Enphase Energy
ENPH
About: Enphase Energy is a global energy technology company. It 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. Enphase derives a majority of revenue from the United States.
Employees: 2,781
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
7.21% more ownership
Funds ownership: 87.24% [Q1] → 94.45% (+7.21%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 185
12% less funds holding
Funds holding: 579 [Q1] → 510 (-69) [Q2]
31% less capital invested
Capital invested by funds: $7.16B [Q1] → $4.93B (-$2.23B) [Q2]
33% less call options, than puts
Call options by funds: $756M | Put options by funds: $1.13B
46% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 134
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Jefferies
Sean Milligan
|
$36
|
Hold
Upgraded
|
21 Aug 2025 |
Johnson Rice
Martin Malloy
|
$45
|
Accumulate
Downgraded
|
30 Jul 2025 |
Wells Fargo
Praneeth Satish
|
$45
|
Overweight
Maintained
|
24 Jul 2025 |
Deutsche Bank
Corinne Blanchard
|
$42
|
Hold
Maintained
|
24 Jul 2025 |
Barclays
Christine Cho
|
$29
|
Underweight
Maintained
|
24 Jul 2025 |
Oppenheimer
Colin Rusch
|
$77
|
Outperform
Maintained
|
23 Jul 2025 |
B of A Securities
Dimple Gosai
|
$30
|
Underperform
Maintained
|
23 Jul 2025 |
GLJ Research
Gordon Johnson
|
$19.8
|
Sell
Maintained
|
22 Jul 2025 |
Susquehanna
Biju Perincheril
|
$40
|
Neutral
Maintained
|
21 Jul 2025 |
JP Morgan
Mark Strouse
|
$37
|
Neutral
Downgraded
|
15 Jul 2025 |
Mizuho
Maheep Mandloi
|
$50
|
Outperform
Maintained
|
14 Jul 2025 |
Goldman Sachs
Brian Lee
|
$32
|
Sell
Downgraded
|
9 Jul 2025 |
TD Cowen
Jeffrey Osborne
|
$45
|
Hold
Downgraded
|
8 Jul 2025 |
Keybanc
Sophie Karp
|
$31
|
Underweight
Downgraded
|
17 Jun 2025 |
Financial journalist opinion
Based on 22 articles about ENPH published over the past 30 days