Enphase Energy, Inc.

Informe acción NasdaqGM:ENPH

Capitalización de mercado: US$6.4b

Enphase Energy Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Enphase Energy de 20.1% y 3.1% por año respectivamente. Se prevé que el BPA crezca en un 17.3% al año. Se espera que la rentabilidad financiera sea de 20.3% en 3 años.

Información clave

20.1%

Tasa de crecimiento de los beneficios

17.29%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Semiconductor27.6%
Tasa de crecimiento de los ingresos3.1%
Rentabilidad financiera futura20.32%
Cobertura de analistas

Good

Última actualización26 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • 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.
Seeking Alpha • Jun 11

Enphase Energy: AI Hype Meets Weak Solar Fundamentals

Summary Enphase Energy earns a Hold rating amid weak near-term fundamentals and high valuation, despite excitement over a future AI transformer pivot. ENPH faces persistent headwinds: declining solar demand, tariff impacts, and reduced homeowner incentives, driving a projected 30% earnings decline this year. The AI data center transformer initiative is promising, but commercial impact is years away, with shipments not expected until 2028–2029. ENPH's strong balance sheet and low leverage offer resilience, but upside depends on solar market stabilization or new federal incentives. Read the full article on Seeking Alpha
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Artículo de análisis • 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...
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Artículo de análisis • 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...
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Artículo de análisis • 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...
Artículo de análisis • 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...
Artículo de análisis • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGM:ENPH - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20281,44818833736121
12/31/20271,29913832542129
12/31/20261,2014742840229
3/31/20261,400135145191N/A
12/31/20251,47317296137N/A
9/30/20251,512196217256N/A
6/30/20251,483175373412N/A
3/31/20251,423148472513N/A
12/31/20241,330103480514N/A
9/30/20241,25061336382N/A
6/30/20241,420130297358N/A
3/31/20241,828276404500N/A
12/31/20232,291439586697N/A
9/30/20232,713572808915N/A
6/30/20232,796573865957N/A
3/31/20232,616492832889N/A
12/31/20222,331397698745N/A
9/30/20222,019296545588N/A
6/30/20221,736203466514N/A
3/31/20221,522166324379N/A
12/31/20211,382145300352N/A
9/30/20211,234166291339N/A
6/30/20211,061183254293N/A
3/31/202187197226253N/A
12/31/2020774134196216N/A
9/30/2020720178215234N/A
6/30/2020721169152172N/A
3/31/2020730227144161N/A
12/31/2019624161N/A139N/A
9/30/201950745N/A39N/A
6/30/201940511N/A41N/A
3/31/2019346-4N/A30N/A
12/31/2018316-12N/A16N/A
9/30/2018304-15N/A12N/A
6/30/2018303-19N/A3N/A
3/31/2018301-27N/A-1N/A
12/31/2017286-45N/A-28N/A
9/30/2017297-55N/A-31N/A
6/30/2017309-67N/A-49N/A
3/31/2017313-72N/A-42N/A
12/31/2016323-67N/A-33N/A
9/30/2016298-70N/A-20N/A
6/30/2016312-51N/A-6N/A
3/31/2016335-35N/A-25N/A
12/31/2015357-22N/A-21N/A
9/30/2015397-6N/A-20N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (20.1% al año) de ENPH es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (20.1% al año) de ENPH crezcan más rápidamente que el mercado US (18.6% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de ENPH crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (3.1% al año) de ENPH crezcan más despacio que el mercado de US (12.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3.1% al año) de ENPH crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de ENPH sea alta dentro de 3 años (20.3%)

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/30 15:02
Precio de las acciones al final del día2026/06/29 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Enphase Energy, Inc. está cubierta por 52 analistas. 29 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christine ChoBarclays
Sunaina OcalanBernstein
Ameet ThakkarBMO Capital Markets Equity Research