Enphase Energy, Inc.

NasdaqGM:ENPH 주식 리포트

시가총액: US$5.0b

Enphase Energy 경영진

경영진 기준 점검 4/4

Enphase Energy CEO는 Badri Kothandaraman, Sep2017 에 임명되었습니다 의 임기는 8.92 년입니다. 총 연간 보상은 $9.60M, 4.7% 급여 및 95.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $63.14M 가치에 해당하는 회사 주식의 1.27% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.6 년과 8.9 년입니다.

핵심 정보

Badri Kothandaraman

최고경영자

US$9.6m

총 보수

CEO 급여 비율4.69%
CEO 재임 기간8.9yrs
CEO 지분 보유율1.3%
경영진 평균 재임 기간4.6yrs
이사회 평균 재임 기간8.9yrs

최근 경영진 업데이트

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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
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

CEO 보수 분석

Badri Kothandaraman의 보수는 Enphase Energy의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$134m

Mar 31 2026n/an/a

US$135m

Dec 31 2025US$10mUS$450k

US$172m

Sep 30 2025n/an/a

US$196m

Jun 30 2025n/an/a

US$175m

Mar 31 2025n/an/a

US$148m

Dec 31 2024US$13mUS$450k

US$103m

Sep 30 2024n/an/a

US$61m

Jun 30 2024n/an/a

US$130m

Mar 31 2024n/an/a

US$276m

Dec 31 2023US$20mUS$450k

US$439m

Sep 30 2023n/an/a

US$572m

Jun 30 2023n/an/a

US$573m

Mar 31 2023n/an/a

US$492m

Dec 31 2022US$17mUS$450k

US$397m

Sep 30 2022n/an/a

US$296m

Jun 30 2022n/an/a

US$203m

Mar 31 2022n/an/a

US$166m

Dec 31 2021US$19mUS$450k

US$145m

Sep 30 2021n/an/a

US$166m

Jun 30 2021n/an/a

US$183m

Mar 31 2021n/an/a

US$97m

Dec 31 2020US$5mUS$450k

US$134m

Sep 30 2020n/an/a

US$178m

Jun 30 2020n/an/a

US$169m

Mar 31 2020n/an/a

US$227m

Dec 31 2019US$4mUS$450k

US$161m

보상 대 시장: Badri의 총 보수(USD9.60M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.27M) 수준입니다.

보상과 수익: Badri의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Badri Kothandaraman (53 yo)

8.9yrs
재임 기간
US$9,601,958
보수

Mr. Badrinarayanan Kothandaraman, also known as Badri, is the President, Chief Executive Officer and Director of Enphase Energy, Inc. since September 3, 2017. Mr. Kothandaraman joined Enphase Energy, Inc....


리더십 팀

이름직위재임 기간보수지분
Badrinarayanan Kothandaraman
President8.9yrsUS$9.60m1.27%
$ 63.1m
Mandy Yang
EVP & CFO4.5yrsUS$5.29m0.075%
$ 3.7m
Martin Fornage
Co-Founder20.4yrsUS$1.05m데이터 없음
Raghuveer Belur
SVP, Co-founder & Chief Products Officer20.4yrsUS$758.90k데이터 없음
Ron Swenson
Senior VP of Operations & VP of Supply Chain4.6yrs데이터 없음데이터 없음
Mary Erginsoy
VP & Chief Accounting Officer2.3yrs데이터 없음0.016%
$ 783.6k
Hans Antwerpen
SVP & CTO4.6yrs데이터 없음데이터 없음
Zachary Freedman
Head of Investor Relationsno data데이터 없음데이터 없음
Lisan Hung
Senior VPno data데이터 없음데이터 없음
Sabbas Daniel
Senior VP of Quality & Sales2.5yrs데이터 없음데이터 없음
Marco Krapels
SVP & Chief Marketing Officerless than a year데이터 없음데이터 없음
Sunil Thamaran
Senior VP & Chief People Officer4.6yrs데이터 없음데이터 없음
4.6yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: ENPH의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.6 년).


이사회 구성원

이름직위재임 기간보수지분
Badrinarayanan Kothandaraman
President8.9yrsUS$9.60m1.27%
$ 63.1m
Mary Erginsoy
VP & Chief Accounting Officer2.3yrs데이터 없음0.016%
$ 783.6k
Thurman Rodgers
Independent Director9.6yrsUS$334.99k1.28%
$ 63.6m
Steven Gomo
Chairman & Lead Independent Director15.4yrsUS$374.97k0.077%
$ 3.8m
Richard Mora
Independent Director12.5yrsUS$334.99k0.0045%
$ 224.5k
Shanker Trivedi
Directorless than a year데이터 없음0.00076%
$ 37.7k
Jamie Rosand Haenggi
Independent Director6yrsUS$314.99k0.011%
$ 561.7k
Benjamin Kortlang
Independent Director16.3yrsUS$334.99k0.16%
$ 8.1m
Joseph Malchow
Independent Director6.5yrsUS$314.68k0.048%
$ 2.4m
8.9yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 이사회: ENPH의 이사회경험이 있음으로 간주됩니다(평균 재임 8.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/19 20:38
종가2026/08/19 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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분석가 소스

Enphase Energy, Inc.는 52명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Christine ChoBarclays
Sunaina OcalanBernstein
Ameet ThakkarBMO Capital Markets Equity Research