Justin Paget Enphase Energy's (NASDAQ:ENPH) 3Q was disappointing. There's no other way to put it. However, I think that the company continues to be heading in the right direction, and that, to me, is an encouraging sign. As I will highlight in ...

Enphase continues to be a leader in solar energy, but is it worth the price? Third-quarter results showed an improvement in Enphase Energy's (ENPH -1.88%) business and how well the capital-light model is serving the company. But as solar energy gets more competitive, is the stock a buy at this price? Travis Hoium digs into the numbers in this video. *Stock prices used were end-of-day prices of Oct. 28, 2024. The video was published on Oct. 28, 2024. ...

While the clean energy theme has been reignited by the AI boom driving data centers to embark on nuclear energy, solar energy stocks have been taken to the woodshed. Despite favorable long-term growth prospects, the weakness in the industry can be attributed to a number of factors, including high interest rates, inflation pressures on the cost of components, government policy uncertainty, and inventory glut. The Inflation Reduction Act (IRA) supports the expected double renewable energy capacity growth in t ...

LONDON, ENGLAND - MARCH 28: The Enphase domestic home EV electric Vehicle charger company logo ... [+] branding is displayed during the Everything Electric London 2024 at ExCel on March 28, 2024 in London, England. The show, designed to inspire people, includes an array of visitor attractions, dozens of 'live sessions' and an exhibition of hundreds of companies, electric vehicles of all types, and a large selection of home energy options. (Photo by John Keeble/Getty Images)Getty ImagesEnphase Energy (NASDAQ ...

文章核心观点 - 自2023年秋季以来,该行业由于利率上升、电价下降以及加州和荷兰NEM法规变化而遭受了大规模需求下降 [1] - 作者专注于发现和分析能在当今地缘政治中发挥重要作用、利用自身知识产权并最终成为新领导者的公司 [1] - 投资风格将对应于增长型公司,偏重于中型股 [1] - 重点关注业务案例的风险,采用自上而下的方法补充每个自下而上的分析 [1] - 由于成长型业务通常无法通过融资测试,因此将进行系统的资产负债表分析,并采用压力测试来挑战论点并了解每个模型中的安全程度 [1] - 更倾向于长期资本增值,而非短期投机 [1] 行业总结 - 自2023年秋季以来,该行业遭受了大规模需求下降,原因包括利率上升、电价下降以及加州和荷兰NEM法规变化 [1] - 该行业受到上述因素的严重影响 [1] 公司总结 - 作者专注于发现和分析能在当今地缘政治中发挥重要作用、利用自身知识产权并最终成为新领导者的公司 [1] - 投资风格将对应于增长型公司,偏重于中型股 [1] - 重点关注业务案例的风险,采用自上而下的方法补充每个自下而上的分析 [1] - 由于成长型业务通常无法通过融资测试,因此将进行系统的资产负债表分析,并采用压力测试来挑战论点并了解每个模型中的安全程度 [1] - 更倾向于长期资本增值,而非短期投机 [1]

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 ...