US · Technology · Solar
EPS came in at 0.19 against a street estimate of 0.18 — a beat of 5.6%.
Analysts rate Enphase Energy Inc a buy (11 buy, 16 hold, 2 sell out of 29) with an average price target of $40.58.
CAUTIOUS Q3 revenue was $293.3M, but demand remained weak. Management expects Q4 revenue to fall sequentially while highlighting batteries, commercial, EV charging and AI data centers for 2027+. Q3 FY26 U.S. demand remains pressured; Europe was seasonally and macroeconomically weaker, while the Netherlands outperformed in batteries. Analysts pressed management on weak residential demand, battery pricing, seasonality, Europe, EV charging and IQ SST commercialization. Management emphasized product launches and new markets as offsets to near-term weakness. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 17.72% |
| Vanguard Portfolio Management, LLC | 6.85% |
| Vanguard Capital Management, LLC | 4.33% |
| State Street Corp | 3.59% |
| Two Sigma Investments LLC | 3.52% |
| Amvescap Plc. | 2.77% |
| Gilder Gagnon Howe & CO LLC | 2.63% |
| Slate Path Capital LP | 1.96% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Enphase Energy entered into an agreement to sell up to $100,000,000 of U.S. advanced manufacturing production tax credits. • The | 2026-10-29 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $293,329 thousand, down from $410,427 thousand in Q3 2025, a decline of approximately 29%. • Nine-month 2026 | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $293.3 million, compared with $291.9 million in Q2 2026 and $410.4 million in Q3 2025. • Shipments were appro | 2026-10-27 |
| Reg FD disclosure · Q3 2026 ENPHASE ENERGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics or numerical business results disclosed in this filing • Document is | 2026-08-10 |
| Quarterly report · Q2 2026 ENPHASE ENERGY, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $291.9 million, down 20% from $363.2 million in Q2 2025 • Revenue H1 | 2026-07-28 |
| Results announced · Q3 2026 ENPHASE ENERGY Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $291.9 million (up 3% from Q1 2026's $282.9 million; down 20% from Q2 20 | 2026-07-28 |
| Company announcement · Q2 2026 ENPHASE ENERGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company entered tax credit transfer agreement on June 15, 2026 • Up to $150,000,000 in ad | 2026-06-18 |
| Board / officer change · Q2 2026 ENPHASE ENERGY, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 7 to 8 directors effective June 11, 2026 • New director appoint | 2026-06-15 |
Readable in the app.
| Announcement | Date |
|---|---|
| Agreement to sell up to $100 million in advanced manufacturing tax credits Enphase Energy agreed to sell up to $100 million of U.S. advanced-manufacturing tax credits generated during 2026 under Section 45X to a corporate purchaser. The purchaser will pay no more t | 2026-10-29 |
| Q1 2026 GAAP gross margin guidance reduced by 6.7 percentage points Enphase Energy sold $235 million in federal advanced manufacturing tax credits (Section 45X) to a financial institution for $218.55 million on March 31, 2026. These credits were generated fr | 2026-04-06 |
| 2026 outlook updated; operating expenses targeted at $70-75M quarterly Enphase Energy announced a restructuring plan in response to the expiration of the federal 30% residential solar tax credit (25D) on December 31, 2025. This policy change significantly reduc | 2026-01-23 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Enphase Energy Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.