Reddit Posts
Analysis: Why solar is the best place to mark your money in 2024.
Analysis: Why the solar industry is the best place to park your money right now
Solar Adoption Spikes 2-fold in California’s highest-concentrated zip code (92131)
Are SEDG and ENPH ripe for a short squeeze?
Please double check my tax loss harvesting strategy
The only regret is I did not buy more Enphase on the dip. Rate stays the same, imagine ENPH, when rate is cut
ENPH PUTS! I’m the same dude who flipped INTC puts yesterday!
Sell losing stocks and re-invest in ETF or keep holding while investing incoming cash?
Sell losing stocks and re-invest in ETF or keep holding and invest incoming cash?
What’s the difference between ENPH and SEDG when it comes to offering?
Small account growth over October. SEDG, ENPH, LMT, SPY, NVO.
ENPH now at $78 after Q3 earnings call. How much lower can it go? Two weeks ago at $120 it felt like the bottom.
Enphase Energy’s stock tumbles toward a 3-year low after revenue miss, full-year outlook that’s well below forecasts
Suggestions on how to recover losses if I am not selling my winners
Why not invest in solar stocks right now? (ENPH, SEDG, SPWR, etc)
Even a regarded clock is right twice a day.
Least emotionally attached ENPH investor…
What’s your potential tenbagger stock 4 years later
ENPH was the NVDA last year. Is AI just a 2023 hype?
ENPH - What caused it to spike to $336 and what caused it to drop to now $136?
Last Friday i posted that i expected the market to sell off this week
Market redux ; last Friday i posted that i expected the mkt to drop this week and some quality Stocks would be on sale
Why don't solar panel companies use their own products?
Sunset on the solar bubble - ENPH FSLR puts
What do you think about these stocks in my watchlist?
$ENVX calls up 69% since my post a week ago, and this is just the beginning 🔋 🙌
Why did Enphase Energy dive today? Worries mount over rooftop solar slowdown (NASDAQ:ENPH)
Hot Stocks: FRC plunges again; CMG, MANH surge on earnings; ENPH drops
60$ drop but not talk on wsb ENPH -26% drop on earnings Beat
Lost all of my student loans on ENPH yolo because of a 1% miss in revenue
Last YOLO ENPH Q1 earnings (you'll see where I sold shares and started messing with options)
ENPH YOLO - Gains - Don't miss out on this gem!
Enphase Energy Inc (ENPH) Stock: Do Analysts Think You Should Hold?
B of A Securities Maintains Enphase Energy (ENPH) Neutral Recommendation
Enphase Energy and why this could be a great time to buy it [Bullish Analysis]
Enphase Energy and why this could be a great time to buy it [Bullish Analysis]
Query - What has more impact on an index like NASDAQ-100?
Enphase Energy surges as Janney upgrades demand valuation, ITC clarity (NASDAQ:ENPH)
Enphase energy reports financial results for the fourth quarter of 2022
Annualized Return of Portfolio seem too optimistic, where am I going wrong?
Question about tax loss harvesting and immediately reinvesting in index
i have mentioned ARRY many times here ( started mentioning in the teens)
Enphase ($ENPH) will be the best risk-reward short over the next few months
Photovoltaic energy storage ushered in long-term opportunities
i think we resume rally to S&P 4200-4500
Solar Sector giving us a half off sale
How I’m Getting Rich Trading In This Bear Market
Mentions
Went long HOOD, ENPH and SOFI. Only short is NVDA and it hasn't moved.
ENPH printed for all of 3 minutes.
Dang not even AI data center talk can save ENPH from its standard earnings selloff lmao
ENPH down off a triple beat and raise?
Knew I shoulda sold more ENPH puts but I’ll take it.
**Enphase Energy (NASDAQ: ENPH)** reported Q1 2026 results: **revenue $282.9M**, GAAP gross margin **35.5%**, non-GAAP gross margin **43.9%**, GAAP net loss **$7.4M**, non-GAAP net income **$62.3M**, and free cash flow **$83.0M**. Shipments included approximately **1.41M microinverters** (627.6 MW DC) and **103.1 MWh** of IQ Batteries. Cash and investments totaled **$930.6M**. The company announced development of the **IQ SST** solid-state transformer for AI data centers and provided Q2 2026 guidance.
Are puts on ENPH free money or will this go up today?
Its that time again, ENPH calls for puts?
ENPH will move 15%-30% again buy put and call i made 1000% on INTC calls but lost 100% on puts🍆
Yes. Full port GEV, ENPH, UUUU etc
VM should I continue to bag hold ENPH
They brutalizing my homie ENPH
Interesting. These numbers don't match open interest in options (e.g. [ENPH](https://optioncharts.io/options/ENPH) where call put ratio and oi is bullish/neutral while the list it is a crowded short) nor long/short ration as advertised with IBKR (0.25 short). Are these numbers incorporating future dark pool orders or something like that? What am I missing here? P.s. I just checked 1 stock here
As someone who is bullish on solar, I really only want exposure to utility level stuff. ENPH is still on residential and will be on the whims of interest rates and the housing market. I could be totally wrong, but I'd rather own stuff like MWH or NXT rather than ENPH to play solar.
How do you guys feel about ENPH? Seems very cheap at current price, fwd P/E in the teens. Also they're expanding into commercial diversification besides just residential. My guess is it will be a big winner when the sector recovers
Bought 1 $50 call on ENPH for Jan. 2027 two days ago and already down 20%😛😛
**$ENPH:** Enphase is a turnaround play for well integrated home solar + storage + EV charging. Their margins are excellent, and since they specialize in micro inverters they are primed to benefit from [plug in solar being legalized in more states](https://pv-magazine-usa.com/2026/01/30/we-are-really-looking-at-a-movement-here-says-bright-saver-cofounder-of-multi-state-plug-in-solar-legislation-push/) **$FSLR:** Basically zero debt, 0.57 PEG, and 28% profit margin with a huge backlog and new factories coming online this year. They make most of their panels in America and despite that and their large margins they were the first solar company to achieve sub $1/watt pricing over a decade ago. Their panels don't use silicon and instead use a different semiconductor (CdTe) that allows an efficient thin film deposited on glass ( vs sliced silicon crystals) meaning they use less material, and this semiconductor is both significantly better at maintaining efficiency in high heat environments and cheaper to produce. They are in the process building multiple new factories in America as we speak. They focus exclusively on grid scale solar projects and contracts, so their revenues are more predictable and less sensitive to interest rates than rooftop solar. Not to mention it's [growing faster](https://www.eia.gov/outlooks/steo/report/BTL/2023/09-smallscalesolar/article.php) Current government policy can't change the fact that utility scale solar is by far the cheapest and fastest way to add electricity to the grid in a time when fossil fuels are set to become more expensive due to both increased exports and domestic demand, and nuclear projects, even SMRs take significantly longer and cost significantly more. **NXT:**; Nextpower formerly Nextracker is a company that focuses on solar trackers. While trackers used to be economically troublesome, they are [now featured in over 99% of new utility scale solar projects](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804). Nextpower is [the world leader ](https://pv-magazine-usa.com/2025/06/11/global-shipments-of-solar-trackers-rise-20-u-s-slips-in-market-share/)in solar trackers. Their numbers are excellent however their valuation unfortunately reflects that. The company has high margins, high ROIC, high historical growth and next to zero debt. Their expected growth represented in their PEG and EPS growth predictions is low, but I honestly can't see why that would be the case. They have also moved beyond just making trackers and started to dip their toes into making eBOS systems, panel frames, and basically everything, but the panels themselves which was the purpose of their name change. I am not an electrical engineer so I don't know how the eBOS solutions of these two companies compare, but it is concerning for Shoals. They are also very close to the valuation that would make them considered for S&P500 inclusion which is also a potential catalyst.
I haven’t heard of ENPH. I’ll research it thank you
Thanks! I am gonna look into turbine/generator producers like GE or solar panels related industries like ENPH or local utility companies like NextEra energy or battery related ALB and more!
These alt names ENPH SEDG..all good today off crude.. I am trying SMR OKLO IMSR and next ones to move
Assuming long term the United States starts [exporting more LNG](https://www.eia.gov/todayinenergy/detail.php?id=67264), making domestic natural gas consumption in electricity and heating more expensive, I'd say there's a few mispriced companies that either see no-impact or benefit from this. Firstly, alternative energy companies: **FSLR** is the largest American manufacturer of solar panels, and benefit from utility scale deployments which make up a lot of new energy generation. They are consistently profitable and their technology is more efficient in both high heat and high humidity environments than traditional solar panels. **NXT** manufactures basically everything in a utility scale deployment but the solar panels. They traditionally manufactured only trackers [which make up the majority of utility scale deployments](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804) and they're the largest player in the tracker space, but they are moving on to make the EBOS systems, junction boxes, and more to become a one stop supplier for grid scale solar deployments. **ENPH** is wrongfully beaten down in my opinion. They operate mostly in residential solar which is a smaller market, but their margins are phenomenal, and they are increasingly making money not just from micro inverters but batteries as well. Many utilities are moving away from net metering so batteries are going from a niche luxury to a must-have. [Residential storage is expected to grow faster than residential solar overall](https://cleanpower.org/news/us-energy-storage-installations-reach-new-quarterly-record-in-q2-with-5-6-gw/) As for something completely unrelated, I'd say **AXP**. They used to be fairly/slightly overpriced but now they are very much in value territory. Swipe fees on a large percentage of the richest Americans, plus annual fees are extremely valuable in normal times, let alone in a K shaped economy. They have some of the lowest default rates in the industry so they aren't as susceptible to recession induced spending declines.
I’m watching ENPH and LCID close.. waiting for the moment
Yep sometimes all we need is conviction! Congrats! I went all in on ENPH and it also paid off 🔥
Some strength in [$ENPH](https://x.com/search?q=%24ENPH&src=cashtag_click) (+9.55%) [$SEDG](https://x.com/search?q=%24SEDG&src=cashtag_click) (+12.06%) this past week... and [$SEDG](https://x.com/search?q=%24SEDG&src=cashtag_click) strength despite CFO departure
Straddle. Premium is so juicy. Mainly on MSFT/SPY with some ENPH thrown in the mix
OP is probably neck deep in ENPH and other renewables. Oil has been made cheaper than market price for years due to political pressure. They live in an alternate reality where oil didn't hit record consumption and climbing.
Alright nerds, since Fridays are always the most exciting, these are the top 10 trades for the day... SO FAR. Watch MSFT calls be #1 by market close. (all times in PST, the superior weather timezone) 1. **PSKY** – $12.50 C (02/27) 🟢 +8,562% Buy: 6:37 AM → Sell: 10:20 AM 2. **AXP** – $320 P (02/27) 🟢 +6,971% Buy: 6:33 AM → Sell: 9:40 AM 3. **RUN** – $14 P (02/27) 🟢 +4,363% Buy: 6:47 AM → Sell: 10:30 AM 4. **WFC** – $82 P (02/27) 🟢 +3,698% Buy: 6:34 AM → Sell: 9:46 AM 5. **C** – $111 P (02/27) 🟢 +3,538% Buy: 6:34 AM → Sell: 9:44 AM 6. **GS** – $880 P (02/27) 🟢 +2,824% Buy: 6:33 AM → Sell: 9:52 AM 7. **JNJ** – $247.50 C (02/27) 🟢 +2,164% Buy: 7:28 AM → Sell: 10:08 AM 8. **BE** – $157.50 P (02/27) 🟢 +2,074% Buy: 7:48 AM → Sell: 10:28 AM 9. **NBIS** – $92 P (02/27) 🟢 +2,032% Buy: 7:34 AM → Sell: 10:26 AM 10. **ENPH** – $43.50 P (02/27) 🟢 +1,571% Buy: 6:30 AM → Sell: 10:30 AM
I just look at big industry names that were down massively and prone to rebound ENPH, NFLX. I’ve got huge gains on those recently. Maybe I belong to WSB 😟
My SMR is eating shit but my smaller ENPH position has been fire. Really tempted to shift everything over.
Not my largest percent loss but largest dollar loss. Sold it before it continued to crater. Thought about getting back in and found the post below. Not sure if they have solved the DC to AC back to DC to get in in a batteries yet. No issues with my 3 year old solar system on their micro inverters. Might buy ENPH again before the midterms or when Trump leaves the earth? https://www.reddit.com/r/stocks/s/SkmSJYXZig
ENPH is my biggest stinker, albeit it's *only* a $1800 loss max. Could've maybe made, at most, a couple grand if I sold at ATH, but still holding as it's my one "moral" stinker I'm OK with. It's also just nice to have something that's "deep red" in my port to always give context to good days and bad days. Basically refuse to sell on principle as my insignificant middle finger to the current admin pumping fossil fuels lol.
Better in some ways, but they’ve run a lot whereas ENPH price has been crushed a lot. The last time I brought this up was right before a +40% day for ENPH. I said ENPH could conceivably triple or better, whereas FSLR and NXT already have.
ENPH got squeezed hard after earnings.... SEDG has higher short % and has seen the short interest trickle down over the past month.... SolarEdge (SEDG) could be the next play 👀
You’re probably right, but I think Unity will need some time to bottom out first and consolidate. This process can take as long as a few weeks, months, or even years. Once capital flows out of a disfavored stock or sector, it flows to other assets that are working better in the current market environment. A few examples that come to mind would be $HOOD, $MRNA, and $ENPH. In the doghouse for a few years before staging a comeback after a steep downfall from grace. That’s why I always try to remember old trades of mine when I need a fresh idea.
I’m looking forward to shorting ENPH again
I’m down $100k after hitting my all time high just yesterday. ENPH making me ill.
I have a list: FIG FIGR RKLB MRNA ENPH
Hear me out... ENPH retraces yesterday's entire move
ENPH pop at open then short into oblivion
I will short ENPH today (please don’t blow my arse out?
I’m looking at ENPH and it’s bouncing from the bottom. So there’s still hope for PYPL 😬
I was in a similar to boat as you... Today was the day we'd been waiting for... Congrats! I sold half my position in the morning 51ish and later sold most of the remainder over 52. Good company but lousy industry and I'm happy to be mostly out. Felt like a short squeeze to me and I'm accustomed to ENPH diving back to the low 30s so over 50 i couldn't resist cashing out. Did you sell any? Or hanging all in for more?
Lol same, I bought ENPH last year so I got it in a fairly priced range, and it SOARED yesterday. Congrats bro, this thread is the living proof to trust yourself.
ENPH the last bastion of bullishness
ENPH up 35%… it’s gonna get a little fucked tomorrow, no?
Lol! ELF is back to baseline in the time it took me to reach home, so 0/11 hits. I'm in similar situation with NVO, ELF, ENPH and TEAM.
PFE and ENPH was a good mind fuck lol
True I guess that's what had me stuck on individual stock investing. I bought into META, MSFT, NFLX and a few others 8 years ago and feel good about it, but now I'm like ya idk if I would do the same thing and be as consistent with all the headwinds. Whereas, it's easier to dca into an index. People say the prices average out. But, with stocks if you buy at a high point for that month, you still would have to hope that that share that I bought would go back up. I think that's what the basis people aren't considering. I have had some small cap stocks like ENPH PAYC TWLO that never came back from their 2021 highs. My large caps have done well so that's what leaves me on the fence. Along with the fact that having indexes in a taxable account can generate some dividends and extra tax. But, some individual stocks have dividends too, so maybe that's not as negative of a point as I'm thinking. The only other fear is FOMO like missing out on NVDA going to the moon or NFLX maybe doing the same after the buyout. Then me kicking myself. But, I'm guessing it's better to play it safe and steady. I think I messed up by not being consistent and trying to time entries, which is what individual stocks make you do. Because I would wait for those large drops like when MSFT went down 10%.
ENPH, up 35% today. Only 575% more to go until it makes an ATH!
Wow ENPH up 36% today, missed that. Congrats ENPH holders! 🎉
saw a comment earlier this morning that went like "puts on ENPH is obvious right?" L
Pivoted from ENPH to TTD, super smart moves
Some fucking analysts call ENPH at 55, some other ones at 38. Fuckin thing goes up 30%. Wot
Absolutely can’t believe it. I bought an ENPH LEAP while I was drunk, and I paid off. I should drink and trade more often.
Praying for everyone who started positions in MU and SNDK 2 days ago due to FOMO, particularly the guy who insisted to me that he "wasn't going to make the same mistake he had not getting into NVDA post-split." Also big el oh el at the carcass of my ENPH shares from 4 years ago being today's highest gainer in my port lmfao.
Fuck why I'm on everything but ENPH....
the past few weeks has been absolutely every decision being the wrong decision in the short term, I'm actually impresssed. kept/bought adbe/crm/sofi/msft/nvo/amd/crm - ALL crashed sold PFE after earnings due to soft guidance - its up now more sold ENPH - its up 25%
ENPH is Atlas holding up the planet for my portfolio right now
Yall weren’t listening when I said ENPH (I didn’t talk about it)
Made a pretty profit on ENPH completely by chance. Back to work, good luck regards
Can I go back in time 1 day and load the fucking boat on ENPH? Holy hell.
Gemini told me to buy ENPH but I don’t believe her anymore 😔
someone out there has a port with only ENPH and is having a good day unlike the rest of us
ENPH is getting squeezed. Maybe just getting started. Sizable shorts on this one.
ENPH is getting a lot of upgrades this morning.
I didn't even know ENPH was doing earnings when I got some yesterday lol
no one thought it was SMCI + ENPH that would pull us to 700 amazing
The idiots over at r/ValueInvesting shilled every single piece of shit stock like PYPL NVO ADBE DUOL UNH for no reason other than cope/because they are down from ATH instead of talking about the one stock that is down from ATH that is rocketing (up 20% rn) ENPH (Enphase Energy).
I think I just used up all my luck for this year by buying ENPH yesterday
Thanks, makes sense. I have 20 shares only, might buy a bunch more soon. Gunna wake up to a gigantic candle from ENPH calls
Love that ENPH has bounced back a little
I’ve held ENPH for the last 3 years buying dips which felt like falling knives!! Feels good to see the pop after earnings today!!
damn i was hoping ENPH would dump so i could get cheap shares
They still have manufacturing subsidies from the BBB bill still, so that helps. And there's another subsidy for solar leases that's still in place. Apparently ENPH is trying to encourage solar salespeople to consider talking about these solar leases to customers. Basically you lease the system for 5 years, get the subsidy, and have an option to buy out the system later if you want. I don't have all the details off the top of my head, but it's clear that those in the solar space have plenty of tax credits and tailwinds to cheese off of. Increasing electricity bills from data centers is another huge tailwind. I've lost a lot of money on the stock and think it's fairly valued now though.
I'm not buying ENPH's performance turnaround. The AH action looks excessive. Unless someone more knowledgeable can explain. It seems like a high chance of fading
Anyone has ENPH calls ? They are ripping
Solar is back on the menu boys. ENPH
Praying ENPH and solar gets everyone to shut up about memory and silver for a day
Should have bought $ENPH calls
ENPH did not disappoint.
The expectations for ENPH were rock bottom.