ENPH
Enphase Energy, Inc.
$56.88
+1.44%
$7.1B
No data for this timeframe.
Vol
Market Cap$7.1B
Cap SizeMid Cap
Analyst ConsensusHold (40%)
Inst. Holders9 funds
Inst. Value$974.5M
Inst. Activity3 buys / 3 sells
Insider Activity2B / 4S
Insider Net $-$5.8M
Reddit Sentiment63° Warm
SEC Reports6
Recent Activity
Jun 4, 2026
SEC
Enphase Energy CEO Badrinarayanan Kothandaraman made a $296K open-market purchase on May 26, while Director Richard Mora
CLUSTER — Impact 3/10
Jun 1, 2026
Insider
MORA RICHARD sold 700 shares
Director @ $64.20 ($44.9K)
May 27, 2026
short_volume
Short Volume: ENPH — 60.4% short (2.9M / 4.8M)
Short: 2,892,341 | Exempt: 2,794 | TRF Vol: 4,792,067 | Short Ratio: 60.4% | Off-exchange volume (da
May 26, 2026
SEC
Enphase Energy CEO Badrinarayanan made an open-market purchase of $296K at $67.37, while Director Mora sold $32K at $46.
CLUSTER — Impact 3/10
May 26, 2026
Insider
Kothandaraman Badrinarayanan bought 4,400 shares
President & CEO @ $67.37 ($296.4K)
May 19, 2026
Insider
MORA RICHARD sold 700 shares
Director @ $46.39 ($32.5K)
Apr 7, 2026
SEC
Enphase Energy announced a Q4 2025 earnings beat with EPS of $0.71, a 56.9% surprise above the $0.45 consensus estimate.
PRESS-RELEASE — Impact 7/10
Inst.
MORGAN STANLEY — ADD
4,005,142 shares ($128.4M)
Price Targets
$44.73
-16.4% upside
Strong Sell
Current $53.51
Low $27.00
Median $40.00
High $85.00
25 analysts
$27.00
$85.00
Analyst Ratings
4Strong Buy
12Buy
18Hold
6Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 20, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
| May 5, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| May 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
| Apr 30, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Apr 30, 2026 | Susquehanna | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.47 ▼ -5.5% | $0.39 — $0.54 | -33% YoY | 17 |
| Next Q | $0.54 ▼ -11.2% | $0.47 — $0.70 | -40% YoY | 17 |
| Current FY | $2.08 | $1.75 — $3.04 | -30% YoY | 24 |
| Next FY | $2.42 ▼ -0.9% | $1.79 — $3.55 | 16% YoY | 24 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Enphase Energy CEO Badrinarayanan Kothandaraman made a $296K open-market purchase on May 26, while Director Richard Mora
Jun 4, 2026
NEUTRAL
CLUSTER
3/10
Enphase Energy CEO Badrinarayanan made an open-market purchase of $296K at $67.37, while Director Mora sold $32K at $46.
May 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $523.4M | — |
| MORGAN STANLEY | $128.4M | ADD |
| NORGES BANK | $118.2M | NEW |
| TWO SIGMA INVESTMENTS, LP | $100.6M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $42.6M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | MORA RICHARD | SELL | $44.9K |
| May 26, 2026 | Kothandaraman Badrinarayanan | BUY | $296.4K |
| May 19, 2026 | MORA RICHARD | SELL | $32.5K |
| May 13, 2026 | Malchow Joseph | A | $0.00 |
| May 13, 2026 | MORA RICHARD | A | $0.00 |
Reddit Sentiment
63°▼
Warm
Bearish
Neutral
Bullish
9 institutional holders with $974.5M total value (30,405,063 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 16,329,647 | $523.4M | 53.7% | — |
| 2 | MORGAN STANLEY | 4,005,142 | $128.4M | 13.2% | ADD +53.4% |
| 3 | NORGES BANK | 3,687,686 | $118.2M | 12.1% | NEW |
| 4 | TWO SIGMA INVESTMENTS, LP | 3,138,504 | $100.6M | 10.3% | ADD +69.3% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,330,133 | $42.6M | 4.4% | NEW |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 897,094 | $28.8M | 3.0% | TRIM -66.4% |
| 7 | BANK OF AMERICA CORP /DE/ | 684,592 | $21.9M | 2.3% | TRIM -49.5% |
| 8 | FMR LLC | 180,782 | $5.8M | 0.6% | TRIM -68.4% |
| 9 | WELLS FARGO & COMPANY/MN | 151,483 | $4.9M | 0.5% | DOUBLED +226.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 2,611,138 | 4,005,142 | +53.4% | $128.4M | 2025-Q4 |
| NORGES BANK | NEW | — | 3,687,686 | — | $118.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,667,428 | 897,094 | -66.4% | $28.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,355,245 | 684,592 | -49.5% | $21.9M | 2025-Q4 |
| FMR LLC | TRIM | 572,948 | 180,782 | -68.4% | $5.8M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 46,463 | 151,483 | +226.0% | $4.9M | 2025-Q4 |
| UBS Group AG | ADD | 2,677,934 | 4,204,044 | +57.0% | $148.8M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 807,328 | 1,355,245 | +67.9% | $48.0M | 2025-Q3 |
| FMR LLC | DOUBLED | 130,542 | 572,948 | +338.9% | $20.3M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 75,819 | 46,463 | -38.7% | $1.6M | 2025-Q3 |
| NORGES BANK | EXIT | 1,032,683 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 500,144 | 3,241,728 | +548.2% | $128.5M | 2025-Q2 |
| MORGAN STANLEY | ADD | 2,112,006 | 3,048,482 | +44.3% | $120.9M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,587,008 | 2,686,039 | +69.3% | $106.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,032,683 | — | $40.9M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 506,735 | 807,328 | +59.3% | $32.0M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 176,254 | 75,819 | -57.0% | $3.0M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 149,671 | 1,587,008 | +960.3% | $98.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 500,144 | — | $31.0M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 755,308 | 107,115 | -85.8% | $6.6M | 2025-Q1 |
| NORGES BANK | EXIT | 674,703 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 3,568,797 | 5,145,631 | +44.2% | $353.4M | 2024-Q4 |
| UBS Group AG | ADD | 1,620,633 | 3,094,040 | +90.9% | $212.5M | 2024-Q4 |
| MORGAN STANLEY | ADD | 1,577,218 | 2,179,501 | +38.2% | $149.7M | 2024-Q4 |
| NORGES BANK | DOUBLED | 293,644 | 674,703 | +129.8% | $46.3M | 2024-Q4 |
9 unique insiders with 6 transactions. Net insider value: -$5.8M ($334.7K bought, $6.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | MORA RICHARD | Director | SELL | 700 | $64.20 | $44.9K |
| May 26, 2026 | Kothandaraman Badrinarayanan | President & CEO | BUY | 4,400 | $67.37 | $296.4K |
| May 19, 2026 | MORA RICHARD | Director | SELL | 700 | $46.39 | $32.5K |
| May 13, 2026 | Malchow Joseph Ian | Director | A | 5,952 | $0.00 | $0.00 |
| May 13, 2026 | MORA RICHARD | Director | A | 5,952 | $0.00 | $0.00 |
| May 13, 2026 | Rodgers Thurman J | Director | A | 5,952 | $0.00 | $0.00 |
| May 13, 2026 | GOMO STEVEN J | Director | A | 6,428 | $0.00 | $0.00 |
| May 13, 2026 | Haenggi Jamie Elizabeth | Director | A | 5,952 | $0.00 | $0.00 |
| May 13, 2026 | Kortlang Benjamin John | Director | A | 5,952 | $0.00 | $0.00 |
| Mar 13, 2026 | Rodgers Thurman J | Director | SELL | 137,250 | $43.61 | $6.0M |
| Mar 10, 2026 | Yang Mandy | EVP, Chief Financial Officer | F | 1,322 | $43.59 | $57.6K |
| Mar 1, 2026 | Erginsoy Mary | VP, Chief Accounting Officer | F | 464 | $42.27 | $19.6K |
| Mar 1, 2026 | Kothandaraman Badrinarayanan | President & CEO | F | 4,883 | $42.27 | $206.4K |
| Mar 1, 2026 | Yang Mandy | EVP, Chief Financial Officer | F | 1,664 | $42.27 | $70.3K |
| Feb 10, 2026 | MORA RICHARD | Director | SELL | 1,100 | $52.05 | $57.3K |
| Feb 5, 2026 | Kothandaraman Badrinarayanan | President & CEO | BUY | 750 | $51.06 | $38.3K |
| Jan 29, 2026 | Kothandaraman Badrinarayanan | President & CEO | A | 33,000 | $0.00 | $0.00 |
| Jan 29, 2026 | Yang Mandy | EVP, Chief Financial Officer | A | 21,120 | $0.00 | $0.00 |
| Jan 29, 2026 | Erginsoy Mary | VP, Chief Accounting Officer | A | 10,560 | $0.00 | $0.00 |
6 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.7/10.
NEUTRAL
CLUSTER
3/10
Enphase Energy CEO Badrinarayanan Kothandaraman made a $296K open-market purchase on May 26, while D
Jun 4, 2026
NEUTRAL
CLUSTER
3/10
Enphase Energy CEO Badrinarayanan made an open-market purchase of $296K at $67.37, while Director Mo
May 26, 2026
BULLISH
PRESS-RELEASE
7/10
Enphase Energy announced a Q4 2025 earnings beat with EPS of $0.71, a 56.9% surprise above the $0.45
Apr 7, 2026
MIXED
8-K
6/10
Enphase Energy reported Q4 2025 earnings with revenue of $343.3M and non-GAAP EPS of $0.71, both bea
Apr 6, 2026
NEUTRAL
DEFA14A
2/10
Enphase Energy filed a definitive additional proxy soliciting materials (DEFA14A) related to an upco
Apr 1, 2026
BULLISH
INST-CLUSTER
7/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — increased their
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (40% buy). Based on 40 analysts: 4 strong buy, 12 buy, 18 hold, 6 sell, 0 strong sell.
Analyst Price Targets
$44.73 mean target
-16.4% upside
Strong Sell (2.61)
$27.00 Low
$85.00 High
| Metric | Value |
|---|---|
| Current Price | $53.51 |
| Target Low | $27.00 |
| Target Mean | $44.73 |
| Target Median | $40.00 |
| Target High | $85.00 |
| # Analysts | 25 |
| Recommendation | Strong Sell (2.61) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.47 | $0.39 | $0.54 | -32.5% | -5.5% | 7↑ 8↓ | $0.3B | -19.8% | 17 |
| Next Q 2026-09-30 |
$0.54 | $0.47 | $0.70 | -39.8% | -11.2% | 2↑ 12↓ | $0.3B | -25.3% | 17 |
| Current FY 2026-12-31 |
$2.08 | $1.75 | $3.04 | -29.8% | -0.3% | 5↑ 15↓ | $1.2B | -18.7% | 24 |
| Next FY 2027-12-31 |
$2.42 | $1.79 | $3.55 | 16.4% | -0.9% | 1↑ 19↓ | $1.3B | 8.1% | 24 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.465 | |
| 7d ago | $0.468 | -0.003 |
| 30d ago | $0.492 | -0.027 |
| 60d ago | $0.493 | -0.028 |
| 90d ago | $0.495 | -0.029 |
15 analyst firms have rated this stock: 6 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 20, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| May 5, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| May 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Apr 30, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 30, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 21, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 9, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 8, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Mar 26, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Feb 25, 2026 | Jefferies | UPGRADE | Hold | Buy |
| Feb 5, 2026 | Freedom Broker | MAINTAIN | Hold | Hold |
| Feb 4, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 4, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 4, 2026 | Roth Capital | REITERATE | Buy | Buy |
| Feb 4, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 4, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 4, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 4, 2026 | BMO Capital | UPGRADE | Underperform | Market Perform |
| Jan 22, 2026 | Citigroup | UPGRADE | Sell | Neutral |
| Jan 20, 2026 | Goldman Sachs | UPGRADE | Neutral | Buy |
| Jan 15, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Jan 5, 2026 | Keybanc | UPGRADE | Underweight | Sector Weight |
| Dec 29, 2025 | Northland Capital Markets | MAINTAIN | Outperform | Outperform |
| Dec 18, 2025 | Goldman Sachs | UPGRADE | Sell | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 12 | 18 | 6 | 0 | 40% | |
| May 1, 2026 | 4 | 12 | 19 | 5 | 0 | 40% | |
| Apr 1, 2026 | 4 | 11 | 19 | 7 | 0 | 37% | |
| Mar 1, 2026 | 4 | 12 | 19 | 6 | 0 | 39% | |
| Feb 1, 2026 | 3 | 11 | 21 | 6 | 0 | 34% | |
| Jan 1, 2026 | 1 | 7 | 20 | 8 | 3 | 21% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
63°
Warm
Bearish
Neutral
Bullish
8 mentions
3 bullish
0 bearish
7 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 29, 2026 | 2 | 53° Neutral | 0 | 0 | 2 |
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 4, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
$ENPH - Solar + AI data centers = next rocket ship ☀️🚀 Who's loading up before it rips to $150?
▲ 1
💬 0
⚡ 0.2
$ENPH - Solar + AI data centers = next rocket ship ☀️🚀 Who's loading up before it rips to $150?
▲ 1
💬 0
⚡ 0.2
$enph - one of us got in before the rally
▲ 1
💬 0
⚡ 0.5
Alternative Energy Opportunities?
▲ 1
💬 0
⚡ 0.5
May 27, 2026
short_volume
Short Volume: ENPH — 60.4% short (2.9M / 4.8M)
Short: 2,892,341 | Exempt: 2,794 | TRF Vol: 4,792,067 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
other
Enphase Energy Publishes Technical White Paper on GaN Technology for Next-Generation Distributed Power Electronics
<p>FREMONT, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=s-Mq21x0YgqjmGtrAALsyTAu2Nxbs5q9n4RcmCB73CA
May 21, 2026
short_volume
Short Volume: ENPH — 62.8% short (5.4M / 8.6M)
Short: 5,381,575 | Exempt: 30,349 | TRF Vol: 8,573,087 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ENPH — 55.2% short (2.6M / 4.7M)
Short: 2,601,016 | Exempt: 4,293 | TRF Vol: 4,709,412 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: ENPH — 56.2% short (2.8M / 5.0M)
Short: 2,813,827 | Exempt: 5,822 | TRF Vol: 5,003,308 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ENPH — 15.2M shares, 170,476 trades
Week starting 2026-05-18. Total ATS volume: 15,168,821 shares across 170,476 trades.
May 15, 2026
short_volume
Short Volume: ENPH — 60.4% short (5.4M / 8.9M)
Short: 5,357,079 | Exempt: 46,517 | TRF Vol: 8,876,156 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: ENPH — 70,116 shares ($2.6M) failed to deliver
Settlement: 20260512, Price: $37.65, FTD Value: $2,639,867.4, ENPHASE ENERGY, INC COM STK
May 11, 2026
dark_pool
Dark Pool: ENPH — 14.1M shares, 156,365 trades
Week starting 2026-05-11. Total ATS volume: 14,113,152 shares across 156,365 trades.
May 7, 2026
short_interest
FTD: ENPH — 64,029 shares ($2.3M) failed to deliver
Settlement: 20260507, Price: $35.80, FTD Value: $2,292,238.2, ENPHASE ENERGY, INC COM STK
May 6, 2026
short_interest
FTD: ENPH — 17,471 shares ($0.6M) failed to deliver
Settlement: 20260506, Price: $36.02, FTD Value: $629,305.42, ENPHASE ENERGY, INC COM STK
May 5, 2026
short_interest
FTD: ENPH — 44,529 shares ($1.4M) failed to deliver
Settlement: 20260505, Price: $32.54, FTD Value: $1,448,973.66, ENPHASE ENERGY, INC COM STK
May 4, 2026
dark_pool
Dark Pool: ENPH — 5.5M shares, 91,192 trades
Week starting 2026-05-04. Total ATS volume: 5,501,282 shares across 91,192 trades.
May 1, 2026
short_interest
FTD: ENPH — 46,115 shares ($1.5M) failed to deliver
Settlement: 20260501, Price: $32.96, FTD Value: $1,519,950.4, ENPHASE ENERGY, INC COM STK
Apr 28, 2026
other
Enphase Energy Announces Development of IQ Solid-State Transformer for AI Data Centers
Distributed, semiconductor- and software-defined power platform brings Enphase’s proven system architecture to 800 VDC (±400 VDC) data center infrastr