Enphase Energy, Inc.
No SEC Form 4 filings for $ENPH in the last 30 days.
See all $ENPH insider activity →Enphase Energy (ENPH) closed at $35.56, down 3.16% from the prior day, underperforming major indices. The company's shares fell 2.29% over the past month. Analysts expect Q2 EPS of $0.48 (down 46.67% YoY) and revenue of $306.7M (down 25.27% YoY). The stock has a Zacks Rank #3 (Hold) and trades at a Forward P/E of 18.23, higher than its industry average.
First Solar (FSLR) dropped 5% after withdrawing an ITC patent complaint, calling it procedural. Enphase (ENPH) fell 3%, while Sunrun (RUN) remained flat. The Invesco Solar ETF (TAN) was down 0.2%. First Solar's management stated the withdrawal clears the way for pending district court suits. The stock traded at $192.23.
Enphase Energy (ENPH) will showcase its IQ® Solid-State Transformer (IQ SST) at AI Infra Summit 2026, presenting its approach to AI data center power infrastructure. The company expects full-system demos in November 2026 and customer pilots in 2027. ENPH shares fell 1.3% to $35.86.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning ENPH (Enphase Energy, Inc.). Coverage has been balanced: 1 bullish, 2 neutral, and 1 bearish.
Recent ENPH coverage spans market movers, technology and financial news.
The price decline reflects short-term sentiment; upcoming earnings may drive further volatility.
First Solar (FSLR) dropped 5% after withdrawing an ITC patent complaint, calling it procedural. Enphase (ENPH) fell 3%, while Sunrun (RUN) remained flat. The Invesco Solar ETF (TAN) was down 0.2%. First Solar's management stated the withdrawal clears the way for pending district court suits. The stock traded at $192.23.
Short-term price pressure as investors assess the commercial viability of the new SST technology.
The new AI‑focused power modules could open a revenue stream in data‑center infrastructure and improve margins.
Move is relative to peers; no company‑specific catalyst disclosed.
AlphAI scores every news story that mentions ENPH with an AI model for sentiment and relevance, and aggregates insider trades from Enphase Energy, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Enphase Energy (ENPH) closed at $35.56, down 3.16% from the prior day, underperforming major indices. The company's shares fell 2.29% over the past month. Analysts expect Q2 EPS of $0.48 (down 46.67% YoY) and revenue of $306.7M (down 25.27% YoY). The stock has a Zacks Rank #3 (Hold) and trades at a Forward P/E of 18.23, higher than its industry average.
2 min readFirst Solar (FSLR) dropped 5% after withdrawing an ITC patent complaint, calling it procedural. Enphase (ENPH) fell 3%, while Sunrun (RUN) remained flat. The Invesco Solar ETF (TAN) was down 0.2%. First Solar's management stated the withdrawal clears the way for pending district court suits. The stock traded at $192.23.
2 min readEnphase Energy (ENPH) will showcase its IQ® Solid-State Transformer (IQ SST) at AI Infra Summit 2026, presenting its approach to AI data center power infrastructure. The company expects full-system demos in November 2026 and customer pilots in 2027. ENPH shares fell 1.3% to $35.86.
1 min readEnphase Energy (ENPH) is expanding into AI infrastructure, producing power modules in the U.S. for megawatt-scale validation. The stock has declined 10.2% over 30 days and 30.62% over 90 days, but remains up 7.7% year-to-date. Analysts debate its fair value, with some arguing it is undervalued at $47.01, while others point to risks like expiring tax credits and inventory pressures. The stock trades at 35.8x earnings, above the fair ratio but below peer averages.
3 min readSolarEdge (SEDG) fell 4% to $33.73 despite announcing an 800 VDC power framework with NVIDIA (NVDA), as investors await revenue details. Enphase (ENPH) and First Solar (FSLR) rose 2%, while the solar ETF (TAN) dropped 1%. SEDG reported 20% revenue growth and 28.6% gross margin, but lacks contracted volume for its AI data center plans.
2 min readAnalysts from Goldman Sachs, Truist Financial, and Mizuho Securities maintained Buy ratings on Enphase Energy (ENPH), Caci International (CACI), and Zscaler (ZS) with price targets of $55, $734.63, and $210 respectively. The consensus ratings are Hold for ENPH and Strong Buy for CACI and ZS.
2 min readEnphase Energy (ENPH) is manufacturing 4 kW power modules for its IQ Solid-State Transformer in Texas, targeting AI data centers. The modules convert medium-voltage AC to 800 VDC, with racks scaling up to 5 MW. Full demonstrations are expected in November 2026, with customer pilots in 2027. The company aims to leverage its existing manufacturing capabilities and U.S. supply chain for this new product.
2 min readEnphase Energy (ENPH) rose 6.8% after announcing progress on its IQ solid-state transformer for AI data centers, including U.S. production of power modules. The company reported Q2 revenue of $291.9M, non-GAAP operating income of $56.7M, and cash of $937.7M. Analysts have set varied price targets, with a median of $41.0.
2 min readEnphase Energy (ENPH) rose 5% as it began producing IQ Solid-State Transformer modules in Texas for AI data centers. SolarEdge (SEDG) gained 6% in sympathy. Enphase's modules are rated at 4 kW, with racks up to 5 MW. Both companies aim for commercial shipments in 2028. First Solar (FSLR) is down 19% year-to-date, unrelated to the SST narrative.
3 min readEnphase Energy (ENPH) expanded its IQ EV Charger 2's compatibility with European smart meters and third-party solar systems, broadening its home energy platform. The move aims to deepen customer relationships and extend value beyond initial hardware sales, supporting its integrated home energy narrative. Analysts project varying revenue and earnings outlooks for the company by 2029, with some seeing significant growth and others predicting declines.
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