Enphase Energy (ENPH) Aperçu de l'action
Enphase Energy, Inc. et ses filiales conçoivent, développent, fabriquent et vendent des solutions énergétiques domestiques pour l'industrie solaire photovoltaïque aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 4/6 |
| Performances passées | 1/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
ENPH Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$76.86
FV
53.9% sous-évalué décote intrinsèque24.00%
Revenue growth p.a.
620
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Enphase Energy, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$35.47 |
| Plus haut sur 52 semaines | US$54.43 |
| Plus bas sur 52 semaines | US$25.78 |
| Bêta | 1.25 |
| Variation sur 1 mois | 10.71% |
| Variation sur 3 mois | -28.78% |
| Variation sur 1 an | -27.69% |
| Variation sur 3 ans | -77.94% |
| Variation sur 5 ans | -69.05% |
| Évolution depuis l'introduction en bourse | 383.24% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 08
Enphase Energy: Testing 2019 Lows, Could Be Value Trap Or Generational Buy
Summary Enphase Energy faces ongoing headwinds from higher rates, tax changes, and intensified competition, leading me to reiterate a "Neutral" rating. ENPH’s Q1 revenue landed at $282.9 million, with gross margin outperforming guidance, but growth remains challenged amid cyclical and competitive pressures. Valuation appears reasonable but not compelling, trading at 14x 2027e earnings; upside requires aggressive assumptions on margin recovery and growth. I expect a growth rebound next year on easier comps, but long-term margin and market share concerns temper conviction for a re-rating. Read the full article on Seeking Alpha
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Recent updates
Seeking Alpha • May 08
Enphase Energy: Testing 2019 Lows, Could Be Value Trap Or Generational Buy
Summary Enphase Energy faces ongoing headwinds from higher rates, tax changes, and intensified competition, leading me to reiterate a "Neutral" rating. ENPH’s Q1 revenue landed at $282.9 million, with gross margin outperforming guidance, but growth remains challenged amid cyclical and competitive pressures. Valuation appears reasonable but not compelling, trading at 14x 2027e earnings; upside requires aggressive assumptions on margin recovery and growth. I expect a growth rebound next year on easier comps, but long-term margin and market share concerns temper conviction for a re-rating. Read the full article on Seeking AlphaMise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • Jun 18
With A 31% Price Drop For Enphase Energy, Inc. (NASDAQ:ENPH) You'll Still Get What You Pay For
Unfortunately for some shareholders, the Enphase Energy, Inc. ( NASDAQ:ENPH ) share price has dived 31% in the last...Article d'analyse • May 23
Are Investors Undervaluing Enphase Energy, Inc. (NASDAQ:ENPH) By 39%?
Key Insights The projected fair value for Enphase Energy is US$62.33 based on 2 Stage Free Cash Flow to Equity Enphase...Article d'analyse • May 07
We Discuss Why Enphase Energy, Inc.'s (NASDAQ:ENPH) CEO Compensation May Be Closely Reviewed
Key Insights Enphase Energy to hold its Annual General Meeting on 14th of May CEO Badri Kothandaraman's total...Article d'analyse • Apr 24
Enphase Energy, Inc. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next
It's been a mediocre week for Enphase Energy, Inc. ( NASDAQ:ENPH ) shareholders, with the stock dropping 14% to...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 AlphaArticle d'analyse • Mar 27
Unpleasant Surprises Could Be In Store For Enphase Energy, Inc.'s (NASDAQ:ENPH) Shares
When close to half the companies in the Semiconductor industry in the United States have price-to-sales ratios (or...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 AlphaArticle d'analyse • Feb 06
Enphase Energy, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Investors in Enphase Energy, Inc. ( NASDAQ:ENPH ) had a good week, as its shares rose 7.2% to close at US$65.27...Article d'analyse • Feb 05
Enphase Energy (NASDAQ:ENPH) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...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 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 AlphaArticle d'analyse • Nov 25
Here's What's Concerning About Enphase Energy's (NASDAQ:ENPH) Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...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 AlphaArticle d'analyse • Nov 07
Enphase Energy, Inc. (NASDAQ:ENPH) May Have Run Too Fast Too Soon With Recent 30% Price Plummet
The Enphase Energy, Inc. ( NASDAQ:ENPH ) share price has fared very poorly over the last month, falling by a...Seeking Alpha • Nov 01
Enphase Energy: Disappointing, But Not As Bad As It Seems
Summary Enphase Energy saw Europe weakness and a large US customer bankruptcy result in a delay in its path to normalized revenues. 3Q results were actually satisfactory in my view given the backdrop of what was happening. US market fundamentals are improving, with strong growth in California and non-California states, and across products. The competition rhetoric seems overdone as Enphase Energy showed relative strength in the US, along with stable market share. Enphase Energy continues to be focused on its business fundamentals, working with installers, expanding to new geographies and launching new products. Read the full article on Seeking Alpha
Nouvelle analyse • Oct 29
Narrative update from Goran Damchevski
Enphase is slowly recovering sales from the drop in the last 12-months. I maintain that 2024 will be a down year, and the company will start recovering in 2025.Seeking Alpha • Oct 23
Enphase Energy: Sell On Weak Near-Term Outlook (Rating Downgrade)
Summary Leading micro-inverter and battery storage solutions supplier Enphase Energy reported another set of disappointing quarterly results, with revenues and profitability coming in below consensus expectations. While revenues in the United States increased by approximately 43% on a sequential basis, sales in Europe were down by 15% while sell-through was decreased an eye-catching 34%. Weakness in Europe is expected to persist in Q4 and going into 2025. As a result, management issued Q4 guidance well below consensus expectations. With business conditions in Europe unlikely to improve meaningfully anytime soon, I would expect ENPH to remain in the penalty box for at least the next couple of quarters. Read the full article on Seeking AlphaSeeking Alpha • Oct 13
Enphase Q3 Preview: Almost Out Of The Woods
Summary Enphase Energy's Q3 results are anticipated to benefit from the launch of IQ8X microinverters in Australia and extended warranties, driving sales and installations. A strong financial base and international expansion, particularly in high-growth markets, position Enphase well despite recent hardships in a high interest rate environment. Potential medium-term risks include U.S. inflation, slowing GDP growth, and federal debt limitations, which could impact Enphase's valuation and overall success. In 12 months, Enphase is likely to trade at a stock price of approximately $170. However, this could be underperformed if the Federal Reserve adopts a prudent moderate rate strategy. Read the full article on Seeking AlphaArticle d'analyse • Oct 01
Is Enphase Energy, Inc. (NASDAQ:ENPH) Trading At A 50% Discount?
Key Insights Enphase Energy's estimated fair value is US$225 based on 2 Stage Free Cash Flow to Equity Enphase Energy's...Seeking Alpha • Sep 24
Enphase: Stay Calm And Keep On Loading Up
Summary Enphase Energy's recovery has been weaker than expected, underperforming the S&P 500. It's battling tough industry challenges and high interest rate headwinds. Enphase maintains robust profitability and high revenue visibility, corroborating its recovery thesis. ENPH is still priced for growth. However, its reasonable growth-adjusted valuation indicates a favorable risk/reward profile. I explain why the market's pessimism isn't warranted, affording solid opportunities for investors to buy more shares. Read the full article on Seeking AlphaSeeking Alpha • Sep 09
If Interest Rates Drop, Enphase's Global Expansion Could Skyrocket
Summary Enphase is currently both a value and a growth opportunity amid strong FY25 growth rates. Falling interest rates are key to the thesis unfolding as planned. Despite a bullish 12-month outlook with large speculative gains likely from irrational short-term sentiment, I believe a P/E ratio of 30 is fair for the stock during FY25. Despite my conservative fair value, the market could easily price the stock at a P/E ratio of 45 to 50 based on 89% EPS growth expected for FY25. If the stock price hits $190+ in FY25, I will be selling, as I will be expecting significant downside volatility to follow due to much lower FY26 growth rates. Read the full article on Seeking AlphaSeeking Alpha • Aug 23
Enphase Is Rightfully Expensive For Three Great Reasons
Summary ENPH's prospects have been undoubtedly impacted by the higher borrowing costs, transition to NEM 3.0, and the end of first wave EV adoption. However, with those headwinds likely to lift soon, it is unsurprising that the management has reported sequential improvements in its FQ2'24 performance and guided robust FQ3'24 numbers. With the bottom likely here and ENPH strategically diversifying into the commercial solar market, we believe that FY2025 may bring forth a great reversal. We shall further discuss why we are maintaining our Buy rating. Read the full article on Seeking Alpha
Nouvelle analyse • Aug 21
Gallium Nitride Innovations And Global Expansion Set To Skyrocket Revenue And Margins
Introduction of IQ9 microinverters with gallium nitride promises higher output power at lower costs, suggesting potential for increased revenue and improved gross margins.Seeking Alpha • Aug 13
Enphase: Losing The Battery War
Summary The residential solar industry in the US is still in its infancy, with only 5% of single-family homes having solar panels, 44% of which are in California. Enphase dominates the US inverter market with microinverters, but faces challenges with the rise of battery technology in residential solar. Tesla's Powerwall 3 poses a significant threat to Enphase's battery technology, as it offers a more cost-effective and efficient solution for solar + storage. Exposure to consumer spending, interest rates, and regulation increases Enphase's risks. Read the full article on Seeking AlphaSeeking Alpha • Aug 05
Enphase Energy: A Positive Signal For Better Times Ahead
Summary Enphase Energy reported mixed 2Q24 results, with revenue and EPS missing while gross margins staying resilient. More importantly, channel inventory is now normalized as of the end of 2Q24, achieving a key milestone set by management earlier. California unexpectedly pivoted to positive sell-through, while non-California states pivoted to positive sell-through as expected. On the other hand, Enphase Energy saw stabilization in Europe despite a weak market, demonstrating its ability to gain market share there. As a result of the domestic content advantage, I see an upside to 4Q24 numbers in terms of market share and gross margin. Read the full article on Seeking AlphaArticle d'analyse • Jul 26
Earnings Miss: Enphase Energy, Inc. Missed EPS By 24% And Analysts Are Revising Their Forecasts
It's been a good week for Enphase Energy, Inc. ( NASDAQ:ENPH ) shareholders, because the company has just released its...Seeking Alpha • Jul 24
Enphase Energy: Another Mediocre Quarter And Outlook - Hold
Summary Enphase Energy reported another set of mediocre quarterly results, with revenues and profitability coming in below consensus expectations. While domestic sales increased by approximately 32% sequentially, European demand remained weak. The company generated a healthy $117.4 million in free cash flow, which was mostly utilized for additional buybacks under the company's up to $1 billion share repurchase program. At the midpoint of the provided range, revenue guidance for Q3 fell short of analyst expectations. With the industry recovery apparently not as strong as previously anticipated by management and market participants, I am reiterating my "Hold" rating on Enphase Energy's shares. Read the full article on Seeking AlphaRendement pour les actionnaires
| ENPH | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 7.6% | 10.5% | 2.1% |
| 1Y | -27.7% | 126.3% | 30.6% |
Rendement vs Industrie: ENPH a sous-performé le secteur US Semiconductor qui a rapporté 126.3 % au cours de l'année écoulée.
Rendement vs marché: ENPH a sous-performé le marché US qui a rapporté 30.6 % au cours de l'année écoulée.
Volatilité des prix
| ENPH volatility | |
|---|---|
| ENPH Average Weekly Movement | 9.5% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: ENPH n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ENPH ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2006 | 2,872 | Badri Kothandaraman | www.enphase.com |
Enphase Energy, Inc. et ses filiales conçoivent, développent, fabriquent et vendent des solutions énergétiques domestiques pour l'industrie solaire photovoltaïque aux États-Unis et dans le monde entier. La société propose des micro-onduleurs à semi-conducteurs qui convertissent l'énergie au niveau de chaque module solaire et qui, associés à ses technologies propriétaires de réseau et de logiciel, permettent de surveiller et de contrôler l'énergie. Elle propose également des micro-onduleurs et des accessoires connexes ; IQ Battery et des accessoires connexes ; IQ PowerPack 1500 et des accessoires connexes ; IQ Combiner, IQ Gateway, et IQ Energy Router ; un service de surveillance basé sur le cloud ; et des solutions de recharge de véhicules électriques, ainsi que des services de conception, de proposition, d'autorisation, d'installation et de génération de rendez-vous solaires, et des services Enphase Care.
Enphase Energy, Inc. Résumé des fondamentaux
| ENPH statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$4.72b |
| Bénéfices(TTM) | US$135.00m |
| Recettes(TTM) | US$1.40b |
34.6x
Ratio P/E3.3x
Ratio P/SLe site ENPH est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ENPH compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.40b |
| Coût des recettes | US$1.02b |
| Marge brute | US$380.46m |
| Autres dépenses | US$245.46m |
| Les revenus | US$135.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.02 |
| Marge brute | 27.18% |
| Marge bénéficiaire nette | 9.64% |
| Ratio dettes/capitaux propres | 51.9% |
Quelles ont été les performances à long terme de ENPH?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 00:11 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Enphase Energy, Inc. est couverte par 52 analystes. 28 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |