China Eyes Ban on Advanced Solar Equipment to US – Who Gets Hit Hardest?
China may restrict solar equipment exports to the US, raising costs, slowing projects, and impacting solar stocks differently.
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Jefferies Turns Positive on Enphase – Upgrades to Buy, $57 Target as 2026 Low Point Looms
Jefferies upgrades Enphase Energy to Buy with a $57 price target, citing stronger demand and margin outlook after a 2026 low point. Confidence grows in their key products and partnerships.
Enphase Energy Beats Q4 Expectations, Issues Conservative Q1 Outlook
Enphase crushes Q4 estimates with $0.71 EPS vs $0.58 expected. Q1 guidance of $270-300M revenue beats consensus despite tariff headwinds.
Enphase Energy Cuts 160 Jobs as Solar Tax Credit Expires
Enphase Energy announces 6% workforce reduction and restructuring plan following expiration of federal solar tax credit. Stock drops 3.7% premarket.
Enphase Energy Jumps as Investors Return to Clean Energy Stocks
Enphase Energy shares surged as investors moved back into clean energy stocks after tariff fears eased. Analyst upgrades and improving fundamentals supported the rally.
Enphase Energy Upgraded as Risks Appear Priced In
KeyBanc upgrades Enphase Energy to Sector Weight, saying major risks are already priced in, with limited downside and potential upside from strategic changes.