Enphase Energy, Inc.

Enphase Energy, Inc.

ENPHยทNASDAQ

$69.02

+8.3%
EnergySolar

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, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies to provide energy monitoring and control services. It also offers AC battery storage systems; Envoy communications gateway; and Enlighten cloud-based monitoring service, as well as other accessories. 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.

At a Glance

Live Snapshot
Market Cap$9.10B
EPS1.3100
P/E Ratio52.69
Earnings Date07/28/2026
enph

Enphase Energy, Inc. Street Expectations Map

ENPH ยท NASDAQ

Wall Street analysts project that ENPH stock may decline over the coming 12 months. The consensus 1-year price target stands at 45.65, with estimates ranging from a low of 21.70 to a high of 85.00.

Lowest Target
21.70
-68.56%
Consensus Target
45.65
-33.86%
Highest Target
85.00
23.15%

The consensus 1-year price target stands at 45.65, with estimates ranging from a low of 21.70 to a high of 85.00.

Analyst Consensus Analysis

Upside Potential

-33.9%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

138.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.34x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Enphase Energy, Inc. Forward Estimates of Revenue

ENPH ยท NASDAQ
Latest Revenue
1.47B
FY 2025
Avg Estimate
1.18B
FY 2026
Estimate Range
998.13M - 1.49B
Analyst Spread

Forward Growth Analysis

Projected Growth-20.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread42%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Enphase Energy, Inc. Forward Estimates of Net Income

ENPH ยท NASDAQ
Latest Net Income
172.13M
FY 2025
Avg Estimate
334.48M
FY 2026
Estimate Range
213.96M - 455.01M
Analyst Spread

Forward Growth Analysis

Projected Growth+94.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread72%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Enphase Energy, Inc. Forward Estimates of EPS

ENPH ยท NASDAQ
Latest EPS
1.31
FY 2025
Avg Estimate
$2.06
FY 2026
Estimate Range
$1.53 - $3.25
Analyst Spread

Forward Growth Analysis

Projected Growth+57.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread84%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Enphase Energy, Inc. Forward Estimates of EBIT

ENPH ยท NASDAQ
Latest EBIT
209.34M
FY 2025
Avg Estimate
194.34M
FY 2026
Estimate Range
164.56M - 246.06M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread42%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Enphase Energy, Inc. Forward Estimates of EBITDA

ENPH ยท NASDAQ
Latest EBITDA
289.98M
FY 2025
Avg Estimate
233.17M
FY 2026
Estimate Range
197.44M - 295.22M
Analyst Spread

Forward Growth Analysis

Projected Growth-19.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread42%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Enphase Energy, Inc. Forward Estimates of SG&A Expense

ENPH ยท NASDAQ
Latest SG&A Expense
333.27M
FY 2025
Avg Estimate
205.04M
FY 2026
Estimate Range
173.62M - 259.61M
Analyst Spread

Forward Growth Analysis

Projected Growth-38.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread42%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Enphase Energy, Inc. Insider Positioning

ENPH ยท NASDAQ

During the last 12 months, insiders have purchased $879K and sold $10.64M worth of ENPH shares, resulting in $9.76M of net selling activity.

3 Months

Bought

600

41.03K

Sold

137.9K

6.02M

Net Activity

-6.0M

-$5.98M

3-6 Months

Bought

4.3K

221.59K

Sold

7.1K

255.31K

Net Activity

-34K

-$34K

6-9 Months

Bought

15.0K

462.75K

Sold

150.0K

4.37M

Net Activity

-3.9M

-$3.91M

9-12 Months

Bought

5.0K

154.12K

Sold

0

0.00

Net Activity

+154K

+$154K

Top Buyers

1
KB

Kothandaraman Badrinarayanan

Director, Officer: President & Ceo

24.9K sharesโ€ข5 transactions

$879K

Top Sellers

1
RTJ

Rodgers Thurman J

Director

287.3K sharesโ€ข2 transactions

$10.36M

2
YM

Yang Mandy

Officer: Evp, Chief Financial Officer

6.0K sharesโ€ข1 transactions

$198K

3
MR

Mora Richard

Director

1.8K sharesโ€ข2 transactions

$90K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $9.76M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.08:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.98M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.