ENPH

MorrisseysRubiksCube

Republicans are probably getting shellacked in November. Clean energy plays back on the menu? I'm looking at ENPH.

Ok_Blacksmith1684

I know some on here hate when people mention regular stocks on here but my feeling is....why ignore an opportunity to make money. There are several great swing plays out there that are easy money...I called out DKNG last Thursday after it hit 52 week low and its up over 3.5% since and has another 15-25% to go. I called out SMCI and its up over 10% in the last week...here are a few more that have great entries and most are at or close to 52 week lows. DKNG...still ridiculously cheap CMG SOFI PRIM...look to see if it dips more ENPH CYD FLSR Penny (riskier) FINV QFIN...just above penny, just above 52 low

Relative-Snow8735

I think this sector will prove to be a good hedge/ballast over the next few years. In the near term, there are tailwinds due to the Iran conflict. And midterm, we have the political tailwinds that could materialize in the next 1-3 years. And longer term, I think there is serious risk that we hit a decade or so of stagflation as we try and deal with this debt. And I think renewables have a utility/commodity like profile that should do well in stagflation environment, but they also have a growth tailwind that should provide some extra buffer compared to the more traditional investment choices in this domain. I am spread out across the sector, and I move in an out as prices adjust. But I have some EVGO and CHPT as short term plays on high gas prices. SEDG, ENPH, and RUN for the midterm political play. TE is a reshoring play. And BEPC is my utility like ballast stock. A number of these stocks are also mid-turnaround so there is some upside potential if the company executes well (and corresponding downside potential if they don't).

dvdmovie1

People thought Biden was "free money" for green energy and bid up ICLN in the couple of months before inauguration (you can see it in the long-term chart quite clearly) like crazy. The inauguration in January was about the top and it spent the next four years going lower - didn't start well then ran into other issues (higher rates, etc.) "diesel/gas some cobsumers are thinking about going ev" Not directing this towards OP, but I just think there's this view on Reddit of a solar panel on every roof and an ev in every driveway and 1) affordability of everyday life has been increasingly lousy, 2) even for those who can afford it, people are going to hesitate looking at resi solar as ENPH is still 80% off the highs, 3) the automobile business has been a mostly lousy/mediocre place for investors with few exceptions and EVs don't change that and 4) the spending on charging infrastructure that has been discussed never happened (https://www.politico.com/news/2023/12/05/congress-ev-chargers-billions-00129996, "Congress provided $7.5B for electric vehicle chargers. Built so far: Zero.") - there's plenty of condos and other such multi-family buildings that will not have a charger anytime soon, among other issues. Commercial solar is more appealing than residential but even the more appealing names in that group like NXT have been frustrating in recent months. IMO, pick one or two best idea clean energy names (I wouldn't bet on EVs) and I wouldn't overallocate to the theme.

dvdmovie1

Politically, people though that clean energy was "free money" leading into Biden, bid up ICLN in the couple of months before he went into office and then the top was about inauguration. It's still about half below that point. "However, interest rates remain higher for longer?" That is a significant issue for residential. Less so for commercial, but even relatively more promising commercial names like NXT have been frustrating lately. "I suspect that these prices of diesel/gas some cobsumers are thinking about going ev" A lot of people are struggling about affording basics - not saying this towards OP at all, but a common thing on Reddit for years is to complain about the economy and how bad things are but when it comes to EVs and solar panels it's sort of "why wouldn't everyone?" The Reddit thesis of "a solar panel on every roof and an EV in every driveway" ignores affordability issues for many and even for those who can afford it, higher rates probably give many pause when looking at something like what ENPH offers. This also doesn't get into the charging infrastructure issue with EVs, or the fact that the automobile business in general has been a mediocre area for investment with few exceptions. TAN still down 80% from where it started in 2008, right before the top and the turn in oil. TLDR: I think having some exposure to selected clean energy names is a good idea but wouldn't buy EV names.

FullOf_Bad_Ideas

I've heard that in the past in the context of GNRC. GEV wasn't the recommendation back then, it was ENPH.

_hiddenscout

Sometimes with these thematic names, you need to look under the hood what they are holding. [https://www.ishares.com/us/products/239738/ishares-global-clean-energy-etf](https://www.ishares.com/us/products/239738/ishares-global-clean-energy-etf) Like 10% of the portfolio is BE. Probably some of the names are going to trade with the data center stuff, like ENPH as well, which started pumping again of recent since they said they are moving into that segment. This is probably more of a correlated play with data center, names are getting hit on the idea of the slowdown, than just pure clean energy.

sonofalando

Hilariously the only path forward now is to double down on renewables. Probably gonna by some leaps in ENPH and ICLN at open.

Illustrious_Rock_139

ENPH

Spac55

Higher Oil price push EV, solar stocks high TSLA, FSLR, ENPH, SEDG

notreallydeep

ENPH bagholders need some Enphase® Shareholder Care

BIGPOTHEAD

ENPH and SEDG finna run tomorrow

Federal-Watch

I dunno… ENPH? 🤷‍♀️

ElegantStranger9510

https://preview.redd.it/m21fzyzgp0kh1.jpeg?width=1125&format=pjpg&auto=webp&s=968a52287dadc2bbed1193b7f501d5f86df0fc25 All I do is sell options. SOXL is my biggest earner. Today I went with a short play on SOXS. I really like the drop in ENPH, and I took a risk on the drop for TTD—which I might buy back tomorrow to close the position. Master selling options, and you’ll have a steady income stream for life. Pay attention to the economy and learn how to roll with the punches. It’s a doggy dog world out there, and only you can make it happen. Remember, volatility is your friend.

Gold_n_Tomato

ENPH sharts got their pp stuck

Gold_n_Tomato

ENPH short squeeze incoming. You’re welcome

sanjay_the_gemini

Hey bro I shorted LITE in the morning and went down 1200 on the position then it bounced back and I got out with no profit or loss. Zero change. Ill take that over loss Moved 217K into ENPH. Holding for a swing

1moreloser

Besides ENPH what is your biggest POS

sanjay_the_gemini

i just closed my \~200K ENPH position...40.50 entry, to 42.40 exit, 4,916 total shares, \~9.3K profit...i am going to wait for maybe a better entry. good for now.

sanjay_the_gemini

I sold half of the SNDK, then traded yesterday in AAOX (2x ETF for AAOI) for the earnings event, got lucky, made it all back, \~18k, now I am all in on ENPH [https://www.reddit.com/r/wallstreetbets/comments/1vi3slh/comment/p2aauq6/?screen\_view\_count=2&ext-referrer=DIRECT](https://www.reddit.com/r/wallstreetbets/comments/1vi3slh/comment/p2aauq6/?screen_view_count=2&ext-referrer=DIRECT)

lightjon

Also following ENPH as a solar product with some commodity pricing resistance. Does ENPH have growing traction in utility scale solar vs. residential installations?

sanjay_the_gemini

I am now all in on ENPH.. | $199,086.23 Position | 4,916.13 Shares | https://www.reddit.com/r/wallstreetbets/comments/1vi3slh/full_port_enph_19908623_position_491613_shares/

sanjay_the_gemini

This is my new ENPH position, and details are in it why, etc. [https://www.reddit.com/r/wallstreetbets/comments/1vi3slh/comment/p2a7omc/?screen\_view\_count=2&ext-referrer=DIRECT](https://www.reddit.com/r/wallstreetbets/comments/1vi3slh/comment/p2a7omc/?screen_view_count=2&ext-referrer=DIRECT)

teslaTools

ENPH def looks like the cleanest play of the three on fundamentals. SEDG has been a dumpster fire since 24, hard to catch that knife even with tailwinds. Tyg

lightjon

Started an ENPH position. Here's a fundamental chart on SEDG, ENPH and TYGO for anyone interested. SEDG - [https://imgur.com/KODQcbo](https://imgur.com/KODQcbo) Operating margins went negative since 2024. ENPH - [https://imgur.com/phqwtt8](https://imgur.com/phqwtt8) Strongest margins, income. Still profitable on an EPS basis after the cancellation of the tax credit. TYGO - [https://imgur.com/I9KY18M](https://imgur.com/I9KY18M) Tiniest by far. Posted positive income and FCF at the end of 2025.

toydan

$ENPH Enphase Energy: Margins Improve, AI Power Pipeline Expands ⠀ 📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 \* EPS: $0.46 (Est. $0.46) ➖ \* Revenue: $291.9M (Est. $290.3M) ✅ \* Non-GAAP gross margin: 46.8% vs. 43.9% QoQ. \* Free cash flow: $25.9M; cash & investments: $937.7M. \* Shipped 1.59M microinverters and 113.8 MWh of IQ Batteries. ⠀ 🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞 \* Q3 revenue: $290M–$320M (Midpoint $305M vs. Est. $305.0M) ➖ \* Q3 non-GAAP gross margin: 44%–47%. \* Q3 non-GAAP operating expenses: $76M–$80M. ⠀ 📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬 \* Executed $1.08B of safe harbor agreements year-to-date. \* AI data center IQ Solid-State Transformer program advanced with multi-gigawatt opportunities in the pipeline. \* U.S. revenue declined \~3% QoQ, while Europe revenue increased \~35% QoQ.

LiveMotivation

Come on ENPH floss on these hoes

Alicyclobacillus

I'm with you bro Recently put 10% of my port in FSLR and another 10% in ENPH We have an election in a few months that will likely change the make up of the the congress. Democrats are likely to win big, coupled with a lame duck president, I think solar energy is a great investment play right now. Solar stocks are hella cheap and the US is still protectionist on solar

mm_newsletter

NEE and ENPH are pretty different bets. NEE has a regulated utility underneath it. ENPH is much more tied to residential solar demand. Calling both “green energy” kind of hides that.

nut-sack

ENPH, and ADBE. I feel like we're fucked with regard to power. ENPH has a genuinely good product. Kind of blown away that its kept going down. But it really tanked when trump took office and just never recovered. ADBE before AI was really the only way to edit videos and photos. Everything else was spit and ductape. My plan is let it sit, eventually inflation will carry it up. But ill probably get sick of looking at it, and just sell it a little bit at a time as i take profit on better positions.

Popular-Jackfruit-60

I'm no expert on green energy, but I've been watching $NEE and $ENPH for a while. Utilities feel safer than pure solar plays imo. Maybe start with ETFs like $ICLN or $TAN to spread the risk while you figure out which names you like.

Alicyclobacillus

Lol Midterms in November, Democrats probably taking back some seats This is the most unpopular president we've had in recent history, so a Democrat is probably the next president Yes, I'm think of loading up on green energy over the next few months , given Democrats are more supportive of green energy I like ENPH and FSLR, but don't currently own either. Watching them for a good entry.

dolt1234

Well, first full port. I lost like $90k on ENPH after being way up... interest rates, inflation, and a climate denying admin really fucked that one.

Vast_Cricket

It happens to many of us. Too late. You should have called into trading desk to pull it out. Just hope the market favors your screw up. My disaster involving ENPH stock. My 10s became 100s. That being said I said I will just keep it. But the stock has been down since my purchase \~ 4 years ago. I tried all kinds of tricks to buy at low then found it got even lower. Trying to sell when there was a rise. All together I lost over $15K over 4 years. I am finally done this year knowing it is a hopeless saga. Now I did the similar thing on Rddt involving just 14s. I sold from a wrong account. So I shorted it at peak until yesterday it got higher. Today worse. But nothing like your fiasco. On my set up my default is 1 shares instead of 100s.

Halvinz

Out of all, $FSLR is the most solid one. $ENPH, $SEDG, and $RUN come second. Until we have a new administration, who is not anti-clean energy, these stocks will not see a massive bump.

Professional_Help_85

At least pump my ENPH bags too out of sympathy

sonofalando

It’s the Iran war never ends It will accelerate electrification and reduction in dependence on oil. Of course, oil will always be needed but it can be reduced en masse. We’ll see a resurgence of stocks like ENPH. If electricity gets expensive enough you’ll see more residential houses begin purchasing solar and more people reducing their reliance on fuel. You’ll see more push for electrification of logistics fleets via EV technology. This is the opposite of what saudis want by the way. They know the writing is on the wall. 🥭 has somehow pushed the economy even closer to a green energy boom. 😂

sonofalando

It will accelerate electrification and reduction in dependence on oil. Of course, oil will always be needed but it can be reduced en masse. We’ll see a resurgence of stocks like ENPH. If electricity gets expensive enough you’ll see more residential houses begin purchasing solar and more people reducing their reliance on fuel. You’ll see more push for electrification of logistics fleets via EV technology. This is the opposite of what saudis want by the way. They know the writing is on the wall. 🥭 has somehow pushed the economy even closer to a green energy boom. 😂

satsui_no_honda

That ENPH price action 🥰

dunk4899

ENPH doing something

ChiefInternetSurfer

Here’s the answer I was looking for! In the past, I have bought AMD for sub $30, MU for sub $60, ENPH for sub $10, (and a few others). My issue wasn’t my buy price, it was my impatience—I sold them all for roughly what I paid for them. 😭

marrymeodell

ENPH

CockSmash69

Energy plays (ENPH, FCEL etc) only things down today rip tmrw ? 🤔 FCEL bouncing off $17 looks juicy

BagholderForLyfe

ENPH is the only red stock on my list

alfred250

Don’t let these monkeys convince you they are smarter than the average window licker Argus Research $ENPH Price Target May: 36 Stock price: 34 Argus Research $ENPH Price Target June 2nd: 72 Stock price: 68 Argus Research $ENPH Price Target June 10th: 52 Stock price: 50 It isn’t a price target if you just change it to whatever the stock price is every Tuesday.😑

comancheranche

Lol ENPH

Outrageous_Method432

!banbet ENPH 70$ 5d

Outrageous_Method432

ENPH short squeeze rest of the week, 80$+

Outrageous_Method432

ENPH breaking out

Juidawg

I have QQQ ENPH and WOLF calls. All bought at close, and expiring this week. To bad they are only micropeen positions

Shebalied

I still have it. I kept it and ENPH. ENPH was up to 300 almost and sold a little. Now it fell so much, but is moving up again.

onerandomcomputerguy

ENPH + BE = goated

infinitychaosx

up 12.5% YTD, was 17% before Friday. holding and taking some nibbles at DRAM, RKLB, ENPH, NVDA while they’re down

throwaway9gk0k4k569

Solar dying today was weird. ENPH down too. Keep an eye on two NatGas gen companies who IPOed this week and last week; INIO and EROC. Electricity isn't going to get cheaper, but NatGas is. Also, I hope you are buying RIVN.

RedNationn

Love me some loss porn. I took an L on $ENPH today glad I got out right at the open. Was fun while it lasted

matttheazn1

Very true. I have been waiting a while now. Hoping that ENPH has a another quick jump so I can trim some profits.

Budget_Lavishness301

ENPH calls for tomorrow about to have me putting fries in the bag

Outrageous_Method432

ENPH short squeeeze , ber f..

Outrageous_Method432

Cmon ENPH break that F…..70$ today. F*** all the shortsssssss

Outrageous_Method432

send ENPH to 80$ tomorrow, SHORT SQUEEZEEEE

Outrageous_Method432

ENPH breaking out, 1dte calls about to go parabolic

Outrageous_Method432

ENPH shrek dildo tomorrow

Outrageous_Method432

ENPH calls if u like money 1dte

Outrageous_Method432

ENPH calls, break out & short squeeze

Outrageous_Method432

ENPH to 80$ tomorrow, squeeze them shorts

Outrageous_Method432

load up ENPH shares & calls this shit about to f the shit out of shorts, squeeze tomorrow

Outrageous_Method432

ENPH short squeeze tomorrow

Outrageous_Method432

ENPH green, tomorrow we squeezeeee

Outrageous_Method432

ENPH

Outrageous_Method432

$ENPH lets gooo

Patereye

I've been doing really good on renewable energy stocks and industrials around data center construction.  VRT is on my short list to grab more of. Absolutely solid balance sheet.  TE and ENPH. I think the boats left on that one. I'm deciding if I want to sell or hold. 

namtab00

fuck, my stop loss on ENPH got snipped.. what should I enter peeps?

spacegrab

300x$32 SNDK. Diversified 2/3 at $550 into ENPH, LITE, CIEN, UNH. Bought calls when there were major dips along the way.

sundaypleas

Trying to decide what to cut in order to get back into ENPH while keeping all my MU & JOBY.

thenorthernwhiteboy

What’s the thesis and strike for ONDS? I had 40k in RKLB Jan 28 leaps, sold half today. Moved about 10 into LUNR calls for July. Super long Nok, BB and ENPH I’m long software/cybersecurity as my hedge…

fruitloop00001

Sold my ASTS calls today. Still holding shares, but at least I timed a top just right for once. Thus naturally means that everything else I own will dump tomorrow. Hope none of you regards are in MP, ENPH, or RDDT.

waitses

Great no take profits and get into ENPH and QS as they are the next AI plays to go vertical.

fungoodtrade

not really, I have positions in AMPX, ENVX, SLDP, QS, SES, SLDP... and agree with u/partypantsdiscorock AMPX has strong fundamentals and momentum rn, it is pulling the whole sector up. Especially after a day like today it is getting even more attention on the sector. I closed my positions in FLNC but will reload soon. Considering ENPH puts because it is so overbought. SES is another ticker you can add that is likely the most speculative. AMPX is making me monies rn, but I keep watching the technicals on the others and maintain small speculative options positions, because when one of them starts to catch, and gets rerated even for a little bit it will get wild.

option-trader

Well, it went from "no believed their numbers" to "everyone believes their numbers now". That's pretty wild that every analyst jumped into the ship at the same time. I thought I would see this over the next 2-3 quarters, potentially into MU's December 2026 quarter where analysts can admit they were wrong and MU's cash flow is piling up. Their cashflow is going to start piling up. One thing I saw in MU's last earning were report was their earnings and revenues beat above estimates. Their earnings per share came in $3.2B (($12.20-$9.31) per share x 1.125B shares) above estimates while their revenue came in $3.79B above estimates. If you pull out the part that was above estimates, They made $3.2B in profits on $3.79B in revenue. That's a profit margin of 84% on the additional revenue. Those numbers told me that MU didn't make more capacity than they said they have. They just increased their prices and hyperscalers were buying it at the higher prices like hotcakes. That's why I was confident they would hit the $1T market cap. I sold half my position at $900, and will look to exit my other half at $1000/sh. I wouldn't be surprised if they hit $1640, but that's nearly $2T in market cap. I would like to be confident that this cycle goes into 2029 before making that bet myself though. I plan on closing my entire MU position and using MU's 2x ETF or MU's options for its ride up beyond $1000. I'm looking at BE as one of the major energy plays. I have 300 shares in BE purchased from $125 to $250, but I think this one can be up to $500B in market cap. BE looks like it is trying to catch up to GEV. Other than that, I have NBIS too. NBIS is in a much better financial position than CRWV, ORCL, IREN, APLD, and HUT. I've grouped these together. I'm also looking at ENPH and SEDG. No positions yet, because I want to see if they can actually get into the AI datacenter energy supplier business first.

dansdansy

ENPH up since they can help with the energy bottleneck for all these datacenters getting rush built.

selesnyaTroll

Anything even remotely connected to possible future govt contracts or Trump association is flying. Garbo from the past like CRSR and ENPH have been flying. Companies rushing to IPO. Yeah, I'm starting to get concerned lmao

DeadlyFlora

I’m watching JD, PATH, ENPH, CLF - what else for today / tomorrow?

NewAccount307

I hate solar and alternative energy stocks, but there is a narrative for alternative data center energy sources. Also if mid terms don’t go daddy’s way. Some names been quietly surging. ENPH

uiucthrowaway420

ENPH the new goated AI datacenter play

icharming

AI can’t get enough energy - robotics is already coming a big way also needs energy . Solar will be undeniable - FSLR still low PE, NXT. ENPH will be a winner again it’s pivoting to commercial and data center from pure residential

Smart_Money_HQ

ENPH, been riding that for a couple of days

namtab00

if you didn't get on the ENPH train, I don't know what to tell you, except "hop on board, we're going to 2023!"..

Extension_Emu5973

Cause the whole market is fucking euphoric rn, with rising inflation in the background, and possible continuation of Iran war. I'm not keen on much at these prices. I was keen on Upst and ENPH, but enph went up to much for me. Upst I am long I have shares and calls. Maybe I'm just becoming a bear idk? Also got some puts on intc, Tesla and cvna just hedging a bit in case of a incoming dip (honestly inflation is the main thing scaring me, inflation + euphoric all time highs coming off a strong performance in 2025 scares me). All my long term share holdings look so amazing rn. That's why I feel I need some puts lol.

FlightKey5983

Why ENPH is running? Does anybody know

point_of_you

I've got a decent chunk of change in ENPH! Been holding it for a while and only recently broke even, nice to see some action on it (which of course makes me wish I would have bought more while it was dipping!) SAABY and NTDOY are what I'm adding most on lately... 🤞

thenorthernwhiteboy

I sold all my BE recently after a long time. Take a look at ENPH and FCEL that’s where my money going

Icy-Emergency-1152

ENPH gang wya? 🚀

DrummerCompetitive20

whos dumb enough to buy ENPH up here LOL

Podop29

ENPH 😎

New_Possible_284

**ENPH? what does it even do?**

namtab00

ENPH is coming back in hot, fly baby, fly!

AMCorBUST2021

ENPH keeps running.. sunny days ahead

Zerkron

!banbet ENPH 200 365d

olb3

SEDG and ENPH are trying to reposition some of the product portfolio to be tailored to 800V transformers for data centers

conrad_or_benjamin

Not my comment but I was going to suggest ENPH as a solar angle due to their position as the largest supplier of micro inverters.