ENPHASE ENERGY ($ENPH) posted quarterly earnings results for Q1 2026 on Tuesday, April 28th. The company reported earnings of $0.47 per share, beating estimates of $0.43 by $0.04. The company also reported revenue of $282,900,000, missing estimates of $289,394,145 by $-6,494,145.
Stock price change since market close: -4.77%
You can see Quiver Quantitative's $ENPH stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
ENPHASE ENERGY Insider Trading Activity
ENPHASE ENERGY insiders have traded $ENPH stock on the open market 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ENPH stock by insiders over the last 6 months:
- THURMAN J RODGERS has made 0 purchases and 2 sales selling 287,250 shares for an estimated $10,355,065.
- BADRINARAYANAN KOTHANDARAMAN (President & CEO) has made 2 purchases buying 15,000 shares for an estimated $462,755 and 0 sales.
- MANDY YANG (EVP, Chief Financial Officer) sold 6,000 shares for an estimated $198,060
- RICHARD MORA sold 1,100 shares for an estimated $57,253
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
ENPHASE ENERGY Hedge Fund Activity
We have seen 206 institutional investors add shares of ENPHASE ENERGY stock to their portfolio, and 275 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOLOCENE ADVISORS, LP added 3,390,078 shares (+5990.5%) to their portfolio in Q4 2025, for an estimated $108,651,999
- NORGES BANK added 2,655,003 shares (+257.1%) to their portfolio in Q4 2025, for an estimated $85,092,846
- GREENVALE CAPITAL LLP added 2,350,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $75,317,500
- RENAISSANCE TECHNOLOGIES LLC removed 1,770,334 shares (-66.4%) from their portfolio in Q4 2025, for an estimated $56,739,204
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,668,317 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $53,469,559
- COATUE MANAGEMENT LLC removed 1,647,893 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $52,814,970
- POINT72 ASSET MANAGEMENT, L.P. added 1,626,079 shares (+4277.2%) to their portfolio in Q4 2025, for an estimated $52,115,831
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
ENPHASE ENERGY Analyst Ratings
Wall Street analysts have issued reports on $ENPH in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Barclays issued a "Underweight" rating on 01/15/2026
- Northland Capital Markets issued a "Outperform" rating on 12/29/2025
To track analyst ratings and price targets for ENPHASE ENERGY, check out Quiver Quantitative's $ENPH forecast page.
ENPHASE ENERGY Price Targets
Multiple analysts have issued price targets for $ENPH recently. We have seen 11 analysts offer price targets for $ENPH in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Vikram Bagri from Citigroup set a target price of $37.0 on 04/21/2026
- Biju Perincheril from Susquehanna set a target price of $36.0 on 04/09/2026
- Christine Cho from Barclays set a target price of $31.0 on 04/08/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $54.0 on 03/26/2026
- Colin Rusch from Oppenheimer set a target price of $68.0 on 02/04/2026
- Brian Lee from Goldman Sachs set a target price of $51.0 on 02/04/2026
- Praneeth Satish from Wells Fargo set a target price of $50.0 on 02/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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