Northland Securities Estimates Enphase Energy Q1 Earnings

Enphase Energy, Inc. (NASDAQ:ENPH) – Equities research analysts at Northland Securities raised their Q1 2026 earnings per share estimates for shares of Enphase Energy in a research note issued to investors on Wednesday, February 4th. Northland Securities analyst G. Richard now expects that the semiconductor company will post earnings per share of $0.04 for the quarter, up from their prior estimate of $0.01. Northland Securities has a “Outperform” rating and a $62.00 price objective on the stock. The consensus estimate for Enphase Energy’s current full-year earnings is $2.08 per share. Northland Securities also issued estimates for Enphase Energy’s Q2 2026 earnings at $0.14 EPS, Q3 2026 earnings at $0.24 EPS, Q4 2026 earnings at $0.17 EPS, FY2026 earnings at $0.60 EPS, Q1 2027 earnings at $0.13 EPS, Q3 2027 earnings at $0.41 EPS and Q4 2027 earnings at $0.38 EPS.

Enphase Energy (NASDAQ:ENPH) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor company reported $0.71 earnings per share for the quarter, topping the consensus estimate 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 analyst estimates of $340.45 million. During the same period in the prior year, the firm posted $0.94 EPS. The company’s revenue was down 10.3% on a year-over-year basis.

Several other brokerages have also recently issued reports on ENPH. Weiss Ratings reissued a “sell (d)” rating on shares of Enphase Energy in a research note on Thursday, January 22nd. HSBC raised Enphase Energy from a “hold” rating to a “buy” rating and set a $52.00 price target for the company in a research report on Wednesday, February 4th. JPMorgan Chase & Co. raised their price objective on Enphase Energy from $33.00 to $39.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Glj Research set a $21.70 target price on Enphase Energy in a report on Thursday, February 5th. Finally, Raymond James Financial began coverage on shares of Enphase Energy in a research report on Monday, January 12th. They set a “market perform” rating for the company. Nine investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and nine have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $42.70.

Enphase Energy Stock Performance

Shares of ENPH stock opened at $50.25 on Monday. 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 market capitalization of $6.58 billion, a price-to-earnings ratio of 38.95 and a beta of 1.37. Enphase Energy has a one year low of $25.77 and a one year high of $70.78. The company has a 50 day moving average price of $35.95 and a 200 day moving average price of $34.84.

Hedge Funds Weigh In On Enphase Energy

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of Enphase Energy by 431.9% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 633 shares of the semiconductor company’s stock worth $25,000 after acquiring an additional 514 shares during the last quarter. Glass Jacobson Investment Advisors llc grew its stake in 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. Salomon & Ludwin LLC increased its holdings in Enphase Energy by 761.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 861 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 761 shares during the last quarter. Stance Capital LLC purchased a new stake in Enphase Energy during the 3rd quarter worth approximately $32,000. Finally, Geneos Wealth Management Inc. raised its position in shares of Enphase Energy by 199.7% in the 3rd quarter. Geneos Wealth Management Inc. now owns 920 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 613 shares in the last quarter. 72.12% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Enphase Energy

In other news, EVP Mandy Yang sold 6,000 shares of Enphase Energy stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $33.01, for a total transaction of $198,060.00. Following the sale, the executive vice president owned 68,987 shares in the company, valued at $2,277,260.87. This trade represents a 8.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Badrinarayanan Kothandaraman bought 5,000 shares of Enphase Energy stock in a transaction dated Thursday, February 5th. The shares were purchased at an average cost of $51.98 per share, for a total transaction of $259,900.00. Following the completion of the transaction, the chief executive officer owned 1,640,632 shares of the company’s stock, valued at approximately $85,280,051.36. This represents a 0.31% increase in their position. The SEC filing for this purchase provides additional information. 3.10% of the stock is owned by corporate insiders.

About Enphase Energy

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.