Goldman Sachs analyst Brian K. Lee maintains $Enphase Energy (ENPH.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 47.0% and a total average return of 2.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Enphase Energy (ENPH.US)$'s main analysts recently are as follows:
It's anticipated that investors may feel let down by the earnings report and forthcoming guidance, as Q3 figures fell short of expectations and a decrease in sequential storage shipments is projected for Q4. The underwhelming performance in Q3, as well as the primary variable affecting Q4 projections, is thought to be due to setbacks in Europe. This not only impacted the company's recent results but also suggests a potential negative implication for competitors in the solar energy sector. Nevertheless, the company's introduction of novel battery technology and metering solutions is expected to enhance its competitiveness in the market, particularly against prominent players in the industry.
Enphase Energy's Q4 revenue guidance was below expectations due to several headwinds. There is an anticipation that Europe may continue to pose challenges through 2025, potentially impacting current consensus estimates. Forecasts suggest a 17% deviation below consensus for revenue and EBITDA in 2025.
Enphase Energy's third-quarter outcomes fell short of forecasts due to reduced volume, and its fourth-quarter projections are also under the consensus, influenced by demanding market conditions in Europe and diminished battery deliveries. Despite implementing various internal improvement measures, the company is dealing with difficult economic circumstances in Europe and market disturbances in the U.S.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
高盛集团分析师Brian K. Lee维持$Enphase Energy (ENPH.US)$买入评级。
根据TipRanks数据显示，该分析师近一年总胜率为47.0%，总平均回报率为2.4%。
此外，综合报道，$Enphase Energy (ENPH.US)$近期主要分析师观点如下：
投资者可能会对收益报告和未来指引感到失望，因为第三季度数据未达预期，预计第四季度顺序存储装运量将下降。第三季度令人失望的表现，以及主要影响第四季度预测的变量，被认为是欧洲出现问题的原因。这不仅影响了公司最近的业绩，还暗示着对太阳能行业竞争对手可能存在潜在负面影响。然而，公司推出的新型电池技术和计量解决方案预计将提升其在市场上的竞争力，特别是针对行业中的知名参与者。
由于多重逆风，enphase energy的第四季度营业收入指引低于预期。有预期认为欧洲可能会持续对2025年提出挑战，可能会影响当前的共识预测。预测显示，到2025年，营业收入和EBITDA将比共识预期低17%。
由于成交量减少，enphase energy的第三季度业绩未达预期，其第四季度预测也低于共识，受欧洲苛刻的市场条件和电池交付的减少影响。尽管实施了各种内部改进措施，但公司正在处理欧洲的困难经济环境和美国市场的混乱。
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