Enphase EnergyENPH
About: Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Employees: 2,781
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
3.19% more ownership
Funds ownership: 82.98% [Q3] → 86.17% (+3.19%) [Q4]
15% less funds holding
Funds holding: 716 [Q3] → 610 (-106) [Q4]
16% less call options, than puts
Call options by funds: $791M | Put options by funds: $941M
25% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 265
37% less capital invested
Capital invested by funds: $12.7B [Q3] → $8B (-$4.68B) [Q4]
52% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 172
75% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 1 (-3) [Q4]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Barclays Christine Cho 45% 1-year accuracy 18 / 40 met price target | 16%downside $40 | Underweight Downgraded | 13 May 2025 |
BMO Capital Ameet Thakkar 44% 1-year accuracy 7 / 16 met price target | 18%downside $39 | Underperform Downgraded | 13 May 2025 |
GLJ Research Gordon Johnson 71% 1-year accuracy 5 / 7 met price target | 35%downside $31 | Sell Maintained | 25 Apr 2025 |
Guggenheim Joseph Osha 39% 1-year accuracy 9 / 23 met price target | 31%downside $33 | Sell Downgraded | 24 Apr 2025 |
Truist Securities Jordan Levy 32% 1-year accuracy 13 / 41 met price target | 3%upside $49 | Hold Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 31 articles about ENPH published over the past 30 days









