Added to YB: 2026-07-23
Pitch date: 2026-07-21
ENPH [bullish]
Enphase Energy, Inc.
+0.46%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
Company Info
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.
Market Cap
$5.3B
Pitch Price
$39.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.88
P/E
39.15
EV/Sales
3.53
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Rebalancing into 800V Power, Hybrid Bonding & Asymmetric Compute - Enphase Energy, Inc.
ENPH (new position): Paired ~1% ENPH/SEDG bet on AI data center power shift to 800V DC & solid-state transformers. Enphase launched IQ SST Apr 2026, leveraging bidirectional power expertise. Post-correction ~14x gross profit, 38x FCF. True 13kV-to-800V SST ~2yrs away; capability bet, market only partly appreciates angle. Reversal risk on AI infra hype.
Read full article (5 min)