On Oct 25, major Wall Street analysts update their ratings for $Enphase Energy (ENPH.US)$, with price targets ranging from $85 to $110.
Goldman Sachs analyst Brian K. Lee maintains with a buy rating.
Wells Fargo analyst Praneeth Satish maintains with a buy rating, and adjusts the target price from $126 to $101.
Northland Securities analyst Gus Richard maintains with a buy rating, and adjusts the target price from $150 to $110.
SIG analyst Biju Perincheril maintains with a hold rating, and adjusts the target price from $104 to $85.
Furthermore, according to the comprehensive report, the opinions of $Enphase Energy (ENPH.US)$'s main analysts recently are as follows:
Investor expectations may be tempered following the latest earnings report and subsequent guidance from Enphase Energy, as the third-quarter figures did not meet the anticipated range and projections for the fourth quarter suggest a decrease in storage shipments. It is posited that the primary factor behind the third-quarter underperformance and the fourth quarter's outlook adjustment is the European market. This same factor may also have implications for SolarEdge. Despite these challenges, Enphase Energy's introduction of a new battery and meter collar is expected to enhance its competitive stance in the market.
Enphase Energy is anticipated to face multiple challenges that may lead to Q4 revenue falling short of initial expectations. It is suggested that Europe could continue to present difficulties through 2025, potentially impacting the current consensus projections. Projections indicate a possible 17% deviation below the consensus for revenue and EBITDA in the year 2025.
Enphase Energy's third-quarter results fell short of expectations due to reduced volume, and the outlook for the fourth quarter was also below consensus, influenced by difficult demand conditions in Europe and decreased battery shipments. Despite executing several self-improvement initiatives, the company is contending with challenging macroeconomic conditions in Europe and market disturbances in the U.S.
Enphase Energy has exhibited a strong gross margin and operating cash flow despite not meeting revenue expectations. This indicates that the company effectively preserves value capture amidst challenging market conditions. Additionally, it is adapting its product offerings to align with the quickly changing duty cycles in various regions.
Here are the latest investment ratings and price targets for $Enphase Energy (ENPH.US)$ from 4 analysts:
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美東時間10月25日，多家華爾街大行更新了$Enphase Energy (ENPH.US)$的評級，目標價介於85美元至110美元。
高盛集團分析師Brian K. Lee維持買入評級。
富國集團分析師Praneeth Satish維持買入評級，並將目標價從126美元下調至101美元。
Northland Securities分析師Gus Richard維持買入評級，並將目標價從150美元下調至110美元。
海納國際分析師Biju Perincheril維持持有評級，並將目標價從104美元下調至85美元。
此外，綜合報道，$Enphase Energy (ENPH.US)$近期主要分析師觀點如下：
根據Enphase Energy最新的業績和隨後的指引，投資者可能會降低期望，因爲第三季度數據未達到預期區間，第四季度的預測表明儲存裝運量可能減少。有人認爲第三季度業績不佳和第四季度前景調整的主要原因是歐洲市場。同樣的因素也可能對SolarEdge產生影響。儘管面臨這些挑戰，Enphase Energy推出新電池和儀表套圈預計將增強其在市場上的競爭地位。
預計Enphase Energy將面臨多重挑戰，可能導致第四季度營業收入較初期預期偏低。有人認爲歐洲可能會持續出現困難，可能影響目前的共識預測。預測顯示，到2025年，營業收入和息稅折舊攤銷前利潤可能會低於共識預期約17%。
由於成交量減少，Enphase Energy第三季度業績未達預期，第四季度前景也低於共識，受歐洲需求疲軟和電池裝運減少的影響。儘管執行了多項自我改進舉措，公司仍在應對歐洲的挑戰性宏觀經濟條件和美國市場干擾。
儘管未達到營業收入預期，Enphase Energy表現出良好的毛利率和經營現金流，表明公司在挑戰性市場條件下有效保持了價值捕獲。此外，公司正在調整其產品供應以適應各地區快速變化的工作週期。
以下爲今日4位分析師對$Enphase Energy (ENPH.US)$的最新投資評級及目標價：
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