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NASDAQ · Technology

Enphase Energy Inc ENPH

Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter that converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control.

Sources StockAnalysis company profile stockanalysis.com
Semiconductors

Company profile

Business mix

  • The company offers semiconductor-based microinverter that converts energy at the individual solar module level and combines with its proprietary networking and software technologies to provide energy monitoring and control.
  • It also provides microinverter units and related accessories; IQ Battery and related accessories; IQ PowerPack 1500 and related accessories; IQ Combiner, IQ Gateway, and IQ Energy Router; cloud-based monitoring service.
  • The company sells its solutions to solar distributors; and directly to large installers, original equipment manufacturers, strategic partners, and homeowners, as well as through its legacy product upgrade program or online store.
  • Enphase Energy, Inc. was incorporated in 2006 and is headquartered in Fremont, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within solar?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 54.96 FCF 1.96% Buyback 4.58%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Coatue Management Philippe Laffont 0.2% $62.3M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $62.3M Estimated from net added shares
Reduction amount $236.2M Estimated from net reduced shares
Net share change / base shares -54.0% -5,064,529 / 9,377,315
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$62.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +1,647,893 (New) Total shares 1,647,893 Value $62.3M
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$12.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 400,000 Last 1 periods -400,000 (-100.0%) Total shares 0 Value $0
Baillie Gifford legacy James Anderson 1 filing periods
13F 2025-09-30 Filed 2025-10-31
Major reduction Shares -70.3% 13F value change -$261.6M
Settlement As of 13F 2025-09-30 · Filed 2025-10-31
Base shares 8,977,315 Last 1 periods -6,312,422 (-70.3%) Total shares 2,664,893 Value $94.3M

Recent mentions

No public mentions.