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 | 4/6 |
| 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
44.0% unterbewertet intrinsischer Abschlag24.00%
Revenue growth p.a.
675
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Enphase Energy, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$43.02 |
| 52-Wochen-Hoch | US$73.74 |
| 52-Wochen-Tief | US$25.78 |
| Beta | 1.61 |
| 1 Monat Veränderung | -24.37% |
| 3 Monate Veränderung | 37.62% |
| 1 Jahr Veränderung | 0.40% |
| 3 Jahre Veränderung | -76.47% |
| 5 Jahre Veränderung | -74.81% |
| Veränderung seit IPO | 486.10% |
Aktuelle Nachrichten und Updates
Narrativ-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.Seeking Alpha • Jun 30
Enphase Energy: Nascent Data Center Opportunities - Underwhelming Inverter/Battery Recovery Prospects
Summary Enphase Energy has outlined their expanded monetization opportunity through data center transformers, with it building upon their legacy capabilities in solar microinverters. The optimism has been overly done since the data center segment may only be top-line accretive from 2028 onwards, worsened by the impacted near-term inverter/battery demand. Competitive pricing pressures in the EU and tepid US demand challenge ENPH’s recovery prospects, despite the near-term resilience from the asset-light strategy and the richer balance sheet health. Pending demand recovery signals and/or further regulatory support for renewables/electrification, the stock's recent breakout offers a minimal margin of safety for those looking to add. Combined with the potential volatility from the pessimistic stock market sentiments and the elevated short interest, ENPH is at best a Hold here. Read the full article on Seeking AlphaRecent updates
Narrativ-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.Seeking Alpha • Jun 30
Enphase Energy: Nascent Data Center Opportunities - Underwhelming Inverter/Battery Recovery Prospects
Summary Enphase Energy has outlined their expanded monetization opportunity through data center transformers, with it building upon their legacy capabilities in solar microinverters. The optimism has been overly done since the data center segment may only be top-line accretive from 2028 onwards, worsened by the impacted near-term inverter/battery demand. Competitive pricing pressures in the EU and tepid US demand challenge ENPH’s recovery prospects, despite the near-term resilience from the asset-light strategy and the richer balance sheet health. Pending demand recovery signals and/or further regulatory support for renewables/electrification, the stock's recent breakout offers a minimal margin of safety for those looking to add. Combined with the potential volatility from the pessimistic stock market sentiments and the elevated short interest, ENPH is at best a Hold here. Read the full article on Seeking Alpha
Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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...Narrativ-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.Narrativ-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...
Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Analyseartikel • Aug 07
Risks Still Elevated At These Prices As Enphase Energy, Inc. (NASDAQ:ENPH) Shares Dive 29%
Unfortunately for some shareholders, the Enphase Energy, Inc. ( NASDAQ:ENPH ) share price has dived 29% in the last...Analyseartikel • Jul 30
Enphase Energy's (NASDAQ:ENPH) Performance Is Even Better Than Its Earnings Suggest
Enphase Energy, Inc.'s ( NASDAQ:ENPH ) earnings announcement last week was disappointing for investors, despite the...Analyseartikel • Jul 16
Is Enphase Energy, Inc. (NASDAQ:ENPH) Potentially Undervalued?
Enphase Energy, Inc. ( NASDAQ:ENPH ), might not be a large cap stock, but it saw a double-digit share price rise of...Seeking Alpha • Apr 23
Enphase Energy: Mediocre Quarter, Muted Outlook - Hold
Summary Enphase Energy reported weaker-than-expected first quarter results, with both revenues and profitability coming in slightly below consensus expectations. On a sequential basis, sales were down by approximately 7% which the company attributed to seasonality and softening U.S. demand, partially offset by $54.3 million in safe harbor revenue. During the quarter, Enphase generated $33.8 million in free cash flow and utilized $100.0 million for share buybacks. Tariffs will negatively impact the company's growing battery storage segment well into next year. Given ENPH's muted outlook, the company's shares might remain in the penalty box for another couple of quarters. However, with the company still being solidly profitable and generating free cash flow, I am reiterating my "Hold" rating on the stock. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Enphase Energy: Dropping My Price Target, But Shares Washed Out
Summary 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. I lowered my price target, but with solid free cash flow and potential EPS gains, I see shares as undervalued ahead of the Q1 report. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
Enphase: The Solar King Will Return
Summary Despite struggles due to macro headwinds and competition, Enphase continues to show solid financials with exposure to a sector recovery. ENPH's microinverters are technologically superior, but Tesla's Powerwall poses significant competition, impacting market perception and pricing power. ENPH's valuation is attractive at 5.5x sales and 20x earnings, with potential upside from a cyclical recovery. I reiterate my strong buy rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
Enphase: Buy When Others Question If Sunny Days Will Ever Reappear
Summary Enphase Energy presents a contrarian buying opportunity with its stock price down 85% over 24 months, while still profitable and delivering substantial free cash flow. Valuation metrics are attractive, highlighted by forward estimated P/E ratios at historic lows. The balance sheet is conservative, with sufficient current assets to cover all liabilities, ensuring survival through the industry downturn. I rate Enphase a Buy for a 12-month outlook, with a Strong Buy rating in the low $50s, assuming an eventual industry recovery. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Enphase: Challenges Mount As Solar Industry Could Face More Headwinds In 2025
Summary I expect residential solar installations to keep declining in 2025 due to reduced incentives in the US and Europe, along with high financing costs for consumers. The solar industry is struggling with installer bankruptcies in the US and Europe, reducing Enphase's customer base and impacting its revenue. In my view, Enphase is overvalued against its sector and industry peers, especially when considering its exposure to a seemingly declining industry on both sides of the Atlantic. While a recovery is possible if policies change positively, I am skeptical the odds justify a bullish stance at current valuations. I initiate my coverage with a strong sell rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Enphase: Floor Yet To Be Found - More Uncertainties Ahead (Rating Downgrade)
Summary Enphase faces significant headwinds due to uncertainties in the US renewable policies and softening demand in the US/ EU markets, leading to its impacted performance metrics. These issues have led to the stock's underwhelming performance and rather expensive valuations, pending further clarity in 2025. Despite the growing battery volume sales and sequentially improving microinverter sales, we believe that ENPH's prospects remain mixed ahead. Even so, ENPH remains profitable with a healthy balance sheet despite the ongoing industry headwinds, with it perhaps underscoring why the market has awarded the stock with the premium valuations. For now, given the still elevated short interested, we urge interested investors to monitor its near-term execution/ stock price performance for an improved margin of safety. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Enphase: Ready To Shine Again
Summary Enphase Energy's stock is undervalued due to temporary headwinds, offering a 57% upside potential with an intrinsic value of $115 per share. ENPH dominates the microinverter segment and benefits from favorable long-term solar energy trends, despite recent revenue declines. Strong financials and liquidity position Enphase better than rivals like SolarEdge, enabling growth through innovation and potential M&A. Risks include geopolitical tensions affecting the supply chain and slower-than-expected interest rate cuts impacting growth stock valuations. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Enphase Energy: Risks Already Priced In
Summary Enphase Energy is a quality stock with strong profitability metrics and competitive advantages in the semiconductor materials and equipment industry. In addition to an attractive valuation compared to past multiples, ENPH's expected earnings growth and recent sharp price drop make it a Buy at current levels. The Company's Q3 results missed both top and bottom lines but contain some bright spots. The stock is oversold and at a key support level, presenting a buying opportunity for mid- to long-term investors. Read the full article on Seeking AlphaAktionärsrenditen
| ENPH | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | -8.2% | -2.6% | -0.4% |
| 1Y | 0.4% | 71.2% | 18.4% |
Rendite im Vergleich zur Industrie: ENPH unter dem Niveau der Branche US Semiconductor , die im vergangenen Jahr eine Rendite von 71.2% erzielte.
Rendite vs. Markt: ENPH hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 18.4 erzielte.
Preisvolatilität
| ENPH volatility | |
|---|---|
| ENPH Average Weekly Movement | 14.3% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: Der Aktienkurs von ENPH war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: ENPHDie wöchentliche Volatilität (14%) 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$5.67b |
| Gewinn(TTM) | US$135.00m |
| Umsatz(TTM) | US$1.40b |
42.0x
Kurs-Gewinn-Verhältnis 4.1x
Kurs-Umsatz-VerhältnisIst ENPH zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ENPH Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.40b |
| Kosten der Einnahmen | US$1.02b |
| Bruttogewinn | US$380.46m |
| Sonstige Ausgaben | US$245.46m |
| Gewinn | US$135.00m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
Jul 28, 2026
| Gewinn per Aktie (EPS) | 1.02 |
| Bruttomarge | 27.18% |
| Nettogewinnspanne | 9.64% |
| Schulden/Eigenkapital-Verhältnis | 51.9% |
Wie hat sich ENPH auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/08 14:30 |
| Aktienkurs zum Tagesende | 2026/07/08 00:00 |
| Gewinne | 2026/03/31 |
| 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 des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
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. 30 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 |