NASDAQ:ENPH • US29355A1079
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ENPHASE ENERGY INC (ENPH).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-25 | Jefferies | Upgrade | Hold -> Buy |
| 2026-02-04 | BMO Capital | Upgrade | Underperform -> Market Perform |
| 2026-02-04 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2026-02-04 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-02-04 | Roth Capital | Reiterate | Buy -> Buy |
| 2026-02-04 | JP Morgan | Maintains | Neutral -> Neutral |
| 2026-02-04 | Goldman Sachs | Maintains | Buy -> Buy |
| 2026-02-04 | Citigroup | Maintains | Neutral -> Neutral |
| 2026-01-22 | Citigroup | Upgrade | Sell -> Neutral |
| 2026-01-20 | Goldman Sachs | Upgrade | Neutral -> Buy |
| 2026-01-15 | Barclays | Maintains | Underweight -> Underweight |
| 2026-01-05 | Keybanc | Upgrade | Underweight -> Sector Weight |
| 2025-12-29 | Northland Capital Markets | Maintains | Outperform -> Outperform |
| 2025-12-18 | Goldman Sachs | Upgrade | Sell -> Neutral |
| 2025-12-08 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-10-30 | Morgan Stanley | Maintains | Underweight -> Underweight |
| 2025-10-29 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2025-10-29 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-10-29 | Citigroup | Maintains | Sell -> Sell |
| 2025-10-23 | Mizuho | Downgrade | Outperform -> Neutral |
| 2025-10-21 | Citigroup | Maintains | Sell -> Sell |
| 2025-10-16 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-10-13 | Susquehanna | Maintains | Neutral -> Neutral |
| 2025-10-09 | Barclays | Maintains | Underweight -> Underweight |
| 2025-10-07 | Evercore ISI Group | Initiate | In-Line |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 2.291B -1.72% | 1.33B -41.92% | 1.473B 10.72% | 1.288B -12.56% | 1.414B 9.78% | 1.549B 9.55% | 1.531B -1.16% | 1.679B 9.67% | 1.841B 9.65% | 2.012B 9.29% | 2.204B 9.54% | |
| EBITDA YoY % growth | 536.133M 4.69% | 171.835M -67.95% | 259.002M 50.73% | 351.3M 35.64% | 422.96M 20.40% | 456.51M 7.93% | 627.13M 37.37% | 627.99M 0.14% | 622.82M -0.82% | 716.81M 15.09% | 740.29M 3.28% | |
| EBIT YoY % growth | 461.425M 1.79% | 90.446M -80.40% | 178.357M 97.20% | 271.43M 52.18% | 317.97M 17.15% | 372.17M 17.05% | 362.92M -2.49% | 355.51M -2.04% | 354.14M -0.39% | 365.45M 3.19% | 352.74M -3.48% | |
| Operating Margin | 20.14% | 6.80% | 12.11% | 21.07% | 22.49% | 24.03% | 23.70% | 21.17% | 19.24% | 18.16% | 16.00% | |
| EPS YoY % growth | 4.40 -4.76% | 2.37 -46.14% | 2.98 25.74% | 2.04 -31.54% | 2.54 24.70% | 2.99 17.40% | 3.96 32.68% | 3.97 0.13% | 3.93 -0.90% | 4.24 7.91% | 4.37 2.88% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | Q1 / 28 | Q2 / 28 | Q3 / 28 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.45 -34.48% | 0.49 -28.40% | 0.58 -35.90% | 0.60 -14.87% | 0.67 49.53% | 0.72 46.07% | 0.78 34.38% | 0.82 36.46% | 0.55 -17.32% | 0.59 -17.60% | 0.71 -7.89% |
| Revenue Q2Q % growth | 287.35M -19.30% | 304.3M -16.21% | 324.43M -20.95% | 329.32M -4.08% | 312.56M 8.77% | 336.11M 10.45% | 350.78M 8.12% | 349.17M 6.03% | 302.82M -3.12% | 317.74M -5.47% | 358.63M 2.24% |
| EBITDA Q2Q % growth | 68.558M 24.65% | 78.853M -3.99% | 89.202M -34.05% | 97.293M -3.52% | 98.904M 44.26% | 109.61M 39.01% | 118.9M 33.29% | 121.22M 24.59% | 92.208M -6.77% | 98.736M -9.92% | 117.1M -1.51% |
| EBIT Q2Q % growth | 46.22M 31.74% | 60.518M 43.65% | 73.177M -2.49% | 87.159M 331.52% | 81.396M 76.11% | 105.01M 73.52% | 113.27M 54.79% | 110.98M 27.33% | N/A | N/A | N/A |
All data in USD
41 analysts have analysed ENPH and the average price target is 43.3 USD. This implies a price increase of 7.62% is expected in the next year compared to the current price of 40.23.
ENPHASE ENERGY INC (ENPH) will report earnings on 2026-04-20, after the market close.
The consensus EPS estimate for the next earnings of ENPHASE ENERGY INC (ENPH) is 0.45 USD and the consensus revenue estimate is 287.35M USD.
The consensus rating for ENPHASE ENERGY INC (ENPH) is 65.3659 / 100 . This indicates that analysts generally have a neutral outlook on the stock.