Stock Rally: Market participants on social media have highlighted Enphase Energy's sharp rebound, noting the shares have more than doubled in the past month as momentum builds in the solar sector.
Breakout Signals: Discussions emphasize the stock's breakout from a prolonged base, with observers suggesting the rally may still have room to run if key resistance levels hold and short positions begin to cover.
Sector Context: Traders point to renewed interest in solar names overall, citing strong volume and technical confirmations as factors driving the positive tone around the company's recent price action.
Note: This discussion summary was generated from an AI condensation of post data.
Enphase Energy Insider Trading Activity
Enphase Energy insiders have traded $ENPH stock on the open market 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 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 5,000 shares for an estimated $337,481 and 0 sales.
- MANDY YANG (EVP, Chief Financial Officer) sold 6,000 shares for an estimated $198,060
- RICHARD MORA has made 0 purchases and 2 sales selling 1,800 shares for an estimated $89,726.
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 insider transaction endpoint.
Enphase Energy Revenue
Enphase Energy had revenues of $282.9M in Q1 2026. This is a decrease of -20.55% from the same period in the prior year.
You can track ENPH financials on Quiver Quantitative's ENPH stock page.
You can access data on ENPH stock through the Quiver Quantitative API.
Enphase Energy Hedge Fund Activity
We have seen 250 institutional investors add shares of Enphase Energy stock to their portfolio, and 293 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. added 5,212,918 shares (+823.9%) to their portfolio in Q1 2026, for an estimated $192,877,966
- NORGES BANK added 2,655,003 shares (+257.1%) to their portfolio in Q4 2025, for an estimated $85,092,846
- TWO SIGMA INVESTMENTS, LP added 2,512,536 shares (+84.8%) to their portfolio in Q1 2026, for an estimated $92,963,832
- GREENVALE CAPITAL LLP removed 2,350,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $86,950,000
- UBS GROUP AG removed 2,300,610 shares (-58.0%) from their portfolio in Q1 2026, for an estimated $85,122,570
- BLACKROCK, INC. added 2,187,646 shares (+10.9%) to their portfolio in Q1 2026, for an estimated $80,942,902
- GILDER GAGNON HOWE & CO LLC added 2,113,519 shares (+6429.5%) to their portfolio in Q1 2026, for an estimated $78,200,203
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 13F endpoint.
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 13 analysts offer price targets for $ENPH in the last 6 months, with a median target of $41.0.
Here are some recent targets:
- Brian Lee from Goldman Sachs set a target price of $57.0 on 05/20/2026
- Christine Cho from Barclays set a target price of $30.0 on 05/05/2026
- Nicholas Amicucci from Evercore ISI Group set a target price of $37.0 on 05/04/2026
- Biju Perincheril from Susquehanna set a target price of $32.0 on 04/30/2026
- Vikram Bagri from Citigroup set a target price of $31.0 on 04/30/2026
- Praneeth Satish from Wells Fargo set a target price of $45.0 on 04/29/2026
- Jeff Osborne from TD Cowen set a target price of $35.0 on 04/29/2026
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.
