Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Enphase Energy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

In my Q3 earnings preview of Enphase Energy (NASDAQ: ENPH ), I mentioned that the quarter was the last sign of weakness before a likely bullish Q4. That said, the results underperformed my estimates, and the following overOliver Rodzianko is an investment analyst specializing in the technology sector, with a focus on artificial intelligence, semiconductors, software, and renewable energy. He has earned a strong reputation on Seeking Alpha, where he is frequently featured in the platform’s "Must Reads." His ...

文章核心观点 - 太阳能设备制造商Enphase Energy第三季度业绩和指引低于预期,主要是欧洲需求疲软 [1][2] - 公司预计第四季度美国业务会有"增量改善",但欧洲市场仍将持续疲软 [2] - 公司股价大跌约40%,创近一年新低 [3] 公司业绩总结 - 第三季度调整后每股收益0.65美元,低于分析师预期 [1] - 第三季度收入下降超过30%至3.809亿美元,也低于预期 [1] - 欧洲销售额环比下降15%,由于"欧洲需求进一步疲软" [1] - 美国收入环比跳涨43%,因"分销商的库存水平恢复正常" [1] 公司指引总结 - 公司预计第四季度收入将在3.6亿-4亿美元之间,低于预期 [2] - CEO表示公司正在"努力管理Enphase度过行业低迷期" [2] - 预计第四季度美国业务会有"增量改善",但欧洲市场仍将持续疲软 [2]

Shares of Enphase Energy Inc (NASDAQ:ENPH) are gapping lower today, after the energy technology company missed third-quarter earnings and revenue estimates. At last glance, the stock was down 13.7% at $79.61 and headed for its largest single-day percentage drop since last October. Enphase Energy stock was already on its way lower the past few weeks, after running into long-term pressure at the 320-day moving average. Though its only midweek, it seems likely that the stock will notch a fourth-straight weekly ...

Enphase stock is down over 30% this year. Is the stock a buy right now?In this video, I will go over Enphase's (ENPH 2.00%) third-quarter earnings and explain why the stock is down. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Oct. 22, 2024. The video was published on Oct. 22, 2024. ...

Enphase Energy, Inc. (ENPH) reported third-quarter 2024 adjusted earnings of 65 cents per share, which declined 36.3% from $1.02 in the prior-year quarter. The bottom line also lagged the Zacks Consensus Estimate of 78 cents by 16.7%.Including one-time adjustments, the company posted GAAP earnings of 33 cents per share, which significantly deteriorated from the year-ago quarter’s figure of 80 cents.The year-over-year deterioration can be attributed to a double-digit decline in third-quarter revenues as well ...

My previous bearish thesis about Enphase Energy (NASDAQ: ENPH ) aged well as the stock significantly lost its value since July 3. Price at publication was $97, around 20% higher than we see today after the Q3 earnings release. It was a disappointingI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

报告公司投资评级 - 报告给予Enphase能源公司"优于大市"的投资评级 [1] 报告的核心观点 - 第三季度收入和毛利率低于预期,第四季度收入和毛利率指引也低于市场预期 [1] - 公司对美国市场持乐观态度,但对欧洲市场持谨慎态度 [2] - 公司重申将于2025年下半年推出基于GAN技术的IQ9逆变器 [2] - 公司在第三季度回购了4980万美元的股票 [2] 公司业绩分析 - 第三季度收入为3.81亿美元,低于市场预期的3.93亿美元,毛利率为47% [3] - 第三季度出货173万台微型逆变器和173兆瓦时的IQ电池 [3] - 第四季度收入预期为3.6-4亿美元,低于市场预期的4.42亿美元,毛利率预期为47-50% [3] 美国市场前景 - 公司认为美国的基本面在2025财年有所改善,并预计将增加在该国的市场份额 [2] - 公司表示,其在美国的数据销售"正朝着正确的方向发展",NEM 3.0不是问题 [2] 欧洲市场表现 - 公司表示,法国仍然是该公司的关键市场,并将在德国和英国推出新产品 [2] - 但公司表示,它在欧洲的销售继续低迷,2024年第四季度"可能会有一点压力" [2] - 公司认为,像荷兰这样的国家将从单一的太阳能市场转向太阳能+储能市场,这个国家正处于低谷,但将会重塑 [2] - 公司认为,法国的公用事业费率可能会遇到一些阻力,但会逐步改善 [2]