3 Solar Stocks to Watch as Policy Shifts Reshape the Industry
FSLR, ENPH, TE: Strong solar demand faces policy and tariff headwinds, putting three stocks in focus as the U.S. market outlook evolves.
Zacks Investment Research8/18/2026Neutral
ENPH
Enphase Energy IncNASDAQTECHNOLOGYSOLAR
Key Statistics
Market Cap
$5.09B
P/E Ratio
39.85
EPS
$0.97
Beta
1.65
52W High
$73.74
52W Low
$25.78
50-Day MA
$44.96
200-Day MA
$40.23
Dividend Yield
—
Profit Margin
10.10%
Forward P/E
20.41
PEG Ratio
1.17
About Enphase Energy Inc
Enphase Energy is an American energy technology company headquartered in Fremont, California. Enphase designs and manufactures software-driven home energy solutions that span solar generation, home energy storage and web-based monitoring and control.
Fundamentals
| Revenue (TTM) | $1.33B |
| Gross Profit (TTM) | $399.04M |
| EBITDA | $191.79M |
| Operating Margin | 18.00% |
| Return on Equity | 13.00% |
| Return on Assets | 2.38% |
| Revenue/Share (TTM) | $10.12 |
| Book Value | $8.94 |
| Price-to-Book | 4.53 |
| Price-to-Sales (TTM) | 3.85 |
| EV/Revenue | 3.759 |
| EV/EBITDA | 20.13 |
| Quarterly Earnings Growth (YoY) | -3.50% |
| Quarterly Revenue Growth (YoY) | -19.60% |
| Shares Outstanding | $131.80M |
| Float | $128.14M |
| % Insiders | 3.03% |
| % Institutions | 96.80% |
Historical Volatility
HV 10-Day
68.67%
HV 20-Day
64.72%
HV 30-Day
63.03%
HV 60-Day
89.81%
HV Rank
32.1%
Volatility is currently expanding
Analyst Ratings
Consensus ($46.64 target)
3
Strong Buy8
Buy18
Hold1
Sell1
Strong SellLatest News
Enphase Energy Opens U.S. Pre-Orders for IQ Battery C80, Its First Commercial Battery Storage System
FREMONT, Calif., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today opened U.S. pre-orders for the IQ® Battery C80, its first commercial battery storage system.
GlobeNewsWire8/18/2026Neutral
Enphase Energy Brings Its Full Home Energy Platform to Italy with Backup, Three-Phase Support, and EV Charging
FREMONT, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced that Italian homeowners can now build a complete home energy system with Enphase, combining solar, storage, backup, and EV charging on a single platform. The new IQ® System Controller 3 enables homeowners with IQ® Battery 5P™ systems to add home backup for the first time, including three-phase backup, while the IQ® EV Charger 2 lets them power their vehicle from their own solar energy. Together, the products give homeowners a future-ready system they can expand as their energy needs grow.
GlobeNewsWire8/13/2026Neutral
Solar stocks shine after Trump extends China tariffs to polysilicon products
Solar stocks rose in premarket trading after President Donald Trump unveiled new import restrictions on certain products made with polysilicon. The raw material is essential for the manufacture of solar panels, as well as semiconductors.
CNBC8/7/2026Positive
SolarEdge Surges 8%, Enphase Climbs 5%, First Solar Rises 4% on Pro-Solar Policy Hopes
On the other hand, higher interest rates and uncertain demand for residential solar systems continue to present challenges for many companies in the sector.
24/7 Wall Street8/4/2026Neutral
Enphase Energy: Attractively Valued But Recovery Remains Necessary
Enphase Energy is rated Buy as the current $38 share price reflects low expectations and offers upside when earnings normalize. ENPH's product advantages remain, but revenue is highly cyclical and dependent on new installations, with limited recurring revenue from its installed base. The company is expanding into batteries, EV chargers, and energy management to increase revenue per customer and reduce hardware cycle risk.
Seeking Alpha8/3/2026Positive
Enphase Energy Q2 Earnings Match Estimates, Revenues Decline Y/Y
ENPH's Q2 adjusted earnings match estimates, but revenues fall 19.6% as weaker U.S. sales weigh on results.
Zacks Investment Research7/29/2026Neutral
ENPH Q2 Earnings Call Highlights Storage-Led Recovery
Enphase Energy highlights storage, financing and commercial expansion as key bridges to renewed growth while navigating cautious U.S. residential demand.
Zacks Investment Research7/29/2026Positive
Enphase Energy, Inc. (ENPH) Q2 2026 Earnings Call Transcript
Enphase Energy, Inc. (ENPH) Q2 2026 Earnings Call Transcript
Seeking Alpha7/29/2026Neutral
Enphase Energy Reports Financial Results for the Second Quarter of 2026
FREMONT, Calif., July 28, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, announced today financial results for the second quarter of 2026, which included the summary below from its President and CEO, Badri Kothandaraman.
GlobeNewsWire7/28/2026Neutral
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Data last updated: 8/18/2026