Market Cap
$4.4B
ENPH
Enphase Energy, Inc.
$33.47 ▲ +1.98%
Prev close $32.82Market cap$4.4B
ConsensusHold
12-mo target$51.60 (+54.2%)
▲ Neutral
Analyst conviction 4/10
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Clean & Renewable EnergySemiconductors
Snapshot
The big-picture read on ENPH right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (40%)
Inst. Holders
50 funds
Inst. Value
$5.5B
Inst. Activity
32 buys / 18 sells
Insider Activity
$651.3K buy / $6.3M sell
Insider Net $
-$5.6M
Social Sentiment
57° Neutral
SEC Reports
10
Price chart 30d -7.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: ENPH — 57.8% short (1.2M / 2.1M)
Short: 1,220,623 | Exempt: 2,247 | TRF Vol: 2,112,056 | Short Ratio: 57.8% | Off-exchange volume (da
Aug 14, 2026 Insider
Aug 11, 2026 SEC MORA RICHARD sold 1,500 shares
Director @ $40.36 ($60.5K)
Enphase Energy filed an 8-K announcing that its Board, excluding director Benjamin Kortlang, unanimously voted to retain
8-K — Impact 3/10
Jul 30, 2026 Insider
Jul 7, 2026 SEC MORA RICHARD sold 2,000 shares
Director @ $36.76 ($73.5K)
Enphase Energy reported Q2 2026 EPS of $0.47, a 2.2% beat versus the $0.46 consensus, but revenue details were not discl
PRESS-RELEASE — Impact 5/10
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — DOUBLED
2,416,246 shares ($117.1M)
Jun 30, 2026 Inst.
Jun 16, 2026 SEC DIMENSIONAL FUND ADVISORS LP — ADD
1,950,258 shares ($96.1M)
A Form 3/A (amended initial statement of beneficial ownership) was filed by new officer/director Shanker Trivedi, along
3/A — Impact 1/10
Analyst ratings buy % +90.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
40% rate it Buy or better · 40 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 21, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Sep 21, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 29, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 29, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 29, 2026 | GLJ Research | REITERATE | Sell | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 12 | 21 | 3 | 0 | 40% | |
| Aug 1, 2026 | 4 | 12 | 22 | 3 | 0 | 39% | |
| Jul 1, 2026 | 4 | 12 | 21 | 4 | 0 | 39% | |
| Jun 1, 2026 | 4 | 12 | 18 | 6 | 0 | 40% | |
| May 1, 2026 | 4 | 12 | 19 | 5 | 0 | 40% | |
| Apr 1, 2026 | 4 | 11 | 19 | 7 | 0 | 37% | |
| Mar 1, 2026 | 4 | 12 | 19 | 6 | 0 | 39% | |
| Feb 1, 2026 | 3 | 11 | 21 | 6 | 0 | 34% |
Price targets
Where 27 covering analysts think ENPH trades over the next 12 months.
$51.60 +54.2% upside Strong Buy
Current$33.47 Low$27.00 Median$44.00 High$212.00 27 analysts
$27.00$212.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
$ENPH Surpasses 7,500 Enphase Care Enrollments in the United States, Expanding Long-Term Support for Homeowners.
▲ 1 · 💬 6· ⚡ 0.5
Full Port | ENPH | $199,086.23 Position | 4,916.13 Shares
▲ 1 · 💬 5· ⚡ 0.5
Your picks...but no tech, no space, no oil.
▲ 1 · 💬 5· ⚡ 0.5
Being an analyst at TD Cowen sounds like the easiest job in the world.
▲ 1 · 💬 0· ⚡ 0.5
$ENPH - Solar + AI data centers = next rocket ship ☀️🚀 Who's loading up before it rips to $150?
▲ 1 · 💬 0· ⚡ 0.2
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 2 bullish, 0 bearish, 1 mixed, 7 neutral · avg impact 3.9/10.
NEUTRAL8-K3/10
Enphase Energy filed an 8-K announcing that its Board, excluding director Benjamin Kortlang, unanimo
Aug 11, 2026
NEUTRALPRESS-RELEASE5/10
Enphase Energy reported Q2 2026 EPS of $0.47, a 2.2% beat versus the $0.46 consensus, but revenue de
Jul 7, 2026
NEUTRAL3/A1/10
A Form 3/A (amended initial statement of beneficial ownership) was filed by new officer/director Sha
Jun 16, 2026
NEUTRAL32/10
Shanker Trivedi filed a Form 3 initial statement of beneficial ownership with the SEC, indicating a
Jun 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ENPH — 57.8% short (1.2M / 2.1M)
Short: 1,220,623 | Exempt: 2,247 | TRF Vol: 2,112,056 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ENPH — 58.6% short (1.4M / 2.4M)
Short: 1,404,772 | Exempt: 9,379 | TRF Vol: 2,396,332 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: ENPH — 60.7% short (1.7M / 2.7M)
Short: 1,652,272 | Exempt: 3,506 | TRF Vol: 2,720,478 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: ENPH — 58.3% short (1.1M / 1.9M)
Short: 1,085,639 | Exempt: 11,041 | TRF Vol: 1,861,032 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: ENPH — 56.6% short (0.7M / 1.2M)
Short: 702,468 | Exempt: 1,035 | TRF Vol: 1,241,145 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.50 | $0.35–$0.59 | -44.0% | +0.4% | 5↑ 10↓ | $0.3B | 18 |
| Next Q | $0.52 | $0.39–$0.65 | -27.1% | +0.7% | 8↑ 7↓ | $0.3B | 17 |
| Current FY | $2.00 | $1.63–$2.42 | -32.3% | +0.1% | 10↑ 13↓ | $1.2B | 25 |
| Next FY | $2.25 | $1.61–$3.49 | 12.4% | -1.0% | 7↑ 17↓ | $1.2B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.504 | — |
| 7d ago | $0.502 | +0.002 |
| 30d ago | $0.502 | +0.002 |
| 60d ago | $0.507 | -0.003 |
| 90d ago | $0.536 | -0.032 |
Institutional ownership
Which big funds own ENPH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.5B total value (111,336,407 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 23,451,983 | $1.2B | 20.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,066,675 | $446.4M | 8.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,730,831 | $282.2M | 5.1% | — |
| STATE STREET CORP | 4,746,613 | $233.7M | 4.2% | — |
| TWO SIGMA INVESTMENTS, LP | 4,655,692 | $229.2M | 4.1% | — |
| JANE STREET GROUP, LLC | 3,936,300 | $193.8M | 3.5% | — |
| Invesco Ltd. | 3,661,439 | $180.3M | 3.3% | — |
| JANE STREET GROUP, LLC | 3,592,900 | $176.9M | 3.2% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,271,600 | $161.1M | 2.9% | ADD +63.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,828,700 | $139.3M | 2.5% | ADD +63.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 120,603 | 2,416,246 | +1903.5% | $117.1M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,361,157 | 1,950,258 | +43.3% | $96.1M |
| GOLDMAN SACHS GROUP INC | ADD | 879,460 | 1,671,593 | +90.1% | $82.3M |
| FMR LLC | DOUBLED | 38,233 | 1,670,145 | +4268.3% | $82.2M |
| Amundi | ADD | 992,688 | 1,646,878 | +65.9% | $81.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 1,984,075 | 1,482,409 | -25.3% | $73.0M |
| NORGES BANK | NEW | — | 1,459,614 | — | $71.9M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 235,873 | 1,443,322 | +511.9% | $71.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 867,106 | 1,420,553 | +63.8% | $69.9M |
| UBS Group AG | TRIM | 1,662,596 | 1,200,655 | -27.8% | $59.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 34 transactions. Net -$5.6M — $651.3K bought, $6.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | MORA RICHARD | Director | SELL | 1,500 | $40.36 | $60.5K |
| Jul 30, 2026 | MORA RICHARD | Director | SELL | 2,000 | $36.76 | $73.5K |
| Jun 12, 2026 | Trivedi Shanker | Director | BUY | 1,000 | $53.91 | $53.9K |
| Jun 11, 2026 | Trivedi Shanker | Director | AWARD | 4,551 | $54.93 | $250.0K |
| Jun 1, 2026 | MORA RICHARD | Director | SELL | 700 | $64.20 | $44.9K |
| May 26, 2026 | Kothandaraman Badrinarayanan | President & CEO | BUY | 600 | $68.39 | $41.0K |
| May 26, 2026 | Kothandaraman Badrinarayanan | President & CEO | BUY | 4,400 | $67.37 | $296.4K |
| May 19, 2026 | MORA RICHARD | Director | SELL | 700 | $46.39 | $32.5K |
| May 13, 2026 | Malchow Joseph Ian | Director | AWARD | 5,952 | — | — |
| May 13, 2026 | MORA RICHARD | Director | AWARD | 5,952 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ENPH.
Shares short
23,876,212
Settlement Sep 15, 2026
Change vs prior
+2.1%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈18.1%
Estimate — not % of float
All ENPH filing & press-release reports (10)
- 8-K reportAug 11, 2026
- PRESS-RELEASE reportJul 7, 2026
- 3/A reportJun 16, 2026
- 3 reportJun 15, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportMay 26, 2026
- PRESS-RELEASE reportApr 7, 2026
- 8-K reportApr 6, 2026
- DEFA14A reportApr 1, 2026
- INST-CLUSTER reportFeb 28, 2026