Enphase Energy (ENPH) FY 2025 Annual General Meeting May 14, 2025 12:30 PM ET Speaker0 Good Speaker1 morning, and thank you for joining us on today's call to discuss Enphase Energy's business. With us today are Mr. Steve Gomo, Chair of the Board of Directors and Badri Kathandaraman, the company's President and Chief Executive Officer. After the presentation is completed, we will take written questions. To submit a question, please use the Q and A tab at the top of the Teams app. We have turned off your micr ...

公司动态 - Enphase Energy在比利时推出IQ Balcony Solar System 该系统包含两个IQ8HC微型逆变器 一个IQ Balcony Gateway IQ电缆和一个交流电源电缆 [1] - 该系统设计为即插即用 适用于公寓居民和屋顶空间有限的业主 可在阳台 露台等小空间生成可再生能源 同时也是离网应用的简单经济解决方案 [2] - 比利时计划到2025年底将太阳能容量提高40% 该产品有望吸引更多住宅客户使用清洁太阳能 [3] 欧洲市场拓展 - 除比利时外 公司近期在德国推出IQ Balcony Solar System 4月在波兰和卢森堡推出IQ Battery 5P with FlexPhase 新产品发布预计将提升公司在欧洲市场的收入表现 [5] - 欧洲太阳能市场快速增长 Solar Power Europe报告显示 2025年将新增70吉瓦太阳能容量 增长率7% 2025-2028年预计年增长率维持在3-7%的低个位数 [4] 同业竞争 - Canadian Solar在德国 波兰 西班牙等国有较强存在 截至2024年底在EMEA地区有4890兆瓦早期项目储备 2025年销售共识预期增长23.5% 长期盈利增长率共识预期为25% [6][7] - Emeren Group自2012年进入欧洲 截至2024年底在欧洲有5294兆瓦处于早期和高级开发阶段的太阳能项目 2025年每股收益共识预期为4美分 较上年亏损24美分显著改善 [7][8] - SolarEdge在德国市场表现强劲 2025年4月推出ONE Controller 可与家庭智能电表系统交互 2025年销售共识预期增长17.9% 每股亏损从上年22.99美元大幅收窄至3.29美元 [8][9][10] 股价表现 - 过去一个月Enphase Energy股价下跌14% 而行业整体上涨34.6% [11]

FREMONT, Calif., May 12, 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 the launch of the Enphase® IQ® Balcony Solar System in Belgium. Designed for plug-and-play installation, the new system empowers apartment dwellers and homeowners with limited roof space to generate their own clean energy from balconies, patios, and small outdoor areas. It's also a simple a ...

FREMONT, Calif., May 08, 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 the availability of new software that allows homeowners with existing legacy IQ7™ Microinverter-based systems to seamlessly expand their solar capacity using IQ8™ Microinverters. This software is now available across North America, Europe, and other key markets. With over one million homes ...

"Germany's energy landscape is changing, and products like the Enphase IQ Balcony Solar System are making the shift easier and more accessible," said Kevin Malek, CEO of solago, a bundler of solar energy products in Germany. "This system empowers people to generate their own clean energy – even without a traditional roof – while enjoying the safety, reliability, and simplicity that Enphase is known for." FREMONT, Calif., May 07, 2025 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy t ...

Enphase has deployed more than 6.5 million IQ Microinverters and 50 MWh of IQ Batteries manufactured in the U.S. with domestic and imported componentsFREMONT, Calif., May 01, 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 it has shipped more than 6.5 million IQ® Microinverters and 50 MWh of IQ® Batteries from U.S. contract manufacturing facilities. Approximatel ...

FREMONT, Calif., April 28, 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 production shipments of IQ8™ Microinverters in Japan through a distribution agreement with ITOCHU Corporation (ITOCHU), one of the largest trading companies in the country. Starting April 1, 2025, Tokyo became the first Japanese city to mandate rooftop solar on all new homes built by larg ...

Oliver Rodzianko is a macro-focused investment analyst with a global perspective and a focus on public equity strategy. His approach is grounded in valuation discipline and long-term fundamentals, with emphasis on sectors including technology, semiconductors, AI, and energy. He is U.S.-market centered, with international awareness informing his process. He manages a long-only, unleveraged portfolio designed to preserve capital and capture asymmetric upside around key market dislocations. Positions are held ...

Enphase Energy TodayENPHEnphase Energy$45.18 -8.25 (-15.43%) 52-Week Range$44.88▼$141.63P/E Ratio61.06Price Target$73.95Add to WatchlistEnphase NASDAQ: ENPH is a good company with a solid product that the solar power industry needs. Its microinverter products allow smaller businesses and homeowners to harness the sun's power efficiently. They maximize output for solar panel arrays, allowing each panel to operate independently of the others. However, forces in place will keep this stock moving lower in 2025 ...

Shares of solar inverter leader Enphase Energy (ENPH -15.33%) plunged on Tuesday, down 14.2% as of 12:11 PM EDT, which was all the more notable as the Nasdaq Composite was up by a big 2.6% at that time.Enphase not only missed analyst estimates for the quarter, but also guided below estimates for the current second quarter. Moreover, tariffs threaten the company's margins later in the year.Enphase whiffsIn the first quarter, Enphase reported 35.2% revenue growth to $356.1 million, along with adjusted (non-GA ...