Enphase Energy (NASDAQ:ENPH) Price Target Cut to $31.00 by Analysts at Barclays

Enphase Energy (NASDAQ:ENPH) had its price target trimmed by Barclays from $35.00 to $31.00 in a research report released on Wednesday,Benzinga reports. The brokerage currently has an underweight rating on the semiconductor company’s stock.

Other equities analysts have also issued reports about the stock. Citigroup upped their price objective on shares of Enphase Energy from $37.00 to $41.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Mizuho set a $39.00 price objective on shares of Enphase Energy in a report on Wednesday, February 4th. Raymond James Financial initiated coverage on shares of Enphase Energy in a report on Monday, January 12th. They issued a “market perform” rating on the stock. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Enphase Energy from $35.00 to $38.00 and gave the stock a “hold” rating in a report on Wednesday, February 4th. Finally, Jefferies Financial Group decreased their price objective on shares of Enphase Energy from $57.00 to $54.00 and set a “buy” rating on the stock in a report on Thursday, March 26th. Ten equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and nine have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $43.03.

Enphase Energy Stock Up 1.6%

Shares of NASDAQ ENPH opened at $32.56 on Wednesday. Enphase Energy has a 12-month low of $25.77 and a 12-month high of $55.41. The stock has a market cap of $4.29 billion, a PE ratio of 25.24 and a beta of 1.39. The company has a current ratio of 2.07, a quick ratio of 1.84 and a debt-to-equity ratio of 0.53. The company has a 50-day moving average of $42.50 and a 200 day moving average of $36.67.

Enphase Energy (NASDAQ:ENPH) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor company reported $0.71 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $340.45 million. During the same quarter in the prior year, the company earned $0.94 EPS. Enphase Energy’s revenue was down 10.3% compared to the same quarter last year. As a group, sell-side analysts predict that Enphase Energy will post 2.08 EPS for the current fiscal year.

Insiders Place Their Bets

In other Enphase Energy news, CEO Badrinarayanan Kothandaraman acquired 5,000 shares of the stock in a transaction 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 transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Thurman J. Rodgers sold 137,250 shares of the firm’s stock in a transaction on Friday, March 13th. The stock was sold at an average price of $43.61, for a total transaction of $5,985,472.50. Following the transaction, the director directly owned 1,597,641 shares in the company, valued at $69,673,124.01. The trade was a 7.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.10% of the stock is currently owned by insiders.

Institutional Trading of Enphase Energy

Hedge funds have recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd raised its position in Enphase Energy by 228.7% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 2,324 shares of the semiconductor company’s stock worth $74,000 after acquiring an additional 1,617 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Enphase Energy by 36.2% during the fourth quarter. Invesco Ltd. now owns 3,158,931 shares of the semiconductor company’s stock worth $101,244,000 after buying an additional 839,468 shares in the last quarter. Alberta Investment Management Corp purchased a new stake in shares of Enphase Energy during the fourth quarter worth about $1,439,000. Mercer Global Advisors Inc. ADV grew its holdings in shares of Enphase Energy by 119.7% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 25,435 shares of the semiconductor company’s stock worth $815,000 after buying an additional 13,857 shares in the last quarter. Finally, Vident Advisory LLC grew its holdings in shares of Enphase Energy by 29.4% during the fourth quarter. Vident Advisory LLC now owns 27,228 shares of the semiconductor company’s stock worth $873,000 after buying an additional 6,189 shares in the last quarter. Institutional investors and hedge funds own 72.12% of the company’s stock.

Key Enphase Energy News

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: Enphase struck a deal to sell $235 million of tax credits to boost cash flow and liquidity ahead of Q1 results — a near‑term balance‑sheet positive that can reassure short‑term investors about funding and operational flexibility. Enphase Energy Sells Tax Credits To Boost Liquidity
• Neutral Sentiment: Enphase announced a conference call to discuss Q1 2026 results on April 28 — investors will look to that report and management commentary for revenue/margin trends and guidance. Enphase Energy Announces Conference Call to Review First Quarter 2026 Financial Results
• Neutral Sentiment: Several market commentary pieces note ENPH as a trending/widely watched name — increased attention can raise short‑term volume and volatility but is not a fundamental catalyst by itself. Enphase Energy, Inc. (ENPH) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: MarketWatch noted ENPH rose but continued to underperform the broader market — a reminder that stock movement is mixed and driven by competing newsflows. Enphase Energy Inc. stock rises Wednesday, still underperforms market
• Negative Sentiment: Barclays cut its price target from $35 to $31 and moved to an “underweight” rating, signaling analyst skepticism and potential downward pressure if other brokers follow. Barclays Lowers Price Target on ENPH
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff applicants in a securities class action covering April–October 2025; concentrated legal activity raises headline risk and potential future liabilities. Pomerantz Law Firm Announces the Filing of a Class Action Against Enphase Energy, Inc. Faruqi & Faruqi Class Action Notice

About Enphase Energy

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.