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   Technology StocksENPH - Enphase, world's leading solar microinverter player


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From: spiral312/30/2020 7:06:00 PM
3 Recommendations   of 269
 
Enphase Energy to replace Tiffany in the S&P 500 at open on January 7

thefly.com

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From: Sultan1/5/2021 12:10:59 PM
1 Recommendation   of 269
 
Goldman .. From neutral to buy with PT of $ 232

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From: Sultan2/9/2021 4:15:57 PM
1 Recommendation   of 269
 
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 (247)2/9/2021 4:29:15 PM
From: The Ox
   of 269
 
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 (248)2/9/2021 4:47:51 PM
From: Sultan
1 Recommendation   of 269
 
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: Sultan2/10/2021 12:35:15 AM
   of 269
 
Enphase Energy, Inc. (ENPH) CEO Badrinarayanan Kothandaraman on Q4 2020 Results - Earnings Call Transcript

seekingalpha.com

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From: Sultan2/10/2021 1:33:59 AM
   of 269
 
$ 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: Sultan2/10/2021 11:44:07 AM
2 Recommendations   of 269
 
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: Sultan2/25/2021 11:42:49 AM
   of 269
 
Enphase Energy Announces Upsizing and Pricing of $1.15 Billion Green Convertible Senior Notes Offering

investor.enphase.com

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From: Sultan2/25/2021 9:09:41 PM
   of 269
 
Solar panels and batteries on your home could help prevent the next grid disaster

Even small systems like those that kept the lights on for some Texas homeowners could play a role in protecting the bigger electricity system, experts say.

nationalgeographic.com

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