Solar stock Enphase Energy Inc (NASDAQ:ENPH) was last seen down 11.1% to trade at $37.80, despite the company reporting better-than-expected second-quarter earnings of 69 cents per share on revenue of $363.2 million.
ENPH tops Q2 estimates with 60.5% EPS growth and 19.7% revenue gain, fueled by strong battery and microinverter shipments in Europe.
The company maintains robust profitability, ample liquidity, and is investing in innovation, including a next-gen battery and supply chain diversification. Valuation ratios are now much lower than historical averages, with an attractive forward P/E, making ENPH more appealing relative to its sector. Despite poor momentum and energy market risks, I see ENPH as a 'Buy' for long-term investors willing to be patient amid volatility.
Enphase Energy reported better-than-expected second quarter results, with both revenues and profitability coming in slightly ahead of consensus expectations. Adjusted for safe harbor revenues, sales increased by approximately 7% on a sequential basis, mostly due to higher battery shipments. However, Europe remains weak, and the company has yet to see an uptick in demand from upcoming tax credit expirations in the United States.
Enphase Energy, Inc. (NASDAQ:ENPH ) Q2 2025 Earnings Conference Call July 22, 2025 4:30 PM ET Company Participants Zachary Freedman - Head of Investor Relations Badrinarayanan Kothandaraman - President, CEO & Director Mandy Yang - EVP & CFO Raghuveer Belur - SVP, Co-founder & Chief Products Officer Conference Call Participants Praneeth Satish - Wells Fargo Securities, LLC, Research Division Philip Shen - ROTH Capital Partners, LLC, Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Colin Rusch - Oppenheimer & Co. Inc., Research Division Maheep Mandloi - Mizuho Securities USA LLC, Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Dylan Nassano - Wolfe Research, LLC Mark W. Strouse - JPMorgan Chase & Co, Research Division David Arcaro - Morgan Stanley, Research Division Christopher Dendrinos - RBC Capital Markets, Research Division Operator Good day, and welcome to the Enphase Energy's Second Quarter 2025 Financial Results Call.
Enphase Energy (ENPH) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.43 per share a year ago.
Investors fret about Enphase's estimates of lower sales in the current quarter.
In the most recent trading session, Enphase Energy (ENPH) closed at $39.58, indicating a +2.17% shift from the previous trading day.
ENPH's Q2 results are likely to benefit from global product rollouts, though tariffs could weigh on margins.
ENPH expands IQ EV Charger 2 shipments across Europe, boosting its smart-charging footprint in Greece, Romania, Ireland and Poland.
Enphase Energy (ENPH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Enphase Energy (ENPH) closed the most recent trading day at $41.86, moving 2.59% from the previous trading session.