Zacks Research Lifts Earnings Estimates for Enphase Energy

Enphase Energy, Inc. (NASDAQ:ENPH) – Zacks Research increased their Q3 2025 EPS estimates for shares of Enphase Energy in a research note issued on Tuesday, December 10th. Zacks Research analyst R. Department now expects that the semiconductor company will earn $0.72 per share for the quarter, up from their prior estimate of $0.71. The consensus estimate for Enphase Energy’s current full-year earnings is $0.94 per share. Zacks Research also issued estimates for Enphase Energy’s Q4 2025 earnings at $0.83 EPS, FY2025 earnings at $2.41 EPS, Q1 2026 earnings at $0.35 EPS and Q2 2026 earnings at $0.56 EPS.

Enphase Energy (NASDAQ:ENPH) last announced its quarterly earnings data on Tuesday, October 22nd. The semiconductor company reported $0.65 EPS for the quarter, missing analysts’ consensus estimates of $0.77 by ($0.12). The company had revenue of $380.90 million for the quarter, compared to analysts’ expectations of $392.51 million. Enphase Energy had a return on equity of 10.56% and a net margin of 4.91%. The business’s quarterly revenue was down 30.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.84 EPS.

A number of other equities analysts also recently commented on the stock. Royal Bank of Canada reduced their target price on shares of Enphase Energy from $85.00 to $71.00 and set a “sector perform” rating on the stock in a research note on Friday, November 22nd. Craig Hallum cut their price target on shares of Enphase Energy from $153.00 to $123.00 and set a “buy” rating for the company in a report on Wednesday, October 23rd. William Blair began coverage on Enphase Energy in a report on Thursday, August 29th. They issued a “market perform” rating on the stock. Bank of America lowered their price objective on Enphase Energy from $72.00 to $62.00 and set an “underperform” rating for the company in a research report on Thursday, November 7th. Finally, TD Cowen reduced their target price on Enphase Energy from $130.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, October 23rd. Four equities research analysts have rated the stock with a sell rating, sixteen have assigned a hold rating and fourteen have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Enphase Energy presently has a consensus rating of “Hold” and a consensus price target of $101.13.

Enphase Energy Stock Down 1.7 %

NASDAQ ENPH opened at $73.00 on Friday. The company has a quick ratio of 3.88, a current ratio of 4.16 and a debt-to-equity ratio of 1.29. Enphase Energy has a 52 week low of $58.33 and a 52 week high of $141.63. The business’s fifty day simple moving average is $79.39 and its 200-day simple moving average is $102.05. The firm has a market cap of $9.86 billion, a PE ratio of 165.91, a P/E/G ratio of 22.03 and a beta of 1.69.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Baillie Gifford & Co. increased its position in shares of Enphase Energy by 0.9% in the 3rd quarter. Baillie Gifford & Co. now owns 6,343,099 shares of the semiconductor company’s stock valued at $716,897,000 after purchasing an additional 58,040 shares during the last quarter. Swedbank AB increased its holdings in Enphase Energy by 0.3% in the third quarter. Swedbank AB now owns 3,463,475 shares of the semiconductor company’s stock valued at $391,442,000 after buying an additional 11,890 shares during the last quarter. Geode Capital Management LLC raised its stake in Enphase Energy by 0.6% in the third quarter. Geode Capital Management LLC now owns 3,382,316 shares of the semiconductor company’s stock valued at $381,030,000 after buying an additional 20,579 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Enphase Energy by 6.5% during the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,350,108 shares of the semiconductor company’s stock worth $265,609,000 after buying an additional 142,491 shares during the last quarter. Finally, Electron Capital Partners LLC lifted its holdings in Enphase Energy by 1,021.4% during the 2nd quarter. Electron Capital Partners LLC now owns 1,183,713 shares of the semiconductor company’s stock worth $118,028,000 after buying an additional 1,078,154 shares during the last quarter. Hedge funds and other institutional investors own 72.12% of the company’s stock.

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.