ENPH

khizoa

*Cries in ENPH*

reddorickt

I've had most of my energy allocation in Oklo since March I'm doing fine. Bit naive to assume a brief surge means those stocks will still be up and outperforming 2 years from now though. A lot of them are down so bad you can't even tell that they have gone up this year. Zoom out on TAN/RUN/ENPH/SEDG it's depressing.

point_of_you

Just for another perspective: I know nothing about stocks and just go with my gut... a few individual tickers have rugpulled me, but overall green on all accounts just buying and holding shares with zero exit strategy/no intent to sell anything anytime soon Right now my absolute worst plays are: CAVA, ENPH, but holding them through the red and honestly expect even these to work out longterm.

aioliravioli

ENPH is down 14% the last month and basically at an all time low lol

Pax19

Is any of you fellow regards here on NXT? There's some post around here about DD to ENPH that made me think of it, jumped in last month and I'm really happy about it so far.

Ahzmer

I think the misconception with ENPH is, that it would benefit from datacenters economy - it doesn't. It's one of the few stocks that will NOT benefit from datacenters. And tax credits expiring means this is downright terrible. Microinverters are only feasible in american homes, especially with roofs facing in multiple directions, this giving an edge to micro's instead of string inverters. So for homes this is good, but without tax credits the price point is going from bad to worse. The good: \-If home solar jumps in popularity, enph will do well. \-If interest rates go down and electricity goes up, solar tends to do decent \-If solar stocks as a whole go up, ENPH may go up in sympathy due to index funds and algos, but not because of its own merits. \-There are some arguments to be made about fire safety - for some situations this is beneficial where this is of utmost importance. The bad: \-Home solar is hard to make work without tax credits - in almost any country. Especially with higher price point of micros \-ENPH will NOT benefit from datacenter and AI Economy. It's all about pricepoint - and micros can never handle this. \-Solar panels have evolved to the point that panels themselves will drop out even shaded single cells, while allowing full production from all other panels and cells from the shaded panel. Where do you need micros anymore then? String inverters handle the job with less than half the price, with easier maintenance. In short, while its a profitable company, I would personally look at 5-10 P/E before buying in, or the electricity market and prices should reflect 5-7 year payback time for the end customer (8-12% ROI), before this is poised for a jump. If you want to play solar sector, I would look at other companies actually doing something for AI and datacenters, like $TE

Aggravating-Elk-7409

I think most solar stocks are solid rn especially ENPH and FSLR are cheap af

Ensemble_InABox

ENPH is legit. Headwind after headwind last few years. They need to pivot harder into commercial and do some data center collabs like sedg announed this morning. Many years of growth ahead, the energy conversation around AI has been solely focused on commercial, hence enph lagging behind FSLR etc, but I expect that to change in the coming months.

Sahilde3p

This is generated by Deepseek after Feeding the financial data for $ENPH with its peers. let me know if it changes your mind. # 🧾 Overall Summary: ENPH vs Peers # 1. Revenue Growth * **ENPH** revenue fell sharply (–42% last year, –3.6% total). * **Top Performer:** **ACMR** with **+201% total growth**. * **ENPH Weakness:** Severe sales contraction and volatility in demand. # 2. Profitability & Margins * **ENPH** net margin dropped from **19% → 8%**, showing pressure on profits. * **Top Performer:** **LRCX** — consistently strong margins (\~29%). * **Notable Gain:** **PDFS** turned profitable from –19% to +2%. * **Risk:** ENPH’s shrinking margin signals tougher competition. # 3. Cash Flow Quality * **ENPH** showed major improvement, OCF margin rose to **39% (best among peers)**. * **ACMR** rebounded from negative to positive cash flow. * **Top Performer:** **ENPH** (strong cash generation). * **Risks:** ACMR’s past negative cash flow; ACLS’s decline. # 4. Balance Sheet Strength * **ONTO** and **PLAB** had the **strongest liquidity** (current ratio \~8–9). * **ENPH** stable but not leading (current ratio \~3.5). * **Weakest:** **ACMR**, liquidity fell 50%. * **Top Performer:** **ONTO** (excellent liquidity, improving trend). # 5. Valuation & Multiples * **ENPH’s P/E volatile** — 169 → 90 → 41 → 90 (market uncertainty). * **ACMR** saw the biggest valuation compression (–79%). * **Most Reasonable:** **PLAB**, steady and low P/E (\~11). * **Risk:** ENPH’s high and unstable valuation signals weak investor confidence. # 📊 Investment Outlook # Short-Term (6–24 months) * **ENPH:** Facing headwinds from revenue decline and squeezed margins. * **ACMR:** Strong growth momentum in semiconductor equipment. * **LRCX:** Defensive pick with stable profits. # Long-Term (3–5 years) * Semiconductor players (ACMR, ONTO, PLAB) benefit from **AI, reshoring, and advanced packaging trends**. * **ENPH** still has **long-term renewable energy potential** but needs stabilization. # 💡 Valuation Verdict * **ENPH:** Fair to slightly overvalued — **Rating: HOLD** * **ACMR & ONTO:** Strong fundamentals and growth — **Rating: BUY** * **Reason:** ENPH’s revenue and margin decline outweigh cash flow strength; ACMR and ONTO show superior growth and financial resilience. **🟩 Winners:** ACMR (growth), ONTO (liquidity), LRCX (profitability). **🟥 Underperformer:** ENPH — declining sales, shrinking margins, high valuation risk.

choomba96

ENPH lol

youbenchbro

I only bought losers today on purpose. Boeing, Texas Instruments, ENPH. And Archer calls.

jrex035

Be very careful, once Federal subsidies expire at the end of this year demand for ENPH products will rapidly dry up. They're pulling forward a lot of demand right now as home owners rush to get their projects completed by year end. They're probably a very risky hold over the next few years, though they might pop if Dems win the 2026 midterms and again in 2028

Frequent_Breakfast21

Btw, I just bought some Leaps in ENPH today. Big dip after honestly decent earnings.

MehdiStories

Feel like ENPH at this price is a steal. Gonna start accumulating.

point_of_you

$ENPH Enphase has been one of my worst investment choices All my other solar stocks have done at least 100%+ over the last year alone. I made a little bit on ENPH call options years ago so decided to buy some shares in 2024... Should have cashed the position out when it was up 5% lol

Sad_Sorbet_9078

I'm adding today. Other than projected decline in Rev these are great numbers. Solar + storage are still growing rapidly while grid is getting more expensive and unreliable. ENPH has excellent management, products and moat. 

AntoniaFauci

Whenever people ask for stocks that will be multibaggers in a few years, I always point to what’s most hated today. And that includes ENPH. It trades like it’s going bankrupt, yet it’s actually profitable and has best of breed product. It enables free electricity from the sky, in a country and time where every corporation and individual is going nuts trying to purchase electricity at ever-spiking prices, even to the point of bidding up speculative unsafe, unclean, ultraexpensive options that are 15-20 years away. At some point the fever of the cult leader’s demonizing of free, clean, rapidly deployable electricity will break. Today’s hated stocks become tomorrow’s sharp rebounds. I actually prefer FSLR, but the spring in ENPH is much more extremely wound. Could it go to $30 or $20? Sure. But someday, if humans still want electricity, it will go above $100.

LazerBurken

ENPH beat earnings but dropped 9% on bad guidance blaming tariffs. Interesting.

VigilanteWit

Not ENPH that’s for sure

Xzlk

ENPH, your capex is infinite and non depreciating given by God for free and you still suck cock. How

ismebbb

Sold a straddle on ENPH. Free money

CamelotCosmos

Bull put spread on BE Long naked puts on ENPH Good luck my friends

PeddyCash

Thinking of selling some puts on ENPH. They report after the bell. 🤔

HealthyMembership946

On all except ENPH. But I’m only picking one. Probs cheesecake tbh

HealthyMembership946

Top 3: Seagate, Cheesecake, ENPH

navtombros

ENPH earnings when

HealthyMembership946

Looking at ENPH & STX

MorrisseysRubiksCube

Here's hoping some gains on my shares in The Evil Empire (UNH) offset my inevitable losses in ENPH.

CamelotCosmos

For all the implied moves followers, these are at over a 10% implied move: Tuesday- BE, TTI, CWH, TER, ENPH, NGD, MIR Wednesday- AVTR, OPFI, EAT

Professional_Help_85

ENPH puts

Professional_Help_85

ENPH up or down after earnings?

Pioladoporcaputo

Bought $ENPH calls, how fucked am I?

Objective-History402

My first trade ever was buying 100 shares of AMD around $8 and then selling around $19 thinking I was a genius. I rolled all that money into nearly 500 shares of ENPH at $4, which I sold at $5 a week later because I thought it would be the smart move to diversify. Then I discovered options... 📉 😅

ChillDictator

ENPH above 50

AntoniaFauci

Someday the current anti-renewables propaganda and insanity will break. Solar is free electricty from the sky. Stocks like STEM and ENPH are at 90% discounts. As greedy mega-corps suck up all the current available electricity, average citizen’s bills will keep skyrocketing. The quickest solution for individuals and small businesses will be to make their own electricity for free. Skyrocketing utility bills will only make that good idea more compelling.

xtric8

Bynd is crap Why not ENPH?

nivek_123k

as someone who has fought major losses with huge risk, sometimes it's better to just walk away. the real question is; how much capital, and has your fundamental bias and understanding on this single asset changed? I have had this happen over the years with dozens of firms losing massive amount of shareholder wealth... CVS, ENPH, AAP, TSLA, BA, oil, gold, and more than I can count... most anything over a long enough time period has and will experience massive price changes. this is the game we play. honestly, if you just don't know what the firm is worth - it's best to just walk away. when I mean walk away, I mean reallocate that capital to something that can return value to you over time... such as a high quality broad market ETF.

topofthebrown

ENPH. Stock has gotten destroyed from high interest rates and recently due to the Trump admin being anti-solar etc...However, Enphase is still a very solid company and considered the best in residential solar, and I think falling interest rates as well as rising energy costs from AI will lead to a reacceleration in growth. More people will see the value in home solar because of the ridiculous energy costs from AI.

fatuousfatwa

ENPH is rebounding. Earnings are real at $2.63/yr and it is energy. From $100 to $37 today.

Grouchy966

It sounds promising but not proven yet. If you want to de-risk your approach check out $TURB. It had "meme" moment a month ago. But the company is legit. The battery is solid and it rivals $ENPH in its performance.

AntoniaFauci

ENPH hasn’t participated, yet.

eolithic_frustum

KTOS, ROAD, ENPH. In all of them for less than $10. Out of all of them well before... *gestures broadly*

Dawnchaffinch

Im building a position in ENPH. Not gonna run out the gates but I think its hit a bottom and once solar come back into flavor it could head back towards ATH. Long play

AirportMaterial5917

i am embarassed to admit that my cost basis in ENPH is over 200 dollars, abandon ship?

InvisibleEar

But it ENPH is delisted how will I lose money again in 3 years?

SickMon_Fraud

I like ENPH and DVN. Both listed to jump IMO.

ElectricOne55

I feel like it's helped me to my large cap stocks ride out. At times they would dip slightly and I would regret selling, but they would go back up over the course of the next year. The only stocks I regret selling were small cap stocks that went up and never recovered since 2022, ENPH, TWLO, and PAYC. I've learned from this to not fool with small cap stocks lol.

No-Wolverine-2140

Thanks, sounds good. I am currently in ENPH, but I am still waiting for the major push through

sigga_genesis

AMD in 2018 ENPH in 2019 TSM in 2020 PLNT in 2025 I could go on😭

14irahtom

Matterport MTTR and Enphase Energy ENPH

Mysterious_Help_9577

Yeah ve been burned where I’ll buy a stock, it goes up 300% over a year or 2, I hold and then it’s back to where I started, looking at you ENPH lol

klopomb

Best advice is to not trade penny stocks. Buy high quality setups on real companies that aren’t ass. For example, HIMS, OSCR, ASTS, DUOL, PATH, ENPH

1moreloser

Up 5% on my ENPH shares today. Only down 72% overall

Adventurous-Date-397

Hello $ENPH finally breaking out

MyBoomstickIsBigger

I made a big bet on ENPH last November (and solar, in general) with the expectation of a different election outcome. At this juncture, I don't foresee any change to the downward trajectory of this stock since the current administration is more likely to champion coal over any kind of green initiative. I also won't be surprised if we see the elimination of tax credits that will only serve to further reduce the adoption rate. Coupled with rising costs brought on by tariffs and the soaring costs of silver that's used in PV panels, the entire industry will probably have some headwinds in the coming years.

ALMessenger

The idea that you buy a stock when people are pessimistic about it (and more likely to undervalue it) seems like a good starting point to me. I like a stock that is red on the 5 year chart. CE, CBRL, LULU, and ENPH are ones that I have high hopes for. You always need to be cautious though since there is no guarantee a company will not drop further (or even be around long term)

jokull1234

Yes, but oklo is more of an ENPH type hype company because it’s pre revenue. There are other nuclear companies in the space that are more positioned like FSLR was in 2021. I.e., less hype, more room to grow because they’re not priced in for years of rapid growth that is almost impossible to attain

GreenMellowphant

ENPH.

YourSecondFather

ENPH for Solar, UPS for Dividends plus undervalued imo GOOG for Growth

Puzzleheaded-One-607

Tempted to buy ENPH as a swing trade here

SevereFix2085

This way you'll get a diversified portfolio with two High Dividend payers ( $COLB and $BMY), a good dividend payer ($C) and a stock that recently showed signs of reversal ($ENPH). They all have great balance sheets and good potential to appreciate both in the short and long term.

SevereFix2085

Get a job first, it takes years to become consistently profitable trading. Here is what I would do with you savings but keep in mind these have to be considered as long term investments ( 5 years or more). Split your savings in 5 equal parts, keep 1/5 of it for emergencies and invest the rest in $COLB, $BMY, $C, $ENPH

GreenMellowphant

ENPH.

Thin-Marionberry-720

ENPH is the next open

Logical_Photograph_5

$ENPH

AntoniaFauci

> You really need government subsidies to make home solar work. You really don’t. Nor do you need zirp. Both are common myths though, and part of what is artificially crushing renewables stocks like ENPH. Electricity is everyone’s worst bill, and the cost is only rising parabolically. Getting free electricity from the sky is just smart. Subsidies to help offset needed generation was smart too, but not essential. If I said I have free gold bars for pickup, “but no subsidy to help pay for you to come claim them” I’m pretty sure people would still realize the benefit. A moderate investment in solar on one’s building can bring steep and instant reductions in electric bills, ranging from 50-95%. And that’s a bonus that gets bigger every day as evil megacorps are sucking up all the available electricity for their data center ambitions. The cost to put the solar up isn’t “lost”, it adds to the building value. In a lot of cases, the immediate savings and a loan for the solar install are a saw off. And even when they’re not, the payback period is short, and it gets shorter with every electric utility rate hike. Even the so-called “high” borrowing rates don’t change this reality. They only add a few years on the payback period. And as rates come down, the benefits snowball for solar consumer.

AntoniaFauci

Free electricity from the sky is actually a no-brainer. Doesn’t matter if it’s a residence or a global enterprise, everyone is getting crushed with electricity bills. Free electricity is a great way to combat that, yet the conservatives and the crime family administration disagree. I have faith that greed and sense will prevail and that renewables, which had an amazing decade or two of advancement and growth, will rise again. Favorites in solar are FSLR and ENPH. First Solar has the better business, but ENPH share price has the potential for such a rebound it’s not even funny. Their stuff is best of breed and they make profit - but you wouldn’t be able to tell from the share price being down 90%

creemeeseason

I like buying loudly. It brings out the negative voices to test your conviction. I brought up ENPH this morning, every comment was bearish. I'm not buying yet (zero cash in my brokerage after several large buys recently), but it's certainly an interesting test.

Low-Watercress-9198

Yep, cool with me. Same thing happened with ENPH

dansdansy

I'd just stay patient and buy NXT if it pulls back under $60. Overall I expect industrial solar to be more successful than residential as a long term investment. Now's the time to look though and maybe score on a bounce in ENPH over next year or so, not sure how sentiment could get worse.

creemeeseason

I also like NXT better, but so does the market right now. NXT would have been a great buy when anything solar related dumped. ENPH is totally washed out, sentimentally (as other comments illustrate). The question is: is there is upside there?

stickman07738

I was watching the European side SEDG - they are not identical but I just saw more US issues. I did not pull the trigger. I have been told ENPH inverters are superior to most in the markets

dansdansy

Prefer NXT as a solar play, ENPH is in the dumps already but economics don't look good for them.

creemeeseason

I haven't heard much mentioning of solar lately, so... Any thoughts on ENPH? Chart looks to be bottoming after getting dumped by the S&P500. A few macro tailwinds: Rates dropping next year. Electric rates have been skyrocketing making the switch to solar more appealing. Massive amounts of home equity that can be tapped for improvements.

bobbybeansss

ENPH hold till midterms flip

SteelyLan

Why do invest in ENPH?

GreenMellowphant

You didn’t give a time frame and I don’t generally buy mature companies, so I’m going to assume you’re not talking about short term moves. RKLB, but you’ve already missed a recent >10x. I trimmed a little (1200% gains); now I’m buying ENPH (average cost basis is $36 - somewhere around $4.8B). These are 2/3 of the companies I own.

JakeTappersCat

WTF are they doing to ENPH? It just broke out from a 2 year downtrend and suddenly the rug gets pulled... must be the French government collapsing

weedmylips1

will ENPH survive?

Adventurous-Date-397

Like the setup on $ENPH, I see solar stocks going much higher

AntoniaFauci

Dunno about 12 months, but one trick for doing these is to think about what stocks you and everybody just hates. The ones that you cannot conceive have and path to mooning in the foreseeable future. Like when Netflix and Facebook were considered DOA. Even just sticking to this year. When nobody would buy RKT with the special div discount. Nvda and Dell falling below $100. DIS in the $70s, UBER in the $50 on Musk robotaxi BS, CELH $27 because of sales and distribution fears, etc. Looking at things now that most would say have no hope of recovery. UNH going to be pummeled and criminally charged and crushed by claims. PYPL thought to have no future. BROS “will get get squashed by Starbucks new CEO”. LULU has lost their consumer. Some of these probably won’t bounce and will continue to languish. But some of them will rally so much that we’ll almost forget they were ever such no-touch names. My larger bets are on renewables, especially solar. As of today, the greybeards will to short these, not buy them. They’ll say the russia-controlled sociopath running the country will continue to criminally sabotage them. Theyll be flanked by tech bros saying that magical fusion or salt reactors will somehow handle our immediate electricity needs. I just happen to think that electricity is everyone’s (business and individual alike) most inflated and most supply crunched utility, and that with every Evil Corp slurping up every joule of electricity they can get their hands on, electric utility costs will just continue to skyrocket. And yet at the same time, solar is free electricity from the sky. And we’re not just ignoring it, we have forces actively trying to kill it. It’s insanity. But those are forces that are malicious, yes, but also greedy. At a certain point, they’ll want free electricity too. Some will just do it low key, harvesting free sky electricity but not mentioning it in their corporate reports or to their trophy hunting buddies. Or maybe the untreated mental patient POTUS will randomly decide free electricity is a good thing. Then his cult is on board. We don’t know what the exact weaves of the path will be, but the fundamentals of electricity cost and demand tell us that free sky electricity will have its day in the sun. And for those of us here, value analysis can tell us that some names are ridiculously cheap if one believes that people will still need electricity in the future. I like the FSLR business, but liked the ticker more when it was 50% lower when a lonely pod of maybe 2 or 3 of us were here pounding the table. ENPH business is less attractive but my goodness is it oversold. The price/valuation is tempting. The stock price is down 90% even as sales only dipped 35%. Even a partial reversion would be a magnificent return. Not sure it will fit the 12 months window, but someday these will be out of the doghouse. If these do double or triple digit gains, waiting one or more years isn’t that bad.

PlanInteresting7905

$ENPH

OSRSkarma

Whats the ENPH news?

MorrisseysRubiksCube

Let's see if this LULU dip gets bought up. It just might. Unrelated to that, I assume there was some good news about renewables? RUN and ENPH both up 7% this morning.

MorrisseysRubiksCube

Unless Orange God is able to rig the midterms successfully, if democrats take back the house, is green energy back on the menu? If so, ENPH looks well-priced currently. If not, not such a bargain.

MoonrakerRocket

*cries in ENPH

ta0zh0u

If you guys want to play solar but don’t want to be exit liquidity for something already up 75% YTD try $ENPH instead https://preview.redd.it/1h9uzrnhfhlf1.jpeg?width=2048&format=pjpg&auto=webp&s=1da7cab9ee30f25cc27b03b021efe0abf5e5cdb5

breeezy420b

ENPH

GreenMellowphant

ENPH.

MorrisseysRubiksCube

Midterms are coming. Buy ENPH.

JakeTappersCat

ENPH leaps = literally free money here as long as they cut. Solar is super rate-sensitive because almost everyone finances their installations

Ahzmer

Solar aint really doing hot now, and it wont be durin next 1-2 Q's or more. My issue is that i used to play some solar earnings, but even if i was correct market could react opposite, so i gave up lol. Or CEO didnt want to get fired and lied about guidance (ENPH....) Battery manufacturers are getting better volume, but competition is cutting margins hard so tough call what happens with that. I would be curious to find a good solid state battery play. That could really hit big

JakeTappersCat

Short everything long ENPH

New_Olive6796

I agree. I only own FSLR but been doing some dd on ENPH and like what I see.

New_Olive6796

I grabbed 20k of ENPH today

Obvious_Coconut_8432

FSLR, RUN, ENPH, CSIQ - i wanna know if there’s a catalyst

Raslatt

I have NKE too. I’m gonna check out ENPH. Although it’s not fitting our small cap criteria, I did start a position in Adobe last week.

bazookateeth

Are you me? My portfolio: RKLB, HOOD, RIVN, HIMS, ENPH, OPEN, RKT, NKE, RDDT

topofthebrown

Interest rates and political environment have held solar stocks down. I think ENPH can heavily rebound because of energy demand from AI. People will realize they can sell their energy back to the grid for quite a lot with such high demand.

Boring_Clothes5233

Can’t wait to see how my formerly motley crew portfolio comprising INTC, UNH, ENPH, CAVA, NVO and UAA do. Most crushed this week.