Inside the research

Enphase Energy, Inc.

ENPH Research profile · latest available data

Price overview

$32.40

▼ -0.42 (-1.3%)

52w hi$72.33
52w lo$26.12
Vol4.15M
As of25 Sep 2026

The Verdict

Hold

Our score -0.07

Short-0.44
Medium+0.18
Long+0.20

computed 2026-09-27

Key fundamentals

Enphase Energy, Inc.

Technology · Solar

Market cap$4.28B
Enterprise value$3.96B
Trailing P/E32.08x
Forward P/E14.30x
EV / EBITDA20.63x
P / S (ttm)3.21x
Profit margin10.1%
Return on equity13.0%
Revenue growth-19.6%
Earnings growth-3.5%
Debt / equity51.90

Layer Breakdown

LayerRawContribution
Fundamental+0.13
Sector+0.19
Technical-0.25
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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 that converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control. It also provides microinverter units and related accessories; IQ Battery and related accessories; IQ PowerPack 1500 and related accessories; IQ Combiner, IQ Gateway, and IQ Energy Router; cloud-based monitoring service; and electric vehicle charging solutions, as well as design, proposal, permitting, installation and solar appointment generation services, and Enphase Care services. The company sells its solutions to solar distributors; and directly to large installers, original equipment manufacturers, strategic partners, and homeowners, as well as through its legacy product upgrade program or online store. Enphase Energy, Inc. was incorporated in 2006 and is headquartered in Fremont, California.

United States · www.enphase.com

Risk Metrics

Beta vs SPX1.41
Corr SPX0.29
Annual vol77.8%
Annual ret-33.2%
Sharpe-0.43
Max DD-77.7%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-10Reg FD Disclosure, Exhibitsread
2026-07-28Earnings Release, Exhibitsread
2026-06-18Other Material Eventread
2026-06-15Officer / Director Changeread
2026-05-15Officer / Director Change, Shareholder Vote…read
2026-04-28Earnings Release, Exhibitsread
2026-04-06Earnings Release, Other Material Eventread
2026-02-03Earnings Release, Exhibitsread
2026-01-23Reg FD Disclosureread
2025-10-28Earnings Release, Exhibitsread
2025-07-22Earnings Release, Exhibitsread
2025-06-30Reg FD Disclosure, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-14MORA RICHARDSell1.50K$60.55K
2026-07-30MORA RICHARDSell2.00K$73.52K
2026-06-12Trivedi ShankerBuy1.00K$53.91K
2026-06-11Trivedi ShankerGrant4.55K$249.99K
2026-06-01MORA RICHARDSell700$44.94K
2026-05-26Kothandaraman BadrinarayananPresident & CEOBuy600$41.03K
2026-05-26Kothandaraman BadrinarayananPresident & CEOBuy4.40K$296.45K
2026-05-19MORA RICHARDSell700$32.47K
2026-05-13Kortlang Benjamin JohnGrant5.95K—
2026-05-13Haenggi Jamie ElizabethGrant5.95K—

Flow & Concentration

Insider 180d net$179.91K
Insider buys / sells3 / 4
Insider biasNeutral
13F holders9
Top-5 share99.4%
HHI4,916 (concentrated)

Top Holders

HolderValueShares
Citadel Advisors$211.26M4.29M
Fidelity / FMR LLC$82.24M1.67M
Renaissance Technologies$14.59M296.40K
State Street Corp$13.00M13.92M
Millennium Management$1.34M1.44M
AQR Capital Management$1.03M20.86K
Bridgewater Associates$919.90K18.68K
Capital Research / Capital World$151.49K163.00K
T. Rowe Price Group$6.30K127.90K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-144view
2026-08-108-Kview
2026-07-314view
2026-07-2810-Qview
2026-07-288-Kview
2026-06-188-Kview
2026-06-154view
2026-06-158-Kview
2026-06-153view
2026-06-044view
2026-05-264view
2026-05-214view
2026-05-154view
2026-05-154view
2026-05-154view

The Long Run

FY 2012–2025 · 13 years

LineLatestCAGRTrend
Revenue$1.33B+37.3%
Gross profit$1.06B+64.7%
Operating income$445.74M+34.1%
Net income$172.13M+5.1%
Cash from ops$696.78M+52.2%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$33.02$33.22$32.35$32.404.15M
Sep 24$32.81$33.00$31.54$32.827.03M
Sep 23$34.55$34.71$32.73$33.075.56M
Sep 22$35.27$35.35$34.33$34.423.47M
Sep 21$34.64$34.99$33.56$34.765.34M

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