Northland Securities Estimates Enphase Energy Q1 Earnings

Enphase Energy, Inc. (NASDAQ:ENPH) – Research analysts at Northland Securities lifted their Q1 2026 earnings per share estimates for Enphase Energy in a report issued on Wednesday, February 4th. Northland Securities analyst G. Richard now expects that the semiconductor company will earn $0.04 per share for the quarter, up from their prior forecast of $0.01. Northland Securities has a “Outperform” rating and a $62.00 price target on the stock. The consensus estimate for Enphase Energy’s current full-year earnings is $2.08 per share. Northland Securities also issued estimates for Enphase Energy’s Q2 2026 earnings at $0.14 EPS, Q3 2026 earnings at $0.24 EPS, Q4 2026 earnings at $0.17 EPS, FY2026 earnings at $0.60 EPS, Q1 2027 earnings at $0.13 EPS, Q3 2027 earnings at $0.41 EPS and Q4 2027 earnings at $0.38 EPS.

Several other equities analysts also recently issued reports on ENPH. Barclays upped their price objective on shares of Enphase Energy from $33.00 to $35.00 and gave the company an “underweight” rating in a research note on Wednesday, January 14th. Glj Research set a $21.70 target price on Enphase Energy in a research report on Thursday. Oppenheimer lifted their price target on Enphase Energy from $67.00 to $68.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. BMO Capital Markets upgraded Enphase Energy from an “underperform” rating to a “market perform” rating and boosted their price objective for the company from $31.00 to $41.00 in a research note on Wednesday, February 4th. Finally, Roth Mkm restated a “buy” rating and set a $55.00 target price (up from $45.00) on shares of Enphase Energy in a research report on Wednesday, February 4th. Nine equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and nine have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $42.70.

Enphase Energy Price Performance

Shares of NASDAQ:ENPH opened at $50.30 on Monday. The company’s fifty day moving average price is $35.53 and its 200 day moving average price is $34.73. Enphase Energy has a 12 month low of $25.77 and a 12 month high of $70.78. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.07 and a quick ratio of 1.84. The firm has a market capitalization of $6.58 billion, a P/E ratio of 38.99 and a beta of 1.37.

Enphase Energy (NASDAQ:ENPH) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor company reported $0.71 earnings per share for the quarter, topping analysts’ consensus estimates of $0.52 by $0.19. Enphase Energy had a net margin of 11.69% and a return on equity of 20.31%. The company had revenue of $343.32 million for the quarter, compared to analysts’ expectations of $340.45 million. During the same quarter last year, the company earned $0.94 earnings per share. The firm’s revenue for the quarter was down 10.3% on a year-over-year basis.

Hedge Funds Weigh In On Enphase Energy

A number of large investors have recently bought and sold shares of ENPH. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in shares of Enphase Energy by 431.9% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 633 shares of the semiconductor company’s stock valued at $25,000 after acquiring an additional 514 shares in the last quarter. Glass Jacobson Investment Advisors llc raised its holdings in Enphase Energy by 77.8% during the fourth quarter. Glass Jacobson Investment Advisors llc now owns 800 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 350 shares in the last quarter. Salomon & Ludwin LLC lifted its position in Enphase Energy by 761.0% in the third quarter. Salomon & Ludwin LLC now owns 861 shares of the semiconductor company’s stock valued at $32,000 after purchasing an additional 761 shares during the period. Stance Capital LLC purchased a new stake in Enphase Energy in the 3rd quarter valued at approximately $32,000. Finally, Geneos Wealth Management Inc. increased its position in Enphase Energy by 199.7% during the 3rd quarter. Geneos Wealth Management Inc. now owns 920 shares of the semiconductor company’s stock worth $33,000 after purchasing an additional 613 shares during the period. Hedge funds and other institutional investors own 72.12% of the company’s stock.

Insiders Place Their Bets

In other news, Director Thurman J. Rodgers sold 150,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $29.13, for a total transaction of $4,369,500.00. Following the completion of the sale, the director owned 1,733,596 shares in the company, valued at $50,499,651.48. This represents a 7.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Badrinarayanan Kothandaraman purchased 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were bought at an average cost of $51.98 per share, with a total value of $259,900.00. Following the completion of the acquisition, the chief executive officer owned 1,640,632 shares of the company’s stock, valued at approximately $85,280,051.36. This trade represents a 0.31% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.10% of the stock is owned by insiders.

Enphase Energy Company Profile

Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage systems and energy management software. Its core business centers on converting direct current (DC) power generated by solar panels into alternating current (AC) power suitable for use in residential and commercial applications. By integrating hardware and software solutions, Enphase Energy aims to improve solar energy yield, enhance system reliability and provide real-time monitoring capabilities to its customers.

The company’s product portfolio includes its IQ Series microinverters, which attach to individual solar panels to optimize performance at the module level and reduce the impact of shading or system failures.