Enphase Energy (ENPH) Rises 12.5% as Analysts Upgrade Outlook Amid Market Recovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Source: seekingalpha
- Market Recovery: Enphase Energy (ENPH) saw a 12.5% increase in stock price on Thursday as President Trump's reversal of tariffs related to Greenland boosted investor appetite for riskier sectors like alternative energy.
- Analyst Upgrade: Citi upgraded Enphase (ENPH) from Sell to Neutral with a $37 price target, indicating that risks are skewed to the upside and that Q1 expectations have been appropriately de-risked, making full-year targets achievable.
- Stable Market Share: Enphase's market share in California has stabilized and could increase with the launch of competitively priced storage solutions, while EU price cuts are eliciting demand responses, showcasing the company's growth potential in the sector.
- Strong Demand Outlook: Goldman Sachs upgraded Enphase (ENPH) to Buy from Neutral with a $45 price target, citing expectations for Q1 2026 revenue to exceed consensus estimates due to strong market share gains and robust year-end demand, positioning the company favorably as it enters 2026.
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Analyst Views on ENPH
Wall Street analysts forecast ENPH stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ENPH is 38.35 USD with a low forecast of 26.00 USD and a high forecast of 67.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Analyst Rating
6 Buy
10 Hold
5 Sell
Hold
Current: 40.470
Low
26.00
Averages
38.35
High
67.00
Current: 40.470
Low
26.00
Averages
38.35
High
67.00
About ENPH
Enphase Energy, Inc. is a global energy technology company. The Company is a supplier of microinverter-based solar and battery systems that enable people to harness the sun to make, use, save, and sell their own power and control it all with a smart mobile application. It designs, develops, manufactures and sells home energy solutions that manage energy generation, energy storage, and control and communications on one intelligent platform. The Enphase Energy System brings a technology, networked approach to solar generation plus energy storage, by leveraging its design expertise across power electronics, semiconductors and cloud-based software technologies. The Enphase Energy System, powered by IQ Microinverters, IQ Batteries and other products and services, is an integrated solar, storage and energy management offering that enables self-consumption. The Company also offers a predictive software platform dedicated to simplifying the cleantech service landscape.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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