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
ENPH for Solar, UPS for Dividends plus undervalued imo GOOG for Growth
Tempted to buy ENPH as a swing trade here
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.
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
ENPH is the next open
> 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.
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%
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.
Yep, cool with me. Same thing happened with ENPH
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.
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?
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
Prefer NXT as a solar play, ENPH is in the dumps already but economics don't look good for them.
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.
ENPH hold till midterms flip
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.
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
Like the setup on $ENPH, I see solar stocks going much higher
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.
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.
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.
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
Midterms are coming. Buy ENPH.
ENPH leaps = literally free money here as long as they cut. Solar is super rate-sensitive because almost everyone finances their installations
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
Short everything long ENPH
I agree. I only own FSLR but been doing some dd on ENPH and like what I see.
I grabbed 20k of ENPH today
FSLR, RUN, ENPH, CSIQ - i wanna know if there’s a catalyst
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.
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.
Can’t wait to see how my formerly motley crew portfolio comprising INTC, UNH, ENPH, CAVA, NVO and UAA do. Most crushed this week.
I've been trying to post info about ENPH short squeeze, but my account is too new. My comments always get deleted....
Either LCID or ENPH, but both will recover eventually
ENPH is most likely a few dollars up from here, historically. Buy a few months out.
Thoughts on Enphase (ENPH) solar stock?
As ill-conceived as rate cuts might be, 92% prediction level is admittedly high. Been loading up on stocks that *should (?)* fly on a rate cut cycle. Things like RKT which just had blowout ER. Also FSLR AND ENPH. Enphase is universally hated and at a 5 year (maybe 10 year?) low. But ‘completely hated’ is when you want to buy certain stocks. Current interest rates aren’t even that bad for doing solar. It’s literally free electricity from the sky, in a time when electric rates are ramping straight up. Even a bounce to last fall’s levels would be a 300% gain. First Solar is best positioned, but it isn’t at fire sale pricing.
ENPH 40c or 45c 9/19’s will make a bunch of money for people
I was thinking of buying some now, but fuck me the mango is so unpredictable, nothing makes sense anymore... All solar incentives cut, it's gonna take nothing short of a complete 180 in policy for ENPH to recoup anything, which ain't happening anytime soon... But hey, I've been wrong so many times, feel free to inverse me...
What made you to pick ENPH and BULL
ENPH for sure can go because I hate the ethics of how solar is marketed right now. And the stock is a piece of shit too.
in 5 years + I am fully confident on ENPH being a great return. Have invested 10k as of now but investing and accumulating a little every month when I have leftover cash while Trump is President and down on solar. I feel in 2030 solar and alt energy will be incentivized again and ENPH is trading at fair value and making a profit. Growth may not be there but will probably see a P/E value increase on the sector just by a regime change. anyways may not have the growth % of some riskier AI plays, but I think its a safe investment even if it goes down 25% more. I am happy to accumulate.
Weird how ENPH and LLY suddenly rally when the market crashes
Big volume coming into ENPH. Could be the bottom.
My picks are ENPH, KSPI (Hidden Gem 💎), IEL (AU Ticker)
ENPH going straight to $0 ? ☹️
ENPH. Cost basis was like $1.68. Think I sold before it even hit $5. Can’t go broke taking a profit I guess, but it still stings sometimes
Best options in my personal opions,no finacial advices is UHN 2 years out ENPH 2 year out Just buy 1 to 2 opiton every time the market dips to lower the cost of the options
ENPH. Sold at $20ish a few years ago before it took off when it dropped hard due to some bad news that I forgot and it turned out to be nothing.
$ENPH had 1000 shares and sold at $10.
Last call to get rich buying ENPH weeklies
ENPH down 9 days in a row. Almost no chance you will lose money buying calls here
Sure you can buy OPEN up 250% on the month and you might make money, but why risk buying high? ENPH is a better company, profitable, highly rate-sensitive, and at 5 year lows. $300 stock trading for $30
If cuts are coming then rate sensitive sectors like real estate and solar should be a buy here. ENPH is at 5 year lows with fwd P/E of 12 and 20-30% growth rn
ENPH investors went from teaching their kids about compounding interest to drunkenly cursing about how the stock market is a ponzi 💀 💀
June 2026 ENPH 95C are less than 50 cents ($50) on a stock that spent years between $200 and $400
I opened a position in ENPH again at $36 (sold out at $310) and bought more today at $34. I'm going to DCA over the next 1-2 years (reassessing after any significant events, of course). I believe this company is significantly undervalued.
Look how they massacred by boy 😭(ENPH)
ENPH has to be around book value right?
ENPH is the NVDA, however solar has been completely fucked over, and tbh, nuclear just is better, so it’s dead money. Pair it with nuclear and nat gas and you’re prepared though
I agree that Enphase is still a fundamentally solid business, just caught in a tough cycle. The margin compression and demand softness are real, but like you said, they’re still FCF positive, buying back shares, and the CEO’s confidence is reassuring. I actually did a full deep dive recently on ENPH — broke down what went wrong, current valuation, and ran bear/base/bull scenarios. Sharing it here in case you’d like to check it out: [https://www.reddit.com/user/BalanceSheetInvestor/comments/1macfvg/down\_90\_from\_the\_peak\_can\_enph\_enphase\_make\_a/](https://www.reddit.com/user/BalanceSheetInvestor/comments/1macfvg/down_90_from_the_peak_can_enph_enphase_make_a/) Would love to hear what you think, especially how you're weighing near-term pain vs. long-term potential!
I'm vibe predicting ENPH $10 before it recovers
Fuck ENPH. Microinvert my asshole. This one i'm still bitter about. fuckers.
What’s everyone’s opinion on ENPH
INTC is up and down but mostly flat. ENPH just declines into a black hole
ENPH gotta be one of the most disgusting charts I've ever seen.
Cum on ENPH $30 tomorrow https://preview.redd.it/rzoc1hwswuef1.jpeg?width=120&format=pjpg&auto=webp&s=913edab1a86feb5aa433a9372ea13db69f844f9c
"On the other hand which sectors have you guys seeked safe haven in? " There's lots of things that are working. European defense has continued to work, much of tech has continued to work, utilities that benefit from AI/energy demand, a large group of industrials that are data center buildout or energy infrastructure beneficiaries, etc. International has outperformed the US substantially. It's been a great year imo. "ENPH and GM but seems like a lot of people expect them to fall even further." Legacy auto is a lousy industry and solar has been impacted massively by higher rates in recent years, then that was followed-up with losing subsidies. The ENPH CEO mentioned the other day that their estimate is that the residential solar market is now 20% smaller. "Like Trumps already back-tracking much of the tariffs." There's been multiple threads about tariffs every single day on here all the way up from the lows. Are tariffs good? No. Do I agree with the approach? No. If you ignored them and bought great companies - and particular relevant companies participating in themes - you've probably done very well over the last few months.
Fair, but I’m asking what you guys think about the stock. Is it even worth pursuing? I was just in a comment section for ENPH and the commenter said his utilities say they’re not gonna support further residential solar
**RIP ENPH.** Solar isn’t making the cut. With financing costs through the roof, no one's lining up to borrow for a luxury. It's a discretionary buy, not a basic need. In an economy squeezed by low growth and stubborn inflation, solar loses its appeal. It simply can't hold ground. (buy calls)
Thanks Fidelity for executing my $45 Friday ENPH puts for $5 at open when the stock price was $40 - they must have ascertained that my limit order was meant to be a doorbuster sale and not simply a safeguard while shopping the best price - thank you!
I was hoping the ENPH selloff would bring down NXT. Apparently the market is learning nuance.
One thing to call out, there is nuance in the space. It's kind of like semiconductors, when the whole industry gets lumped together, but in reality it's a different world for AI chips compared to dumb analog ones in the power/industrial space. With solar, the money is really at the utility level, which is why I hold $NXT. It's a play on that. ENPH has little exposure to that side of things, is more of a residential play on it, which I'm not very bullish on.
Wow, look at that ENPH chart, just total annihilation.
ENPH earnings weren’t bad. Shud bounce back.
That rate cut isn't coming soon with the tariff impacts starting to come in. ENPH relies heavily on rate cuts so homebuyers and businesses can build and buy solar things. And if they do force a rate cut by forcing Powell off the Fed board. The economy is fucked anyways. Inflation up to the tits.
For those with ENPH puts what are your plans when the market opens tomorrow? The post market drop is smaller than expected and I am not sure if it will drop further than the level in post market during the day; I am thinking of selling my puts asap instead of waiting for it to drop further
Last time I checked, ENPH was at $180 Now it's at $30. What happened
Need ENPH over 41 💀
ENPH getting dumped hard before the earnings call. My bet is they expect him to say the boring yet powerful Magic Phrases, such as "administration policies" "uncertainty" or "challenging environment"
Noooooo ENPH whyyyyyyyyyyyyyy
ENPH $60 or $20 tomorrow https://preview.redd.it/e761mtpjahef1.jpeg?width=115&format=pjpg&auto=webp&s=6e1227dd9d4be5376d84bf1696cd57143ad40a11
I've been monitoring ENPH closely, and honestly, the signals aren’t great right now. Price action has been grinding down for a year, and both trend and momentum look pretty neutral — no clear reversal signs yet. What’s more concerning is the sentiment. News flow has turned decisively bearish recently, especially after earnings. It’s not just about weak performance — it’s also the broader shift away from growth-y green energy names as rates stay elevated and policy tailwinds weaken. Valuation still feels rich considering all that.
ENPH could go 20% either way i have shares so probably tanking 20