Enphase Energy Förvaltning
Förvaltning kriterier kontrolleras 3/4
Enphase Energy VD är Badri Kothandaraman, utsedd i Sep 2017, har en mandatperiod på 8.58 år. totala årliga ersättningen är $ 9.60M, bestående av 4.7% lön 95.3% bonusar, inklusive företagsaktier och optioner. äger direkt 1.27% av företagets aktier, värda $ 52.19M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.3 år respektive 8.9 år.
Viktig information
Badri Kothandaraman
Verkställande direktör
US$9.6m
Total ersättning
| VD-lön i procent | 4.69% |
| Anställning som VD | 8.6yrs |
| Ägande av VD | 1.3% |
| Ledningens genomsnittliga anställningstid | 4.3yrs |
| Styrelsens genomsnittliga mandatperiod | 8.9yrs |
Senaste uppdateringar av ledningen
Recent updates
Enphase: Energy Independence Vs. Regulatory Headwinds
Apr 23
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.
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.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.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.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.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.Subdued Growth No Barrier To Enphase Energy, Inc. (NASDAQ:ENPH) With Shares Advancing 52%
Feb 05
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.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.Enphase Energy (NASDAQ:ENPH) Could Be Struggling To Allocate Capital
Jan 01
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.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.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.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.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.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.Risks Still Elevated At These Prices As Enphase Energy, Inc. (NASDAQ:ENPH) Shares Dive 29%
Aug 07Enphase Energy's (NASDAQ:ENPH) Performance Is Even Better Than Its Earnings Suggest
Jul 30Is Enphase Energy, Inc. (NASDAQ:ENPH) Potentially Undervalued?
Jul 16With A 31% Price Drop For Enphase Energy, Inc. (NASDAQ:ENPH) You'll Still Get What You Pay For
Jun 18Are Investors Undervaluing Enphase Energy, Inc. (NASDAQ:ENPH) By 39%?
May 23We Discuss Why Enphase Energy, Inc.'s (NASDAQ:ENPH) CEO Compensation May Be Closely Reviewed
May 07Enphase Energy, Inc. Just Missed EPS By 21%: Here's What Analysts Think Will Happen Next
Apr 24Enphase Energy: Mediocre Quarter, Muted Outlook - Hold
Apr 23Enphase Energy: Dropping My Price Target, But Shares Washed Out
Apr 16Unpleasant Surprises Could Be In Store For Enphase Energy, Inc.'s (NASDAQ:ENPH) Shares
Mar 27Enphase: The Solar King Will Return
Mar 09Enphase Energy, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Feb 06Enphase Energy (NASDAQ:ENPH) Seems To Use Debt Quite Sensibly
Feb 05Enphase: Buy When Others Question If Sunny Days Will Ever Reappear
Feb 03Enphase: Challenges Mount As Solar Industry Could Face More Headwinds In 2025
Jan 20Enphase: Floor Yet To Be Found - More Uncertainties Ahead (Rating Downgrade)
Dec 31Enphase: Ready To Shine Again
Dec 17Here's What's Concerning About Enphase Energy's (NASDAQ:ENPH) Returns On Capital
Nov 25Enphase Energy: Risks Already Priced In
Nov 20Enphase Energy, Inc. (NASDAQ:ENPH) May Have Run Too Fast Too Soon With Recent 30% Price Plummet
Nov 07Enphase Energy: Disappointing, But Not As Bad As It Seems
Nov 01
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.Enphase Energy: Sell On Weak Near-Term Outlook (Rating Downgrade)
Oct 23Enphase Q3 Preview: Almost Out Of The Woods
Oct 13Is Enphase Energy, Inc. (NASDAQ:ENPH) Trading At A 50% Discount?
Oct 01Enphase: Stay Calm And Keep On Loading Up
Sep 24If Interest Rates Drop, Enphase's Global Expansion Could Skyrocket
Sep 09Enphase Is Rightfully Expensive For Three Great Reasons
Aug 23
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.Enphase: Losing The Battery War
Aug 13Enphase Energy: A Positive Signal For Better Times Ahead
Aug 05Earnings Miss: Enphase Energy, Inc. Missed EPS By 24% And Analysts Are Revising Their Forecasts
Jul 26Enphase Energy: Another Mediocre Quarter And Outlook - Hold
Jul 24Is Enphase Energy (NASDAQ:ENPH) A Risky Investment?
Jul 21Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$135m |
| Dec 31 2025 | US$10m | US$450k | US$172m |
| Sep 30 2025 | n/a | n/a | US$196m |
| Jun 30 2025 | n/a | n/a | US$175m |
| Mar 31 2025 | n/a | n/a | US$148m |
| Dec 31 2024 | US$13m | US$450k | US$103m |
| Sep 30 2024 | n/a | n/a | US$61m |
| Jun 30 2024 | n/a | n/a | US$130m |
| Mar 31 2024 | n/a | n/a | US$276m |
| Dec 31 2023 | US$20m | US$450k | US$439m |
| Sep 30 2023 | n/a | n/a | US$572m |
| Jun 30 2023 | n/a | n/a | US$573m |
| Mar 31 2023 | n/a | n/a | US$492m |
| Dec 31 2022 | US$17m | US$450k | US$397m |
| Sep 30 2022 | n/a | n/a | US$296m |
| Jun 30 2022 | n/a | n/a | US$203m |
| Mar 31 2022 | n/a | n/a | US$166m |
| Dec 31 2021 | US$19m | US$450k | US$145m |
| Sep 30 2021 | n/a | n/a | US$166m |
| Jun 30 2021 | n/a | n/a | US$183m |
| Mar 31 2021 | n/a | n/a | US$97m |
| Dec 31 2020 | US$5m | US$450k | US$134m |
| Sep 30 2020 | n/a | n/a | US$178m |
| Jun 30 2020 | n/a | n/a | US$169m |
| Mar 31 2020 | n/a | n/a | US$227m |
| Dec 31 2019 | US$4m | US$450k | US$161m |
Ersättning vs marknad: Badri s total kompensation ($USD 9.60M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 7.12M ).
Ersättning vs inkomst: Ersättningen från Badri har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Badri Kothandaraman (52 yo)
8.6yrs
Anställning
US$9,601,958
Kompensation
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....
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 8.6yrs | US$9.60m | 1.27% $ 52.2m | |
| EVP & CFO | 4.2yrs | US$5.29m | 0.075% $ 3.1m | |
| Co-Founder | 20.1yrs | US$1.05m | inga uppgifter | |
| SVP, Co-founder & Chief Products Officer | 20.1yrs | US$758.90k | inga uppgifter | |
| Senior VP of Operations & VP of Supply Chain | 4.3yrs | inga uppgifter | inga uppgifter | |
| VP & Chief Accounting Officer | 2yrs | inga uppgifter | 0.016% $ 649.9k | |
| SVP & CTO | 4.3yrs | inga uppgifter | inga uppgifter | |
| Head of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Senior VP | no data | inga uppgifter | inga uppgifter | |
| Senior VP of Quality & Sales | 2.2yrs | inga uppgifter | inga uppgifter | |
| SVP & Chief Marketing Officer | less than a year | inga uppgifter | inga uppgifter | |
| Senior VP & Chief People Officer | 4.3yrs | inga uppgifter | inga uppgifter |
4.3yrs
Genomsnittlig anställningstid
56yo
Genomsnittlig ålder
Erfaren ledning: ENPH s ledningsgrupp anses vara erfaren ( 4.3 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 8.6yrs | US$9.60m | 1.27% $ 52.2m | |
| VP & Chief Accounting Officer | 2yrs | inga uppgifter | 0.016% $ 649.9k | |
| Independent Director | 9.3yrs | US$334.99k | 1.28% $ 52.8m | |
| Chairman & Lead Independent Director | 15.1yrs | US$374.97k | 0.075% $ 3.1m | |
| Independent Director | 12.2yrs | US$334.99k | 0.0051% $ 211.2k | |
| Independent Director | 5.7yrs | US$314.99k | 0.0094% $ 385.3k | |
| Independent Director | 15.9yrs | US$334.99k | 0.16% $ 6.6m | |
| Independent Director | 6.2yrs | US$314.68k | 0.047% $ 1.9m |
8.9yrs
Genomsnittlig anställningstid
53.5yo
Genomsnittlig ålder
Erfaren styrelse: ENPH s styrelse anses vara erfaren ( 8.9 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/04/30 19:56 |
| Aktiekurs vid dagens slut | 2026/04/29 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Enphase Energy, Inc. bevakas av 52 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |