ENPH Enphase Energy Loading... : Bullish and Bearish Analyst Opinions
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01:06
Sep 01
Sep 01
Author notes Enphase broke support technically, holds a large long-term AMD position and is.
Author notes Enphase broke support technically, holds a large long-term AMD position and is bullish on AMD and Nvidia fundamentally, while waiting for Intel to reclaim a level.
LOW
23:29
Aug 28
Aug 28
Residential solar needs cheap financing.
Cramer argues residential solar is really a financing business, not just a renewables story. When long-term interest rates stay elevated, consumers cannot afford systems and residential solar stocks such as Enphase get crushed, so investors should not own them merely because of renewable subsidies.
MED
19:21
Aug 24
Aug 24
Buy solar on Democratic midterm catalyst.
Buy solar names FSLR/ENPH into the midterms; a Democratic House or Senate win could trigger a sentiment pop, with these names priced for a no-subsidy world and low implied volatility.
MED
22:46
Aug 23
Aug 23
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
23:08
Aug 19
Aug 19
Residential solar was financing-driven, rate-sensitive
Residential solar stocks were really a financing story: when long-term interest rates stayed elevated, customers could not afford systems without borrowing, so the group and names like Enphase got crushed.
HIGH
16:12
Aug 04
Aug 04
Author explicitly states "We like ENPH" in reply to a bullish parent post.
Author explicitly states "We like ENPH" in reply to a bullish parent post, indicating a forward-looking positive view on the stock.
16:02
Aug 04
Aug 04
Trump administration is reportedly preparing to set a price floor and tariffs on imports.
Trump administration is reportedly preparing to set a price floor and tariffs on imports of polysilicon and derivative products used in chips and solar panels, affecting solar and chip supply chains.
22:13
Jul 28
Jul 28
Enphase benefits from China inverter ban.
Enphase Energy may benefit from US restrictions on Chinese inverters, and its recent earnings were not bad; the combination suggests a positive outlook for the solar inverter maker.
LOW
20:11
Jul 28
Jul 28
Enphase Energy reported quarterly revenue of 291.9 million dollars with GAAP net income of 36.1.
Enphase Energy reported quarterly revenue of 291.9 million dollars with GAAP net income of 36.1 million dollars and non-GAAP diluted earnings per share of 46 cents.
18:36
Jul 28
Jul 28
Buy ENPH as a domestic inverter maker likely to gain market share from the upcoming.
Buy ENPH as a domestic inverter maker likely to gain market share from the upcoming restrictions on foreign imports of inverters from China.
MED
01:36
Jul 26
Jul 26
The author provides a comprehensive list of upcoming earnings reports and emphasizes.
The author provides a comprehensive list of upcoming earnings reports and emphasizes the importance of capex data for the broader AI investment narrative.
LOW
19:49
Jul 14
Jul 14
Buy solar/nuclear energy names as the "base enabler" layer of AI infrastructure.
Buy solar/nuclear energy names as the "base enabler" layer of AI infrastructure; author discloses current positioning across all three AI niches and flags energy as the next re-rating catalyst, with these names as explicit favorites.
MED
23:48
Jun 30
Jun 30
Enphase too episodic, avoid.
Enphase Energy is too episodic and one of the hardest stocks in the world to own; Cramer says avoid.
MED
12:53
Jun 30
Jun 30
The Trump administration drafts a ban on foreign-made energy inverters over China cybersecurity.
The Trump administration drafts a ban on foreign-made energy inverters over China cybersecurity concerns, naming Enphase Energy as a potential beneficiary.
12:04
Jun 30
Jun 30
Author lists domestic BESS and solar companies in reply to a question about beneficiaries.
Author lists domestic BESS and solar companies in reply to a question about beneficiaries, making this a research watchlist rather than a personal position.
LOW
23:03
Jun 23
Jun 23
Named as one of author's preferred solar sector picks in a multi-theme favorite-stocks list.
Named as one of author's preferred solar sector picks in a multi-theme favorite-stocks list backed by personal research.
MED
19:08
Jun 22
Jun 22
Author endorses the parent's bullish call on FLNC and ENPH by calling them "qualityyyyy".
Author endorses the parent's bullish call on FLNC and ENPH by calling them "qualityyyyy" in reply to a "load up" recommendation, treating them as long positions.
19:52
Jun 21
Jun 21
Named by author as fitting the 800V power architecture thematic narrative.
Named by author as fitting the 800V power architecture thematic narrative; listed as a secondary basket pick, not an explicit position disclosure.
MED
19:24
Jun 21
Jun 21
The speaker mentions ENPH as a mid cap name he likes.
The speaker mentions ENPH as a mid cap name he likes, but provides no specific catalyst or reasoning for the view.
LOW
07:34
Jun 20
Jun 20
Author lists favorite stocks per sector and explicitly states IREN, HIMS.
Author lists favorite stocks per sector and explicitly states IREN, HIMS, and ONDS are top picks for 2026, with ownership of most names, indicating a long bias across the basket.
LOW
07:33
Jun 20
Jun 20
Author names ENPH as a favourite solar sector stock in a sector-by-sector research-driven list.
Author names ENPH as a favourite solar sector stock in a sector-by-sector research-driven list; past ownership disclosed.
MED
22:57
Jun 18
Jun 18
Author expresses desire to own ENPH again but frames it as a function of limited free capital.
Author expresses desire to own ENPH again but frames it as a function of limited free capital rather than an active position or forward call.
LOW
20:05
Jun 18
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update.
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
LOW
12:01
Jun 18
Jun 18
Premarket movers show mixed Mag 7 performance with Accenture tumbling on weak forecast.
Premarket movers show mixed Mag 7 performance with Accenture tumbling on weak forecast, Albemarle rising on Citi upgrade, and Rumble jumping on business unit restructuring plans.
12:21
Jun 15
Jun 15
The author posts a Bloomberg Intelligence research note on S&P 500 rebalance projections.
The author posts a Bloomberg Intelligence research note on S&P 500 rebalance projections with beneficiary maps and watchlists, not personal positions.
19:47
Jun 11
Jun 11
Author reports closing short-term ENPH call options before a sell-off.
Author reports closing short-term ENPH call options before a sell-off, a past exit with no current position or directional view.
LOW
13:36
Jun 11
Jun 11
Speaker highlights Data Center Power theme as attractive and lists names.
Speaker highlights Data Center Power theme as attractive and lists names, but no explicit personal position or catalyst.
LOW
13:35
Jun 11
Jun 11
Speaker includes ENPH in a broad bullish mention of the Data Center Power theme at current.
Speaker includes ENPH in a broad bullish mention of the Data Center Power theme at current prices, no explicit personal position or catalyst.
LOW
15:30
Jun 09
Jun 09
Author closed remaining ENPH position on stop-loss.
Author closed remaining ENPH position on stop-loss, signaling reduced risk appetite in current market.
MED
About ENPH Analyst Coverage
Buzzberg tracks ENPH (Enphase Energy) across 31 sources. 26 bullish vs 0 bearish calls from 33 analysts. Sentiment: predominantly bullish (32%). 80 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: wliang, Jim Cramer, michaelsikand.