Latest news with #ENPH
Yahoo
2 days ago
- Business
- Yahoo
Here is Why Enphase Energy (ENPH) Crashed This Week
The share price of Enphase Energy, Inc. (NASDAQ:ENPH) fell by 17.99% between May 20 and May 27, 2025, putting it among the Energy Stocks that Lost the Most This Week. Let's shed some light on the development. A solar panel array stretched across a large open field, its glimmering panels reflecting the sun. Enphase Energy, Inc. (NASDAQ:ENPH) is a global energy technology company and the world's leading supplier of micro-inverter-based solar and battery systems. The company has shipped approximately 80 million microinverters, and approximately 4.7 million Enphase-based systems have been deployed in more than 160 countries around the world. Enphase Energy, Inc. (NASDAQ:ENPH) plunged after investors reacted negatively to the House of Representatives narrowly passing President Trump's 'one big beautiful bill', which ends the investment and electricity production credits for clean energy facilities. Those credits have played a key role in the rapid expansion of utility-scale solar projects in the country. The rooftop solar industry faces a fatal blow as the bill would remove the 30% federal tax credit for taxpayers who install solar rooftop systems, potentially causing a drop in sales of ENPH's inverters. Enphase Energy, Inc. (NASDAQ:ENPH) also faced downward pressure after the stock was downgraded by BMO Capital from Market Perform to Underperform, with its price target also reduced from $46 to $39. While we acknowledge the potential of ENPH to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ENPH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 10 Cheap Energy Stocks to Buy Now and 10 Most Undervalued Energy Stocks to Buy According to Hedge Funds Disclosure: None.
Yahoo
3 days ago
- Business
- Yahoo
Here is Why Enphase Energy (ENPH) Crashed This Week
The share price of Enphase Energy, Inc. (NASDAQ:ENPH) fell by 17.99% between May 20 and May 27, 2025, putting it among the Energy Stocks that Lost the Most This Week. Let's shed some light on the development. A solar panel array stretched across a large open field, its glimmering panels reflecting the sun. Enphase Energy, Inc. (NASDAQ:ENPH) is a global energy technology company and the world's leading supplier of micro-inverter-based solar and battery systems. The company has shipped approximately 80 million microinverters, and approximately 4.7 million Enphase-based systems have been deployed in more than 160 countries around the world. Enphase Energy, Inc. (NASDAQ:ENPH) plunged after investors reacted negatively to the House of Representatives narrowly passing President Trump's 'one big beautiful bill', which ends the investment and electricity production credits for clean energy facilities. Those credits have played a key role in the rapid expansion of utility-scale solar projects in the country. The rooftop solar industry faces a fatal blow as the bill would remove the 30% federal tax credit for taxpayers who install solar rooftop systems, potentially causing a drop in sales of ENPH's inverters. Enphase Energy, Inc. (NASDAQ:ENPH) also faced downward pressure after the stock was downgraded by BMO Capital from Market Perform to Underperform, with its price target also reduced from $46 to $39. While we acknowledge the potential of ENPH to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ENPH and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 10 Cheap Energy Stocks to Buy Now and 10 Most Undervalued Energy Stocks to Buy According to Hedge Funds Disclosure: None.
Yahoo
20-05-2025
- Business
- Yahoo
Enphase Energy, Inc. (ENPH): A Bull Case Theory
We came across a bullish thesis on Enphase Energy, Inc. (ENPH) on Substack by OppCost. In this article, we will summarize the bulls' thesis on ENPH. Enphase Energy, Inc. (ENPH)'s share was trading at $49.72 as of May 15th. ENPH's trailing and forward P/E were 44.28 and 20.04 respectively according to Yahoo Finance. A typical home improvement project with workers installing a residential solar energy system. Enphase Energy, Inc. (ENPH) is a leading global energy technology company transitioning from a microinverter component supplier to an integrated home energy solutions provider, offering solar generation, storage, EV charging, and energy management software. This strategic shift positions Enphase to capitalize on the accelerating trends of electrification and renewable energy adoption. Also, check out an article on First Solar, Inc., a player in the solar tech industry. After a period of rapid growth from 2020 to 2022, with revenue rising from $774 million to over $2.3 billion and improving margins driven by scale and operational leverage, the company has faced a sharp slowdown. Revenue contracted to $1.33 billion in 2024 amid industry-wide headwinds including channel inventory destocking, weakening demand in major markets like the U.S.—impacted by policy changes such as California's NEM 3.0—and macroeconomic uncertainties. While the Inflation Reduction Act provides significant manufacturing tax credits and incentives for domestic content that could boost demand, margin pressure has intensified due to tariffs on battery components sourced from China. Management has initiated restructuring measures to better align costs with the current environment. Valuation models reflect the uncertainty around Enphase's recovery and growth, with discounted cash flow and owner earnings analyses suggesting an intrinsic value range of $60 to $85 per share, compared to a market price near $46. This implies an attractive 5-year forward IRR of roughly 18-22%, assuming revenue rebounds and margin stabilization. The investment thesis hinges on Enphase's strong technology, integrated ecosystem, and solid balance sheet to navigate near-term challenges and capture long-term growth in residential solar and storage. Key risks include competitive pressure, policy sensitivity, supply chain vulnerabilities, and execution risks related to manufacturing and cost management. Despite these headwinds, the stock's valuation appears to discount much of the near-term negativity, offering potential upside for long-term investors with a high-risk tolerance, contingent on close monitoring of operational and market developments. Enphase Energy, Inc. (ENPH) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 39 hedge fund portfolios held ENPH at the end of the fourth quarter which was 38 in the previous quarter. While we acknowledge the risk and potential of ENPH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ENPH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
Enphase Energy Introduces Its IQ Balcony Solar System in Belgium
Enphase Energy, Inc. ENPH recently unveiled its IQ Balcony Solar System in Belgium. The basic Enphase IQ Balcony Solar Kit consists of two IQ8HC Microinverters, one IQ Balcony Gateway, IQ Cables and one AC Power this latest introduction, the company continues to strengthen its well-established footprint in Europe's solar market. The innovative system, designed for plug-and-play installation, allows apartment residents and homeowners with limited roof space to generate their own renewable energy from balconies, patios and tiny outdoor spaces. The Balcony Solar System is also a simple and cost-effective solution for completely off-grid applications, providing dependable daytime electricity for cabins, camping grounds, mobile home setups and Belgium aiming to increase the nation's solar capacity by 40% by 2025-end, EHPH's IQ Balcony Solar System should attract more residential customers to purchase this product in a bid to power their homes with clean solar energy. Apart from Belgium, nations across Europe are rapidly expanding their portfolio of renewable energy sources, with solar being at the forefront. Per a Solar Power Europe report, 70 gigawatts (GW) of solar capacity will be added by the market, representing a 7% growth rate in 2025. In the near future, it projects low single-digit annual growth rates of 3-7% from 2025 to naturally provides financial incentives for solar companies such as Enphase Energy to expand their business in this region. The latest launch of its IQ Balcony Solar System seems to be in line with that week, Enphase Energy unveiled its IQ Balcony Solar System in Germany, while in April, the company launched its IQ Battery 5P with FlexPhase in Poland and Luxembourg. Such new product launches are expected to increase ENPH's top-line performance from the European market in the days ahead. Other prominent solar players, such as Canadian Solar CSIQ, Emeren Group SOL and SolarEdge Technologies SEDG, are also expanding their footprint to reap the benefits of the expanding European solar energy Solar enjoys a solid presence in Germany, Poland, Spain, Italy, France and the Netherlands. As of Dec. 31, 2024, the company had 4,890 megawatts (MW) of an early-stage pipeline in the Zacks Consensus Estimate for CSIQ's long-term earnings growth rate is pegged at 25%. The Zacks Consensus Estimate for its 2025 sales indicates an improvement of 23.5%.Emeren has a presence in Europe since 2012. As of Dec. 31, 2024, Emeren had 5,294 MW of solar projects in the pipeline under advanced-stage and early-stage development in Zacks Consensus Estimate for its 2025 earnings per share is pegged at 4 cents, which implies a significant improvement compared to the year-ago reported loss of 24 has a strong presence in Germany. In April 2025, SolarEdge launched its ONE Controller for the German residential solar market, which will allow German residential installers to commission solar and storage systems that can interact with the home's Smart Meter Zacks Consensus Estimate for SEDG's 2025 sales calls for an improvement of 17.9%. The Zacks Consensus Estimate for its 2025 earnings per share is pegged at a loss of $3.29, which implies a significant improvement from the year-ago reported loss of $22.99 per share. In the past month, Enphase Energy shares have declined 14% against the industry's rise of 34.6%. Image Source: Zacks Investment Research Enphase Energy currently carries a Zacks Rank #5 (Strong Sell).You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Emeren Group Ltd. Sponsored ADR (SOL) : Free Stock Analysis Report Canadian Solar Inc. (CSIQ) : Free Stock Analysis Report Enphase Energy, Inc. (ENPH) : Free Stock Analysis Report SolarEdge Technologies, Inc. (SEDG) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-05-2025
- Business
- Yahoo
Jim Cramer Says You Should Sell Enphase Energy (ENPH) Amid Trump's Policies – ‘It Means Nothing to Him'
We recently published a list of . In this article, we are going to take a look at where Enphase Energy, Inc. (NASDAQ:ENPH) stands against other stocks that Jim Cramer discusses. Jim Cramer in a latest program on CNBC talked about the latest signs of de-escalation in trade wars between the US and China and told investors that even bear market rallies could be a positive sign. Cramer, however, believes the US government has yet to give any clarity on its policies on China. 'There's a great misunderstanding about how real recoveries get started. They always start as bear market rallies, for heaven's sake. They're rarely based on hard facts. When you get this kind of rally, it doesn't happen because someone gave you the green light to start buying. You don't get a statement from the president that the trade war is over and everything's back to normal.' In addition to positive reports on the US-China tariff front, Cramer also mentioned the latest reports on President Trump's stance on Fed Chair Jerome Powell, saying that the possibility of Trump firing the central bank chief seems to be 'off the table.' READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks Jim Cramer recently talked about during his latest programs on CNBC. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 38 Jim Cramer in a latest program recommended investors to avoid Enphase Energy, Inc. (NASDAQ:ENPH) because of the policies of President Donald Trump. 'Sell out and buy Capital One, or hang on for any good news in Enphase? No—sell out and buy Capital One. There will be no good news in Enphase, because you know why? It's not a company that the president wants to see do well. It means nothing to him. Nothing.' Overall, ENPH ranks 8th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of ENPH as an investment, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ENPH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
