公司信息 - 恩菲斯能源（ENPH US）目前的市值为179.0亿美元，股价为131.87美元[1] 业绩预测 - 2024财年第一季度业绩预计营收为2.6亿-3亿美元，IQ电池出货量为70-90兆瓦时[2] - 恩菲斯2023年至2028年的净营收预测分别为2,291百万美元、1,603百万美元、2,485百万美元、2,895百万美元、3,467百万美元、3,774百万美元[11] - 恩菲斯2023年至2028年的非GAAP净收入预测分别为613百万美元、483百万美元、849百万美元、1,003百万美元、1,221百万美元、1,329百万美元[11] - 恩菲斯2023年至2028年的现金流净值预测分别为377百万美元、219百万美元、620百万美元、548百万美元、680百万美元、738百万美元[12] - 恩菲斯2023年至2028年的净资产收益率预测分别为45%、25%、42%、32%、26%、21%[13] - 恩菲斯2023年至2031年的自由现金流预测分别为697百万美元、301百万美元、853百万美元、1,242百万美元、1,698百万美元、1,679百万美元、1,827百万美元、2,065百万美元、2,346百万美元[14] - 恩菲斯2024年的市盈率预测为51.2倍，市净率预测为20.7倍，企业价值倍数预测为31.8倍[13] - 恩菲斯2024年的无风险利率预测为4.0%，风险溢价预测为8.3%，股本成本预测为12.3%[14] - 恩菲斯2024年的现金流折现净现值预测为6,738百万美元，总价值预测为20,176百万美元，目标价预测为145美元[14] 公司策略 - 恩菲斯计划在2024年上半年全球员工裁员10%以降低成本[3] - 恩菲斯预计2024年第一季度的出货量不足将达到1.3亿美元，第二季度的出货量不足会进一步扩大[4] 研究报告信息 - 本研究报告由海通国际分发，涵盖了多个子公司的股票研究团队[16] - 分析师在报告中提供了个人观点认证，保证独立性和客观性[17][18] - 海通国际使用相对评级系统，包括优于大市、中性和弱于大市评级[20][21][22] - 分析师股票评级分为优于大市、中性和弱于大市，对应不同的预期涨跌幅[25][26][27] - 海通国际股票研究评级分布显示覆盖率中优于大市占89.4%，中性占9.6%，弱于大市占1.0%[29][32] - 海通国际发布非评级研究，包括计量、筛选或短篇报告，不涉及股票评级或目标价格[35][36]

Andriy Onufriyenko/Moment via Getty Images Investment Thesis This article will touch on Enphase Energy, Inc. (NASDAQ:ENPH) that I see as a compelling investment in the renewable energy sector. My focus will mainly be on the company's innovative solar solutions, and solid financials, and strategic expansions. Enphase has rolled out its IQ8 micro inverters and are expanding in a global sense to be sustainable for long-term growth. This is a great vision. My thesis will pick apart why Enphase, to me, is a ...

Enphase Energy股价表现 - Enphase Energy的股价在近期有所回升，投资者对公司未来增长前景持乐观态度[1] 太阳能设备市场状况 - 太阳能设备市场目前处于低迷状态，主要受到消费电子市场的影响，尤其是在2022年末以来销售下滑[2] 融资困难和库存过剩 - 高利率使得太阳能行业的融资变得更加困难，导致电子零部件库存过剩，包括Enphase的微逆变器[3] - Enphase和其他太阳能公司正努力管理市场上的库存过剩，计划关闭部分在过去几年繁荣时期建立的微逆变器生产能力[4]

Enphase Energy 股票表现 - Enphase Energy (ENPH) 股票在一位分析师发布乐观报告后，投资者情绪转变，股价出现上涨[1] - RBC Capital 给予 Enphase 股票超越市场表现的评级和140美元的目标价，认为公司拥有强大的竞争优势，投资者将会看好太阳能股票[3] - Craig-Hallum 将 Enphase 股票的目标价从113美元上调至159美元，显示市场对该股的乐观情绪不断增长[4] Enphase 公司业务 - Enphase 是领先的住宅太阳能安装商，已经将业务多元化，不仅仅局限于原先的微逆变器业务[5]

2023 was a bad time to be holding Enphase Energy (ENPH 3.62%) stock. Shares in the solar energy technology company were cut in half last year. That downtrend continued into 2024. But one analyst firm now thinks the stock has bottomed and sees a recovery underway.This week RBC Capital began covering Enphase stock with the equivalent of a buy rating and a share price target of $140. That price represents a gain of more than 10% from recent levels. That is on top of a 25% jump Enphase stock has made since it r ...

SOPA Images/LightRocket via Getty ImagesIntroduction Last Wednesday, Enphase's (NASDAQ:ENPH) results came out. To say they were ugly would be an understatement. Bad earnings, bad guidance, and still the stock jumped. The stock is now up 32% compared to last week. Data by YChartsThe question is why, and that's what we explore in this article. Let's start with the results. The Numbers Revenue came in at $302.6 million, down 58% compared to the same quarter last year and a whopping 45% decline from Q3, whi ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Enphase Energy (ENPH) .Enphase Energy currently has an average brokerage r ...

公司表现 - Enphase Energy (ENPH) 最近成为 Zacks.com 上搜索量最高的股票之一[1] - 过去一个月，这家太阳能技术公司的股价上涨了+11.1%，而同期 Zacks S&P 500 综合指数的变化为+5.8%[2] - Zacks Solar 行业在这段时间内上涨了2.3%[2] 盈利预期 - Enphase Energy 预计本季度每股盈利为 $0.46，同比下降了-66.4%[5] - 本财年的一致盈利预期为 $3.54，较去年同期下降了-19.7%[6] - 下一财年的一致盈利预期为 $5.44，较去年同期增长了+53.6%[7] 股价评级 - 公司的 Zacks Rank 为 4 (卖出)，显示股价短期表现可能不佳[8] - Enphase Energy 在价值评估方面被评为 F，表明其股价较同行公司高出[17]

股价表现 - Enphase Energy (ENPH)的股价在本周交易中上涨了22.3%[1] 财务状况 - 公司的季度财报显示，收入下降了58%，净利润下降了86%[3] - 公司的毛利率保持在41.8%，显示其在价格方面没有妥协[6] 未来展望 - 管理层预测公司的收入将在未来两个季度触底，并在2024年下半年开始回升[4] 市场看法 - 尽管公司减少了产能，但市场仍然看好公司未来的发展前景[7]

Key PointsShares are jumping this week off the back of recovery potential. They still have a long way to go, but the outlook is as bright as it's been in months. Look for shares to consolidate their recent gains before building on them further into next week. 5 stocks we like better than Enphase EnergyIt's only been three weeks since we called Enphase Energy Inc. NASDAQ: ENPH an "under-the-radar energy stock" with a ton of potential, and we're already being proved right. Having spent almost all last year be ...