Q3 EPS Estimates for Enphase Energy Boosted by Roth Capital

Enphase Energy, Inc. (NASDAQ:ENPH) – Stock analysts at Roth Capital boosted their Q3 2025 earnings per share (EPS) estimates for Enphase Energy in a research note issued to investors on Wednesday, July 23rd. Roth Capital analyst P. Shen now anticipates that the semiconductor company will post earnings per share of $0.33 for the quarter, up from their prior estimate of $0.31. The consensus estimate for Enphase Energy’s current full-year earnings is $2.08 per share. Roth Capital also issued estimates for Enphase Energy’s Q4 2025 earnings at $0.36 EPS, FY2025 earnings at $1.35 EPS, Q1 2026 earnings at $0.13 EPS, Q2 2026 earnings at $0.16 EPS, Q3 2026 earnings at $0.18 EPS, Q4 2026 earnings at $0.22 EPS, FY2026 earnings at $0.70 EPS, Q1 2027 earnings at $0.21 EPS, Q2 2027 earnings at $0.24 EPS and FY2027 earnings at $1.02 EPS.

A number of other analysts have also commented on the company. Oppenheimer dropped their price target on Enphase Energy from $86.00 to $77.00 and set an “outperform” rating on the stock in a report on Wednesday, July 23rd. Morgan Stanley lowered Enphase Energy from an “equal weight” rating to an “underweight” rating and set a $36.00 target price on the stock. in a research note on Wednesday, April 23rd. Piper Sandler lowered their target price on Enphase Energy from $47.00 to $42.00 and set a “neutral” rating on the stock in a research note on Wednesday, April 23rd. Mizuho lowered their target price on Enphase Energy from $53.00 to $50.00 and set an “outperform” rating on the stock in a research note on Monday, July 14th. Finally, Canaccord Genuity Group lowered their target price on Enphase Energy from $70.00 to $58.00 and set a “buy” rating on the stock in a research note on Thursday, April 24th. Thirteen equities research analysts have rated the stock with a sell rating, fourteen have given a hold rating and nine have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Enphase Energy currently has an average rating of “Hold” and an average target price of $55.86.

Enphase Energy Stock Performance

Shares of Enphase Energy stock opened at $33.48 on Monday. The business’s fifty day simple moving average is $40.68 and its 200 day simple moving average is $51.73. The firm has a market capitalization of $4.38 billion, a P/E ratio of 26.16 and a beta of 1.67. Enphase Energy has a 12 month low of $33.01 and a 12 month high of $130.08. The company has a current ratio of 1.97, a quick ratio of 1.82 and a debt-to-equity ratio of 0.65.

Enphase Energy (NASDAQ:ENPH) last issued its quarterly earnings results on Tuesday, July 22nd. The semiconductor company reported $0.69 EPS for the quarter, topping analysts’ consensus estimates of $0.62 by $0.07. The business had revenue of $363.15 million for the quarter, compared to analyst estimates of $359.14 million. Enphase Energy had a return on equity of 24.55% and a net margin of 11.78%. Enphase Energy’s quarterly revenue was up 19.7% compared to the same quarter last year. During the same period last year, the company posted $0.43 earnings per share.

Hedge Funds Weigh In On Enphase Energy

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Baillie Gifford & Co. grew its position in Enphase Energy by 32.0% during the first quarter. Baillie Gifford & Co. now owns 11,052,357 shares of the semiconductor company’s stock worth $685,799,000 after buying an additional 2,680,567 shares in the last quarter. Invesco Ltd. lifted its stake in Enphase Energy by 15.5% during the first quarter. Invesco Ltd. now owns 5,264,521 shares of the semiconductor company’s stock worth $326,664,000 after purchasing an additional 706,656 shares during the last quarter. Geode Capital Management LLC lifted its stake in Enphase Energy by 1.4% during the fourth quarter. Geode Capital Management LLC now owns 3,429,909 shares of the semiconductor company’s stock worth $234,994,000 after purchasing an additional 47,593 shares during the last quarter. Northern Trust Corp lifted its stake in Enphase Energy by 40.9% during the fourth quarter. Northern Trust Corp now owns 1,668,807 shares of the semiconductor company’s stock worth $114,614,000 after purchasing an additional 484,497 shares during the last quarter. Finally, Schroder Investment Management Group lifted its stake in Enphase Energy by 29.6% during the fourth quarter. Schroder Investment Management Group now owns 1,451,414 shares of the semiconductor company’s stock worth $99,683,000 after purchasing an additional 331,917 shares during the last quarter. 72.12% of the stock is currently owned by hedge funds and other institutional investors.

About Enphase Energy

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. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control.