ENPH

MajesticBread9147

**$ENPH:** Enphase is a turnaround play for well integrated home solar + storage + EV charging. Their margins are excellent, and since they specialize in micro inverters they are primed to benefit from [plug in solar being legalized in more states](https://pv-magazine-usa.com/2026/01/30/we-are-really-looking-at-a-movement-here-says-bright-saver-cofounder-of-multi-state-plug-in-solar-legislation-push/) **$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.

DayOne117

More VTI. MSFT fire sale. Also dabbled in ENPH.

Valkyrie_Skuld

I haven’t heard of ENPH. I’ll research it thank you

whyshw

I’m eyeing at FSLR & ENPH

fruitloop00001

ENPH

Landslide_Micro

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!

Quiet_Foundation6218

These alt names ENPH SEDG..all good today off crude.. I am trying SMR OKLO IMSR and next ones to move

MajesticBread9147

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.

AMCorBUST2021

I’m watching ENPH and LCID close.. waiting for the moment

borninAlphaCentauri

Yep sometimes all we need is conviction! Congrats! I went all in on ENPH and it also paid off 🔥

theJimmybob

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

DayOne117

Straddle. Premium is so juicy. Mainly on MSFT/SPY with some ENPH thrown in the mix

lovemyshittyBMer

why is ENPH up?

GomaN1717

NVDA, MSFT, and uh... ENPH, shockingly enough, keeping my port positive today lmao.

Euler007

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.

themarketapex

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

GetSuckedd

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 😟

spacegrab

My SMR is eating shit but my smaller ENPH position has been fire. Really tempted to shift everything over.

Thin_Measurement_922

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

GomaN1717

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.

nut-sack

Tell that to my ENPH position.

AntoniaFauci

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.

Limp-Occasion4906

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 👀

Traditional_Ad_2348

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.

MaleficentPlate9104

I’m looking forward to shorting ENPH again

SickMon_Fraud

I’m down $100k after hitting my all time high just yesterday. ENPH making me ill.

Shacreme

I have a list: FIG FIGR RKLB MRNA ENPH

Limp-Occasion4906

ENPH puts

Ok_Buffalo2027

Hear me out... ENPH retraces yesterday's entire move

Alone-Industry-7819

ENPH

MaleficentPlate9104

ENPH pop at open then short into oblivion

MaleficentPlate9104

I will short ENPH today (please don’t blow my arse out?

Capital_Inspector_21

I’m looking at ENPH and it’s bouncing from the bottom. So there’s still hope for PYPL 😬

AbeLincoln30

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?

DownvoterKevin-_-

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.

Professional-Fun972

ENPH the last bastion of bullishness

Alone-Industry-7819

ENPH

MaleficentPlate9104

ENPH up 35%… it’s gonna get a little fucked tomorrow, no?

Right-Bug3739

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.

jnas_19

PFE and ENPH was a good mind fuck lol

ElectricOne55

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%.

GomaN1717

ENPH being the only green in my port outside of AAPL, MCD, DIS, and ADBE giving off massive "blud thinks he's on the team" vibes lmao.

Babblerabla

ENPH gang gang

MitchCurry

ENPH, up 35% today. Only 575% more to go until it makes an ATH!

VoidMageZero

Wow ENPH up 36% today, missed that. Congrats ENPH holders! 🎉

ThinkingOfTheOldDays

saw a comment earlier this morning that went like "puts on ENPH is obvious right?" L

Obvious_Coconut_8432

Pivoted from ENPH to TTD, super smart moves

Pelvis-Wrestly

Some fucking analysts call ENPH at 55, some other ones at 38. Fuckin thing goes up 30%. Wot

Shacreme

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.

GomaN1717

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.

pain474

ENPH casually +40%

sikingthegreat1

Fuck why I'm on everything but ENPH....

Ithinktoodeep55

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%

I_Need_A_Mehdic

ENPH is Atlas holding up the planet for my portfolio right now

TheaterInhibitor

Yall weren’t listening when I said ENPH (I didn’t talk about it)

Pax19

Made a pretty profit on ENPH completely by chance. Back to work, good luck regards

KnickedUp

$ENPH 37%

Metacog_Drivel

Can I go back in time 1 day and load the fucking boat on ENPH? Holy hell.

KnickedUp

$ENPH huge squeeze here!

Rexultdis

Gemini told me to buy ENPH but I don’t believe her anymore 😔

Mean-Evidence-4056

someone out there has a port with only ENPH and is having a good day unlike the rest of us

LiveMotivation

ENPH is getting squeezed. Maybe just getting started. Sizable shorts on this one.

bmault

ENPH needed that bounce back

GoZukkYourself

ENPH is getting a lot of upgrades this morning.

Pax19

I didn't even know ENPH was doing earnings when I got some yesterday lol

Mean-Evidence-4056

no one thought it was SMCI + ENPH that would pull us to 700 amazing

CriticalBlackberry90

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).

Pax19

I think I just used up all my luck for this year by buying ENPH yesterday

Ensemble_InABox

Thanks, makes sense. I have 20 shares only, might buy a bunch more soon. Gunna wake up to a gigantic candle from ENPH calls

bmault

Love that ENPH has bounced back a little

Gilly8086

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!!

PalpitationSmooth992

damn i was hoping ENPH would dump so i could get cheap shares

Unser_Giftzwerg

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.

stylwire36

Thank you ENPH

CriticalBlackberry90

ENPH ripping

Same-Fox9304

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

phatpham1803

Anyone has ENPH calls ? They are ripping

LiveMotivation

Solar is back on the menu boys. ENPH

softboiledjadepotato

Praying ENPH and solar gets everyone to shut up about memory and silver for a day

Pioladoporcaputo

Should have bought $ENPH calls

LiveMotivation

ENPH did not disappoint.

GoZukkYourself

The expectations for ENPH were rock bottom.

ChillDictator

ENPH is making the biggest comeback off the decade

_hiddenscout

**Enphase Energy (NASDAQ: ENPH)** reported Q4 2025 revenue of **$343.3M** and non-GAAP gross margin of **46.1%**. GAAP net income was **$38.7M** (diluted EPS $0.29); non-GAAP net income was **$93.4M** (diluted EPS $0.71). Cash and marketable securities totaled **$1.51B**. Q4 shipments included \~**1.55 million** microinverters and **150.1 MWh** of IQ Batteries. Company provided Q1 2026 guidance: revenue $270M–$300M and non-GAAP gross margin 42%–45%.

This_Huckleberry_473

I bought ENPH lotto calls

Unser_Giftzwerg

Issue with ENPH is that their product has plenty of competition even though it's better than the competition.

GomaN1717

ENPH is literally the *one* loser that's been a perpetual sink in my portfolio, so this would honestly be wild lol.

AntoniaFauci

Possibly ENPH, and some of these software prints are ones we’ll look back on the way we look back at $150 TSLA and $100 META. Realizations about free electricity from the sky are finally starting to break through. The most viral video of the last week for the vocal techbro communities has been the dishwasher nerd explaining the economics of free sky electricity. These are the aggro lads who pump stuff like OKLO, so if they wake up to how out of touch we are on solar, then look out. First Solar is better, but the FSLR stock is up 100+% whereas ENPH is down 92%. To me, the one with beaten down price might be more coiled.

Professional_Help_85

ENPH puts or calls?

Misaka9615

I mean yeah? The more a stock goes up the less appealing it is to buy from a risk reward perspective. The bull case is priced in but the bear case most certainly is not. SNDK to 750 right now would provide the same returns as META to 1k, ENPH to 60 or even safer a rebound story like STLA to 15

MorrisseysRubiksCube

Yup. Sold in late December for tax loss harvesting. Usually I don't buy back my losers when I'm past the wash sale window. With ENPH, I could see buying back maybe half my position if it tanks on earnings and I feel like I'm getting it near a low.

InformationLumpy4369

Main point: treat residential solar as a cyclical hardware trade tied to rates and policy, not a clean 5x “because Elon/Trump/Chamath” bet. If you want exposure, split it: panel/inverter guys like ENPH/SEDG for torque, utilities or yieldcos for cashflow, and a small sleeve in installers or software. With ENPH, watch inventory levels, channel checks, and gross margin trends way more than Twitter hype. Rate cuts plus a fat tax credit extension could re-rate, but you’re still hostage to financing costs and utility interconnect bottlenecks. On the housing angle, the real kicker is if builders start baking solar in as standard: think Lennar, regional builders, even custom-on-your-lot outfits like Schumacher Homes and smaller local GC’s offering “solar-ready” roofs, conduits, and main panels. Main point: play it as a barbelled, policy-sensitive trade sized small, not a retirement plan off political vibes.

Roygbiv-Turtle-98

I spent 10+ years in the industry working for these companies during the post-GFC bull run. I worked for all these solar companies. Let me tell you why ENPH will never hit 300 again anytime soon. *Do you understand WHY solar did so well for 10+ years?* The Fed kept interest rates artificially low after 2008 GFC: *"Saved the economy"* And, again post-Covid. *"Saved the economy, again"* Except they didn't factor in the effect: **INFLATION** (transitory, he said, lol) Investors were willing and able to pile in (and lose) cash into solar companies like *Sunrun, Vivint, Solar City*, etc. Solar companies were operating on **very** cheap money. *"But the Fed is lowering rates again"* Yes, which will also keep **inflation high**. Precious metals are pumping. Treasuries are being dumped. De-dollarization is in process. **The macro is much differen't "this time" for the solar industry.** Who in their right mind would light their cash on fire investing in solar companies, whether through stocks, options or direct capital investment into these companies? Only people that want to lose money. What home owner is going to actually finance solar these days when long term rates aren't coming down? What home owner would put up liquid cash to pay for solar when they could invest it at bare minimum in QQQ or SPY or better yet GDX and SLV? The "savings" from solar on your electricity bill are not better or equal to other means of investments. Solar is a not a "consumer staple" - you don't need it. You just want it. RIP SUNE, ENPH, SEDG, RUN, VSLR, SPWR, SCTY, TSLA, (their solar department is basically a skeleton crew) Residential solar had its run. The "golden years" of making 20k a month selling "free solar" to homeowners is gone. Investors aren't looking to pile in expensive cash into a failed business model. ENPH makes good products. But the economic stage is not set for ENPH 300 again, not anytime soon.

throwaway2676

Interesting, do you think ENPH has leadership on par with Peter Beck? My biggest concerns with this play are a) the fact that they are mostly residential, when the future of solar could very well be mostly commercial b) whether their tech has a real moat against copycats and competitors

Independent-Chef-169

Bro I got the same thesis and in ENPH, don’t listen to the people here. I bought RKLB at 3$ and spammed posted here how space and Peter beck will be next hype sector. I was laughed at. ENPH will have a huge decade

No-Bus1327

Those big companies aren’t buying residential solar. ENPH provides residential solar.

No-Bus1327

Why do you think ENPH, a company that primarily provides solar to residential, will benefit from solar power purchases by hyper scalers?

Bekabam

Absolute horrible keywords * ENPH. One of the best micro controllers in the solar market, yet a terribly performing stock * Chamath. Used to be the golden boy with his Stanford talk, and evolved into a weak boy grifter like all the rest. Remember his rug pull spac Clover? Come on man, don't get caught up in their bullshit. That podcast should be renamed exit liquidity.

LiveMotivation

Musk was talking up Solar big time yesterday. Lots of undervalued companies. ENPH for example

aftherith

Wow halfway back to being breakeven on ENPH