Enphase Energy, INC

Market Movers (8-K)

NASDAQ
Enphase Energy reports $291.9 million in Q2 2026 revenue, with improvements in gross margin and operating income, alongside progress on new product development.
NASDAQ
Enphase Energy stockholders approved an amendment to the 2021 Equity Incentive Plan, authorizing an additional 2,000,000 shares for issuance.
NASDAQ
Enphase Energy announced first quarter 2026 financial results, reporting revenue of $282.9 million and a non-GAAP gross margin of 43.9%, while also detailing a new solid-state transformer platform for AI data centers.
Worse than expected
NASDAQ
Enphase Energy has entered into an agreement to sell $235 million in 2025 manufacturing tax credits for $218.55 million.
Worse than expected
NASDAQ
Enphase Energy reported fourth quarter 2025 financial results with revenue of $343.3 million and non-GAAP diluted EPS of $0.71, reflecting a significant sequential decline and a weak outlook for Q1 2026.
Worse than expected
NASDAQ
Enphase Energy announced a restructuring plan to align its workforce and cost structure with business needs, impacting less than 6% of its employees and targeting reduced operating expenses.
Worse than expected

Quarterly Earnings (10-Q)

NASDAQ
Enphase Energy reports a 20% year-over-year revenue decrease for Q2 2026, driven by lower battery shipments and pricing, but sees gross margin improvement due to tariff refunds.
Worse than expected
NASDAQ
Enphase Energy reported a 21% year-over-year revenue decrease for Q1 2026, primarily due to lower shipments of IQ Batteries and microinverters, alongside impacts from tax credit expirations and European market softness.
Worse than expected
NASDAQ
Enphase Energy reports an 8% increase in Q3 revenue and a 46% rise in net income, driven by U.S. growth and IRA benefits, despite international market softness and new clean energy policy challenges.
Capital raise
NASDAQ
Enphase Energy posted significant revenue and profit growth in the second quarter of 2025, driven by strong U.S. demand and increased battery shipments, despite a challenging European market and new U.S. clean energy tax policy changes.
Better than expected
Capital raise
NASDAQ
Enphase Energy's Q1 2025 revenue increased by 35% year-over-year, driven by higher microinverter and battery shipments, despite a challenging demand environment.
Better than expected
NASDAQ
Enphase Energy experienced a substantial decrease in revenue during the third quarter of 2024, primarily due to a broad-based slowdown in the solar industry.
Worse than expected

Annual Reports (10-K)

NASDAQ
Enphase Energy's 2024 annual report reveals a significant revenue decrease due to market headwinds, prompting a strategic pivot towards cost management and diversification of product offerings.
Delay expected
Worse than expected
NASDAQ
Enphase Energy and Salcomp Manufacturing USA Corp have entered into a manufacturing services agreement for the production of Enphase's IQ8 microinverter products at Salcomp's Arlington, Texas facility.

Insider Trading (Form 4)

NASDAQ
Richard Mora, a Director of Enphase Energy, Inc., sold 2,000 shares of common stock on July 30, 2026 for $36.76 per share.
NASDAQ
Director Shanker Trivedi acquired 4,551 shares via RSU grant and purchased 1,000 shares of Enphase Energy common stock.
NASDAQ
Enphase Energy director Richard Mora sold 700 shares of common stock at a price of $64.20 per share.
NASDAQ
Enphase Energy CEO Badrinarayanan Kothandaraman acquired shares through multiple transactions, increasing his beneficial ownership.
NASDAQ
Enphase Energy Director Richard Mora sold 700 shares of common stock at an average price of $46.39.
NASDAQ
Director Benjamin Kortlang acquired 5,952 restricted stock units as part of the company's 2021 Equity Incentive Plan.

Proxy Statements (Def-14A)

NASDAQ
Enphase Energy's 2025 proxy statement reveals mixed financial results amid industry slowdowns, alongside key governance proposals for its upcoming annual meeting.
Capital raise
Worse than expected
NASDAQ
Enphase Energy defends its director nominees, Steven J. Gomo and Thurman John Rodgers, highlighting their contributions and addressing concerns about their commitments to multiple boards.
NASDAQ
Enphase Energy, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Enphase Energy is asking stockholders to approve an amendment to its 2021 Equity Incentive Plan to increase the number of shares available for issuance by 4,000,000.
NASDAQ
Enphase Energy, Inc. has filed a definitive proxy statement with the SEC.
NASDAQ
Enphase Energy files its definitive proxy statement, outlining proposals for the upcoming annual meeting, including director elections, executive compensation, and auditor ratification.

Schedule 13G - Passive Investments

NASDAQ
Vanguard Capital Management has filed a Schedule 13G reporting a 5.08% beneficial ownership stake in Enphase Energy Inc.
NASDAQ
Vanguard Portfolio Management has reported a beneficial ownership of 7.39% in Enphase Energy Inc. common stock as of March 31, 2026.
NASDAQ
The Vanguard Group has reported 0% beneficial ownership in Enphase Energy Inc. following an internal realignment that disaggregates reporting to its subsidiaries.
NASDAQ
Baillie Gifford & Co has updated its passive ownership stake in Enphase Energy, Inc., reporting beneficial ownership of 2.0% of common stock.
NASDAQ
Invesco Ltd. has filed an amended Schedule 13G, reporting a 1.8% passive beneficial ownership stake in Enphase Energy Inc. as of September 30, 2025.
NASDAQ
BlackRock, Inc. has reported an increased beneficial ownership of 14.1% in Enphase Energy, Inc. common stock, totaling 18,461,738 shares.