Northland Securities Forecasts Strong Price Appreciation for Enphase Energy (NASDAQ:ENPH) Stock

Enphase Energy (NASDAQ:ENPH) had its target price boosted by investment analysts at Northland Securities from $52.00 to $62.00 in a research note issued to investors on Monday, Marketbeat reports. The firm presently has an “outperform” rating on the semiconductor company’s stock. Northland Securities’ price target points to a potential upside of 92.61% from the stock’s current price.

A number of other equities analysts have also commented on the stock. Loop Capital set a $31.00 price target on shares of Enphase Energy in a research report on Thursday, October 30th. Mizuho lowered shares of Enphase Energy from an “outperform” rating to a “neutral” rating and lowered their target price for the company from $50.00 to $37.00 in a research note on Thursday, October 23rd. Royal Bank Of Canada dropped their target price on shares of Enphase Energy from $33.00 to $31.00 and set a “sector perform” rating on the stock in a report on Wednesday, October 29th. Morgan Stanley decreased their price target on shares of Enphase Energy from $28.00 to $26.00 and set an “underweight” rating for the company in a report on Thursday, October 30th. Finally, Citigroup dropped their price objective on Enphase Energy from $32.00 to $31.00 and set a “sell” rating on the stock in a research note on Wednesday, October 29th. Six analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and thirteen have given a Sell rating to the stock. According to data from MarketBeat, Enphase Energy has an average rating of “Reduce” and an average price target of $40.57.

Enphase Energy Price Performance

Shares of NASDAQ:ENPH opened at $32.19 on Monday. Enphase Energy has a fifty-two week low of $25.77 and a fifty-two week high of $76.90. The business has a 50-day moving average of $31.04 and a two-hundred day moving average of $35.09. The stock has a market capitalization of $4.21 billion, a P/E ratio of 22.20 and a beta of 1.43. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.04 and a quick ratio of 1.88.

Enphase Energy (NASDAQ:ENPH) last issued its quarterly earnings data on Tuesday, October 28th. The semiconductor company reported $0.90 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.30. Enphase Energy had a return on equity of 25.67% and a net margin of 12.93%.The business had revenue of $410.43 million for the quarter, compared to analyst estimates of $364.64 million. During the same quarter in the prior year, the firm posted $0.65 EPS. The firm’s revenue for the quarter was up 7.8% on a year-over-year basis. On average, equities research analysts predict that Enphase Energy will post 2.08 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Thurman J. Rodgers sold 150,000 shares of Enphase Energy stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $29.13, for a total transaction of $4,369,500.00. Following the completion of the transaction, the director directly owned 1,733,596 shares of the company’s stock, valued at $50,499,651.48. This trade represents a 7.96% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Badrinarayanan Kothandaraman purchased 5,000 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were acquired at an average cost of $30.69 per share, with a total value of $153,450.00. Following the completion of the acquisition, the chief executive officer directly owned 1,635,632 shares in the company, valued at approximately $50,197,546.08. This represents a 0.31% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.10% of the stock is currently owned by corporate insiders.

Institutional Trading of Enphase Energy

A number of hedge funds and other institutional investors have recently modified their holdings of ENPH. Invesco Ltd. lifted its holdings in Enphase Energy by 28.1% during the 2nd quarter. Invesco Ltd. now owns 6,743,674 shares of the semiconductor company’s stock worth $267,387,000 after buying an additional 1,479,153 shares in the last quarter. Federated Hermes Inc. raised its position in shares of Enphase Energy by 264.7% during the second quarter. Federated Hermes Inc. now owns 1,477,751 shares of the semiconductor company’s stock worth $58,593,000 after acquiring an additional 1,072,602 shares during the last quarter. Norges Bank acquired a new position in shares of Enphase Energy during the second quarter valued at $40,946,000. Assenagon Asset Management S.A. boosted its holdings in Enphase Energy by 827.3% in the second quarter. Assenagon Asset Management S.A. now owns 1,152,546 shares of the semiconductor company’s stock valued at $45,698,000 after acquiring an additional 1,028,259 shares during the last quarter. Finally, Public Sector Pension Investment Board boosted its holdings in Enphase Energy by 2,322.9% in the second quarter. Public Sector Pension Investment Board now owns 876,983 shares of the semiconductor company’s stock valued at $34,772,000 after acquiring an additional 840,787 shares during the last quarter. Institutional investors and hedge funds own 72.12% of the company’s stock.

Enphase Energy News Roundup

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: Northland Securities raised Enphase’s price target to $62 and named the company a top pick for 2026, citing upside potential and driving some bullish investor interest. Read More.
• Positive Sentiment: Analysts at Northland increased their price target from $52 to $62 and kept an “outperform” rating, a signal that can support buying pressure despite near-term weakness. Read More.
• Neutral Sentiment: Zacks notes ENPH is a “trending” stock with increased investor attention; higher visibility can boost volume and volatility but does not by itself change fundamentals. Read More.
• Neutral Sentiment: Comparative coverage piece pits Enphase against smaller peer Ascent Solar; useful for relative-value readers but unlikely to be a primary mover for ENPH by itself. Read More.
• Negative Sentiment: One Northland report (Capmk) substantially cut its FY‑2027 EPS estimate to $1.18 versus the consensus near $2.08, signaling weakening near‑term profit expectations and pressuring the share price. Read More.
• Negative Sentiment: Aggregate brokerage coverage moved to an average “Reduce” rating, which likely contributes to selling pressure as institutional sentiment softens. Read More.
• Negative Sentiment: Zacks highlighted that Enphase fell more steeply than the broader market in the latest session, reflecting the immediate negative price action investors are seeing today. Read More.

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.