에 대한 최신 뉴스 Enphase Energy (NASDAQ:ENPH) 주식

Enphase Energy

Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.

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연방준비은행(연준)의 매우 기대되는 금리 결정을 앞두고 SPDR S&amp;P 500 ETF Trust(NYSE:SPY)가 추적하는 S&amp;P 500은 화요일 오전 거래에서 사상 최고치를 경신한 후, 이 날의 세션을 0.04% 상승 마감하여 7일 연속 상승세를 기록했다. 

S&amp;P 500은 연준 금리 인하를 앞두고 잠시 사상 최고치를 경신, 7일 연속 상승: 상위 6종목

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테슬라(NASDAQ:TSLA)는 2024년에 엇갈린 행운의 물결을 타고 있었다. 이 거대 전기 자동차 회사의 주가는 연초 대비 19% 이상 하락했지만 최근 지난달에 비해 약 3%의 상승세를 보이며 어느 정도 휴식을 취했다.

테슬라는 반등의 가능성을 보인 반면, 클린 에너지 주식들은 데드 크로스 틀에 고착

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이들 11개 대형주는 지난주 최고의 성과를 거두었다. 그것들이 당신의 포트폴리오에 있나요? QXO(NASDAQ:QXO)의 주가는 사모 금융 유치를 발표한 이후 33.37% 상승했다.

유니버셜 헬스 및 록히드 마틴은 지난주 최고 성과를 보여준 11개 대형주 중 일부 (7월 21일-7월 27일)

Enphase Energy Inc

ENPHASE ENERGY ORD

ENPHYS ACQ CORP A by Enphys Acquisition Corp.

Enphys Acquisition Corp

Enphys Acquisition Corp Units (1 Ord Share Class A & 1/2 War)

Enphys Acquisition Corp Warrants (01/01/9999)

Guggenheim analyst Joseph Osha maintains Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) with a Sell and lowers the price target from $93 to $90.

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Guggenheim Maintains Sell on Enphase Energy, Lowers Price Target to $90

Investors with a lot of money to spend have taken a bullish stance on Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ENPH, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 10 options trades for Enphase Energy.
This isn't normal.
The overall sentiment of these big-money traders is split between 40% bullish and 40%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $69,550, and 9, calls, for a total amount of $482,823.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $80.0 and $170.0 for Enphase Energy, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Enphase Energy's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Enphase Energy's whale activity within a strike price range from $80.0 to $170.0 in the last 30 days. 
<h3>Enphase Energy 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727979397_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th style="text-align: right;">Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$22.0</td>
<td>$21.0</td>
<td>$22.0</td>
<td>$90.00</td>
<td>$99.0K</td>
<td style="text-align: right;">249</td>
<td style="text-align: right;">45</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/01/24</td>
<td>$13.5</td>
<td>$12.45</td>
<td>$12.77</td>
<td>$100.00</td>
<td>$79.1K</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">80</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>10/25/24</td>
<td>$29.0</td>
<td>$26.6</td>
<td>$27.82</td>
<td>$135.00</td>
<td>$69.5K</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>11/15/24</td>
<td>$21.9</td>
<td>$21.2</td>
<td>$21.6</td>
<td>$90.00</td>
<td>$64.7K</td>
<td style="text-align: right;">249</td>
<td style="text-align: right;">75</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$21.0</td>
<td>$21.0</td>
<td>$21.0</td>
<td>$95.00</td>
<td>$52.5K</td>
<td style="text-align: right;">86</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>

<h3>About Enphase Energy</h3>
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Having examined the options trading patterns of Enphase Energy, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Enphase Energy</h3>
<ul>
<li>Currently trading with a volume of 917,790, the ENPH's price is down by -2.24%, now at $105.83. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 21 days.</li>
</ul>
<h3>What The Experts Say On Enphase Energy</h3>
2 market experts have recently issued ratings for this stock, with a consensus target price of $114.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from BMO Capital has decided to maintain their Market Perform rating on Enphase Energy, which currently sits at a price target of $114. 
&#x2A; Reflecting concerns, an analyst from Jefferies lowers its rating to Hold with a new price target of $115.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Enphase Energy with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

Looking At Enphase Energy's Recent Unusual Options Activity

Across the recent three months, 16 analysts have shared their insights on Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), expressing a variety of opinions spanning from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">6</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">5</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $121.06, along with a high estimate of $153.00 and a low estimate of $70.00. Witnessing a positive shift, the current average has risen by 0.67% from the previous average price target of $120.25.
<img src="https://www.benzinga.com/files/images/story/2024/1727895639_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Enphase Energy. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ameet Thakkar</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$114.00</td>
<td>$115.00</td>
</tr>
<tr>
<td>Dushyant Ailani</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Hold</td>
<td>$115.00</td>
<td>$111.00</td>
</tr>
<tr>
<td>Andrew Percoco</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$100.00</td>
<td>$98.00</td>
</tr>
<tr>
<td>Christine Cho</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$129.00</td>
<td>$131.00</td>
</tr>
<tr>
<td>Joseph Osha</td>
<td>Guggenheim</td>
<td>Raises</td>
<td>Sell</td>
<td>$93.00</td>
<td>$92.00</td>
</tr>
<tr>
<td>Chris Dendrinos</td>
<td>RBC Capital</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$125.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Ameet Thakkar</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$115.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Philip Shen</td>
<td>Roth MKM</td>
<td>Maintains</td>
<td>Buy</td>
<td>$140.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Eric Stine</td>
<td>Craig-Hallum</td>
<td>Raises</td>
<td>Buy</td>
<td>$153.00</td>
<td>$147.00</td>
</tr>
<tr>
<td>Austin Moeller</td>
<td>Canaccord Genuity</td>
<td>Lowers</td>
<td>Buy</td>
<td>$140.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Kashy Harrison</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$115.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Kashy Harrison</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Neutral</td>
<td>$120.00</td>
<td>$111.00</td>
</tr>
<tr>
<td>Julien Dumoulin-Smith</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Underperform</td>
<td>$70.00</td>
<td>$71.00</td>
</tr>
<tr>
<td>Mark Strouse</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$130.00</td>
<td>$124.00</td>
</tr>
<tr>
<td>Biju Perincheril</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$147.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Christine Cho</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$131.00</td>
<td>$134.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Enphase Energy. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Enphase Energy compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Enphase Energy's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Enphase Energy's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/ENPH/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Enphase Energy analyst ratings.</a>
<h2>All You Need to Know About Enphase Energy</h2>
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
<h3>Financial Milestones: Enphase Energy's Journey</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Enphase Energy's revenue growth over a period of 3 months has faced challenges. As of 30 June, 2024, the company experienced a revenue decline of approximately -57.33%. This indicates a decrease in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Information Technology sector.
Net Margin: Enphase Energy's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 3.57%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Enphase Energy's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.2%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Enphase Energy's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.34%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Enphase Energy's debt-to-equity ratio stands notably higher than the industry average, reaching 1.47. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>Analyst Ratings: What Are They?</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Critical Insights From Enphase Energy Analyst Ratings: What You Need To Know

WIIM

Enphase Energy shares are trading lower. BMO Capital cut its price target on the stock from $115 to $114.

BMO Capital analyst Ameet Thakkar maintains Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) with a Market Perform and lowers the price target from $115 to $114.

BMO Capital Maintains Market Perform on Enphase Energy, Lowers Price Target to $114

Solar energy industry experts say the development of tandem panels could increase the efficiency of solar power.
What Happened: Tandem solar panels, which stack two solar materials on top of each other to capture more of the sun&#8217;s energy, achieved a record-breaking 33.89% efficiency. 
This is a significant leap from the 20-22% efficiency of commercially available solar panels, <a href="https://www.wired.com/story/tandem-solar-panel-cells-efficiency-energy/">reported</a> Wired, citing a study published in Nature.
The tandem solar cells, developed by a team of researchers at the energy giant LONGi, combine silicon and perovskite materials. This innovation allows the cells to capture an additional 60% of solar energy. It also reduced the number of panels required to produce the same energy. It also cuts installation costs and land requirements for solar farms.
See Also: <a href="https://www.benzinga.com/news/24/09/41059891/elon-musk-says-because-almost-none-of-you-do-your-math-sums-the-world-is-largely-not-using-the-big-f?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Elon Musk Says The World Isn&#8217;t Using The Sun&#8217;s Energy Enough Because Most People Don&#8217;t Do The Math</a>
While the current efficiency of silicon solar cells is limited to about 29%, perovskite materials, discovered less than two decades ago, have emerged as the ideal complement to silicon technology. Their light absorption tunability allows them to capture high-energy blue light more efficiently than silicon, thereby increasing the total tandem efficiency.
Why It Matters: The recent breakthrough in tandem solar panels could have far-reaching implications for the solar energy industry. The increased efficiency of these panels could significantly reduce the number of panels required for solar farms and cut installation costs and land requirements. The development of tandem solar panels comes at a time when solar power is gaining significant traction. Solar companies, like Sunrun Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) and Enphase Energy (NADSAQ:ENPH), could benefit in the long run if technological advancements make residential solar more attractive. The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>), an ETF that tracks the solar space, traded down more than 2% Tuesday as the overall market declined amid geopolitical tensions in the Middle East.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/24/09/41083814/mark-cuban-warns-elon-musk-that-when-the-time-comes-he-needs-trump-the-most-he-will-find-out-the-tru?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Mark Cuban Warns Elon Musk: When The Time Comes He Needs Trump The Most He Will Find Out The Truth</a></li>
</ul>
Benzinga editors produced and reviewed this content with the help of AI tools.
Image: Pixabay

General

Double The Power, Half The Panels: Scientists Tout Tandem Solar Cells For Capturing Record Energy

Elon Musk is at it again, igniting the solar conversation with a tweet Tuesday.
&#8220;Solar power is growing super fast,&#8221; Musk said on his X platform. &#8220;In the very long-term (Kardashev Scale), solar will be &gt;99% of all power generation.&#8221; 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Solar power is growing super fast. In the very long-term (Kardashev Scale), solar will be &gt;99% of all power generation. <a href="https://t.co/CLFpGoL3OT">https://t.co/CLFpGoL3OT</a>
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1841122348742680715?ref_src=twsrc%5Etfw">October 1, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
His words couldn't come at a better time for the sector. According to a Reuters <a href="https://www.reuters.com/sustainability/sustainable-finance-reporting/us-unveil-first-two-decisions-more-solar-tariffs-2024-09-30/">report,</a> U.S. trade officials are set to announce potential tariffs on solar panels from four Southeast Asian countries, which could reshape the landscape for solar stocks.
<h1 class="wp-block-heading">Tariff Decisions Loom Over Solar Manufacturers</h1>
This week, the U.S. Department of Commerce will decide on trade cases brought by U.S. manufacturers, including Hanwha Qcells and First Solar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), aiming to counteract what they call unfair subsidies from competitors in Malaysia, Vietnam, Thailand and Cambodia.
The stakes are high: tariffs could either protect American jobs or inflate costs for solar developers already facing a challenging market.
<h1 class="wp-block-heading">Optimism In U.S. Solar Sector</h1>
Despite the tariff uncertainty, optimism is brewing among investors in the U.S. solar sector. Companies such as Enphase Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) and SolarEdge Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>) are eyeing double-digit growth in the solar market by 2025.
Recent insights from JPMorgan analyst Mark Strouse highlight a wave of positivity following the RE+ renewables industry conference, suggesting a resurgence in U.S. solar demand, driven by lower interest rates and stable utility pricing.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40816556/enphase-solaredge-sunrun-eye-double-digit-growth-as-solar-market-rebounds-on-kamala">Enphase, SolarEdge, Sunrun Eye Double-Digit Growth As Solar Market Rebounds On Kamala Harris Election Odds</a>
<h1 class="wp-block-heading">Tax Incentives Benefit Enphase, SolarEdge</h1>
Enphase and SolarEdge aren't just riding the wave; they're positioned to benefit significantly from tax incentives, including a 36% domestic content ITC adder that could bolster their profit margins. 
As the U.S. focuses on expanding domestic solar manufacturing, these companies are well-poised to capitalize on the growing appetite for clean energy solutions.
<h1 class="wp-block-heading">Investors Keep A Close Eye On U.S. Solar Stocks</h1>
Meanwhile, the situation across the pond is less rosy. Europe is grappling with dwindling demand, particularly in the Netherlands, where policy uncertainty has caused a staggering 70%-80% drop year-over-year.
This divergence highlights the U.S. solar market as a beacon of hope amid global challenges.
With Musk&#8217;s bold vision for solar power resonating in the investment community, now is the time to keep a close eye on solar stocks like Enphase, SolarEdge and First Solar and solar stocks-tracking ETFs such as the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>).
Will tariffs bolster American manufacturing or inflate project costs? 
One thing's for sure: the solar energy landscape is heating up, and investors need to stay tuned!
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41111038/elon-musk-gets-bold-font-removed-from-xs-main-timeline-because-of-excessive-use-my-eyes-are-bleeding">Elon Musk Gets Bold Font Removed From X&#8217;s Main Timeline Because Of &#8216;Excessive&#8217; Use: &#8216;My Eyes Are Bleed</a><a href="https://www.benzinga.com/news/24/10/41111038/elon-musk-gets-bold-font-removed-from-xs-main-timeline-because-of-excessive-use-my-eyes-are-bleeding">ing&#8217;</a></li>
</ul>
Photo: Courtesy SolarEdge

Government

Long Ideas

Global

FSLR

SEDG

Elon Musk's Solar Vision Sparks Excitement: What's Next For Enphase, SolarEdge, First Solar?

<a href="https://www.globenewswire.com/Tracker?data=5jJBjFRY2ti1jM_WsXvT038ceHFS0RyecaUwaIkXpD7MRPvkXSokZbYZTICG0rSGM5lY3q3GTwvfHCjkv5A6hCqesfJh7kXCf-KWvesVXb4=">Enphase Energy, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, announced today the launch of its most powerful Enphase&#xAE; Energy System&#x2122; to-date, featuring the new IQ&#xAE; Battery 5P&#x2122; and IQ8&#x2122; Microinverters, for customers in India. &nbsp;
India's power grid is among the most challenging in the world, with frequent outages disrupting daily life for many households. The new Enphase Energy System transforms this situation by enabling uninterrupted, reliable backup power. Key components of the system include:
<ul>
<li>IQ Battery 5P: Enphase's most powerful <a href="https://enphase.com/en-in/store/storage/iq-battery-5p">home battery</a> yet, designed for modularity. Starting at 5 kWh, it can scale up to 40 kWh to meet varying home energy needs. With 3.84 kW continuous power and 7.68 kW peak power for short bursts, it enables homeowners to run even the most power-hungry appliances during outages. Built with advanced lithium iron phosphate (LFP) chemistry, the battery offers enhanced safety and significantly less maintenance compared to the widely used lead-acid batteries in India.</li>
<li>IQ&#xAE; System Controller: The <a href="https://enphase.com/en-in/store/storage/iq-system-controller-3-int">controller (or backup switch)</a> isolates the home from the grid during outages, allowing seamless power supply from Enphase's solar and IQ Battery 5P systems. The transition is instant, so most homeowners won't even know there was an outage.</li>
<li>IQ&#xAE; Microinverters: Homeowners can choose between IQ7 or IQ8 Microinverters. The IQ8HC&#x2122; and IQ8P&#x2122; Microinverters, <a href="https://investor.enphase.com/news-releases/news-release-details/enphase-energy-launches-iq8-microinverters-high-powered-solar">launched</a> in India last year, deliver peak AC output power of 384 W and 480 W, respectively, and seamlessly pair with solar panels up to 670 W DC. IQ8 Microinverters are grid-forming and feature Enphase's Sunlight Jump Start&#x2122;, allowing the system to restart using sunlight after a prolonged grid outage that drains the battery.</li>
</ul>

Enphase Brings IQ Battery To India, Offering Energy Independence Amid Outages

Deep-pocketed investors have adopted a bearish approach towards Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ENPH usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 8 extraordinary options activities for Enphase Energy. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 0% leaning bullish and 62% bearish. Among these notable options, 3 are puts, totaling $128,690, and 5 are calls, amounting to $284,506.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $100.0 and $130.0 for Enphase Energy, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Enphase Energy's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Enphase Energy's substantial trades, within a strike price spectrum from $100.0 to $130.0 over the preceding 30 days.
<h3>Enphase Energy Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726849971_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th style="text-align: right;">Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$15.8</td>
<td>$15.45</td>
<td>$15.58</td>
<td>$100.00</td>
<td>$155.8K</td>
<td style="text-align: right;">617</td>
<td style="text-align: right;">102</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/20/24</td>
<td>$16.25</td>
<td>$14.45</td>
<td>$15.6</td>
<td>$130.00</td>
<td>$53.0K</td>
<td style="text-align: right;">161</td>
<td style="text-align: right;">53</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$24.7</td>
<td>$22.85</td>
<td>$24.7</td>
<td>$110.00</td>
<td>$49.4K</td>
<td style="text-align: right;">806</td>
<td style="text-align: right;">20</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/11/24</td>
<td>$4.45</td>
<td>$4.2</td>
<td>$4.2</td>
<td>$119.00</td>
<td>$42.0K</td>
<td style="text-align: right;">19</td>
<td style="text-align: right;">101</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/19/25</td>
<td>$32.75</td>
<td>$32.1</td>
<td>$32.4</td>
<td>$105.00</td>
<td>$32.4K</td>
<td style="text-align: right;">22</td>
<td style="text-align: right;">10</td>
</tr>
</tbody>
</table>

<h3>About Enphase Energy</h3>
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Following our analysis of the options activities associated with Enphase Energy, we pivot to a closer look at the company's own performance.
<h3>Current Position of Enphase Energy</h3>
<ul>
<li>Currently trading with a volume of 1,364,070, the ENPH's price is down by -2.34%, now at $114.61. </li>
<li>RSI readings suggest the stock is currently is currently neutral between overbought and oversold.</li>
<li>Anticipated earnings release is in 34 days.</li>
</ul>
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Enphase Energy with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Smart Money Is Betting Big In ENPH Options

Enphase Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) shares are trading higher by 3.75% to $122.97 Wednesday afternoon after the Federal Reserve cut interest rates by 50 basis points.
Why This Matters: Enphase Energy is a leading provider of solar energy solutions, particularly microinverters and energy management systems. Solar installations often require significant upfront capital investment, much of which is financed by loans. 
Lower interest rates reduce the cost of borrowing for consumers and businesses interested in solar projects, making it cheaper to install Enphase&#8217;s systems. This can drive higher demand for their products.
As homeowners find it cheaper to finance solar panels due to lower interest rates, the adoption of solar energy systems, like those that use Enphase's microinverters, could accelerate. This boosts Enphase&#8217;s core business by increasing sales of its products and services.
Read Also: <a href="https://www.benzinga.com/economics/macro-economic-events/24/09/40926310/s-p-500-gold-strike-all-time-highs-after-fed-cuts-rates-for-first-time-in-4-years">S&amp;P 500, Gold Strike All-Time Highs After Fed Cuts Rates For First Time In 4 Years, Stocks Climb</a>
What Else: Lower borrowing costs also benefit large-scale solar and renewable energy projects, which often rely on debt financing. Lower rates make these projects more financially viable, and since Enphase provides solutions for commercial and utility-scale installations, the company could see a rise in demand from this segment.
Enphase is also a growth-oriented company, and lower interest rates typically increase the attractiveness of growth stocks. With future cash flows discounted at a lower rate, the present value of those cash flows rises, making Enphase&#8217;s stock more attractive to investors seeking growth opportunities in sectors like renewable energy.
Read Also: <a href="https://www.benzinga.com/markets/equities/24/09/40925003/sec-approves-major-overhaul-of-us-equity-markets-largest-reform-in-two-decades">SEC Approves Major Overhaul Of US Equity Markets, Largest Reform In Two Decades</a>
<h2 class="wp-block-heading">Is ENPH A Good Stock To Buy?</h2>
An investor can make a few decisions when deciding whether a stock is a good buy. In addition to valuation metrics and price action which you can find on Benzinga's quote pages &#8211; like <a href="https://www.benzinga.com/quote/ENPH">Enphase Energy</a>&#8216;s page for example &#8211; there are factors like whether or not a company pays a dividend or buys a large portion of its stock each quarter.
These are known as capital allocation programs. Enphase Energy does not pay a dividend, but obviously has a few ways it can return value to shareholders. Feel free to search Benzinga's <a href="https://www.benzinga.com/calendars/dividends">dividend calendar</a> for the next company that is due to pay a dividend and determine what kind of yield you can earn for holding a share of the company.
For example, if you're looking to earn an annualized return of 23.1%, you'll need to buy a share of North American Finl 15 by the Sep. 30, 2024. Once done, you can expect to receive a nominal payout of $0.11 on Oct. 10, 2024.
Buyback programs are obviously different and highly variable. A company can approve a buyback program and purchase shares as it sees fit over the course of time in which the buyback was authorized. Looking through the latest news on <a href="https://www.benzinga.com/quote/ENPH">Enphase Energy</a> will often yield whether or not the company has approved a buyback program recently. Buyback programs usually serve as a support for share prices, serving as a backstop for demand.
According to data from&nbsp;<a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, ENPH has a 52-week high of $141.59 and a 52-week low of $73.49.

Why Enphase Energy (ENPH) Stock Is Popping Off

Enphase Energy shares are trading higher after the Federal Reserve cut interest rates by 50 basis points.

The S&amp;P 500, tracked by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), hit fresh record highs during Tuesday morning trading and closed up 0.04%, marking its seventh consecutive day of gains, just ahead of the Federal Reserve&#8217;s highly <a href="https://www.benzinga.com/topic/interest-rates">anticipated interest rate decision.</a>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24SPY&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$SPY</a> hit all-time highs today <a href="https://t.co/MxtEgTXErl">pic.twitter.com/MxtEgTXErl</a>
&mdash; Benzinga (@Benzinga) <a href="https://twitter.com/Benzinga/status/1836051317464178892?ref_src=twsrc%5Etfw">September 17, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
The performance of the index tracking the largest 500 U.S. companies by market capitalization was in line with other major indices. The Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which tracks the tech-heavy Nasdaq, and the SPDR Dow Jones Industrial Average ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) both closed broadly flat for the day.
However, small-cap stocks outperformed their larger counterparts, as the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) finished 0.8% higher.
Policymakers gathered on Tuesday for the two-day Federal Open Market Committee (FOMC) meeting, with the interest rate decision expected on Wednesday at 2:00 p.m. ET.
Market expectations are mixed, with CME FedWatch data indicating a 65% chance of a 50-basis-point rate cut and a 35% chance of a smaller 25-basis-point cut. This level of uncertainty is unusual on the eve of a Fed decision.
Expectations for a larger rate cut fell slightly after August retail sales came in stronger than anticipated. Retail sales increased by 0.1% month-over-month, decelerating from July&#8217;s robust 1.1% growth but beating forecasts of a 0.2% decline.
The unexpected strength in consumer spending has cast some doubt on the need for a significant rate cut to support the economy.
An overwhelming consensus among Wall Street analysts anticipates a 25-basis-point cut, yet JPMorgan Chase stands among the outliers predicting a 50-basis-point reduction.
<h3 class="wp-block-heading">Tuesday&#8217;s Top 5 S&amp;P 500 Stocks</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Name</td>
<td>Sector</td>
<td>1-day Return (%)</td>
</tr>
<tr>
<td>Enphase Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>)</td>
<td>Information Technology</td>
<td>6.32</td>
</tr>
<tr>
<td>Hewlett Packard Enterprise Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NASDAQ">HPE</a>)</td>
<td>Information Technology</td>
<td>5.66</td>
</tr>
<tr>
<td>Moderna, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>)</td>
<td>Health Care</td>
<td>4.05</td>
</tr>
<tr>
<td>Synchrony Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYF#NYSE">SYF</a>)</td>
<td>Financials</td>
<td>4.00</td>
</tr>
<tr>
<td>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>)</td>
<td>Industrials</td>
<td>3.95</td>
</tr>
<tr>
<td>Airbnb, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>)</td>
<td>Consumer Discretionary</td>
<td>3.86</td>
</tr>
</tbody>
</table>
</figure>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/09/40908202/10-etfs-investors-secretly-bought-before-the-feds-make-or-break-interest-rate-cal">10 ETFs Investors Secretly Bought Before The Fed&#8217;s Make-Or-Break Interest Rate Call</a></li>
</ul>
Image created using artificial intelligence via Dall-E.

S&P 500 Briefly Hits Record High Just Ahead Of Fed Rate Cut, Extends 7-Day Winning Streak: Tuesday's Top 5 Gainers

Deep-pocketed investors have adopted a bearish approach towards Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ENPH usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 10 extraordinary options activities for Enphase Energy. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 20% leaning bullish and 80% bearish. Among these notable options, 5 are puts, totaling $460,945, and 5 are calls, amounting to $219,919.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $90.0 to $185.0 for Enphase Energy during the past quarter. 
<h3>Analyzing Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Enphase Energy's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Enphase Energy's significant trades, within a strike price range of $90.0 to $185.0, over the past month.
<h3>Enphase Energy Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726515024_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th style="text-align: right;">Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$8.2</td>
<td>$7.95</td>
<td>$8.2</td>
<td>$90.00</td>
<td>$246.0K</td>
<td style="text-align: right;">127</td>
<td style="text-align: right;">300</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$29.7</td>
<td>$29.2</td>
<td>$29.7</td>
<td>$130.00</td>
<td>$112.9K</td>
<td style="text-align: right;">62</td>
<td style="text-align: right;">38</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$10.6</td>
<td>$10.4</td>
<td>$10.45</td>
<td>$105.00</td>
<td>$82.5K</td>
<td style="text-align: right;">454</td>
<td style="text-align: right;">82</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$10.25</td>
<td>$9.05</td>
<td>$10.0</td>
<td>$105.00</td>
<td>$45.0K</td>
<td style="text-align: right;">327</td>
<td style="text-align: right;">15</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$13.85</td>
<td>$12.55</td>
<td>$12.69</td>
<td>$185.00</td>
<td>$38.9K</td>
<td style="text-align: right;">562</td>
<td style="text-align: right;">32</td>
</tr>
</tbody>
</table>

<h3>About Enphase Energy</h3>
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
In light of the recent options history for Enphase Energy, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Enphase Energy</h3>
<ul>
<li>Trading volume stands at 1,216,940, with ENPH's price up by 2.23%, positioned at $112.36.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 38 days.</li>
</ul>
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Enphase Energy, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Spotlight on Enphase Energy: Analyzing the Surge in Options Activity

ARRY

CSIQ

NOVA

Shares of solar stocks are trading higher. The sector may be reacting to last night's Trump-Harris debate and comments from VP Harris in support of diverse energy sources.

As Vice President Kamala Harris&#8216; odds improve ahead of the 2024 presidential election, observers expect a promising rebound in the U.S. <a href="https://www.benzinga.com/topic/solar-energy">residential solar market</a>.
The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>), a barometer of the solar energy market, gained over 3% in pre-market trading, following the consensus that <a href="https://www.benzinga.com/news/24/09/40808499/trump-vs-harris-debates-results-are-in-flash-poll-shows-resounding-majority-pick-vice-president-as-w">Harris won Tuesday&#8217;s debate</a> against Republican nominee Donald Trump.
Roughly 27.67% of the TAN portfolio is comprised of three stocks: Enphase Energy Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), SolarEdge Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>), and Sunrun Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>).
Invesco Solar is down 28.94% for the past year, and about 24% year-to-date. But demand is improving, with industry leaders expecting double-digit growth by 2025.
<h2 class="wp-block-heading">Solar Stocks Rise On Kamala Harris&#8217; Winning Odds</h2>
Under the Biden administration, U.S. oil production rose to <a href="https://www.benzinga.com/government/23/10/35240230/us-is-producing-more-oil-under-biden-than-at-any-point-under-the-trump-administration">new all-time highs</a>. Clean energy stocks also thrived, partially due to the Inflation Reduction Act, which provides crucial tax credits for the sector.
With Harris being a strong supporter of clean energy, the current odds are a positive catalyst for the sector.
Moreover, insights from JPMorgan's Mark Strouse, following the RE+ renewables industry conference, point to potential strong growth—though global challenges persist.
<h2 class="wp-block-heading">US Solar Demand Rebounds, Europe Struggles</h2>
The solar giants are optimistic about the U.S. market's recovery, driven by stable utility pricing, lower interest rates, and increased capacity eligible for domestic content tax credits. 
According to Strouse, &#8220;Each company expressed optimism regarding double-digit U.S. market growth in 2025.&#8221; 
However, Europe continues to lag, particularly in the Netherlands, where demand has dropped by 70-80% year-over-year due to uncertainty around net metering policies, he said.
<h2 class="wp-block-heading">Tax Incentives Boost Enphase, SolarEdge</h2>
Strouse also noted that Enphase and SolarEdge received a significant boost as their microinverters and inverters now qualify for a 36% domestic content ITC adder. 
Enphase expects this to improve margins, while SolarEdge anticipates a neutral impact. Both companies, he said, are optimistic about upcoming storage solutions, despite increased competition from Tesla Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Powerwall 3.
Read Also: <a href="https://www.benzinga.com/top-stories/24/08/40585808/tesla-energy-highlights-texas-record-breaking-battery-power-milestone-could-powerwall-have-its-momen">Tesla Energy Highlights Texas Battery Power Milestone: Could Powerwall Have Moment In Spotlight?</a>
<h2 class="wp-block-heading">Sunrun, Sunnova Face Financing Shifts</h2>
Meanwhile, Strouse also notes that Sunrun and Sunnova Energy International Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NYSE">NOVA</a>) are keeping an eye on financing spreads, which may widen after SunPower Corp&#8216;s (OTCEM: SPWRQ) recent bankruptcy filing.
Nevertheless, with declining base rates, the overall cost of debt for industry leaders is expected to improve over time.
As Europe lags, U.S. solar demand is poised to rise, with Enphase, SolarEdge, and Sunrun leading the charge in a recovering market.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40804481/whats-going-on-with-ftc-solar-stock">What&#8217;s Going On With FTC Solar Stock?</a></li>
</ul>

Analyst Color

Specialty ETFs

Politics

SPWRQ

Enphase, SolarEdge, Sunrun Eye Double-Digit Growth As Solar Market Rebounds On Kamala Harris Election Odds

Investors with a lot of money to spend have taken a bearish stance on Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ENPH, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 18 uncommon options trades for Enphase Energy.
This isn't normal.
The overall sentiment of these big-money traders is split between 38% bullish and 50%, bearish.
Out of all of the special options we uncovered, 7 are puts, for a total amount of $237,473, and 11 are calls, for a total amount of $767,452.
<h3>Predicted Price Range</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $80.0 to $160.0 for Enphase Energy during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Enphase Energy's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Enphase Energy's significant trades, within a strike price range of $80.0 to $160.0, over the past month.
<h3>Enphase Energy Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725994879_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/20/24</td>
<td>$2.78</td>
<td>$2.61</td>
<td>$2.65</td>
<td>$106.00</td>
<td>$238.5K</td>
<td>70</td>
<td style="text-align: right;">906</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$13.6</td>
<td>$13.55</td>
<td>$13.55</td>
<td>$130.00</td>
<td>$216.8K</td>
<td>260</td>
<td style="text-align: right;">160</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$26.1</td>
<td>$25.9</td>
<td>$25.9</td>
<td>$80.00</td>
<td>$54.3K</td>
<td>20</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$4.0</td>
<td>$3.9</td>
<td>$3.9</td>
<td>$130.00</td>
<td>$48.7K</td>
<td>1.4K</td>
<td style="text-align: right;">194</td>
</tr>
<tr>
<td>ENPH</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$9.1</td>
<td>$9.0</td>
<td>$9.02</td>
<td>$105.00</td>
<td>$37.7K</td>
<td>507</td>
<td style="text-align: right;">82</td>
</tr>
</tbody>
</table>

<h3>About Enphase Energy</h3>
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Following our analysis of the options activities associated with Enphase Energy, we pivot to a closer look at the company's own performance.
<h3>Where Is Enphase Energy Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 1,302,334, with ENPH's price up by 0.35%, positioned at $103.4.</li>
<li>RSI indicators show the stock to be may be approaching oversold.</li>
<li>Earnings announcement expected in 44 days.</li>
</ul>
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Enphase Energy, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

This Is What Whales Are Betting On Enphase Energy

Enphase Energy Begins Shipping IQ8HC Microinverters With Increased Domestic Content From U.S. Manufacturing Facilities, Indicated By "DOM" SKU Suffix

<a href="https://www.globenewswire.com/Tracker?data=Ohq2odqkkWKHr0Nw9jpyBvSor9yln_M8mDKeycvx-1d3KQF28iubN9RjWb90XtYVtqozruuO75yqIQMBbFKCUh-TLU0gDXYYd6_sfRkUEY4=">Enphase Energy, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced a solution for expanding legacy net energy metering (NEM) solar energy systems in California without penalty using new Enphase&#xAE; Energy Systems&#x2122; configurations with IQ&#xAE; Microinverters, IQ&#xAE; Batteries, and <a href="https://www.globenewswire.com/Tracker?data=Ohq2odqkkWKHr0Nw9jpyBi8-QmCYpUqM-nNUxqi0CEb2dx9z-JZGgiTCCNCRySA00pLycD5pKKnErqENaoJEh5PLDCYW2GIsAFATmgOOuNgAJyd89BknEX5oVyhhxty3">Enphase Power Control</a>. &nbsp;
Many solar homeowners in California are consuming more energy than they are producing throughout the year due to the growing electrification of homes and transportation. Until recently, homeowners enrolled in legacy NEM programs (1.0 and 2.0) were limited on how much they could expand their systems without being transitioned to the new NEM 3.0 tariff program, which offers less value for exported solar energy.
Now, homeowners with legacy NEM solar energy systems can expand their systems without being transitioned to NEM 3.0 by utilizing the new power control feature and Enphase system configurations. These configurations have been approved by two of the top utilities in California (PG&amp;E and SCE), with SDG&amp;E expected to follow suit soon. Legacy NEM expansion systems can help homeowners meet increased energy needs and reduce electricity bills, while providing more business opportunities for solar installers across the state. Watch an in-depth explainer video from the Enphase Training Team <a href="https://www.globenewswire.com/Tracker?data=Ul2NS3ORKgeyuYfURSqAdjoJWnMUz1-w3rRLGgCVOwPb6LOlPZOF9ttka6GJf1n5HUigchOJ1kHLVeYTRGLj1GDxTPy3jGZwvxpTEabN8PU=">here</a>.

Enphase Energy Shares A Solution For Expanding Legacy Net Energy Metering Solar Energy Systems In California Without Penalty Using New Enphase Energy Systems Configurations With IQ Microinverters, IQ Batteries, And Enphase Power Control

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Shares of semiconductor stocks are trading lower amid overall market weakness. A drop in the price of NVIDIA may weigh down the sector.

William Blair analyst Jed Dorsheimer initiates coverage on Enphase Energy (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) with a Market Perform rating.

Initiation

William Blair Initiates Coverage On Enphase Energy with Market Perform Rating

Solar stocks trading higher following last night's presidential debate

Most shorted S&P 500 stocks in August

Short interest in S&P 500 technology stocks rise in August

Solar, clean energy stocks rally ahead of Fed decision on interest rates

How four election outcomes could impact the markets, according to Société Générale

Enphase: Stay Calm And Keep On Loading Up

Enphase Energy: Looking Ahead To A Strong 2024, Solar Stocks Still On Edge

Analyst Austin Moeller from Canaccord Genuity maintained a Buy rating on Enphase Energy (ENPH – Research Report) and keeping the price target at $1...

Enphase Energy's Market Expansion and Product Launch in India: A Bullish Outlook

U.S. imposes preliminary new duties on Southeast Asia solar imports

The Five Factor Model: A Screen Of Ultimate Quality For Reasonable Valuation

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Press Releases

Enphase Energy Launches IQ8 Microinverters for High-Powered Solar Panels in the Caribbean

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