Enphase Energy (NASDAQ:ENPH) Price Target Cut to $36.00 by Analysts at Susquehanna

Enphase Energy (NASDAQ:ENPH) had its target price cut by stock analysts at Susquehanna from $46.00 to $36.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the semiconductor company’s stock. Susquehanna’s price objective would suggest a potential upside of 12.54% from the stock’s current price.

Several other brokerages have also commented on ENPH. Wells Fargo & Company increased their price objective on shares of Enphase Energy from $45.00 to $50.00 and gave the company an “overweight” rating in a research report on Wednesday, February 4th. Barclays decreased their price objective on shares of Enphase Energy from $35.00 to $31.00 and set an “underweight” rating for the company in a research report on Wednesday. Mizuho set a $39.00 price objective on shares of Enphase Energy in a research report on Wednesday, February 4th. Royal Bank Of Canada raised shares of Enphase Energy from a “sector perform” rating to an “outperform” rating and set a $54.00 price target for the company in a research report on Wednesday, February 4th. Finally, The Goldman Sachs Group raised their price target on shares of Enphase Energy from $45.00 to $51.00 and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Ten analysts have rated the stock with a Buy rating, twelve have given a Hold rating and nine have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $42.70.

Enphase Energy Stock Down 1.8%

Enphase Energy stock traded down $0.57 during midday trading on Thursday, hitting $31.99. 512,270 shares of the company’s stock were exchanged, compared to its average volume of 6,688,235. Enphase Energy has a 12 month low of $25.77 and a 12 month high of $55.41. The company has a market cap of $4.22 billion, a PE ratio of 24.72 and a beta of 1.39. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.84 and a current ratio of 2.07. The firm has a 50-day moving average of $42.50 and a two-hundred day moving average of $36.67.

Enphase Energy (NASDAQ:ENPH) last released its quarterly earnings results on Tuesday, February 3rd. The semiconductor company reported $0.71 earnings per share for the quarter, beating analysts’ consensus estimates of $0.52 by $0.19. Enphase Energy had a net margin of 11.69% and a return on equity of 20.31%. The business had revenue of $343.32 million for the quarter, compared to analysts’ expectations of $340.45 million. During the same period last year, the business earned $0.94 EPS. The company’s revenue was down 10.3% compared to the same quarter last year. As a group, analysts expect that Enphase Energy will post 2.08 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Enphase Energy news, CEO Badrinarayanan Kothandaraman purchased 5,000 shares of Enphase Energy stock in a transaction on Thursday, February 5th. The stock was bought at an average cost of $51.98 per share, with a total value of $259,900.00. Following the transaction, the chief executive officer owned 1,640,632 shares of the company’s stock, valued at $85,280,051.36. This represents a 0.31% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Thurman J. Rodgers sold 137,250 shares of Enphase Energy stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $43.61, for a total transaction of $5,985,472.50. Following the transaction, the director directly owned 1,597,641 shares of the company’s stock, valued at approximately $69,673,124.01. This trade represents a 7.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.10% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Enphase Energy

Several institutional investors have recently made changes to their positions in the company. PFG Investments LLC increased its holdings in shares of Enphase Energy by 2.2% during the 4th quarter. PFG Investments LLC now owns 12,191 shares of the semiconductor company’s stock valued at $391,000 after purchasing an additional 260 shares in the last quarter. Swiss Life Asset Management Ltd increased its holdings in shares of Enphase Energy by 5.5% during the 3rd quarter. Swiss Life Asset Management Ltd now owns 6,132 shares of the semiconductor company’s stock valued at $217,000 after purchasing an additional 319 shares in the last quarter. Glass Jacobson Investment Advisors llc increased its holdings in shares of Enphase Energy by 77.8% during the 4th quarter. Glass Jacobson Investment Advisors llc now owns 800 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 350 shares in the last quarter. GAMMA Investing LLC increased its holdings in shares of Enphase Energy by 19.2% during the 4th quarter. GAMMA Investing LLC now owns 2,431 shares of the semiconductor company’s stock valued at $78,000 after purchasing an additional 392 shares in the last quarter. Finally, Tempus Wealth Planning LLC increased its holdings in shares of Enphase Energy by 4.8% during the 3rd quarter. Tempus Wealth Planning LLC now owns 8,556 shares of the semiconductor company’s stock valued at $303,000 after purchasing an additional 394 shares in the last quarter. 72.12% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Enphase Energy

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: Deutsche Bank raised its price target to $39 (from $38) and kept a “hold” rating, highlighting modest upside relative to the current share price; this lift in target can be read as a mild vote of confidence from a sell-side shop. Deutsche Bank Raises PT
• Positive Sentiment: MarketWatch noted the stock rose on Wednesday (despite underperforming the broader market), indicating intermittent buying interest that can support near-term price stability. MarketWatch Coverage
• Neutral Sentiment: Brokerage consensus remains a “hold,” reflecting mixed analyst views and limited near-term conviction among institutions. Consensus Hold
• Neutral Sentiment: Enphase has been a “trending” stock on financial sites (Zacks, Yahoo), which can increase short-term retail interest and volatility but doesn’t change fundamentals. Zacks Trending Coverage
• Neutral Sentiment: Enphase scheduled its Q1 2026 earnings call for April 28 — the upcoming results and management commentary will be a primary catalyst for the stock. Earnings Call Announcement
• Negative Sentiment: Barclays cut its price target to $31 and moved to “underweight,” a more bearish signal that increases downside analyst pressure. Barclays Downgrade
• Negative Sentiment: Multiple law firms have filed or are soliciting lead plaintiffs for class actions covering the April–Oct 2025 period (Pomerantz, Rosen, Faruqi & Faruqi, Bernstein Liebhard, Kahn Swick & Foti). The growing litigation notices create an overhang and potential financial/legal risk for shareholders. Pomerantz Filing Rosen Notice Faruqi Notice Bernstein Notice

Enphase Energy Company Profile

Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage systems and energy management software. Its core business centers on converting direct current (DC) power generated by solar panels into alternating current (AC) power suitable for use in residential and commercial applications. By integrating hardware and software solutions, Enphase Energy aims to improve solar energy yield, enhance system reliability and provide real-time monitoring capabilities to its customers.

The company’s product portfolio includes its IQ Series microinverters, which attach to individual solar panels to optimize performance at the module level and reduce the impact of shading or system failures.