Enphase Energy (NASDAQ:ENPH) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

Enphase Energy (NASDAQ:ENPH) had its price target increased by stock analysts at Wells Fargo & Company from $45.00 to $50.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the semiconductor company’s stock. Wells Fargo & Company‘s target price indicates a potential upside of 5.78% from the company’s current price.

Several other research analysts also recently commented on the stock. Wall Street Zen downgraded shares of Enphase Energy from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Loop Capital set a $31.00 price objective on shares of Enphase Energy in a research report on Thursday, October 30th. Mizuho set a $39.00 target price on shares of Enphase Energy in a report on Wednesday. Northland Securities boosted their price target on Enphase Energy from $52.00 to $62.00 and gave the company an “outperform” rating in a report on Monday, December 29th. Finally, Citigroup upped their price target on Enphase Energy from $37.00 to $41.00 and gave the company a “neutral” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have issued a Hold rating and nine have issued a Sell rating to the stock. According to MarketBeat.com, Enphase Energy currently has a consensus rating of “Hold” and a consensus target price of $42.70.

Enphase Energy Stock Performance

NASDAQ ENPH opened at $47.27 on Wednesday. The company has a 50-day simple moving average of $34.68 and a two-hundred day simple moving average of $34.63. Enphase Energy has a 12-month low of $25.77 and a 12-month high of $70.78. The firm has a market cap of $6.19 billion, a price-to-earnings ratio of 36.64 and a beta of 1.37. 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 released its earnings results on Tuesday, February 3rd. The semiconductor company reported $0.71 earnings per share 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 return on equity of 20.31% and a net margin of 11.69%.Enphase Energy’s revenue for the quarter was down 10.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.94 EPS. On average, equities analysts forecast that Enphase Energy will post 2.08 EPS for the current year.

Insiders Place Their Bets

In other Enphase Energy news, Director Thurman J. Rodgers sold 150,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $29.13, for a total transaction 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Badrinarayanan Kothandaraman bought 5,000 shares of the stock in a transaction dated Thursday, February 5th. The stock was purchased at an average price of $51.98 per share, with a total value of $259,900.00. Following the purchase, the chief executive officer owned 1,640,632 shares in the company, valued at $85,280,051.36. This trade represents a 0.31% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 3.10% of the company’s stock.

Institutional Trading of Enphase Energy

A number of hedge funds and other institutional investors have recently modified their holdings of the business. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased 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 worth $25,000 after acquiring an additional 514 shares in the last quarter. Glass Jacobson Investment Advisors llc boosted its stake 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 acquiring an additional 350 shares in the last quarter. Salomon & Ludwin LLC grew its holdings in Enphase Energy by 761.0% in the third quarter. Salomon & Ludwin LLC now owns 861 shares of the semiconductor company’s stock worth $32,000 after purchasing an additional 761 shares during the period. Stance Capital LLC bought a new position in shares of Enphase Energy during the third quarter valued at approximately $32,000. Finally, Geneos Wealth Management Inc. increased its stake in shares of Enphase Energy by 199.7% during the third quarter. Geneos Wealth Management Inc. now owns 920 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 613 shares in the last quarter. 72.12% of the stock is owned by hedge funds and other institutional investors.

Key Enphase Energy News

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.