FY2026 EPS Estimate for Enphase Energy Cut by Analyst

Enphase Energy, Inc. (NASDAQ:ENPH) – Stock analysts at Northland Securities decreased their FY2026 EPS estimates for Enphase Energy in a research report issued to clients and investors on Wednesday, October 28th. Northland Securities analyst G. Richard now expects that the semiconductor company will earn $0.42 per share for the year, down from their previous forecast of $0.74. The consensus estimate for Enphase Energy’s current full-year earnings is $0.34 per share. Northland Securities also issued estimates for Enphase Energy’s Q4 2026 earnings at $0.02 EPS, Q1 2027 earnings at ($0.04) EPS, Q2 2027 earnings at $0.05 EPS, Q3 2027 earnings at $0.11 EPS, Q4 2027 earnings at $0.06 EPS and FY2027 earnings at $0.18 EPS.

ENPH has been the subject of a number of other reports. Wall Street Zen downgraded Enphase Energy from a “hold” rating to a “sell” rating in a report on Saturday. Roth Capital cut Enphase Energy from a “buy” rating to a “neutral” rating and set a $30.00 target price on the stock. in a research note on Wednesday, October 28th. The Goldman Sachs Group reduced their price target on Enphase Energy from $47.00 to $40.00 and set a “buy” rating for the company in a research report on Wednesday, October 28th. JPMorgan Chase & Co. decreased their price target on shares of Enphase Energy from $35.00 to $29.00 and set a “neutral” rating for the company in a research note on Wednesday, October 28th. Finally, Citigroup lowered their price objective on shares of Enphase Energy from $37.00 to $25.00 and set a “neutral” rating on the stock in a report on Friday, October 30th. Seven equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, Enphase Energy currently has a consensus rating of “Hold” and a consensus target price of $35.11.

Enphase Energy Stock Performance

Shares of Enphase Energy stock opened at $30.42 on Monday. The firm has a market cap of $4.02 billion, a price-to-earnings ratio of 45.40 and a beta of 1.44. The stock’s 50-day moving average is $33.28 and its 200-day moving average is $40.89. Enphase Energy has a one year low of $23.83 and a one year high of $73.74. The company has a debt-to-equity ratio of 0.46, a current ratio of 4.09 and a quick ratio of 3.56.

Enphase Energy (NASDAQ:ENPH) last announced its earnings results on Tuesday, October 27th. The semiconductor company reported $0.41 earnings per share for the quarter, missing analysts’ consensus estimates of $0.51 by ($0.10). The company had revenue of $293.33 million during the quarter, compared to analyst estimates of $304.59 million. Enphase Energy had a return on equity of 9.16% and a net margin of 7.49%. Enphase Energy’s revenue for the quarter was down 28.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.90 earnings per share.

Insider Buying and Selling

In other Enphase Energy news, Director Richard Mora sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $40.36, for a total value of $60,540.00. Following the sale, the director owned 10,422 shares in the company, valued at $420,631.92. This represents a 12.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Badrinarayanan Kothandaraman acquired 10,000 shares of the company’s stock in a transaction on Monday, November 2nd. The stock was acquired at an average price of $26.75 per share, for a total transaction of $267,500.00. Following the purchase, the chief executive officer directly owned 1,655,632 shares of the company’s stock, valued at approximately $44,288,156. This trade represents a 0.61% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 2.90% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Handelsbanken Fonder AB grew its position in shares of Enphase Energy by 154.9% during the 2nd quarter. Handelsbanken Fonder AB now owns 2,111,158 shares of the semiconductor company’s stock worth $103,953,000 after purchasing an additional 1,283,052 shares in the last quarter. Bank of New York Mellon Corp bought a new position in shares of Enphase Energy during the second quarter worth approximately $43,921,000. Legal & General Group Plc bought a new position in shares of Enphase Energy during the second quarter worth approximately $39,128,000. Encompass Capital Advisors LLC acquired a new stake in shares of Enphase Energy in the first quarter valued at approximately $27,234,000. Finally, Palo Duro Investment Partners LP acquired a new stake in shares of Enphase Energy in the second quarter valued at approximately $32,665,000. 72.12% of the stock is owned by institutional investors and hedge funds.

More Enphase Energy News

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: CEO Badrinarayanan Kothandaraman bought 10,000 shares for about $267,500, and director Shanker Trivedi bought 1,000 shares for about $30,590. The purchases may bolster confidence following the stock’s recent decline. CEO SEC filing Director SEC filing
• Positive Sentiment: Enphase participated in a second consecutive session of gains across solar stocks as investors looked toward a busy earnings calendar. The sector rebound helped lift the shares. Solar sector rebound
• Negative Sentiment: Recent quarterly results missed expectations: EPS was $0.41 versus $0.51 expected, revenue was $293.3 million versus $304.6 million expected, and revenue declined 28.5% year over year. Analyst price-target and earnings-estimate cuts, including a reported 20.46% reduction in the consensus target to $35.81, underscore concerns about the outlook. Consensus target reduction

Enphase Energy Company Profile

Enphase Energy, Inc develops and manufactures technology for residential and commercial solar energy systems. Its products include solar microinverters, which convert electricity generated by individual solar panels into usable power, along with integrated energy management technologies designed to improve system performance, monitoring and reliability.

The company also offers battery storage systems, electric vehicle chargers and software that enables customers, installers and utilities to monitor and manage distributed energy resources.