ENPH - Enphase, world's leading solar microinverter player

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Technology Stocks ENPH - Enphase, world's leading solar microinverter player

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From: Sultan	12/28/2020 1:54:33 PM
	1 Recommendation of 343

Analyst Actions: Roth Capital Adjusts Enphase Energy's Price Target to $220 From $160, Maintains Buy Rating.

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From: spiral3	12/30/2020 7:06:00 PM
	3 Recommendations of 343

Enphase Energy to replace Tiffany in the S&P 500 at open on January 7 thefly.com

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From: Sultan	1/5/2021 12:10:59 PM
	1 Recommendation of 343

Goldman .. From neutral to buy with PT of $ 232

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From: Sultan	2/9/2021 4:15:57 PM
	1 Recommendation of 343

Enphase handily beat all the numbers.. :) Enphase Energy Reports Financial Results for the Fourth Quarter of 2020 investor.enphase.com

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To: Sultan who wrote (245)	2/9/2021 4:29:15 PM
From: The Ox	of 343

I have to question the valuation at over 16x next year's sales and a 100+PE on next years EPS estimates. Great company, performing wonderfully and in the sweet spot of the solar/power/home revolution. $215 is too rich to this observer but I hope it keeps going up<g>...

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To: The Ox who wrote (246)	2/9/2021 4:47:51 PM
From: Sultan	1 Recommendation of 343

The valuation in a lot of names have detached.. Hell, I sold ENPH when it was around $ 100.. But thankfully, kept some but yes, that is always a concern if the story changes at these levels but for now, they are executing very well so let's see..

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From: Sultan	2/10/2021 12:35:15 AM
	of 343

Enphase Energy, Inc. (ENPH) CEO Badrinarayanan Kothandaraman on Q4 2020 Results - Earnings Call Transcript seekingalpha.com

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From: Sultan	2/10/2021 1:33:59 AM
	of 343

$ 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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From: Sultan	2/10/2021 11:44:07 AM
	2 Recommendations of 343

Analyst Actions --Analyst Actions: Barclays Adjusts Price Target on Enphase Energy to $256 From $233, Maintains Overweight Rating --Analyst Actions: Oppenheimer Adjusts Enphase Energy PT to $225 From $116, Maintains Outperform Rating --Analyst Actions: JP Morgan Adjusts Price Target for Enphase Energy to $245 From $230, Maintains Overweight Rating --Analyst Actions: Roth Capital Adjusts Enphase Energy's Price Target to $260 From $220, Reiterates Buy Rating --Analyst Actions: Goldman Sachs Adjusts Enphase Energy's Price Target to $266 From $232, Reiterates Buy Rating

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From: Sultan	2/25/2021 11:42:49 AM
	of 343

Enphase Energy Announces Upsizing and Pricing of $1.15 Billion Green Convertible Senior Notes Offering investor.enphase.com

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