The alternative energy sector is plummeting today, after the U.S. Senate's version of President Donald Trump’s spending bill kept cuts to solar and wind tax credits. The renewable energy incentives, introduced by former president Joe Biden, would be fully phased out by 2028. At last glance, First Solar Inc (NASDAQ:FSLR) was down 19.5% at $141, on track for its worst single-session percentage loss since December 2011. Prior to today's gap lower, the shares had strung together consecutive weekly wins of over ...

政策影响 - 参议院财政委员会共和党人提议修改特朗普税收立法 计划在2028年前取消太阳能 风能和能源税收抵免 [2] - 政策变动导致Enphase Energy股价在盘后交易中暴跌16% SunRun和First Solar分别下跌27%和11% [2] - 加州作为全美最大太阳能市场 其净计量政策改革显著降低了住宅太阳能系统的经济吸引力 [3] 市场环境 - 高利率环境抑制了消费者对太阳能安装的需求 [3] - 住宅太阳能市场面临饱和担忧 叠加监管变化导致需求环境持续恶化 [9] - 可再生能源税收抵免可能取消增加了长期不确定性 [9] 财务表现 - 过去12个月Enphase股价累计下跌62% [4] - 公司平均收入增长率为6.5% 略高于标普500指数的5.5% 但作为科技公司表现平平 [4] - 运营利润率为10.7% 低于标普500指数的13.2% 相差250个基点 [5] 估值分析 - 公司交易价格为过去12个月收入的3.8倍 高于标普500指数的3.0倍 [7] - 估值溢价与基本面表现脱节 存在进一步下行压力 [8] - 股票在市场调整中表现疲弱 显示投资者信心不足 [6]

CANADA - 2025/03/30: In this photo illustration, the Enphase Energy logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Enphase Energy (NASDAQ: ENPH), a top provider of residential solar energy solutions, has experienced a shocking stock drop of 70% over the past year, with the current trading price at $41. This notable decline brings the company’s valuation to its lowest point in more ...

Projects in Florida, Rhode Island, and California will have a combined capacity of nearly 3 MW upon completion FREMONT, Calif., June 04, 2025 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced that IQ8P-3P™ Commercial Microinverters made with domestic content were selected for significant commercial projects on a Florida school, an affordable housing complex in Rhode Is ...

公司表现 - Enphase Energy股价今年下跌近40%，较52周高点下跌超70% [1] - 公司营收从2023年的22 9亿美元降至2024年的13 3亿美元，降幅达42% [2] - 营业利润率从2023年的20%降至去年的7%以下 [2] - 最近一季度每股收益0 68美元，营收3 56亿美元，均低于预期的0 71美元和3 62亿美元 [3] - 管理层预测第二季度销售额中值为3 6亿美元，显著低于分析师预期的3 8亿美元 [3] 行业挑战 - 住宅太阳能需求下降影响整个行业，客户减少重大太阳能投资 [2] - 高利率导致房主融资太阳能安装成本上升，系统成本超1万美元抑制需求 [2] - 经济环境不佳，高利率和经济担忧使房主对太阳能板等大额采购持谨慎态度 [5] 运营问题 - 公司面临库存过剩问题，基于未实现的预期需求积累库存 [2] - 新关税高达3500%，主要针对中国和东南亚的电池组件，将严重冲击利润率 [4] - 公司正将电池生产从中国转移至美国以规避关税，但过渡需要时间和资源 [4] 应对措施 - 公司通过裁员500人和终止部分制造合同来降低成本 [6] - 措施未能缓解投资者对前景的担忧 [6]

As industries across the board are accelerating their shift toward cleaner energy, solar photovoltaic (PV) deployment has experienced remarkable growth worldwide in recent years. As investor appetite for green energy intensifies, solar heavyweights like First Solar (FSLR) and Enphase Energy (ENPH) present distinct yet compelling opportunities worth exploring.While First Solar specializes in manufacturing advanced thin-film PV solar modules and focuses on deploying utility-scale solar projects, Enphase Energ ...

The news was about as bad as it could get for renewable energy stocks this week as the U.S. House of Representatives early Thursday passed a bill that will repeal some of the most important subsidies for the industry if it becomes law.Investors assumed the worst and sold off nearly every company related to EVs or renewable energy. Enphase Energy (ENPH 4.30%) fell as much as 25.4% this week, Bloom Energy (BE 6.21%) dropped 11.2%, AES (AES 3.95%) fell 21.9%, and NextEra Energy (NEE 1.42%) was off 12%. The sto ...

Enphase Energy, Inc. (NASDAQ: ENPH ) plunged after the House of Representatives approved the tax and spending bill, adding to pressures from tariffs and a downturn. The company also appears to be facing competitive pressures that may be callingJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles ...

It has been about a month since the last earnings report for Enphase Energy (ENPH) . Shares have added about 4.9% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Enphase Energy due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since T ...

The solar sector is struggling today, after the U.S. House passed a bill this morning to lower taxes and increase military spending, which could also end several green-energy subsidies.Enphase Energy Inc (NASDAQ:ENPH) stock is among those gapping lower, last seen down 14.9% to trade at $40.24. The shares earlier slipped to a more than four-year low, and are pacing for their biggest single-day percentage loss since April 2023. So far this year, ENPH shed over 42%.Options traders are chiming in on ENPH, with ...