ENPH
Q4 2026 EPS Estimate
$0.53
Oct 27, 2026 · Reports after close
Revenue Estimate
$305M
FY2026E EPS$2.03
FY2027E EPS$2.23

Analyst Sentiment

Wall St. Consensus
Hold
30 analysts·High coverage
57
Score
13 Buy (43%)13 Hold (43%)4 Sell (14%)
Rating Breakdown
Strong Buy
00%
Buy
1343%
Hold
1343%
Sell
413%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$24.47
-40.0%
Consensus
$45.00
+10.3%
Bull
$57.00
+39.8%
12-Month Target Range30 analysts
$24.47$45.00$57.00
Current $40.78Consensus
Current Price
$40.78
Upside to Consensus
$4.22

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+5.72%
EPS+9.81%
FY2028
Rev+11.23%
EPS+17.77%
FY2029
Rev+5.21%
EPS+27.43%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$1.18B$1.25B$1.39B$1.47B$1.53B
Low$1.12B$1.15B$1.12B$1.30B$1.36B
High$1.28B$1.44B$1.60B$1.65B$1.73B
EBITDA Avg$232M$246M$273M$287M$300M
Low$221M$225M$221M$255M$267M
High$252M$283M$314M$324M$339M
EBIT Avg$186M$197M$219M$230M$240M
Low$177M$180M$177M$204M$214M
High$201M$226M$252M$260M$271M
Net Income Avg$269M$324M$400M$451M$455M
Low$236M$245M$165M$385M$389M
High$348M$422M$636M$526M$531M
EPS Avg$2.03$2.23$2.62$3.34$3.37
Low$1.75$1.81$1.22$2.86$2.88
High$2.58$3.13$4.72$3.90$3.93
Analysts (Rev / EPS)21 / 1522 / 1721 / 1410 / 710 / 11
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$305M$299M$275M$305M$321M$331M$306M$338M
Low$299M$261M$252M$278M$293M$303M$279M$309M
High$310M$319M$291M$322M$339M$350M$323M$357M
EBITDA Avg$60M$59M$54M$60M$63M$65M$60M$66M
Low$59M$51M$49M$55M$58M$59M$55M$61M
High$61M$63M$57M$63M$66M$69M$63M$70M
EBIT Avg$48M$47M$43M$48M$50M$52M$48M$53M
Low$47M$41M$40M$44M$46M$48M$44M$49M
High$49M$50M$46M$51M$53M$55M$51M$56M
Net Income Avg$71M$71M$58M$68M$80M$86M$70M$89M
Low$53M$55M$51M$61M$71M$76M$62M$79M
High$106M$96M$62M$73M$86M$92M$75M$95M
EPS Avg$0.53$0.53$0.43$0.51$0.60$0.65$0.53$0.67
Low$0.40$0.41$0.39$0.46$0.53$0.57$0.47$0.59
High$0.80$0.72$0.47$0.55$0.64$0.69$0.57$0.72
Analysts (Rev / EPS)13 / 1213 / 126 / 56 / 56 / 56 / 55 / 65 / 6

Earnings Surprises

Recent Analyst Actions

Jul 30, 2026Susquehanna
Enphase Energy price target lowered to $39 from $45 at Susquehanna
Target:$39.00
+8.9%from $35.80
Jul 29, 2026RBC Capital
Enphase Energy price target lowered to $47 from $54 at RBC Capital
Target:$47.00
+29.7%from $36.25
Jul 29, 2026BMO Capital
Enphase Energy price target lowered to $37 from $39 at BMO Capital
Target:$37.00
+2.2%from $36.20
Jul 29, 2026UBS
Enphase Energy price target lowered to $56 from $57 at Oppenheimer
Target:$56.00
+54.2%from $36.32
Jul 29, 2026Wells Fargo
Enphase Energy price target lowered to $44 from $45 at Wells Fargo
Target:$44.00
+21.1%from $36.32
Jul 29, 2026Oppenheimer
Enphase Energy (ENPH) PT Lowered to $56 at Oppenheimer
Target:$56.00
+54.2%from $36.32
Jul 29, 2026Mizuho Securities
Enphase Energy (ENPH) PT Lowered to $45 at Mizuho
Target:$45.00
+23.9%from $36.32
Jul 28, 2026GLJ Research
Enphase Energy (ENPH) PT Raised to $24.47 at GLJ Research
Target:$24.47
-33.2%from $36.61
Jul 10, 2026Susquehanna
Enphase Energy price target raised to $45 from $32 at Susquehanna
Target:$45.00
+0.2%from $44.89
Jun 18, 2026Barclays
Barclays upgrades Enphase to Equal Weight on data center opportunity
Target:$51.00
+6.7%from $47.78
Jun 16, 2026Bernstein
Bernstein SocGen Group Starts Enphase Energy (ENPH) at Market Perform
Target:$56.00
+11.4%from $50.26
May 22, 2026UBS
Enphase Energy price target raised to $85 from $55 at Roth Capital
Target:$85.00
+36.3%from $62.34
May 20, 2026Goldman Sachs
Enphase Energy price target raised to $57 from $51 at Goldman Sachs
Target:$57.00
+21.9%from $46.76
May 8, 2026Morgan Stanley
Enphase Energy price target lowered to $27 from $28 at Morgan Stanley
Target:$27.00
-23.8%from $35.43
May 4, 2026Barclays
Enphase Energy price target lowered to $30 from $31 at Barclays
Target:$30.00
-7.7%from $32.51
May 4, 2026Evercore ISI
Enphase Energy price target lowered to $37 from $43 at Evercore ISI
Target:$37.00
+14.0%from $32.47
Apr 29, 2026Oppenheimer
Enphase Energy price target lowered to $57 from $68 at Oppenheimer
Target:$57.00
+81.6%from $31.38
Apr 9, 2026Deutsche Bank
Enphase Energy price target raised to $39 from $38 at Deutsche Bank
Target:$39.00
+24.8%from $31.26
Apr 9, 2026Susquehanna
Enphase Energy price target lowered to $36 from $46 at Susquehanna
Target:$36.00
+15.2%from $31.26
Mar 26, 2026Jefferies
Enphase Energy price target lowered to $54 from $57 at Jefferies
Target:$54.00
+34.4%from $40.18
Feb 25, 2026Jefferies
Jefferies Upgrades Enphase Energy (ENPH) to Buy
Target:$57.00
+13.9%from $50.06
Feb 5, 2026GLJ Research
Enphase Energy price target lowered to $21.70 from $23.49 at GLJ Research
Target:$21.70
-54.0%from $47.20
Feb 4, 2026HSBC
Enphase Energy upgraded to Buy from Hold at HSBC
Target:$52.00
+2.4%from $50.79
Feb 4, 2026Roth Capital
Enphase Energy price target raised to $55 from $45 at Roth Capital
Target:$55.00
+8.3%from $50.80
Feb 4, 2026Oppenheimer
Enphase Energy price target raised to $68 from $67 at Oppenheimer
Target:$68.00
+34.5%from $50.55
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.