Brokers Set Expectations for Enphase Energy Q3 Earnings

Enphase Energy, Inc. (NASDAQ:ENPH) – Equities research analysts at William Blair issued their Q3 2026 earnings estimates for Enphase Energy in a report released on Wednesday, February 5th. William Blair analyst J. Dorsheimer expects that the semiconductor company will post earnings per share of $0.72 for the quarter. The consensus estimate for Enphase Energy’s current full-year earnings is $0.92 per share. William Blair also issued estimates for Enphase Energy’s Q4 2026 earnings at $0.78 EPS.

Enphase Energy (NASDAQ:ENPH) last issued its quarterly earnings data on Tuesday, February 4th. The semiconductor company reported $0.57 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.15). Enphase Energy had a net margin of 4.91% and a return on equity of 10.56%.

Several other equities analysts have also issued reports on the stock. OTR Global raised shares of Enphase Energy from a “negative” rating to a “mixed” rating in a report on Friday, December 20th. Evercore ISI cut their price target on shares of Enphase Energy from $133.00 to $125.00 and set an “outperform” rating on the stock in a report on Wednesday, October 23rd. Roth Mkm cut their target price on Enphase Energy from $130.00 to $100.00 and set a “buy” rating on the stock in a research report on Wednesday, October 23rd. Morgan Stanley reduced their target price on Enphase Energy from $68.00 to $67.00 and set an “equal weight” rating for the company in a research note on Wednesday. Finally, Susquehanna cut their price objective on Enphase Energy from $79.00 to $76.00 and set a “neutral” rating on the stock in a report on Wednesday. Three investment analysts have rated the stock with a sell rating, sixteen have given a hold rating and fourteen have given a buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $90.42.

Enphase Energy Price Performance

NASDAQ ENPH opened at $63.53 on Friday. The firm’s fifty day simple moving average is $68.61 and its two-hundred day simple moving average is $88.50. The company has a current ratio of 4.16, a quick ratio of 3.88 and a debt-to-equity ratio of 1.29. Enphase Energy has a 12-month low of $58.33 and a 12-month high of $141.63. The firm has a market capitalization of $8.58 billion, a P/E ratio of 144.39, a P/E/G ratio of 8.22 and a beta of 1.68.

Institutional Trading of Enphase Energy

Institutional investors have recently modified their holdings of the stock. Avior Wealth Management LLC lifted its stake in shares of Enphase Energy by 6,975.0% in the third quarter. Avior Wealth Management LLC now owns 283 shares of the semiconductor company’s stock worth $32,000 after buying an additional 279 shares in the last quarter. UMB Bank n.a. lifted its stake in shares of Enphase Energy by 784.8% in the third quarter. UMB Bank n.a. now owns 292 shares of the semiconductor company’s stock worth $33,000 after buying an additional 259 shares in the last quarter. nVerses Capital LLC purchased a new position in shares of Enphase Energy in the third quarter worth about $34,000. Stone House Investment Management LLC purchased a new position in shares of Enphase Energy in the third quarter worth about $34,000. Finally, Quarry LP purchased a new position in shares of Enphase Energy in the third quarter worth about $37,000. Institutional investors and hedge funds own 72.12% of the company’s stock.

About Enphase Energy

Enphase Energy, Inc, together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control.