On Oct 24, major Wall Street analysts update their ratings for $Enphase Energy (ENPH.US)$, with price targets ranging from $72 to $144.
Morgan Stanley analyst Andrew Percoco maintains with a hold rating, and adjusts the target price from $106 to $93.
J.P. Morgan analyst Mark Strouse maintains with a buy rating, and adjusts the target price from $130 to $120.
BofA Securities analyst Dimple Gosai maintains with a sell rating, and adjusts the target price from $84 to $72.
Barclays analyst Christine Cho CFA maintains with a buy rating, and maintains the target price at $114.
Evercore analyst James West maintains with a buy rating, and adjusts the target price from $133 to $125.
Furthermore, according to the comprehensive report, the opinions of $Enphase Energy (ENPH.US)$'s main analysts recently are as follows:
Investors might feel let down by the earnings report and guidance, as the Q3 figures fell short of expectations, with an assumption of reduced sequential storage shipments in the Q4 outlook. It is suggested that Europe was primarily responsible for the lower-than-anticipated Q3 performance and is also expected to be a major factor influencing the company's projections for Q4. This situation in Europe could potentially have implications for similar companies in the industry. Nonetheless, it is anticipated that the company's introduction of a new battery and meter collar could enhance its competitive stance in the market.
Enphase Energy's fourth quarter revenue guidance was impacted by several headwinds, according to an analyst, who suggests that Europe might continue to pose challenges into 2025, potentially affecting current consensus estimates. The projections for revenue and EBITDA in 2025 are anticipated to be 17% lower than the consensus.
Enphase Energy's Q3 outcomes fell short of expectations due to reduced volume, and the Q4 forecast is also underneath the consensus, attributed to challenging demand circumstances in Europe as well as a decline in battery shipments. While the company is undertaking various self-improvement efforts, it is concurrently facing demanding macroeconomic conditions in Europe and market disturbances in the U.S.
Enphase Energy maintained robust gross margin and operating cash flow despite not meeting revenue expectations, indicating effective value capture in challenging market conditions. The company is also adapting its product offerings to align with the rapidly changing duty cycles in various regions.
Here are the latest investment ratings and price targets for $Enphase Energy (ENPH.US)$ from 15 analysts:
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美東時間10月24日，多家華爾街大行更新了$Enphase Energy (ENPH.US)$的評級，目標價介於72美元至144美元。
摩根士丹利分析師Andrew Percoco維持持有評級，並將目標價從106美元下調至93美元。
摩根大通分析師Mark Strouse維持買入評級，並將目標價從130美元下調至120美元。
美銀證券分析師Dimple Gosai維持賣出評級，並將目標價從84美元下調至72美元。
巴克萊銀行分析師Christine Cho CFA維持買入評級，維持目標價114美元。
Evercore分析師James West維持買入評級，並將目標價從133美元下調至125美元。
此外，綜合報道，$Enphase Energy (ENPH.US)$近期主要分析師觀點如下：
投資者可能會對業績和預測感到失望，因爲第三季度數據未達預期，預計第四季度的順序存儲出貨量將減少。有人建議歐洲主要導致第三季度表現低於預期，並且預計歐洲也將成爲影響第四季度公司預測的主要因素。歐洲的情況可能對行業中類似公司產生影響。然而，預計公司推出新的電池和儀表領圈可能提升其在市場上的競爭地位。
enphase energy第四季度營收預測受到多重不利因素影響，一位分析師表示，歐洲可能會持續面臨挑戰，可能影響到2025年的當前共識估計。預計2025年營收和EBITDA的投影將比共識估計低17%。
enphase energy第三季度業績未達預期，歸因於成交量下降，第四季度預測也不及共識，原因是歐洲的需求環境嚴峻以及電池出貨量下降。儘管公司正在進行各種自我改進措施，但同時面臨歐洲的挑戰 macroeconomic 條件和美國市場干擾。
儘管未達到營收預期，但enphase energy保持了強勁的毛利率和營運現金流，表明在具有挑戰性的市場條件下有效捕捉價值。公司還在調整其產品系列，以適應各個地區快速變化的 duty cycles。
以下爲今日15位分析師對$Enphase Energy (ENPH.US)$的最新投資評級及目標價：
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