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Provides solar microinverter systems and energy management solutions that can supply renewable power to AI data centers and infrastructure.
Snapshot
| Country |
USA
|
| Exchange | Nasdaq |
| AI Layer |
energy
|
| Category |
1.40 Renewable Energy Equipment
|
| Sentiment |
42.0% |
| USD Mkt Cap | 4.80B |
| USD Revenue | 1.33B |
| USD Net Income | 134.02M |
| P/E | 36.35 |
| fwd P/E | 15.98 |
| PEG | 0.79 |
| Price 3M | -32.4% |
| Price 6M | -16.2% |
| Price 1Y | -1.9% |
| Price 2Y | -66.4% |
| USD Share Price | 36.92 |
Price & Size
| Price |
36.35 USD |
| Market Cap |
4.80B USD |
| Shares Outstanding |
132.14M |
| Shares Float |
128.14M |
| 52w Low |
25.78 USD |
| 52w High |
73.74 USD |
| Avg Volume |
5.08M |
Valuation
| P/E (trailing) |
36.4x |
| P/E (forward) |
16.0x |
| P/B |
4.06x |
| Enterprise Value |
4.48B USD |
| Book Value / Share |
8.94 USD |
| PEG Ratio |
0.79x |
| P/S |
3.62x |
| EV / Revenue |
3.37x |
| EV / EBITDA |
23.35x |
Income
| Revenue |
1.33B USD |
| Revenue / Share |
10.12 USD |
| EBITDA |
191.79M USD |
| Net Income |
134.02M USD |
| EPS (trailing) |
1.00 USD |
| EPS (forward) |
2.27 USD |
Margins & Profitability
| Gross Margin |
30.0% |
| Operating Margin |
18.0% |
| Profit Margin |
10.1% |
| EBITDA Margin |
14.4% |
| Return on Equity |
13.0% |
| Return on Assets |
2.4% |
Growth
| Revenue Growth |
-19.6% |
| Earnings Growth |
-3.5% |
Cash & Debt
| Total Cash |
937.71M USD |
| Total Debt |
613.36M USD |
| Free Cash Flow |
78.32M USD |
| Operating Cash Flow |
204.69M USD |
| Debt / Equity |
0.52x |
| Current Ratio |
3.45x |
| Quick Ratio |
2.53x |
Analyst Consensus
| Target (Mean) |
53.23 USD |
| Target (Median) |
47.00 USD |
| Target (High) |
212.00 USD |
| Target (Low) |
27.00 USD |
| Recommendation |
buy |
| # Analysts |
27 |
Identifiers
| ISIN | US29355A1079 |
| CUSIP | 29355A107 |
| FIGI | BBG000Q7W9X4 |
| SEDOL | B3N6N97 |
Sentiment 42.0%
as of Sep 11, 2026
Positive drivers
Growing adoption of solar-plus-storage solutions in residential markets has supported some optimism. New software updates enhancing system efficiency received positive analyst coverage. Strategic partnerships in Europe showed early signs of revenue diversification.
Neutral / mixed
Investors await the upcoming Q3 earnings release amid broader economic uncertainty. Regulatory developments in clean energy incentives remain pending without clear near-term impact. Stock price movements have largely tracked sector indices without standout company-specific catalysts.
Negative drivers
Persistent high interest rates have dampened demand for solar installations, pressuring margins. Increased competition from Chinese inverter manufacturers eroded market share. Supply chain disruptions and elevated inventory levels led to downward revisions in guidance.
Bottom line
Sentiment for ENPH is mildly negative over the period, reflecting demand softness and competitive pressures outweighing limited positive developments in software and partnerships.