NasdaqGM:ENPHSemiconductor
Enphase Energy (ENPH) Is Down 6.1% After Announcing $68M Safe Harbor Solar Financing Agreement—Has The Bull Case Changed?
On November 20, 2025, Enphase Energy announced a new safe harbor agreement with a leading third-party solar and battery financing provider, projected to generate nearly US$68 million in revenue over 12–24 months beginning in 2026 with U.S.-manufactured IQ9 microinverters.
This move highlights Enphase's increasing presence in the fast-growing third-party ownership segment and its alignment with evolving U.S. tax incentive qualification rules and domestic content requirements.
We'll now...