Deutsche Bank Aktiengesellschaft Forecasts Strong Price Appreciation for Enphase Energy (NASDAQ:ENPH) Stock

Enphase Energy (NASDAQ:ENPH) had its price target boosted by analysts at Deutsche Bank Aktiengesellschaft from $35.00 to $38.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage presently has a “hold” rating on the semiconductor company’s stock. Deutsche Bank Aktiengesellschaft’s price target points to a potential downside of 19.61% from the stock’s current price.

A number of other research firms have also commented on ENPH. Wells Fargo & Company raised their price objective on shares of Enphase Energy from $45.00 to $50.00 and gave the stock an “overweight” rating in a research note on Wednesday. Zacks Research downgraded Enphase Energy from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 30th. Roth Mkm reissued a “buy” rating and issued a $55.00 price objective (up from $45.00) on shares of Enphase Energy in a research note on Wednesday. Citigroup lifted their target price on Enphase Energy from $37.00 to $41.00 and gave the company a “neutral” rating in a research note on Wednesday. Finally, TD Cowen upped their target price on Enphase Energy from $35.00 to $40.00 and gave the company a “hold” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and nine have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $42.70.

Enphase Energy Trading Down 8.5%

NASDAQ:ENPH opened at $47.27 on Wednesday. The stock has a fifty day simple moving average of $34.68 and a 200 day simple moving average of $34.63. The firm has a market capitalization of $6.19 billion, a price-to-earnings ratio of 36.64 and a beta of 1.37. Enphase Energy has a 1-year low of $25.77 and a 1-year high of $70.78. The company has a quick ratio of 1.88, a current ratio of 2.07 and a debt-to-equity ratio of 0.53.

Enphase Energy (NASDAQ:ENPH) last posted its quarterly earnings data on Tuesday, February 3rd. The semiconductor company reported $0.71 EPS for the quarter, beating analysts’ consensus estimates of $0.52 by $0.19. The company had revenue of $343.32 million during the quarter, compared to analyst estimates of $340.45 million. Enphase Energy had a net margin of 11.69% and a return on equity of 20.31%. The business’s quarterly revenue was down 10.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.94 earnings per share. Sell-side analysts forecast that Enphase Energy will post 2.08 earnings per share for the current year.

Insider Transactions at Enphase Energy

In related news, Director Thurman J. Rodgers sold 150,000 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $29.13, for a total value of $4,369,500.00. Following the transaction, the director owned 1,733,596 shares in the company, valued at approximately $50,499,651.48. This represents a 7.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Badrinarayanan Kothandaraman bought 5,000 shares of Enphase Energy stock in a transaction on Thursday, February 5th. The stock was acquired at an average price of $51.98 per share, with a total value of $259,900.00. Following the completion of the purchase, the chief executive officer directly owned 1,640,632 shares of the company’s stock, valued at approximately $85,280,051.36. The trade was a 0.31% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 3.10% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of ENPH. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in shares of Enphase Energy by 431.9% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 633 shares of the semiconductor company’s stock valued at $25,000 after purchasing an additional 514 shares during the last quarter. Glass Jacobson Investment Advisors llc increased its position in Enphase Energy by 77.8% during the fourth quarter. Glass Jacobson Investment Advisors llc now owns 800 shares of the semiconductor company’s stock worth $26,000 after buying an additional 350 shares during the last quarter. Salomon & Ludwin LLC raised its holdings in Enphase Energy by 761.0% during the third quarter. Salomon & Ludwin LLC now owns 861 shares of the semiconductor company’s stock valued at $32,000 after buying an additional 761 shares in the last quarter. Stance Capital LLC bought a new position in Enphase Energy during the third quarter valued at about $32,000. Finally, Geneos Wealth Management Inc. lifted its position in shares of Enphase Energy by 199.7% in the third quarter. Geneos Wealth Management Inc. now owns 920 shares of the semiconductor company’s stock worth $33,000 after buying an additional 613 shares during the last quarter. Institutional investors and hedge funds own 72.12% of the company’s stock.

Key Stories Impacting Enphase Energy

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

• Positive Sentiment: Enphase beat Q4 EPS and revenue expectations and raised Q1 revenue guidance (now ~ $270–$300M) with management saying bookings are ~90% of midpoint — the core catalyst for the rally. ENPH Stock Soars 50% on Earnings Beat—Is It a Data Center Play?
• Positive Sentiment: Multiple brokers raised ratings/targets or upgraded coverage after the print (HSBC to buy $52, Wells Fargo overweight to $50, Roth raising target to $55 and others), supporting momentum and buy-side interest. Enphase Energy price target raised to $40 from $35 at TD Cowen
• Positive Sentiment: CEO Badrinarayanan Kothandaraman purchased 5,000 shares (~$260k), a visible insider buy that signals management confidence. SEC Form 4 — Insider Purchase
• Neutral Sentiment: High short interest (~22%) likely accelerated the post‑earnings move via short covering — this boosts upside in the near term but also increases the risk of sharp reversals. MarketBeat Coverage / Short Interest
• Negative Sentiment: Revenue was down ~10% YoY and management reported a drop in Q4 microinverter shipments; the company also announced ~160 job cuts — signs of ongoing structural pressure that could limit margin recovery. Enphase to cut 160 jobs globally
• Negative Sentiment: Some post‑earnings analyst targets (e.g., Deutsche Bank, TD Cowen updates) still imply limited upside or even downside versus current levels — and several commentators warn the stock is overbought, raising near‑term pullback risk. Deutsche Bank adjusts price target to $38

About Enphase Energy

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

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