ENPH Share Price Performance
US$27.82
-44.54 (-61.55%)
29.4% undervalued intrinsic discount
US$39.38
Fair Value
Price US$27.82
AnalystConsensusTarget US$39.38
AnalystHighTarget US$85.00
Goran_Damchevski US$76.86
Fair ValueUS$38.85
Share Pricen/a
Enphase Energy, Inc. Stock Price
- 4 Narratives written by author
- 2 Comments on narratives written by author
- 355 Fair Values set on narratives written by author
ENPH Community Narratives
AN
Fair Value US$38.85 28.4% undervalued intrinsic discount
ENPH: Shifting Market Dynamics Will Drive New Demand For Residential Solar
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AN
Fair Value US$69.02 59.7% undervalued intrinsic discount
Decarbonization And Global Policies Will Spur Energy Transformation
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GO
Fair Value US$76.86 63.8% undervalued intrinsic discount
Market Leadership Amidst Increasing Competition Won't Hurt Solid Revenue Growth
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Market Leadership Amidst Increasing Competition Won't Hurt Solid Revenue Growth
Key Takeaways Electricity prices, incentives (tax credits, net metering) and technology advancements will drive sales. Microinverters are gaining traction but their advantage over traditional inverters is unclear.Read more
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13users have followed this narrative
GO
US$76.86
63.8% undervalued intrinsic discount
Goran_Damchevski Fair Value
Revenue
24% p.a.
Profit Margin
19.7%
Future PE
23x
Price in 2029
US$127.65
ENPH: Shifting Market Dynamics Will Drive New Demand For Residential Solar
Key Takeaways Expansion of integrated solar, battery, and EV charging solutions is expected to boost growth, recurring revenue, and margin resilience through global trends and supportive policy changes. New product launches, software-enabled platforms, and international market entry will lower costs, diversify risk, and strengthen long-term earnings and global presence.Read more
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AN
US$38.85
28.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
-4% p.a.
Profit Margin
13.46%
Future PE
38.39x
Price in 2028
US$54.39
Decarbonization And Global Policies Will Spur Energy Transformation
Key Takeaways Aggressive supply chain shifts and rapid innovation are positioning the company to structurally improve margins and outpace less-adaptive competitors as global regulations tighten. Unmatched installed base and unique platform enable high-margin cross-selling and international expansion, supporting resilient revenue and profit growth despite market and policy headwinds.Read more
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4users have followed this narrative
AN
US$69.02
59.7% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
21% p.a.
Profit Margin
16.62%
Future PE
25.55x
Price in 2028
US$94.01
Falling US Incentives And Rivalry Will Undermine Solar Markets
Key Takeaways Looming policy shifts and market saturation in core regions threaten Enphase's growth while limiting future residential solar revenue opportunities. Mounting competition and cost pressures from global rivals risk margin erosion and ongoing profitability challenges despite innovation efforts.Read more
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AN
US$27
3.0% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
-10% p.a.
Profit Margin
5.26%
Future PE
76.25x
Price in 2028
US$36.78
Trending Discussion
Recently Updated Narratives
GO
Market Leadership Amidst Increasing Competition Won't Hurt Solid Revenue Growth
Fair Value: US$76.86 63.8% undervalued intrinsic discount
13 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
ENPH: U.S. Manufacturing And Diversified Revenue Will Drive Future Cash Flow Stability
Fair Value: US$38.85 28.4% undervalued intrinsic discount
124 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Falling US Incentives And Rivalry Will Undermine Solar Markets
Fair Value: US$27 3.0% overvalued intrinsic discount
5 followersusers have followed this narrative
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Snowflake Analysis
Enphase Energy, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 1.49
- 31.93%
- 12.93%
- 121.0%
About ENPH
- Founded
- 2006
- Employees
- 2781
- CEO
- WebsiteView website
Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter that converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control. It also provides microinverter units and related accessories; IQ Battery and related accessories; IQ Gateway and IQ Energy Router; cloud-based Enlighten monitoring service; and electric vehicle charging solutions, as well as design, proposal, permitting, and lead generation services. The company sells its solutions to solar distributors; and directly to large installers, original equipment manufacturers, strategic partners, and homeowners, as well as through its legacy product upgrade program or online store. Enphase Energy, Inc. was incorporated in 2006 and is headquartered in Fremont, California.
