Added to YB: 2025-07-25
Pitch date: 2025-07-23
ENPH [neutral]
Enphase Energy, Inc.
-12.18%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$3.8B
Pitch Price
$36.65
Price Target
98.00 (+205%)
Dividend
N/A
EV/EBITDA
11.94
P/E
19.90
EV/Sales
2.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Enphase Energy 2025 Q2 Financial Report Analysis Report
ENPH (earnings update): Q2'25 beat with $363.2M rev (+20% YoY), EPS $0.69 (+60% YoY), 48.6% margin (37.2% ex-IRA). Battery shipments hit record 190.9 MWh. Strong US manufacturing benefits from IRA. Expanding internationally with IQ EV chargers in 18 countries. $1.53B cash. Fair value $84-98 at 30-35x P/E. Risk: IRA dependency.
Read full article (9 min)