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Technology Stocks : ENPH - Enphase, world's leading solar microinverter player
ENPH 179.97+4.1%Oct 18 3:59 PM EDT

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From: Sultan2/10/2021 1:33:59 AM
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$ 245 JPM: Maintain Overweight

- ENPH is trading at ~62x our revised FY22E PF EPS, a slight premium to projected EPS growth. While the multiple is elevated, we believe that risk/reward remains favorable.

- ENPH is one of the few solar stocks that is consistently profitable, generates cash, and has a solid balance sheet.

We believe that further penetration of the global solar market and growth from expansion into new verticals should allow the stock to outperform our coverage over time.

Note: As posted on a discussion thread.. Can't vouch for it's accuracy..
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