Posts on ENPH

Latest ideas and analyses related to Enphase Energy Inc. Common Stock

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BKR , ENPH , SEDG , STEM , TSLA

+41 pts



Energy Reliability: How the US is faring through May; maintain bullish view on Battery Storage and Hydrogen

By ethonomics on Aug. 16, 2022, 3:25 p.m.
Tagged topics: hydrogen , battery storage , green energy

Views: 22, Votes: 6, Responses: 0, Attachments: 1
RUN , NOVA , ARRY , ENPH , SEDG , SPWR , SHLS , FSLR

+67 pts



Comin’ in Hot: Initiating on Solar

By mooreideas on Aug. 5, 2022, 11:22 a.m.
Tagged topics: deep dive , initiation report , solar power

Views: 48, Votes: 7, Responses: 1, Attachments: 1
PLUG , ENPH , SEDG

+17 pts



ENPH seems likely to grow fast in tandem with the acceleration in rooftop solar market. Especially in EU where gas prices is high and largely...

By sobrimustafa on Aug. 5, 2022, 2:58 a.m.
Tagged topics: clean energy , RePowerEU

Views: 20, Votes: 6, Responses: 0, Attachments: 0
MSFT , PEP , UNH , ORLY , AMZN , CMG , ENPH , CRM , DK , OGN , MOS , XOM , RGA , AMD , FANG , DDOG , HLT , GLW , URI , BMY , SU , INVH , EQH , EBAY , MUSA , RL

+61 pts



Identifying Opportunities Through the Lens of Quality and FCF Profitability

By ethonomics on June 23, 2022, 6:10 p.m.
Tagged topics: stock ideas

Views: 81, Votes: 13, Responses: 2, Attachments: 1
SEDG , ENPH , PLUG

+37 pts



RePowerEU Largely as Advertised, but Highlights Potential for Rooftop Solar/H2

By CdnInvstr on May 18, 2022, 1:54 p.m.
Tagged topics: clean energy , RePowerEU

Views: 22, Votes: 3, Responses: 1, Attachments: 1
STEM , RUN , MAXN , ENPH

+50 pts



Americas Clean Technology: Solar: Takeaways: West coast solar and storage bus tour

By ethonomics on April 4, 2022, 3 p.m.
Tagged topics: non deal roadshow

Views: 51, Votes: 7, Responses: 1, Attachments: 1
SEDG , ENPH , ARRY

+47 pts



Assessing the impact of volatile macro - oil, commodities & EU in focus; raise demand view thru 2025

By ethonomics on March 30, 2022, 5:25 p.m.
Tagged topics: clean energy

Views: 39, Votes: 3, Responses: 1, Attachments: 1
ENPH

+34 pts



$ENPH : Q4 Earnings Takeaways

By KHUN on Feb. 13, 2022, 9:23 a.m.
Tagged topics: analyst downgrade

Views: 38, Votes: 3, Responses: 0, Attachments: 1
ENPH

+34 pts



$ENPH - 4Q21 beat with component supply not an issue, 1Q22 guidance better than expected

By ethonomics on Feb. 9, 2022, 3:48 p.m.
Tagged topics: beat and raise

Views: 36, Votes: 2, Responses: 0, Attachments: 1
SEDG , ENPH , ARRY

+45 pts



Clean Tech - Expect mixed Q4 on supply/policy; focus on positive estimate revisions at $SEDG $ENPH $ARRY

By ethonomics on Feb. 1, 2022, 12:19 p.m.
Tagged topics: earnings preview , clean tech , upside to estimates

Views: 45, Votes: 7, Responses: 0, Attachments: 1
TSLA , ENPH , GNRC , SEDG , FLNC , NEE , STEM

+48 pts



Battery storage estimated to grow 20% CAGR to over $200bn TAM by 2030, US and China to represent the largest opportunities

By ethonomics on Nov. 30, 2021, 12:18 p.m.
Tagged topics: battery technology , deep dive

Views: 289, Votes: 9, Responses: 0, Attachments: 1
ENPH , STEM , SEDG , NOVA , SHLS , SPWR , FSLR , ARRY

+44 pts



$NOVA $RUN $SEDG - relative underperformance creates more attractive buying opportunities coming out of earnings

By ethonomics on Nov. 15, 2021, 3:35 p.m.
Tagged topics: buying opportunity , clean energy , solar power

Views: 189, Votes: 8, Responses: 1, Attachments: 1
ENPH , SEDG , NOVA , FSLR , RUN , STEM , CSIQ

+41 pts



Goldman sees waning #geopoliticalrisks and improving supply chain for solar, but some EPS risks, prefers $ENPH $SEDG $NOVA

By josiebe on Oct. 20, 2021, 10:27 a.m.
Tagged topics: Goldman Sachs , clean energy , solar power

Views: 214, Votes: 2, Responses: 1, Attachments: 2
ENPH , SEDG , STEM , SPWR , RUN , NOVA

+36 pts



Goldman says US residential demand for solar robust, and supply challenges at least not getting worse

By josiebe on June 18, 2021, 12:35 p.m.
Tagged topics: non deal roadshow , supply constrained , Goldman Sachs , clean energy , strong demand , solar power

Views: 258, Votes: 2, Responses: 0, Attachments: 8
ENPH , SEDG , GNRC , TSLA

+34 pts



Goldman highlights $ENPH, $SEDG, $GNRC to play the booming residential energy storage market (deep dive)

By josiebe on June 15, 2021, 9:49 a.m.
Tagged topics: battery technology , secular growth , deep dive , Goldman Sachs , clean energy , solar power

Views: 215, Votes: 3, Responses: 0, Attachments: 18
SEDG , SHLS , NOVA , RUN , ENPH , ARRY

+39 pts



$SEDG, $SHLS - Goldman upgrades to Buy on new products ramping up and earnings upside

By josiebe on May 20, 2021, 1:43 p.m.
Tagged topics: analyst upgrade , Goldman Sachs , clean energy , solar power , upside to estimates

Views: 198, Votes: 3, Responses: 2, Attachments: 29
STZ , HSY , SEIC , LLY , TMO , DELL , DKNG , FEYE , COUP , CRM , ENPH , ON

+43 pts



Goldman identifies 3 groups of stocks to focus in a 'post-pandemic world' with 'peaking growth, rising volatility, normalizing earnings'

By ethonomics on May 18, 2021, 12:38 p.m.
Tagged topics: macro environment , return-to-normal , post-pandemic , Goldman Sachs , rising volatility

Views: 265, Votes: 8, Responses: 0, Attachments: 13
RUN , SEDG , SPWR , NOVA , ENPH

+30 pts



$RUN, $SEDG - Morgan Stanley says these two clean tech names are best positioned to address semi shortage issues and deliver on 2021 targets

By josiebe on May 3, 2021, 1:35 p.m.
Tagged topics: supply constrained , Morgan Stanley , clean energy , clean tech , semi shortage , solar power , battery storage

Views: 201, Votes: 1, Responses: 0, Attachments: 4
ENPH

+39 pts



$ENPH - Goldman says pullback is a buying opportunity as strong demand, margin improvement, and lowered expectations set up stock to move higher

By phenphen on April 28, 2021, 4:04 p.m.
Tagged topics: margin improvement , supply constrained , Goldman Sachs , clean energy , strong demand , earnings miss , solar power , buy the dip , lowered expectations

Views: 186, Votes: 6, Responses: 0, Attachments: 7
SEDG , ARRY , ENPH , FSLR , SPWR , RUN

+34 pts



$SEDG, $ARRY - Barclays upgrades SolarEdge to Top Pick, sees upside to street estimates; also upgrades Array to Buy following pullback

By phenphen on April 22, 2021, 4:19 p.m.
Tagged topics: valuations , buying opportunity , earnings preview , analyst upgrade , Barclays , clean energy , solar power , upside to estimates

Views: 170, Votes: 3, Responses: 0, Attachments: 37