US · Technology · Solar
EPS came in at 0.14 against a street estimate of 0.16 — a miss of 12.5%.
Analysts rate Enphase Energy Inc a hold (16 buy, 19 hold, 5 sell out of 40) with an average price target of $53.23.
CONFIDENT Q2 revenue flat YoY at $292M despite 34% sell-through decline; safety-harbor deals ($1.1B signed) frontload revenue. Battery momentum in Europe, U.S. resi stabilizing. SST data-center platform advancing; commercial/storage pivots underway. Q2 2026 Europe strongest growth driver; U.S. stabilizing on improved third-party signals but still 30% below prior-year on permits. Storage and commercial leading recovery. Analysts pressed tariff/margin sustainability, Propel financing runway, and U.S. resi recovery visibility. Management emphasized product innovation (G5, SST, bidirectional EV), diversified cell sourcing, and Propel's financing model as mitigation vs. macro headwinds. SST customer engagements and reliability pedigree resonated as differentiation. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.80% |
| Vanguard Portfolio Management, LLC | 7.31% |
| Alyeska Investment Group, L.P. | 4.42% |
| Vanguard Capital Management, LLC | 4.29% |
| Two Sigma Investments LLC | 3.52% |
| State Street Corp | 3.48% |
| Amvescap Plc. | 2.79% |
| Holocene Advisors, LP | 2.54% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q1 2026 ENPHASE ENERGY, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Revenue: $282.9 million (down 20.5% year-over-year from $356.1 million in Q1 | 2026-04-28 |
| Proxy statement · Q4 2025 ENPHASE ENERGY, INC. - 2026 PROXY STATEMENT SUMMARY EXECUTIVE PAY • CEO (Badrinarayanan Kothandaraman) total compensation for 2025: Not specified in | 2026-04-01 |
| Annual report FY2025 ENPHASE ENERGY, INC. – 2025 FORM 10-K SUMMARY HEADLINE NUMBERS • Market Capitalization: Approximately $3.0 billion as of June 30, 2025 (stock price: | 2026-02-17 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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 |
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Google PlayApp StoreData updated 2026-09-18.