Added to YB: 2026-04-21
Pitch date: 2026-04-18
ENPH [bullish]
Enphase Energy, Inc.
+5.58%
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
$4.3B
Pitch Price
$32.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.99
P/E
25.16
EV/Sales
2.72
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Enphase Energy, Inc. - $ENPH
ENPH: Residential/commercial solar inverter leader w/ SolarEdge duopoly, down ~90% from peak. 26Q1 rev guide -25% on expired 30% federal tax credits (12/31/25). Using only 7% manufacturing capacity (idle from 2020s buildout). Fortress balance sheet, low-interest debt, no new capex needed. Pivoting to commercial (storage tax incentives intact). Upside: Democrat midterm win, Iran war energy prices, ESG revival, housing recovery. Started 3% position. Asymmetric bet, cyclical bottom possible by end-26.
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