FY2025 EPS Estimates for Enphase Energy Increased by Analyst

Enphase Energy, Inc. (NASDAQ:ENPH) – Equities researchers at William Blair boosted their FY2025 earnings estimates for shares of Enphase Energy in a note issued to investors on Wednesday, October 29th. William Blair analyst J. Dorsheimer now anticipates that the semiconductor company will post earnings per share of $1.44 for the year, up from their previous estimate of $1.21. The consensus estimate for Enphase Energy’s current full-year earnings is $2.08 per share. William Blair also issued estimates for Enphase Energy’s Q4 2025 earnings at $0.18 EPS, Q1 2026 earnings at $0.08 EPS, Q2 2026 earnings at $0.11 EPS, Q3 2026 earnings at $0.17 EPS, Q4 2026 earnings at $0.23 EPS and FY2026 earnings at $0.58 EPS.

A number of other research analysts have also issued reports on the company. Bank of America dropped their target price on Enphase Energy from $31.00 to $30.00 and set an “underperform” rating on the stock in a report on Wednesday, July 23rd. Susquehanna set a $33.00 price objective on shares of Enphase Energy in a research report on Thursday. JPMorgan Chase & Co. dropped their price objective on shares of Enphase Energy from $40.00 to $37.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 29th. Barclays raised their target price on shares of Enphase Energy from $29.00 to $33.00 and gave the stock an “underweight” rating in a research note on Wednesday, October 8th. Finally, Deutsche Bank Aktiengesellschaft lowered their target price on shares of Enphase Energy from $49.00 to $42.00 and set a “hold” rating on the stock in a report on Thursday, July 24th. Six investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and thirteen have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Reduce” and an average price target of $44.71.

Enphase Energy Stock Down 3.3%

ENPH opened at $29.51 on Monday. The business has a 50 day moving average price of $36.67 and a two-hundred day moving average price of $39.36. The company has a quick ratio of 1.82, a current ratio of 2.04 and a debt-to-equity ratio of 0.57. The company has a market cap of $3.86 billion, a PE ratio of 20.35 and a beta of 1.56. Enphase Energy has a 52 week low of $29.43 and a 52 week high of $89.95.

Enphase Energy (NASDAQ:ENPH) last announced its earnings results on Tuesday, October 28th. The semiconductor company reported $0.90 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.30. Enphase Energy had a net margin of 12.93% and a return on equity of 25.67%. The business had revenue of $410.43 million during the quarter, compared to analysts’ expectations of $364.64 million. During the same period in the prior year, the company earned $0.65 earnings per share. The business’s revenue was up 7.8% compared to the same quarter last year. Enphase Energy has set its Q4 2025 guidance at EPS.

Insider Activity at Enphase Energy

In related news, CEO Badrinarayanan Kothandaraman acquired 10,000 shares of Enphase Energy stock in a transaction that occurred on Friday, October 31st. The stock was purchased at an average price of $30.93 per share, for a total transaction of $309,300.00. Following the completion of the purchase, the chief executive officer directly owned 1,630,632 shares of the company’s stock, valued at approximately $50,435,447.76. This trade represents a 0.62% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 3.10% of the stock is owned by company insiders.

Institutional Investors Weigh In On Enphase Energy

A number of hedge funds and other institutional investors have recently modified their holdings of ENPH. Arizona State Retirement System grew its holdings in shares of Enphase Energy by 1.4% in the 3rd quarter. Arizona State Retirement System now owns 38,819 shares of the semiconductor company’s stock worth $1,374,000 after acquiring an additional 551 shares during the period. TD Waterhouse Canada Inc. boosted its position in Enphase Energy by 69.8% during the third quarter. TD Waterhouse Canada Inc. now owns 2,971 shares of the semiconductor company’s stock worth $110,000 after purchasing an additional 1,221 shares in the last quarter. Federated Hermes Inc. boosted its position in Enphase Energy by 9.6% during the third quarter. Federated Hermes Inc. now owns 1,619,109 shares of the semiconductor company’s stock worth $57,300,000 after purchasing an additional 141,358 shares in the last quarter. Pilgrim Partners Asia Pte Ltd acquired a new stake in Enphase Energy in the third quarter valued at $69,000. Finally, Vanguard Personalized Indexing Management LLC increased its position in shares of Enphase Energy by 24.2% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 11,572 shares of the semiconductor company’s stock valued at $410,000 after buying an additional 2,253 shares in the last quarter. 72.12% of the stock is currently owned by institutional investors and hedge funds.

About Enphase Energy

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, which converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control.