Q2 EPS Estimates for Enphase Energy Lowered by William Blair

Enphase Energy, Inc. (NASDAQ:ENPH) – Equities research analysts at William Blair lowered their Q2 2025 earnings estimates for Enphase Energy in a report issued on Wednesday, February 5th. William Blair analyst J. Dorsheimer now expects that the semiconductor company will post earnings per share of $0.45 for the quarter, down from their previous estimate of $0.46. The consensus estimate for Enphase Energy’s current full-year earnings is $2.12 per share. William Blair also issued estimates for Enphase Energy’s Q3 2025 earnings at $0.54 EPS, Q4 2025 earnings at $0.59 EPS, FY2025 earnings at $1.92 EPS, Q1 2026 earnings at $0.51 EPS, Q2 2026 earnings at $0.60 EPS and FY2026 earnings at $2.59 EPS.

Enphase Energy (NASDAQ:ENPH) last released its quarterly earnings results 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 7.72% and a return on equity of 15.62%.

A number of other brokerages also recently weighed in on ENPH. Northland Securities cut their price target on shares of Enphase Energy from $110.00 to $90.00 and set an “outperform” rating for the company in a report on Tuesday, November 19th. Citigroup lifted their price objective on Enphase Energy from $71.00 to $72.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 8th. Wells Fargo & Company lowered their target price on Enphase Energy from $83.00 to $77.00 and set an “overweight” rating for the company in a report on Thursday, February 6th. HSBC downgraded Enphase Energy from a “buy” rating to a “hold” rating and dropped their price target for the stock from $154.00 to $81.00 in a research note on Friday, November 8th. Finally, Barclays decreased their price objective on Enphase Energy from $91.00 to $86.00 and set an “overweight” rating for the company in a report on Thursday, February 6th. Three equities research analysts have rated the stock with a sell rating, sixteen have assigned a hold rating and fourteen have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $90.42.

Enphase Energy Price Performance

Shares of Enphase Energy stock opened at $63.05 on Monday. Enphase Energy has a twelve month low of $58.33 and a twelve month high of $141.63. The company has a 50-day simple moving average of $68.37 and a two-hundred day simple moving average of $87.81. The stock has a market capitalization of $8.52 billion, a price-to-earnings ratio of 85.20, a price-to-earnings-growth ratio of 8.78 and a beta of 1.68. The company has a quick ratio of 3.88, a current ratio of 3.53 and a debt-to-equity ratio of 1.44.

Institutional Trading of Enphase Energy

Institutional investors have recently modified their holdings of the company. Baillie Gifford & Co. raised its position in Enphase Energy by 32.0% during the fourth quarter. Baillie Gifford & Co. now owns 8,371,790 shares of the semiconductor company’s stock valued at $574,975,000 after buying an additional 2,028,691 shares during the period. Swedbank AB raised its holdings in shares of Enphase Energy by 0.3% during the 3rd quarter. Swedbank AB now owns 3,463,475 shares of the semiconductor company’s stock valued at $391,442,000 after purchasing an additional 11,890 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Enphase Energy by 0.6% in the third quarter. Geode Capital Management LLC now owns 3,382,316 shares of the semiconductor company’s stock worth $381,030,000 after purchasing an additional 20,579 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Enphase Energy by 6.5% during the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,350,108 shares of the semiconductor company’s stock worth $265,609,000 after acquiring an additional 142,491 shares in the last quarter. Finally, Nordea Investment Management AB grew its holdings in Enphase Energy by 131.6% during the fourth quarter. Nordea Investment Management AB now owns 2,214,999 shares of the semiconductor company’s stock valued at $155,360,000 after purchasing an additional 1,258,778 shares during the last quarter. Institutional investors and hedge funds own 72.12% of the company’s stock.

Enphase Energy Company Profile

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.