Enphase Energy začala v Arlingtonu v Texasu vyrábět moduly pro IQ Solid-State Transformer, což umožní sestavovat a testovat plnohodnotné racky pro datová centra. Akcie firmy vzrostly o 5 % za den a SolarEdge přidal 6 % na 36,34 USD.
A Texas factory just handed Enphase a credible claim on the AI data-center power market, and SolarEdge surged even harder despite announcing nothing at all.
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Solar names caught a midday bid on a manufacturing milestone tied to AI data-center power infrastructure. Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) said power modules for its IQ Solid-State Transformer, or IQ SST, are now being built at its Arlington, Texas facility, enabling full-scale racks to be assembled and validated for prospective data-center customers. SolarEdge Technologies (NASDAQ:SEDG) stock rallied in sympathy, boosted by its own SST platform aimed at the same AI-factory opportunity.
The Invesco Solar ETF (NYSEARCA:TAN) is up 3% on the session. Meanwhile, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.42%, framing solar as a clear day-of outperformer against a softer broad-market tape.
Enphase stock is up 5% to $38.31, extending its year-to-date gain to 20%. At the same time, SolarEdge stock is climbing 6% to $36.34, an outsized reaction given that the company hasn’t announced any news of its own today.
Texas Line Puts a Face on the AI-Power Pitch Each IQ SST power module is rated at 4 kW, and hundreds combine into a rack with capacity up to 5 MW. The design converts medium-voltage AC (13.8 kV or 34.5 kV) directly to 800-volt DC, with sub-millisecond response to the sharp load swings AI training and inference workloads generate, reducing the need for battery buffering next to every compute rack.
Co-founder and chief product officer Raghu Belur explained that hundreds of modules together make a multi-megawatt rack, and Enphase scales by repeating the same compact module rather than building larger power-conversion systems. The modules share their form factor and production process with the company’s microinverters, which makes the Texas milestone credible rather than a paper design.
Enphase’s management flagged customer engagement across hyperscalers, neoclouds, colocation providers, EPCs, and server providers, with opportunities at the RFI and RFP stages representing potential demand totaling multiple gigawatts. Full-system demonstrations remain on track for later this year, with customer pilots beginning in 2027 and commercial shipments in 2028.
SolarEdge Runs a Parallel Playbook SolarEdge’s own SST platform targets the same AI-factory build-out, and CEO Shuki Nir has framed the effort as addressing “the significant opportunity in AI factories.” On the company’s August 5 earnings call, SolarEdge said prospective customer engineering teams viewed a working prototype convert medium-voltage AC to a regulated 800-volt DC bus at 99% efficiency across a range of power levels.
SolarEdge’s roadmap points to a working lab system by the end of 2026, pilot installations in 2027, and volume shipments in 2028, mirroring Enphase’s commercialization schedule. Both names remain pre-revenue on the data-center side, and SolarEdge’s investor day on September 10, 2026 sits two days out as its next scheduled disclosure moment.
Solar Scorecard First Solar (NASDAQ:FSLR), the largest U.S. solar manufacturer, sits outside the SST story, though its 45.1-gigawatt contracted backlog through 2030 keeps it central to any broader rotation into domestic solar. First Solar stock is down 19% year to date, entering today’s sector move from a much weaker anchor than its two rallying sector peers.
The Invesco Solar ETF’s 3% session gain lags both SST-linked names by a wide margin, suggesting today’s bid is concentrated in the two companies with an explicit AI-data-center power narrative. That divergence underscores how selective the tape has been within the solar complex.
Ticker Session Move Year to Date ENPH +5% +20% SEDG +6% +27% FSLR +4% -19% TAN +3% -1% SPY -0.4% +12.5% What to Watch The AI-power thesis in solar names now has a factory address. A signed contract with a data-center operator remains ahead, and Enphase’s next tangible catalyst is a full-system IQ SST demonstration targeted for November, followed by customer pilots in 2027 and commercial shipments in 2028. SolarEdge’s Thursday investor day could validate today’s sympathy bid with firmer numbers around its data-center opportunity.
The bulls can argue that Enphase’s Texas line proves a residential-solar manufacturer can credibly extend into medium-voltage data-center gear using its existing production base. The bears could counter that SolarEdge outran Enphase today on no company-specific news, suggesting part of the move is a sector-wide bid that could fade if AI-power sentiment cools.
Investors sizing their exposure should treat both names as speculative AI-adjacent positions rather than solar-industrial staples, keeping their allocations modest ahead of SolarEdge’s investor day and Enphase’s late-year system demonstration. Position sizing matters more than usual given the pre-revenue status of both SST platforms.
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Enphase Energy rozšířila kompatibilitu měření pro IQ EV Charger 2 v několika evropských trzích, takže chytré nabíjení EV půjde i bez solárního či bateriového systému Enphase.
Expanded metering compatibility lets IQ EV Charger 2 work intelligently on its own, with existing solar systems, or as part of an Enphase Energy System
FREMONT, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced expanded metering compatibility for the Enphase® IQ® EV Charger 2 across several European markets. The expanded compatibility makes it easier for installers to bring smart EV charging to more homes, including those without an Enphase solar or battery system.
The IQ EV Charger 2 can use home metering data from compatible smart meters or CT-based metering solutions to enable dynamic load balancing and green charging. This allows the charger to operate intelligently whether it is installed on its own, with an existing solar system, or as part of an Enphase Energy System.
Dynamic load balancing automatically adjusts EV charging as electricity use in the home changes, helping prevent overloads and keep charging within the home’s available electrical capacity. Green charging uses available surplus solar energy to charge the vehicle and works with compatible third-party solar systems as well as Enphase solar.
Smart meter integrations include Linky in France through TIC, P1/DSMR in the Netherlands, Belgium, and Luxembourg, and HAN connections in Norway. In other markets, installers can use compatible CT-based metering solutions.
“The P1 connection is already sitting in many Dutch homes, and now we can use it,” said Dennis Dijkman, director at Dijkman Zonne-energie, an installer of Enphase products in the Netherlands. “Wired or wireless, we get load balancing and solar charging working quickly, whether or not the customer has an Enphase system.”
“With this new metering solution, it’s now easier to install a standalone IQ EV Charger 2,” said Simon Webb, managing director at Wow Energy, an installer of Enphase products in the United Kingdom. “It can help keep the customer inside their DNO fuse limit and even provide solar charging in homes where the customer does not have an Enphase system.”
“IQ EV Charger 2 is designed to work with the energy system homeowners have today and grow with them over time,” said Jayant Somani, senior vice president of the digital business unit at Enphase Energy. “Homeowners can start with smart EV charging, charge from solar when available, and expand over time with Enphase solar, batteries, and energy management — all designed to work together as one integrated energy system.”
For more information about the Enphase IQ EV Charger 2, please visit the Enphase website for France, the Netherlands, Belgium (French and Dutch), Luxembourg, Norway, the United Kingdom and Germany.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 89.4 million microinverters, with approximately 5.3 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release may contain forward-looking statements, including statements related to the expected capabilities, performance, compatibility, availability, and customer and installer benefits of Enphase Energy's technology and products, including the Enphase IQ EV Charger 2, its meter integrations, dynamic load balancing, green charging, and the Enphase Installer App. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, the availability and compatibility of third-party smart meters and metering hardware, changes to utility and regulatory requirements in European markets, and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law.
Enphase Energy v Nizozemsku rozšiřuje nabídky pro majitele solárních systémů a nově jim přes Prets.io zpřístupňuje financování. Firma je chce připravit na konec systému net meteringu k 1. lednu 2027 a na vyšší využití baterií IQ Battery.
FREMONT, Calif., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced an expanded homeowner outreach effort in the Netherlands to help solar-only customers prepare for the end of net metering on Jan. 1, 2027, and understand how battery storage can help them maximize the value of their solar systems. Enphase expects to host more than 300 in-person homeowner events and online webinars in 2026, with more than 100 already completed, generating thousands of leads to date.
Enphase is onboarding hundreds of installers into its lead-referral program and is partnering with Prets.io, an independent Dutch fintech platform, to connect prospective customers with available financing options and help address affordability at the time of purchase.
When net metering concludes at the end of 2026, existing Dutch solar-only systems will not be grandfathered in, meaning homeowners will receive less value for solar energy exported to the grid. Adding an IQ® Battery enables homeowners to store and use more of their own solar generation rather than export it at a reduced rate, helping protect the value of their existing solar investment.
“The end of net metering is a wake-up call, and Dutch homeowners are ready to act,” said Sjoerd Gravemaker, CEO of Reconnect Energy, an installer of Enphase products in the Netherlands. “Energy price swings and global supply disruptions have made energy independence a real priority. A solar-plus-battery system delivers exactly that, and the turnout and leads we're seeing at these Enphase homeowner events make clear that homeowners are ready to make the move.”
“Pebble Green Systems has been a Platinum-level installer of Enphase products for many years, and we have now completed a thousand installations using Enphase microinverters,” said Leo van der Grinten, owner of Pebble Green Systems. “Thanks to the Enphase promotion, combined with the regional presentations Enphase conducts, we have been receiving a steady stream of leads. Because these homeowners sign a pre-order after the presentation, they know exactly what the system cost will be. As a result, the intake conversations are short, with a success rate of approximately 50%. We are pleased with this.”
“I have never experienced such a high-quality event before,” said Harry van Torenburg, a homeowner in the Netherlands who ordered an IQ Battery system following a local Enphase event. “I truly felt like a VIP. The Enphase team really knows how to make customers feel valued, and I walked away ready to move forward with my Enphase system.”
Additionally, through a new referral arrangement with Enphase, Prets.io will offer eligible Dutch homeowners streamlined access to financing solutions, including Warmtefonds, the Netherlands’ leading government-backed loan program for sustainable energy investments. Availability and terms of financing are determined by Warmtefonds and/or the applicable financing provider. By guiding homeowners through the application process without requiring installer involvement, Prets.io can help simplify access to Warmtefonds and other available financing options.
“Warmtefonds is an attractive financing option available for Dutch homeowners making sustainable energy investments, but the application process is not always straightforward at the moment of purchase,” said Eugene Lubbers, CEO and co-founder of Prets.io. “With the Prets.io platform, homeowners can now access the financing application process soon after the Enphase event, when they are already inclined to move forward.”
“Nearly half a million Dutch homeowners have trusted Enphase with their solar systems, and we have a responsibility to help them protect that investment,” said Sabbas Daniel, senior vice president of sales at Enphase Energy. “Our events and webinars are packed because homeowners understand the stakes. With Prets.io, we are making it easier for homeowners to understand and access available financing options. Homeowners can leave one of our events with a plan, a price, and a path to getting it done.”
To learn more about Enphase solar and battery solutions in the Netherlands, visit the Enphase website.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 89.4 million microinverters, with approximately 5.3 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release may contain forward-looking statements, including statements related to Enphase Energy's homeowner outreach and education initiatives in the Netherlands; expectations regarding the number, timing, effectiveness, and results of homeowner events and webinars; anticipated homeowner interest in and adoption of IQ Battery systems and other Enphase products; the expected benefits of battery storage, including increased self-consumption and protection of the value of existing solar investments; Enphase Energy's expectations regarding the impact of the planned abolishment of net metering in the Netherlands and resulting homeowner demand for energy storage solutions; and Enphase Energy’s plans to expand homeowner access to financing options through additional touchpoints and channels. These forward-looking statements are based on Enphase Energy’s current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements. Such risks include, but are not limited to, changes in market demand; rate of homeowner adoption of battery storage systems; energy prices and tariff structures; the timing, terms, and implementation of regulatory and policy changes, including the discontinuation of net metering in the Netherlands; the performance and availability of financing programs and third-party financing partners; installer participation and execution; supply chain constraints; and other factors discussed in Enphase Energy’s filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy’s most recently filed Annual Report on Form 10-K. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events or changes in its expectations, except as required by law.
Enphase Energy za poslední měsíc přidala asi 9,5 % po zveřejnění výsledků, které sice odpovídaly odhadu zisku na akcii, ale tržby meziročně klesly o 19,6 % na 291,9 milionu USD.
A month has gone by since the last earnings report for Enphase Energy (ENPH - Free Report) . Shares have added about 9.5% in that time frame, outperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Enphase Energy due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Enphase Energy, Inc. before we dive into how investors and analysts have reacted as of late.
Enphase Energy Q2 Earnings Match Estimates, Revenues Decline Y/Y
Enphase Energy, Inc. reported second-quarter 2026 adjusted earnings of 46 cents per share, which came in line with the Zacks Consensus Estimate. However, the bottom line declined 33.3% from 69 cents in the prior-year quarter.
Including one-time adjustments, the company posted GAAP earnings of 27 cents per share, down from 28 cents recorded in the year-ago quarter.
ENPH’s RevenuesEnphase Energy’s second-quarter revenues of $291.9 million missed the Zacks Consensus Estimate of $295 million by 1%. The top line also decreased 19.6% from the prior-year quarter’s reported figure of $363.2 million.
The year-over-year plunge was mainly due to weaker sales in the United States.
Enphase Energy’s Operational UpdateThe company’s adjusted gross margin decreased 180 basis points year over year to 46.8%.
Adjusted operating expenses rose 2.6% year over year to $79.8 million.
The adjusted operating income totaled $56.7 million, down 42.5% from the year-ago quarter.
Enphase Energy’s Shipments Gain MomentumENPH’s shipments amounted to approximately 1.59 million microinverters and 113.8 megawatt-hours (MWh) of Enphase IQ Batteries.
More than 25,000 installers worldwide were certified to install IQ Batteries at quarter-end, up from more than 24,000 in the preceding quarter.
Financial Details of ENPHEnphase Energy had $529.3 million in cash and cash equivalents as of June 30, 2026 compared with $474.3 million as of Dec. 31, 2025.
The net cash flow from operating activities was $143.2 million during the first six months of 2026 compared with $75 million in the prior-year period.
Q3 2026 Guidance by Enphase EnergyFor the third quarter of 2026, ENPH expects revenues in the range of $290-$320 million. The Zacks Consensus Estimate for third-quarter revenues is pegged at $315.9 million, which is at the higher end of the company’s guided range.
Enphase Energy expects to ship IQ batteries in the range of 130-150 MWh in the third quarter.
Adjusted operating expenses are expected between $76 million and $80 million. This excludes approximately $44 million estimated for stock-based compensation expenses, acquisition-related costs and amortization, as well as restructuring and asset impairment charges.
The adjusted gross margin is anticipated in the range of 44-47%, excluding stock-based compensation expenses and acquisition-related amortization.
How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended downward during the past month.
The consensus estimate has shifted -13.14% due to these changes.
VGM ScoresAt this time, Enphase Energy has a poor Growth Score of F, a grade with the same score on the momentum front. Charting a somewhat similar path, the stock was allocated a score of D on the value side, putting it in the bottom 40% for value investors.
Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Enphase Energy has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Enphase Energy spustila v aplikaci Enphase AI Assistant pro domácnosti. Pomáhá vysvětlit provoz solárních systémů, baterií i nabíjení EV a navrhuje další kroky.
FREMONT, Calif., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced the availability of the Enphase® AI Assistant in the Enphase® App for homeowners. The assistant brings agentic AI into the home energy experience, helping customers understand what is happening in their Enphase systems, why it is happening, and what action, if any, they should take. Watch a video showcasing the Enphase AI Assistant here.
Home energy is becoming more dynamic as homeowners add solar, batteries, EV charging, time-of-use rates, backup power, and grid services. The Enphase AI Assistant is designed for this new reality as an intelligent energy companion. Using live system context, it can answer natural language questions, explain system behavior, guide troubleshooting, and help homeowners move from insight to action — through both the Enphase App and the Enphase Support website.
“Homeowners should not need to be energy experts to understand how their homes use energy,” said Nitish Mathur, SVP of customer experience at Enphase Energy. “The Enphase AI Assistant turns complex system data into clear, personalized guidance, helping customers understand what is happening, why it is happening, and what they can do next.”
Homeowners can ask questions such as: Why did my battery discharge overnight? Why did I export more energy than usual? Is my system operating normally? Why is my electricity bill higher than expected? The assistant answers by using site-specific context already visible in the Enphase App, including solar production, home consumption, battery charge and discharge, grid import and export, EV charging activity, gateway connectivity, device status, and alert information.
The Enphase AI Assistant is not a general-purpose chatbot. It is built as a governed AI layer for home energy, combining large language models, model routing, retrieval-augmented generation, tool orchestration, and Enphase-approved knowledge sources. The assistant can route simple status checks to faster model paths while using deeper reasoning for more complex questions such as battery behavior, system troubleshooting, and energy usage explanations.
The Enphase AI Assistant is built around a simple model: sense, explain, and act. It understands what is happening across the home, explains it in plain language, and with the homeowner’s approval can take supported actions. For app-based controls such as battery operating profiles, charge-from-grid settings, EV charging behavior, notification preferences, and report generation, any system-changing action requires explicit homeowner confirmation and internal validation before execution.
The launch marks an important evolution of the Enphase App — from a place where homeowners monitor their energy system to an intelligent interface that can understand, explain, and help manage the entire home energy experience.
Security, privacy, and AI governance are built into the assistant’s architecture, including persona-based access, tool-level filtering, action policies, audit logging, session context management, response quality evaluation, and safeguards for customer-specific data. These controls help the assistant deliver personalized guidance while respecting product permissions and backend systems of record.
When expert help is needed, the assistant can seamlessly hand the conversation to Enphase customer service with the relevant system context and conversation history, so customers do not have to start over.
The Enphase AI Assistant is now broadly available to homeowners in most markets through the Enphase App, with availability continuing to expand. Feature availability may vary by country, system type, installed products, app version, account permissions, and enabled feature flags. To try the Enphase AI Assistant or get more information about how it works, please visit the Enphase website.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 89.4 million microinverters, with approximately 5.3 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release may contain forward-looking statements, including statements related to the expected capabilities, performance, availability, customer experience benefits, technical architecture, integrations, safety and security controls, and future development of Enphase Energy's technology and products, including the Enphase AI Assistant and Enphase App. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, the ability of the AI agent to function as designed and anticipated and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law.
Americký solární trh dál táhne silná poptávka, ale OBBBA a vyšší cla zvyšují náklady i nejistotu. SEIA čeká, že solární flotila USA se během pěti let zdvojnásobí.
The U.S. solar market continues to benefit from strong demand from utilities, commercial customers and power-hungry data centers, with SEIA forecasting the nation’s solar fleet to double over the next five years. However, policy changes under the OBBBA and rising tariffs are creating a more uneven growth outlook by increasing uncertainty, raising manufacturing costs and putting pressure on supply chains. While utility-scale solar is expected to remain the primary growth driver, the expiration of residential tax incentives and ongoing trade actions could weigh on broader market expansion. A few prominent companies that solar investors may want to monitor are First Solar (FSLR - Free Report) , Enphase Energy (ENPH - Free Report) and T1 Energy Inc (TE - Free Report) .
About the Industry The Zacks Solar industry can be fundamentally categorized into two groups of companies. One is involved in designing and producing high-efficiency solar modules, panels and cells, while the other is engaged in installing grids and, in some cases, entire solar power systems. The industry also includes a handful of companies that manufacture inverters for solar power systems, which convert solar power from modules into electricity required by electric grids. Per a report from the U.S. Energy Information Administration (“EIA”), solar’s share of U.S. electricity generation will be 8% in 2026 and 9% in 2027. It remains the nation's dominant form of new generating capacity.
3 Trends Shaping the Future of the Solar Industry Strong Demand Supports Solar Market Growth: Across the United States, utilities and commercial customers are turning to solar power paired with battery storage to meet their growing need for affordable, dependable and cleaner electricity. Higher power costs and corporate decarbonization goals are strengthening the economic case for solar, while battery systems provide an added layer of reliability by supplying electricity when grid conditions are strained or outages occur. At the same time, surging power requirements from data centers are creating a powerful new source of demand for renewable generation and energy storage. The rapid growth of artificial intelligence, cloud services and other digital technologies is driving hyperscalers and technology companies to commit substantial capital to large-scale solar and storage projects. By securing additional generation and storage capacity, these companies can better address their future electricity needs while advancing their emissions-reduction and net-zero objectives.
A report published in June 2026 by the Solar Energy Industries Association (“SEIA”) states that U.S. solar outlook for 2026-2031 has been raised by 1.4%, driven mainly by stronger utility-scale demand. The updated forecast points to the U.S. solar fleet doubling over the next five years, although annual capacity additions are expected to remain largely stagnant. By comparison, the previous doubling of the U.S. solar industry took just three years.
Policy Changes Reshape the U.S. Solar Growth Outlook: The One Big Beautiful Bill Act (“OBBBA”) has significantly changed the timeline for federal solar tax incentives. The key July 4, 2026, deadline for beginning construction has now passed, meaning solar projects that did not commence construction by that date generally must be placed in service by Dec. 31, 2027, to qualify for the Section 48E Investment Tax Credit or Section 45Y Production Tax Credit. Another major policy issue is the OBBBA's new Foreign Entity of Concern (“FEOC”) restrictions. These rules affect projects seeking the 45Y and 48E credits, as well as manufacturers claiming the Section 45X advanced manufacturing credit. The OBBBA also eliminated the Section 25D residential clean-energy tax credit for customer-owned solar and storage systems after Dec. 31, 2025. This has created a more immediate headwind for the residential market than for utility-scale solar. SEIA expects residential installations to decline sharply in 2026 following the expiration of 25D. SEIA expects the OBBBA to create a more uneven growth profile. Developers have been accelerating projects and securing their pipelines in response to the new tax-credit rules, which could pull some installations forward into 2026-2027 while creating greater uncertainty beyond that period.
Tariff Policies Add Pressure to the U.S. Solar Industry: The heightened U.S. tariffs on imported goods have been negatively impacting nearly all industries, and solar is no exception. As expected, these tariffs have increased manufacturing costs for solar companies, which were already grappling with raw material shortages due to global supply-chain challenges. The SEIA’s June 2026 report highlights tariffs and ongoing trade actions as a significant challenge for the U.S. solar manufacturing industry. Although domestic module production has expanded substantially and now supplies about 70% of U.S. solar installations, manufacturers still depend heavily on imported solar cells, with the United States having only about 3 GW of domestic cell manufacturing capacity. New preliminary antidumping (AD) and countervailing duty (CVD) tariffs announced for solar cells and modules from India, Indonesia and Laos add further pressure, while Malaysia, Thailand and Vietnam were already subject to tariffs. Together, these six countries supplied 78% of U.S. cell imports in 2025, meaning the trade measures could raise costs and tighten component availability for domestic manufacturers. SEIA also warned that a potential Section 232 action on solar-grade polysilicon and derivative products could further constrain U.S. solar manufacturing, depending on its scope.
Zacks Industry Rank Reflects Gloomy Outlook The Zacks Solar industry is housed within the broader Zacks Oils-Energy sector. It currently carries a Zacks Industry Rank #202, which places it in the bottom 18% of more than 247 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bleak near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
The industry’s position in the bottom 50% of the Zacks-ranked industries is due to a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts have lost confidence in this group’s earnings growth potential over the past few months. The industry’s bottom-line estimate for the current fiscal year has moved down 10.7% to $1.34 since May 31.
Before we present a few solar stocks that you may want to consider for your portfolio, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Lags Sector & S&P 500 The solar industry has underperformed both its sector and the Zacks S&P 500 composite over the past year. The stocks in this industry have collectively lost 6.9% over the past year, while the Oils-Energy sector has risen 37.6%. The Zacks S&P 500 composite has surged 23% in the same time frame.
One-Year Price Performance
Industry's Current Valuation On the basis of the trailing 12-month EV/EBITDA, which is commonly used for valuing solar stocks, the industry is currently trading at 10.66X compared with the S&P 500’s 18.16X and the sector’s 5.83X.
Over the past five years, the industry has traded as high as 32.53X, as low as 4.48X and at the median of 12.44X.
EV-EBITDA Ratio (TTM)
3 Solar Stocks to Watch First Solar: Based in Tempe, AZ, the company is a leading global provider of comprehensive PV solar energy solutions and specializes in designing, manufacturing, and selling solar electric power modules using a proprietary thin-film semiconductor technology. On July 30, 2026, FSLR reported second-quarter results. The company achieved record second-quarter and first-half module sales volume, surpassed 100 GW of cumulative global module sales, and ended June with a substantial 45.1 GW contracted backlog extending through 2030. First Solar also maintained its 2026 guidance, including 17.0-18.2 GW of volume sold, $4.9-$5.2 billion in net sales and $2.6-$2.8 billion in adjusted EBITDA.
The Zacks Consensus Estimate for First Solar’s 2026 earnings per share (EPS) indicates an improvement of 24.91% from the prior-year reported figure. The consensus estimate for 2027 EPS indicates an improvement of 36.93% year over year. The company currently carries a Zacks Rank of 3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price & Consensus: FSLR
Enphase Energy: Based in Fremont, CA, this company is a global energy technology company that delivers energy management technology for the solar industry. It designs, develops, manufactures and sells home energy solutions, which connect energy generation, energy storage and control and communications management on a single intelligent platform. On July 28, 2026, Enphase Energy reported second-quarter results. The company shipped 1.59 million microinverters and 113.8 MWh of IQ Batteries, with battery shipments up from 103.1 MWh in the first quarter. U.S. manufacturing remained strong with 1.58 million microinverters and battery inverters shipped from its Texas and South Carolina facilities.
The consensus estimate for Enphase Energy’s 2027 EPS indicates an increase of 20% year over year. The Zacks Consensus Estimate for 2027 sales indicates an increase of 9.56% year over year. The stock currently carries a Zacks Rank of 3.
Price & Consensus: ENPH
T1 Energy: Based in New York, the company is an energy solutions provider, building an integrated supply chain for solar and batteries. On Aug. 12, 2026, T1 Energy reported second-quarter results. T1 Energy reported approximately $250 million in net sales, while the company’s G1_Dallas facility continued to ramp up production. The company expects full-year 2026 production to reach the high end of its 3.1-4.2 GW target. T1 Energy also monetized its remaining 2025 Section 45X tax credits for $39.1 million, helping strengthen liquidity. However, it remained loss-making, with an estimated net loss from continuing operations of $34-$37 million and negative adjusted EBITDA of $14.5-$11.5 million.
The Zacks Consensus Estimate for T1 Energy’s 2026 EPS indicates an increase of 83.25% year over year. The consensus estimate for 2026 sales indicates an increase of 27.23% year over year. The stock currently carries a Zacks Rank #3.
Enphase Energy spustila v USA předobjednávky na IQ Battery C80, své první komerční bateriové úložiště s kapacitou 80 kWh. Dodávky mají začít v první polovině roku 2027.
FREMONT, Calif., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today opened U.S. pre-orders for the IQ® Battery C80, its first commercial battery storage system. The all-in-one, AC-coupled system will deliver 80 kWh of usable energy capacity and up to 40 kVA of continuous power in a single, compact enclosure, with battery packs and microinverters fully integrated.
IQ Battery C80 extends Enphase's distributed architecture into commercial energy storage, completing the company's end-to-end commercial offering. It will pair with IQ9N-3P™ and IQ9S-3P™ Commercial Microinverters at 277Y/480 V, as well as IQ8P-3P™ and IQ8H-3P™ Microinverters at 120Y/208 V, enabling complete, all-AC solar-plus-storage systems without central inverters or high-voltage DC coupling.
From 80 kWh to 2 MWh, the system is engineered for commercial, industrial, and multifamily applications. Its modular architecture will allow customers to right-size projects and expand storage capacity over time. Its distributed, microinverter-based architecture is designed to reduce single points of failure and support high system uptime. IQ Battery C80 will support demand charge management, time-of-use shifting, solar self-consumption, grid services, and virtual power plant (VPP) participation — helping customers manage energy costs and maximize the value of onsite solar generation.
IQ Battery C80 will be available in two three-phase configurations: a 120Y/208 V model delivering 33 kVA for multifamily properties and smaller commercial buildings, and a 277Y/480 V model delivering 40 kVA for larger commercial and industrial applications. Both will use lithium iron phosphate (LFP) chemistry, deliver greater than 90% AC round-trip efficiency, and operate across an ambient temperature range of -22°F to 131°F.
Both configurations will support Enphase Power Control software, certified to UL 3141, enabling two-hour or four-hour system designs. Busbar and feeder overload controls will enable flexible wiring, help reduce balance-of-system infrastructure costs, and potentially avoid unnecessary electrical equipment upgrades. The AC-coupled architecture will also allow IQ Battery C80 to pair with third-party commercial three-phase solar inverters for both new and retrofit projects.
IQ Battery C80 will use active air cooling without liquid cooling or external HVAC, helping simplify installation and improve reliability. Its integrated battery and power-conversion architecture will also reduce the number of separate components that need to be installed and interconnected. Battery-module-level heating will support reliable operation in cold-weather conditions.
IQ Battery C80 is expected to be produced at U.S. manufacturing facilities and to be FEOC compliant. U.S. production can also help certain eligible projects qualify for domestic content bonus tax credits, subject to project-specific requirements and applicable laws.
Safety is engineered at the module level. IQ Battery C80 will feature battery-module smoke and gas sensing with active pressure release, along with support for fire alarm control panel integration and emergency stop for safe isolation. The system will be certified to UL 9540A and large-scale fire test protocols for thermal runaway safety and housed in an outdoor-rated NEMA 3R enclosure for pad or floor mounting.
“We designed the IQ Battery C80 to make commercial storage simpler to deploy, easier to scale, and more resilient,” said Aaron Gordon, senior vice president and general manager of the systems business unit at Enphase Energy. “With 208 V and 480 V configurations, it will serve applications ranging from multifamily properties to large commercial and industrial facilities.”
Pre-orders for the IQ Battery C80 are open now, with shipments expected to begin in the first half of 2027. The system will be backed by a 15-year limited warranty. Customers should consult their legal and tax advisors to confirm eligibility for applicable tax credits and incentives. Learn more about commercial storage on the Enphase website.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 89.4 million microinverters, with approximately 5.3 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release may contain forward-looking statements, including statements related to the expected capabilities and performance of Enphase Energy's technology and products, including the IQ Battery C80, IQ9N-3P Commercial Microinverters, and IQ9S-3P Commercial Microinverters; the anticipated benefits of Enphase Energy's distributed commercial solar-plus-storage architecture; expected market opportunities for commercial, industrial, and multifamily energy storage systems; anticipated customer demand for the IQ Battery C80; the expected scalability and applications of the IQ Battery C80, including demand charge management, time-of-use shifting, self-consumption, grid services, and virtual power plant participation; the expected production of the IQ Battery C80 at U.S. manufacturing facilities; expectations regarding FEOC compliance and the potential availability of domestic content bonus tax credits for certain eligible projects; and the expected timing of product availability and shipments. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, market demand for commercial energy storage systems and related products; competitive developments; changes in tax credits, incentive programs, or other regulatory or compliance requirements; supply chain availability and costs; and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law.
Enphase Energy ve 2. čtvrtletí zvýšil tržby na 291,9 milionu USD a upravený EPS činil 0,46 USD, tedy v souladu s odhady. Hrubá marže podle GAAP dosáhla 60,0 % díky 45,4 milionu USD z tarifních refundací.
Live Coverage Updates appear automatically as they are published.
Live Updates Pinned 1 hour ago
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This live blog is being updated by Thomas Richmond, a 24/7 Wall St. contributor. You’ll get expert analysis of Enphase’s earnings.
Simply stay on this page, and new updates will appear below automatically. We expect Enphase to release earnings shortly after 4:05 p.m. ET.
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Enphase Energy (NASDAQ:ENPH) reported a 60.0% GAAP gross margin in Q2, but that headline figure received a major boost from tariff refunds.
The company recognized $45.4 million of tariff refunds in gross profit, adding 15.6 percentage points to GAAP gross margin. Excluding one-time items, non-GAAP gross margin reached 46.8%, up from 43.9% in Q1 but below 48.6% one year ago.
The underlying improvement is still encouraging. Reciprocal tariffs reduced Q2 gross margin by approximately two percentage points, less than half the 4.3-point impact recorded in Q1.
12 minutes ago
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Enphase is moving its IQ Solid-State Transformer beyond the conceptual stage, with several AI data-center opportunities progressing to formal RFI and RFP processes.
Management said the potential pipeline represents multiple gigawatts of demand. Enphase also completed a 15-module series stack operating at 4.16 kilovolts and remains on track to demonstrate a full IQ SST system later this year.
The project could expand Enphase beyond residential solar into the much larger AI infrastructure market. The next major validation point will be converting technical engagement with customers into commercial orders.
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Enphase Energy just reported earnings, with shares initially up 4% following the report. Here are the key numbers:
Revenue: $291.9 million vs. $289.9 million expected Adjusted EPS: $0.46 vs. $0.46 expected GAAP Gross Margin: 60.0% Free Cash Flow: $25.9 million Q3 Guidance:
Revenue: $290 million to $320 million vs. $304.3 million expected Quick Read:
Enphase delivered a modest revenue beat and matched EPS expectations, while its Q3 revenue midpoint landed slightly above consensus.
Safe-harbor revenue more than doubled sequentially to $84.3 million, helping offset continued uncertainty surrounding the residential solar recovery.
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Why Q3 Guidance Will Overshadow the Q2 Earnings Report Tonight’s headline numbers matter less than what management says about Q3. Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) already flagged that Q1 and Q2 sell-through was tracking 10% to 15% below prior expectations, so investors want a Q3 revenue floor after the Section 25D expiration.
Bullish Scenario: Q3 revenue guide above $300 million, safe harbor sustained near the $40-$50 million CEO estimate, batteries above 150 MWh, and European battery activations building on ~75% Netherlands growth.
Bearish Scenario: Guide below $270 million, gross margin under 42%, or cautious commentary on U.S. channel inventory. With shares at $36.33 and a P/E of 36, tone on Propel scaling toward 500 originations weekly is the swing factor.
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Enphase Energy (NASDAQ:ENPH) heads into tonight’s Q2 report with split analyst sentiment. The consensus 12-month price target sits at $48.93, with 3 strong buy, 8 buy, 17 hold, 1 sell, and 2 strong sell ratings. Shares last traded near $36.47, well below the 52-week high of $73.74 and above the low of $25.78.
Recent target activity is mixed. Citigroup lifted its target to $43 from $31 on July 23. Argus trimmed to $38 on July 24. GLJ Research raised to $24.47 from $21.70 while keeping a Sell, citing margin pressure. With shares down 20.11% over the past month, options skew stays cautious.
Firm Analyst Rating Price Target Date GLJ Research Gordon Johnson Sell $24.47 Jul 28, 2026 Argus Research Team Hold $38.00 Jul 24, 2026 Citigroup Vikram Bagri Buy $43.00 Jul 23, 2026 1 hour ago
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With shares trading today at $36.45, here are some questions analysts are likely to have to Enphase Energy on tonight’s call:
Top 5 Analyst Questions How is post-Section 25D U.S. sell-through trending after the pull-forward? Will Q3 guidance beat Zacks’ $290.91M revenue consensus? Are reciprocal tariffs still a ~3 percentage point margin drag? What is the Propel prepaid-lease origination run rate? Timeline for IQ SST monetization in AI data-center power? Key Topics to Address European recovery beyond Q4’s -29% QoQ print Safe harbor pipeline execution IQ9 and Kestrel ASIC roadmap Buzzwords to Listen For “Sell-through,” “channel inventory,” “45X,” “domestic content,” “GaN-based,” “VPP attach rates.” Red Flags Q3 revenue guide below $290.91M Gross margin compression beyond tariff impact Rising channel inventory or European softness Silence on Propel traction 1 hour ago
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With Enphase Energy (NASDAQ:ENPH) hours from its Q2 earnings report, here is the balanced setup beyond the guidance and price targets already covered.
Bull Case Momentum is real: three consecutive beats through Q1 2026, including a $0.47 vs. $0.45 result, against a low $0.16 EPS estimate tonight. U.S. sell-through jumped 21% QoQ in Q4 2025, potentially pulling into Q2. Composite sentiment reads 63.7, bullish, with insiders net buying. Bear Case Shares are down 20.11% over the past month, signaling positioning risk. Beats rarely stick: the average one-week reaction after a beat is -3.9%. European revenue fell 29% QoQ in Q4 2025, and tariffs remain a ~5-point margin drag. Analyst consensus skews cautious at 11 buys, 17 holds, 3 sells. 2 hours ago
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Enphase Energy reports Q2 earnings after today’s close with guidance calling for $280 million to $310 million in revenue, including approximately $85 million of safe-harbor sales.
The anticipated tariff drag narrows to roughly three percentage points from 4.3 points in Q1, providing a modest tailwind. More important will be signs that Propel prepaid-lease originations are stabilizing U.S. demand, European “green shoots” are strengthening, and the new IQ SST product can establish Enphase in AI data-center power.
Enphase is attempting to evolve beyond subsidy-dependent residential solar into a broader energy-electronics platform spanning batteries, EV charging, and data centers and currently trades at a share price of $36.35. A clean beat with stronger Propel disclosure could support Citigroup’s $43 price target, while a weak Q3 outlook would strengthen GLJ Research’s bear case and $24.47 target.
Enphase Energy (NASDAQ:ENPH) reports Q2 2026 results tonight, July 28, at 4:05 PM ET. Shares trade near $36.60, down 20.11% in a month, setting the stage for a tense earnings report for the residential solar company.
Tariff Relief Meets Demand Reset Q1 2026 revenue landed at $282.9 million with non-GAAP EPS of $0.47, as U.S. residential revenue fell 23% sequentially after the Section 25D pull-forward exhausted itself. Non-GAAP gross margin compressed to 43.9%, weighed by a 6.7-point PTC monetization hit and 4.3 points of reciprocal tariffs.
Management cut both U.S. battery list prices 12% to 14% and European battery prices about 10% to defend market share. Europe already responded: April battery activations jumped about 75% in the Netherlands and about 27% in Germany versus the Q1 monthly pace.
Consensus Estimates Metric Q2 2026 Estimate YoY Change Guidance Midpoint Revenue $290.91M vs. $363.15M prior year $295M EPS (Non-GAAP) $0.46 vs. $0.69 prior year n/a Non-GAAP Gross Margin 44%-47% vs. 48.6% 45.5% Revenue lands roughly 20% below the prior-year comp, a reset the sell-side has already digested. The margin band actually widens quarter-over-quarter thanks to lower tariff rates, but PTC accounting and safe harbor mix keep the reported number lumpy.
What I’m Watching: Propel, SST, and European Follow-Through Tonight I’ll be watching four specific items when CEO Badri Kothandaraman takes the call. First, Propel origination velocity. Management wants to move from 200 net originations per week to 500 by the end of Q4, with an 84% battery attach rate already validating unit economics.
Second, the IQ Solid-State Transformer commentary. Enphase now sizes the AI data-center power opportunity at 11 gigawatts by 2031, with customer pilots in 2027 and volume in 2028. Any named partner or funded engagement would rerate the growth narrative.
Third, European battery run-rate. April was strong, but Q2 needs to convert those activations into revenue that offsets ongoing U.S. TPO financing challenges, which Kothandaraman flagged as the primary headwind alongside weather.
Fourth, channel inventory. Enphase said it would under-ship by about $25 million in Q2 to normalize U.S. stock. Investors will focus on whether that correction stays contained or bleeds into Q3.
Earnings History Quarter EPS Surprise 1-Day Move 1-Week Move 30-Day Move Q4 2025 +21.43% -8.52% -6.66% -20.92% Q3 2025 +37.22% -3.24% +3.4% -8.22% Q2 2025 +9.00% -2.65% -8.44% +4.66% Q1 2025 -5.96% +1.51% -1.07% -12.05% On average, shares moved -3.19% in the week after earnings over the past year.
Enphase Energy čeká na hospodářské výsledky za 2. čtvrtletí; podpořit je mohou nové produkty a silnější dodávky mikroinvertorů, ale hrubou marži má snížit vzájemná cla asi o tři procentní body.
Key Takeaways Enphase's Q2 results may benefit from new product launches and stronger microinverter shipments.U.S. demand stayed strong, while Europe showed improving solar market trends during the quarter.Reciprocal tariffs are expected to reduce Q2 gross margins by about three percentage points. Enphase Energy, Inc. (ENPH - Free Report) is scheduled to release its second-quarter 2026 results on July 28, after market close. In the last reported quarter, the company delivered an earnings surprise of 9.30%.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors at Play Ahead of ENPH’s Q2 ResultsDuring the second quarter, ENPH announced the expansion of commercial microinverter deployments across the United States. Stronger microinverter shipments from Enphase Energy's U.S. manufacturing facilities are expected to have supported its quarterly earnings.
In May 2026, Enphase Energy announced the launch of PowerMatch technology across North America. In June 2026, the company launched the IQ9N microinverter for residential solar across key European markets. These product launches strengthen Enphase Energy's residential solar portfolio and are expected to drive higher customer adoption and product shipments, supporting the company's revenue and earnings growth in the second quarter of 2026.
Product launches, coupled with robust microinverter and battery shipments amid healthy solar demand, are likely to have supported ENPH's overall performance in the to-be-reported quarter.
On a regional basis, Enphase Energy expects continued strength in the U.S. market and improving demand trends across Europe.
ENPH's continued investments in product innovation and customer support, along with ongoing cost-reduction efforts, are anticipated to have boosted its earnings in the to-be-reported quarter.
Meanwhile, reciprocal tariffs remain a key headwind. The company expects them to reduce second-quarter 2026 gross margins by nearly three percentage points, weighing on profitability.
Q2 Expectations for ENPHThe Zacks Consensus Estimate for ENPH’s sales stands at $292.2 million, which suggests a decline of 19.6% from the year-ago reported number.
The Zacks Consensus Estimate for earnings per share is pinned at 46 cents, which indicates a year-over-year fall of 33.3%.
The Zacks Consensus Estimate for total megawatts (MWs) shipped is pegged at 689 MW, up 2% from the figure registered in the year-ago quarter.
What the Zacks Model Unveils for ENPHOur proven model does not conclusively predict an earnings beat for Enphase Energy this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below.
Stocks to ConsiderHere are three companies from the same sector that have the right combination of elements to post an earnings beat this reporting cycle:
First Solar, Inc. (FSLR - Free Report) is slated to report its second-quarter 2026 results on July 30, after market close. It has an Earnings ESP of +15.75% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for FSLR’s earnings is pegged at $2.74 per share, indicating a year-over-year decline of 13.8%. The consensus estimate for its sales stands at $1.06 billion, suggesting a year-over-year rise of 3.3%.
Devon Energy (DVN - Free Report) is expected to report its second-quarter 2026 results on Aug. 4, after market close. It has an Earnings ESP of +0.61% and carries a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for DVN’s earnings is pegged at $1.30 per share, indicating a year-over-year surge of 54.8%. The consensus estimate for its sales stands at $6.30 billion, calling for a year-over-year jump of 47%.
Ormat Technologies Inc. (ORA - Free Report) is slated to report its second-quarter 2026 results on Aug. 5, after market close. It has an Earnings ESP of +73.47% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for ORA’s earnings is pegged at 29 cents, implying a year-over-year fall of 39.6%. The consensus estimate for its sales stands at $253.9 million, suggesting a year-over-year rise of 0.8%.
Enphase Energy v Evropě umožní majitelům starších baterií IQ Battery 3T a 10T přidat zálohování i rozšířit kapacitu bez výměny stávajících baterií. Funkce je dostupná v 13 zemích a aktivuje se softwarovou aktualizací.
FREMONT, Calif., July 21, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced a new upgrade for European homeowners with existing second-generation Enphase IQ® Battery 3T™ and IQ® Battery 10T™ systems. Customers can now add home backup and expand their storage capacity with the latest Enphase products while continuing to use the batteries they already own.
The new capability protects the homeowner’s original investment while allowing the energy system to evolve as household needs grow. Customers can add more storage as they adopt electric vehicles, heat pumps, and other electric appliances, while also gaining backup power during grid outages.
The second-generation batteries currently operate in grid-tied mode, storing solar energy for use when the grid is available, but they do not provide backup power during an outage. The new capability changes that. When the grid goes down, the IQ® System Controller safely disconnects the home from the grid, allowing the solar and battery system to continue powering the home.
The capability is available in Germany, the Netherlands, France, Belgium, Sweden, Switzerland, Luxembourg, Austria, Spain, Denmark, Portugal, Greece, and Finland. Homeowners have two flexible upgrade paths that can be configured by an Enphase-certified installer through the Enphase® Installer App:
Add backup to an existing system. Homeowners with second-generation IQ® Batteries can add an IQ System Controller to keep loads powered during grid outages. Single-phase homes can gain whole-home backup, while three-phase homes can back up a designated phase, with the homeowner and installer determining which essential circuits remain powered.Expand storage – with or without backup. Homeowners can add third-generation IQ® Battery 5P™ units alongside their existing batteries to increase storage capacity, whether the system remains grid-tied or is upgraded with backup. In three-phase homes, IQ Battery 5P with FlexPhase™ technology can enable backup across all three phases when paired with an IQ System Controller. Existing batteries continue operating as part of the expanded system. "Our customers' needs keep growing as they add heat pumps and electric cars," said Theo Schmalbruch, CEO of Theo Tec GmbH, an installer of Enphase products in Germany. "Now we can expand the storage they already have and add backup on top, all without replacing the batteries they previously installed."
"French families want real energy independence, and backup power is what makes it tangible," said Lionel Bertholet, co-CEO and technical director at REPV, an installer of Enphase products in France. "Keeping the lights on during an outage, using an existing system that has run for years, is exactly what our customers are asking for."
“When customers choose Enphase, they are investing in more than an individual product – they are investing in a home energy platform designed to improve and expand over time,” said Sabbas Daniel, senior vice president of sales at Enphase Energy. “Our customers can now combine batteries from different generations, add backup, and expand capacity without abandoning their original investment. That is what a truly future-ready energy system should deliver.”
The new capability is enabled through a software update to the IQ® Gateway, including the gateway embedded in the IQ System Controller, and is designed to work with most existing Enphase IQ Battery installations in Europe. All installed batteries remain covered under existing Enphase warranties.
Homeowners interested in adding backup or expanding their systems can contact an Enphase-certified installer. Installers can find training and system-configuration guidance at Enphase University and in the Enphase Installer App. For more information, visit the Enphase regional websites for Germany, the Netherlands, and France, with additional countries to follow shortly.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 87.8 million microinverters, with more than 5.2 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release contains forward-looking statements, including statements related to the expected capabilities and performance of Enphase Energy's IQ Battery systems, IQ System Controller, IQ Gateway, and related products and technology, including backup functionality, system expansion, compatibility, safety, quality, and reliability; the ability of homeowners with existing IQ Battery 3T and IQ Battery 10T systems to add backup capabilities and increase energy storage capacity while continuing to use previously installed batteries; the expected benefits of adding an IQ System Controller and IQ Battery 5P systems, including whole-home backup, backup of designated loads, and expanded storage capacity; and the ability of installers and homeowners to upgrade existing systems through software updates and additional hardware. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, customer and installer adoption of backup and storage expansion solutions; product performance and reliability under actual operating conditions; compatibility of existing and future hardware, software, and system configurations; the successful deployment and operation of software updates; changes in regulatory, grid interconnection, certification, or compliance requirements; market demand for residential energy storage and backup power solutions; and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law or otherwise.
Enphase Energy uvedla na trh v Austrálii a na Novém Zélandu nové mikroinvertory IQ9N pro rezidenční solární systémy s technologií GaN. Jsou zpětně kompatibilní s mikroinvertory IQ7 a IQ8 a kompatibilní s bateriemi IQ Batteries.
FREMONT, Calif., July 13, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced the launch of the new IQ9N™ Microinverter for residential solar in Australia and New Zealand, continuing the product's global rollout following recent launches across Europe and the United States. Built with gallium nitride (GaN) technology, IQ9N Microinverters are designed for the latest high-power solar panels and backed by an industry-leading 25-year limited warranty.
IQ9N Microinverters support 16 A of continuous DC current and 427 VA of continuous output power to help maximize energy production from each module. They are backward compatible with IQ7™ and IQ8™ Series Microinverters and compatible with IQ® Batteries, enabling homeowners and installers to expand existing Enphase systems using similar installation methods and accessories. GaN technology enables peak efficiency of up to 97.95% and cooler operation.
IQ9N Microinverters optimize energy from each panel across partial shading, complex roof layouts, and high-temperature conditions, making them well suited to the Australian climate. Enphase’s GaN architecture reduces conduction losses and heat while supporting long-term reliability and consistent performance across seasons. Read the technical white paper, "Enphase Adoption of GaN Bi-Directional Switch Technology for Distributed Power Electronics," for more details.
Like all Enphase microinverters, IQ9N Microinverters convert DC to AC at each panel, eliminating long high-voltage DC runs used in traditional string inverter designs and delivering a safer, all-AC architecture on the roof. Per-panel power conversion also keeps the rest of the system producing even if one panel is shaded, soiled, or offline.
“With some of the highest rooftop solar penetration anywhere in the world, Australian homeowners expect their systems to turn every available ray of sunshine into real savings,” said Kallan Smith, director at GoSolar Newcastle, an installer of Enphase products in the Hunter region of New South Wales, Australia. “IQ9N Microinverters bring Enphase’s latest GaN-based technology to the roof, helping maximize production from each panel while pairing seamlessly with Enphase IQ Batteries to create a truly state-of-the-art, unified home energy system.”
“New Zealand homes need solar technology that can handle real-world conditions – coastal air, fast-changing weather, complex rooflines, and the growing use of higher-power panels,” said James Reid, solar team leader at ElectraServe, an installer of Enphase products in Canterbury, New Zealand. "IQ9N Microinverters let us pair the latest panels with per-panel optimization that captures energy other architectures leave on the roof. Additionally, they enable simple expansion and coupling to the latest technologies."
"Homeowners here want solar that performs for decades, not just on day one," said Luke Rose, director at Helcro Solar, an installer of Enphase products in Greater Melbourne in Victoria, Australia. "The efficiency, reliability, and 25-year warranty of IQ9N Microinverters give us complete confidence in every system we design."
IQ9N Microinverters meet rigorous grid compliance standards, including AS/NZS 4777.2:2020, and are CEC listed. A double-insulated, corrosion-resistant polymer housing and -40°C to +65°C operating range enable them to withstand extreme weather conditions. Built-in rapid shutdown capability helps reduce risk to utility workers and first responders. Homeowners can monitor system performance at the panel level, receive real-time alerts, and benefit from over-the-air software updates through the Enphase® App.
"Australia is one of the world’s most advanced rooftop solar markets and a natural next step in the global expansion of IQ9N Microinverters," said Ken Fong, senior vice president and general manager for Americas and Asia Pacific at Enphase Energy. "IQ9N Microinverters combine our proven distributed architecture with GaN technology in a compact form factor for residential solar.”
IQ9N Microinverters are currently available through Enphase distribution partners in Australia and New Zealand. Learn more about IQ9N Microinverters on the Enphase website.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 87.8 million microinverters, with more than 5.2 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release contains forward-looking statements, including statements related to the expected capabilities and performance of Enphase Energy's IQ9N Microinverters and related technology, including safety, quality, and reliability; the suitability of IQ9N Microinverters for residential solar applications and the latest high-power residential solar panels; the expected benefits of gallium nitride-based technology, including higher efficiency, cooler operation, and optimized performance across conditions; the expected benefits of Enphase's distributed microinverter architecture; the availability and timing of IQ9N Microinverter shipments in Australia and globally; the compatibility of IQ9N Microinverters with existing Enphase systems and IQ Batteries; anticipated homeowner and installer adoption of IQ9N Microinverters in Australia and New Zealand; and the scope and terms of Enphase's limited warranty. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements. Such risks include, but are not limited to, market demand; competitive developments; changes in incentive programs and regulatory or compliance requirements; the pace of residential solar adoption in Australia, New Zealand, and other markets; manufacturing and supply chain constraints; and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K, Quarterly Report on Form 10-Q, and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law.
Enphase Energy zahájila předobjednávky na IQ Air, chytrý termostat s živým přehledem o solární výrobě, baterii a spotřebě domu. Dodávky mají začít v srpnu 2026.
FREMONT, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today opened pre-orders for IQ® Air, a smart thermostat with an in-home power display for the Enphase® Energy System. IQ Air gives homeowners temperature control at the wall, real-time visibility into solar production, battery performance, and home power use, while the Enphase® App provides whole-home energy management.
As homes add solar, batteries, and more dynamic electricity rates, the thermostat is becoming a more important point of interaction. IQ Air brings live home power information into that daily experience, helping homeowners see how comfort decisions relate to the rest of the home energy system.
Heating and cooling are typically among the largest controllable loads in a home. IQ Air is designed to use AI and intelligent software controls to optimize HVAC operation with awareness of solar production, battery state of charge, time-of-use rates, weather forecasts, and virtual power plant (VPP) events. The thermostat display shows live solar production, battery activity, home load, and system status, while allowing temperature control from the wall.
Based on Enphase modeling, these capabilities are designed to help homeowners save up to an additional $275 per year through time-of-use load shifting, utility demand response credits, HVAC optimization, and battery export optimization. Actual savings will depend on system configuration, climate, local programs, HVAC equipment, and utility rate structure.
IQ Air supports homes with more than one HVAC zone. The IQ Air for primary zone control serves as the main in-home power display, showing live solar, battery, and home power while also controlling the temperature for that zone. IQ Air for secondary zone control can be added for additional HVAC zones, giving larger homes a consistent Enphase thermostat experience.
IQ Air combines an HD color touchscreen, proximity sensing, auto-dimming, humidity and ventilation control, guided commissioning through the Enphase App, Wi-Fi, and a dedicated built-in cellular connection to the Enphase Cloud. It is designed to work with most 24 V HVAC systems and can typically be installed by homeowners or installers in about 10 minutes.
For installers, IQ Air creates a visible entry point into the Enphase product platform. The primary unit gives customers an everyday view of system performance, while secondary units create an expansion path for larger homes and multi-zone HVAC systems.
"We can put IQ Air on the wall during the site survey, before a single panel goes up, and homeowners can be engaged with their Enphase system on day one," said Jeremy Jones, managing director at Evolved Energy. "It wires up in about 10 minutes a zone, with the app walking us through every step, and it gives us a reason to go back to every customer we've ever installed for and talk batteries, EV chargers, and expansions."
"IQ Air is the easiest savings pitch we have because it's optimizing the biggest load in the house against solar, batteries, and rates automatically," said Justin Appleton, owner of Appleton Energy Systems. "It works with nearly every 24 V system we touch; homeowners finally have a screen on the wall showing what their system is doing, and that makes the whole Enphase platform an easier sell."
“IQ Air brings Enphase intelligence to one of the most familiar control points in the home,” said Ravi Pervela, senior vice president of cloud, security, and HEMS at Enphase Energy. “Homeowners can manage comfort, view live power flow at the wall, and use the Enphase App for broader control across solar, batteries, rates, and grid programs.”
The IQ Air smart thermostat is available for pre-order online and through Enphase distribution partners, with shipments expected to begin in August 2026. For more information, visit the Enphase website for homeowners and installers.
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 87.8 million microinverters, with more than 5.2 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release may contain forward-looking statements, including statements related to the expected capabilities, performance, availability, timing, user experience, installer adoption, and homeowner energy savings of IQ Air; its integration with Enphase solar, battery, HVAC, home energy management, VPP, utility rate, and demand response programs; and future features delivered through over-the-air software updates. These statements are based on current expectations and involve risks and uncertainties. Actual results may differ materially due to changes in market demand, electricity pricing, utility programs, product performance, compatibility, availability, and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including its most recently filed Annual Report on Form 10-K. Enphase Energy undertakes no obligation to update these statements, except as required by law.
Enphase Energy (ENPH - Free Report) closed the most recent trading day at $42.99, moving -3.5% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.45%. Meanwhile, the Dow experienced a drop of 0.25%, and the technology-dominated Nasdaq saw a decrease of 1.16%.
Shares of the solar technology company witnessed a loss of 21.68% over the previous month, trailing the performance of the Oils-Energy sector with its loss of 5.87%, and the S&P 500's gain of 2.14%.
The upcoming earnings release of Enphase Energy will be of great interest to investors. The company's earnings per share (EPS) are projected to be $0.45, reflecting a 34.78% decrease from the same quarter last year. Alongside, our most recent consensus estimate is anticipating revenue of $291.74 million, indicating a 19.66% downward movement from the same quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $2.12 per share and revenue of $1.23 billion, which would represent changes of -28.38% and -16.78%, respectively, from the prior year.
It's also important for investors to be aware of any recent modifications to analyst estimates for Enphase Energy. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 1.1% higher. Enphase Energy is currently sporting a Zacks Rank of #3 (Hold).
From a valuation perspective, Enphase Energy is currently exchanging hands at a Forward P/E ratio of 20.98. Its industry sports an average Forward P/E of 20.98, so one might conclude that Enphase Energy is trading at no noticeable deviation comparatively.
The Solar industry is part of the Oils-Energy sector. This industry, currently bearing a Zacks Industry Rank of 70, finds itself in the top 29% echelons of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Enphase Energy tvrdí, že investoři ji stále vidí hlavně jako solární firmu, i když rozšiřuje technologii do baterií, nabíječek EV a nyní i AI infrastruktury. Klíčem má být její IQ Solid-State Transformer pro efektivnější napájení datacenter.
In an exclusive email interview with Benzinga, Zachary Freedman, Vice President and Head of Investor Relations at Enphase Energy, argued that investors continue to view the company through the lens of one end market, even as its technology expands into batteries, EV charging and, most recently, AI infrastructure.
“We are becoming more than just a solar company and are now expanding into AI infrastructure,” Freedman said.
Beyond SolarAccording to Freedman, Enphase’s latest push into AI infrastructure isn’t a departure from its business—it’s an extension of the same semiconductor technology that has powered its products for years.
“Our core semiconductor-based power conversion technology has always had applicability beyond solar,” he said. “Our first expansion was into batteries in 2020, then EV chargers after that, and now we are embarking on our largest expansion to date into AI power infrastructure.”
That expansion centers around the company’s IQ Solid-State Transformer (IQ SST), which applies Enphase’s power conversion technology to one of AI’s fastest-growing challenges: powering data centers more efficiently.
A Bigger StoryFreedman believes investors continue to associate Enphase primarily with residential solar cycles, overlooking a broader technology platform.
“Many investors still price us as a residential solar story tied to one cycle,” he told Benzinga. “The long-term story is a power semiconductor platform that travels across markets: solar, storage, EV charging, and now AI infrastructure.”
He added, “Same core technology, an expanding set of large markets. The name is Enphase Energy for a reason.”
That shift could prove meaningful as companies across the AI ecosystem race to build new data centers.
The AI Opportunity“It is not a shift, it is an expansion,” Freedman said when asked whether the AI race has moved from GPUs to power infrastructure. “The chips are extraordinary. But a chip is only as useful as the power you can deliver to it.”
He argues that AI’s next challenge is delivering reliable, efficient electricity to increasingly power-hungry data centers.
“Power is the constraint,” Freedman said. “The question is no longer how fast you can compute, it is how efficiently you can power and cool it.”
As hyperscalers continue investing billions in AI infrastructure, companies exposed to power equipment, electrical distribution and grid technologies have increasingly emerged as beneficiaries alongside semiconductor names.
The Bigger PictureFor Enphase, AI represents more than just another product opportunity.
Management believes it could fundamentally broaden how investors think about the company.
Rather than seeing Enphase as a business tied mainly to residential solar demand, Freedman argues it should be viewed as a power‑semiconductor platform with reach across multiple high‑growth markets — including AI infrastructure.
Whether investors ultimately embrace that view remains to be seen.
But if AI spending continues shifting attention beyond GPUs and toward the infrastructure needed to power them, Enphase believes the market may eventually start viewing the company very differently.
Photo Courtesy Enphase Energy PR
Market News and Data brought to you by Benzinga APIs
Enphase Energy se připojila k Open Compute Project jako platinový člen a chce pomoci vytvářet otevřené standardy pro napájení datových center pro AI. Firma přispěje zkušenostmi s distribuovanou výkonovou elektronikou.
FREMONT, Calif., June 30, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced that it has joined the Open Compute Project (OCP) Foundation as a Platinum member. Through its membership, Enphase expects to participate in OCP's Community efforts to develop open standards for next-generation data center power infrastructure, including emerging higher-voltage direct current (DC) rack power architectures for AI workloads.
The OCP Foundation is a leading open-source community advancing data center technology, bringing together hyperscalers, suppliers, and innovators to share designs and best practices across power, cooling, networking, and other strategic areas. As AI compute drives rapidly rising rack power requirements, the industry is moving toward higher-voltage DC architectures, including ±400 VDC and 800 VDC, which may require new approaches to AC-to-DC power conversion and distribution.
As a Platinum member, Enphase intends to contribute its two decades of distributed power electronics experience to OCP's power-related projects. Enphase recently announced the development of its IQ® Solid-State Transformer (IQ® SST), a distributed architecture designed to support AI data center power conversion. Enphase believes open industry collaboration will be an important part of developing the standards that may shape this emerging market.
“Open collaboration is essential to solving hard infrastructure problems at scale, and AI data center power is no exception,” said Badri Kothandaraman, president and CEO of Enphase Energy. “We are proud to join the Open Compute Project and contribute our distributed power electronics experience to the Community’s work on next-generation data center power. We believe open standards can help the ecosystem deliver power infrastructure that is more reliable, serviceable, and scalable.”
“We are excited to welcome Enphase Energy to the Open Compute Project as a Platinum member,” said George Tchaparian, CEO of the Open Compute Project Foundation. “Enphase’s decades of power and energy expertise are a natural fit as our Community works to standardize power architectures for the next generation of AI data centers.”
Enphase joins a growing community of nearly 700 OCP member organizations collaborating to make data center infrastructure more efficient, scalable, and open. To learn more about Enphase's work on AI data center power and its IQ SST architecture, visit the website. For a deeper technical view, read the IQ SST white paper, "IQ Solid-State Transformer: Intelligent Power for AI."
About Enphase Energy, Inc.
Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 87.8 million microinverters, with more than 5.2 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.
This press release may contain forward-looking statements, including statements related to Enphase Energy's participation in and contribution to the Open Compute Project and the expected benefits of its membership; the anticipated direction of AI data center power architectures, including the transition to higher-voltage DC; and the expected capabilities, benefits, and role of the IQ Solid-State Transformer (IQ SST) in next-generation data center power infrastructure. These forward-looking statements are based on Enphase Energy's current expectations and assumptions and inherently involve significant risks and uncertainties. Actual results and the timing of events could differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. Such risks include, but are not limited to, the pace and direction of industry standardization efforts; technological development and validation risks; customer acceptance and adoption of new power architectures; changes in AI data center design standards and infrastructure requirements; market demand; competitive dynamics; execution risks related to new market entry; and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including those risks described in more detail in Enphase Energy's most recently filed Annual Report on Form 10-K and other filings made from time to time with the Securities and Exchange Commission. Enphase Energy undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, or changes in its expectations, except as required by law.
Enphase Energy uvedla v USA mikroinvertor IQ9N pro rezidenční solární systémy s účinností 97,5 % a kompatibilitou s IQ7 a IQ8 Series Microinverters i IQ Batteries. Firma očekává, že rozšíření podpoří dodávky a krátkodobý růst tržeb.
Key Takeaways ENPH introduces IQ9N microinverters built on GaN technology with 97.5% efficiency.ENPH ensures backward compatibility with IQ7, IQ8 systems and IQ Batteries for easy upgrades.ENPH expansion across the United States and Europe aims to boost shipments and drive near-term revenue growth. Enphase Energy, Inc. (ENPH - Free Report) announced the launch of its IQ9N Microinverter for residential solar across the United States. The product is domestically manufactured to satisfy U.S. domestic content requirements and comply with Foreign Entity of Concern regulations.
Key Benefits of Enphase’s IQ9N MicroinvertersBuilt on gallium nitride (GaN) technology, IQ9N Microinverters are designed to boost energy production from the latest high-power solar panels while delivering strong performance throughout the system’s lifespan. They offer an industry-leading 97.5% California Energy Commission weighted efficiency and come with a 25-year limited warranty.
The IQ9N Microinverters support 16 Amperes of continuous Direct Current (“DC”) and 427 Volt-Amperes of continuous output power, allowing them to pair with premium high-wattage residential solar panels and maximize energy generation from each module. They are also backward compatible with IQ7 and IQ8 Series Microinverters as well as IQ Batteries, enabling homeowners and installers to expand existing Enphase systems using similar installation methods and accessories.
IQ9N Microinverters are designed to maximize energy production from each solar panel under a variety of conditions, including partial shading, complex roof configurations and high-temperature environments. Like all Enphase microinverters, they convert DC to Alternating Current (“AC”) at the panel level, eliminating the need for long high-voltage DC runs common in traditional string inverter systems and providing a safer, all-AC rooftop architecture.
Growth ProspectsAccording to a Mordor Intelligence report, the solar energy market size in terms of the installed base is expected to witness a CAGR of 19.91% during 2026-2031. This strong market outlook presents significant growth opportunities for leading solar companies such as Enphase.
In June 2026, ENPH also announced the launch of its new IQ9N Microinverter for residential solar applications across key European markets. The company also plans to expand the availability of the IQ9N Microinverter to additional countries worldwide in the coming months.
This expansion of Enphase’s product portfolio is expected to support higher product shipments and contribute to revenue growth in the quarters ahead.
Stocks to WatchOther prominent solar players that are anticipated to benefit from the expanding global solar energy market are as follows:
Nextpower Inc. (NXT - Free Report) : In June 2026, the company announced the global launch of its redesigned NX Gemini two-in-portrait (2P) solar tracker system. This launch marks a broader expansion of Nextpower’s solar solutions portfolio across Europe.
NXT boasts a long-term (three to five years) earnings growth rate of 11.44%. The Zacks Consensus Estimate for fiscal 2027 sales is pegged at $4.26 billion, which implies an improvement of 19.6%.
Tigo Energy, Inc. (TYGO - Free Report) : In April 2026, the company announced the launch of Inverter Power Output Control for its 3.8-kilowatt Tigo EI Inverter in the United States. The inverter is designed to support both standalone solar systems and solar-plus-storage setups, allowing homeowners to integrate battery backup as part of future upgrades.
The Zacks Consensus Estimate for TYGO’s 2026 sales is pegged at $132.2 million, which indicates a rise of 27.7%. The Zacks Consensus Estimate for its 2026 earnings per share (EPS) stands at 4 cents, which calls for an improvement of 116.7%.
SolarEdge Technologies, Inc. (SEDG - Free Report) : In March 2026, the company announced the commercial launch of its next-generation three-phase SolarEdge Nexis residential solar and storage system in Germany. SolarEdge Nexis features a completely new design architecture, spanning from the inverter to the battery, enabling homeowners to add storage capacity incrementally and align it with their evolving energy needs.
The Zacks Consensus Estimate for SEDG’s 2026 sales is pegged at $1.40 billion, which suggests a jump of 18.4%. The Zacks Consensus Estimate for its 2026 EPS stands at 3 cents, which implies a surge of 101.3%.
ENPH Stock Price MovementOver the past six months, shares of Enphase Energy have risen 43.7% compared with the industry’s growth of 1.9%.
Image Source: Zacks Investment Research
ENPH’s Zacks RankThe company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
