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%.
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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.
