On Oct 23, major Wall Street analysts update their ratings for $Enphase Energy (ENPH.US)$, with price targets ranging from $73 to $144.
Morgan Stanley analyst Andrew Percoco maintains with a hold rating, and adjusts the target price from $106 to $93.
J.P. Morgan analyst Mark Strouse maintains with a buy rating, and adjusts the target price from $130 to $120.
Wells Fargo analyst Praneeth Satish maintains with a buy rating, and maintains the target price at $126.
Evercore analyst James West maintains with a buy rating, and adjusts the target price from $133 to $125.
TD Cowen analyst Jeff Osborne maintains with a buy rating, and adjusts the target price from $130 to $120.
Furthermore, according to the comprehensive report, the opinions of $Enphase Energy (ENPH.US)$'s main analysts recently are as follows:
Enphase Energy's Q4 revenue guidance was impacted by several headwinds, and there is an expectation that Europe may continue to pose challenges through 2025, potentially affecting current consensus estimates. Revenue and EBITDA projections for 2025 are anticipated to be 17% lower than the consensus.
The projection for Enphase Energy's performance has been adjusted with a more conservative outlook, reflecting a possible variance in the upcoming quarterly results within the residential solar segment. The analysis indicates that a notable point of interest will be the absence of an expected increase in European residential solar activity after summer. Additionally, the focus is likely to shift towards competition in battery storage and domestic content orders. Preferences for alternative energy companies may differ significantly based on the outcome of the upcoming November election, with certain companies anticipated to fare better under specific political conditions.
While Enphase Energy did not meet revenue expectations, it has maintained strong gross margins and operating cash flow, indicating effective value preservation in a challenging market. Additionally, the company is actively adapting its product offerings to align with the changing duty cycles in various regions.
Here are the latest investment ratings and price targets for $Enphase Energy (ENPH.US)$ from 12 analysts:
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美東時間10月23日，多家華爾街大行更新了$Enphase Energy (ENPH.US)$的評級，目標價介於73美元至144美元。
摩根士丹利分析師Andrew Percoco維持持有評級，並將目標價從106美元下調至93美元。
摩根大通分析師Mark Strouse維持買入評級，並將目標價從130美元下調至120美元。
富國集團分析師Praneeth Satish維持買入評級，維持目標價126美元。
Evercore分析師James West維持買入評級，並將目標價從133美元下調至125美元。
TD Cowen分析師Jeff Osborne維持買入評級，並將目標價從130美元下調至120美元。
此外，綜合報道，$Enphase Energy (ENPH.US)$近期主要分析師觀點如下：
enphase energy的第四季度營業收入指導受到幾方面不利因素的影響，有預期歐洲可能會持續在2025年提出挑戰，可能會影響目前的共識預估。2025年的營業收入和EBITDA預測預計將比共識低17%。
enphase energy的業績預期已經調整，採取更加保守的態度，反映出未來季度內住宅太陽能領域可能存在變化。分析表明，一個值得關注的重點是夏季過後歐洲住宅太陽能活動未如預期增加。此外，焦點可能會轉向電池存儲和國內內容訂單的競爭。根據即將到來的11月選舉的結果，對替代能源公司的偏好可能會在特定政治條件下出現顯著差異，預計某些公司在特定政治條件下表現會更好。
儘管enphase energy未達到營業收入預期，但其保持了較高的毛利潤和營運現金流，表明在競爭激烈的市場中有效保值。此外，該公司正在積極調整其產品供應以適應各地區的循環變化。
以下爲今日12位分析師對$Enphase Energy (ENPH.US)$的最新投資評級及目標價：
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