ENPHtechnologynasdaqgmupdated 10:57:10 PM

ENEnphase Energy

Enphase Energy (ENPH) is a technology company operating in solar. Performance is often sensitive to product cycles, cloud demand, and AI investment trends. This analysis page tracks valuation context, trend strength, and downside risk over time.

Price

$34.64

-3.83% today

Risk

High

47.9% vol · 30d

share this asset
01Market

Where it trades today

Market cap

$4.58B

Price / earnings

34.3x

Beta

1.64

swings more than the market

Dividend yield

none

Volume

7.09M

avg 4.77M

50-day average

$38.92

200-day average

$41.12

30-day trend

bearish

52-week range53.0% below the high
low $25.78$34.64high $73.74

trading 18% of the way up its 52-week range

02Price

How the price has moved

30-day price-7.82%
30 days ago$37.58 → $34.64today
1-year performance-9.8%
$37$49$60SepOctNovDecJanFebMarAprMayJunJulAug
ENPH · 52 weeks$38.42 → $34.64
03Decision

What to weigh before acting

decision support3 sources

What Matters Now

  • Execution usually depends on product cycles, cloud demand, and how efficiently new AI or software capex converts into durable revenue.
  • ENPH trades at 34.3x earnings, well above the technology average of 28.5x, so the market is already pricing in above-consensus execution.
  • Recent realized volatility is running around 47.9%, above the sector norm of 28.0%, so position sizing matters more than usual.
  • ENPH remains in a bearish short-term trend and sits 53.0% below its high, which raises the bar for any thesis that depends on fast multiple expansion.

Portfolio Use Case

  • ENPH is more useful for investors comparing conviction names inside technology than for someone looking for a passive “set and forget” holding.
  • This name works better as a satellite or higher-conviction growth position because it can amplify market swings in both directions.
  • It is best monitored alongside valuation discipline, because strong narratives in technology can stay expensive longer than expected.

What Would Change the View

  • A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in ENPH.
  • A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
  • Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.

Methodology

  • Price, market cap, beta, yield, and liquidity fields for ENPH come from Yahoo Finance quote and summary data.
  • 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
  • Sector context uses stored benchmark averages for Technology so each page compares the ticker against a stable peer baseline rather than against the whole market.
  • Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as AAPL, MSFT, NVDA.

Sources

  • Yahoo Finance quote dataopen →

    Live quote, valuation, beta, yield, and volume fields used for ENPH. Last refresh: Sep 18, 2026, 10:57 PM.

  • Portfolio Terminal methodologyopen →

    Explains how analytics, refresh cadence, and portfolio interpretation work across the product.

  • Peer set and coverage context

    Comparative context for this page is anchored around nearby tracked names such as AAPL, MSFT, NVDA.

Editorial note · Written by Portfolio Terminal Research. Template updated 3/24/2026, market data refreshed 9/18/2026, 10:57:10 PM. Built for research and portfolio monitoring, not personalized investment advice.
04About

What Enphase Energy does

profile

Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter that converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control. It also provides microinverter units and related accessories; IQ Battery and related accessories; IQ PowerPack 1500 and related accessories; IQ Combiner, IQ Gateway, and IQ Energy Router; cloud-based monitoring service; and electric vehicle charging solutions, as well as…

Employees

2,872

Industry

Solar

Headquarters

Fremont, United States

05Analyst Consensus

What analysts expect

ENPH carries a buy consensus from 27 analysts, with an average price target of $53.23 versus $34.64 today (+53.7%). Targets are estimates and can move quickly after earnings.

Consensus

Buy

Average target

$53.23

$27.00 to $212.00

Upside to target

+53.7%

Analysts covering

27

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

06Financial Strength

How the business is doing

ENPH generated $1.33B in trailing revenue (-19.6% year over year), with a 10.1% net margin, and $78.32M of free cash flow, supported by $324.34M of net cash.

Revenue (TTM)

$1.33B

Net margin

10.1%

Revenue growth

-19.6%

Free cash flow

$78.32M

Gross margin

30.0%

Operating margin

18.0%

Return on equity

13.0%

Total cash

$937.71M

Total debt

$613.36M

Earnings growth

-3.5%

07Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$1.47B$687.00M$164.66M$172.13M$1.31$95.90M
2024$1.33B$629.14M$90.45M$102.66M$0.76$480.09M
2023$2.29B$1.06B$461.43M$438.94M$3.22$586.38M
2022$2.33B$974.60M$450.64M$397.36M$2.94$698.37M
Company filings via Yahoo Finance. Refreshed 9/18/2026.
08Next Earnings

When it reports next

Next report

Oct 27, 2026

EPS estimate

$0.50

Revenue estimate

$305.34M

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

09Sector

How it sits in technology

High-growth sector driven by innovation, cloud computing, AI, and digital transformation.

versus the sectorENPH vs average
metricENPHsectorverdict
price / earnings34.3x28.5x↑ 20%
beta1.641.15more volatile
30-day volatility47.9%28%higher risk
10Peers

The companies it competes with

ENPH beside the technology names it is usually measured against.

competitors4 companies
companypricemarket cap
ENENPH$34.64$4.58B
Apple Inc. logoAAPL$336.13$4.91TMicrosoft Corporation logoMSFT$493.78$3.67TNVIDIA Corporation logoNVDA$222.27$5.37T
Any row opens that company's own analysis.
11Technicals

What the chart is saying

technicals30-day window

Enphase Energy trades at $34.64, 53.0% below its 52-week high. With a beta of 1.64, it shows more sensitivity to what the wider market does.

rsi (14)neutral
30-day trendbearish
volume7.1Mabove average
12Questions

Questions people ask about it

questions5 answered

Is ENPH a good buy right now?

Enphase Energy trades at 34.3x earnings. This is above market average, reflecting growth expectations. Current risk level is High based on 47.9% volatility.

Does ENPH pay dividends?

Enphase Energy does not currently pay a regular dividend. The company may be reinvesting profits for growth.

How volatile is ENPH?

With 30-day annualized volatility of 47.9% and beta of 1.64, ENPH is classified as High risk. Expect larger swings than the broader market during volatile periods.

What is the analyst price target for ENPH?

The average analyst price target for Enphase Energy (ENPH) is $53.23 based on 27 analyst estimates, about 53.7% above the current price of $34.64. The published range runs from $27.00 to $212.00.

How much revenue does ENPH generate?

Enphase Energy reported $1.33B in trailing twelve-month revenue. Revenue growth is running at -19.6% year over year. Net margin sits at 10.1%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.