4% |
| Semiconductor Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von ENPH war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: ENPHDie wöchentliche Volatilität (11%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2006 | 2,872 | Badri Kothandaraman | www.enphase.com |
Enphase Energy, Inc. entwirft, entwickelt, produziert und verkauft zusammen mit seinen Tochtergesellschaften Lösungen für die Photovoltaikindustrie in den Vereinigten Staaten und international. Das Unternehmen bietet Mikrowechselrichter auf Halbleiterbasis an, die Energie auf der Ebene der einzelnen Solarmodule umwandeln und mit seinen eigenen Netzwerk- und Softwaretechnologien kombiniert werden, um Energieüberwachung und -steuerung zu ermöglichen. Außerdem bietet es Mikrowechselrichter und zugehöriges Zubehör, IQ Battery und zugehöriges Zubehör, IQ PowerPack 1500 und zugehöriges Zubehör, IQ Combiner, IQ Gateway und IQ Energy Router, einen cloudbasierten Überwachungsdienst und Lösungen für das Laden von Elektrofahrzeugen sowie Dienstleistungen in den Bereichen Entwurf, Angebotserstellung, Genehmigung, Installation und Erzeugung von Solarterminen sowie Enphase Care.
Enphase Energy, Inc.'s Grundlagenzusammenfassung
| ENPH grundlegende Statistiken | |
|---|---|
| Marktanteil | US$5.10b |
| Gewinn(TTM) | US$134.02m |
| Umsatz(TTM) | US$1.33b |
38.1x
Kurs-Gewinn-Verhältnis 3.8x
Kurs-Umsatz-VerhältnisIst ENPH zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ENPH Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.33b |
| Kosten der Einnahmen | US$929.46m |
| Bruttogewinn | US$399.04m |
| Sonstige Ausgaben | US$265.02m |
| Gewinn | US$134.02m |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 1.01 |
| Bruttomarge | 30.04% |
| Nettogewinnspanne | 10.09% |
| Schulden/Eigenkapital-Verhältnis | 48.5% |
Wie hat sich ENPH auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/23 19:46 |
| Aktienkurs zum Tagesende | 2026/08/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Enphase Energy, Inc. wird von 52 Analysten beobachtet. 27 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Christine Cho | Barclays |
| Sunaina Ocalan | Bernstein |
| Ameet Thakkar | BMO Capital Markets Equity Research |