While green energy initiatives represent one of the most relevant segments of the modern economy, harvesting the power potentiality is especially critical. That’s because traditional platforms of sustainable energy are intermittent: the sun only shines for so many hours and the wind doesn’t blow perpetually. Because of this reality, clean energy storage stocks may see greater prominence in the years ahead.According to Grand View Research, the global renewable energy market reached a valuation of $1.21 trill ...

FREMONT, Calif., Aug. 05, 2024 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ:ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced that it has started shipping IQ8P™ and IQ8HC™ Microinverters to support newer, high-powered solar panels in select countries throughout the Caribbean, including the Dominican Republic, the Turks and Caicos Islands, the Bahamas, Aruba, Sint Maarten, Sint Eustatius, Anguilla, the Cayman Islan ...

文章核心观点 - 公司已开始向加勒比地区部分国家(包括多米尼加共和国、特克斯和凯科斯群岛、巴哈马、阿鲁巴、圣马丁、圣尤斯特歇斯、安圭拉、开曼群岛、英属维尔京群岛、安提瓜和巴布达、蒙特塞拉特、圣基茨和尼维斯、特立尼达和多巴哥)发货IQ8P和IQ8HC微型逆变器 [1] - IQ8P和IQ8HC微型逆变器分别具有480W和384W的峰值输出交流功率,适用于住宅应用并支持高达670W DC的太阳能电池板 [2] - 公司在加勒比地区的安装商对IQ8微型逆变器的性能和可靠性给予了高度评价,认为能够最大化客户的太阳能投资收益 [3][4][5] - 公司表示IQ8微型逆变器为加勒比地区客户提供了一种坚韧和高性能的太阳能解决方案,能够应对该地区独特的环境挑战 [6] 公司概况 - 公司是一家总部位于美国弗里蒙特的全球能源技术公司,是全球领先的基于微型逆变器的太阳能和电池系统供应商 [8] - 公司革新了太阳能行业的微型逆变器技术,并提供一体化的太阳能、电池和软件解决方案 [8] - 公司已累计发货约76.3百万台微型逆变器,在150多个国家部署了超过4.3百万套基于Enphase的系统 [8] 产品信息 - IQ8P和IQ8HC微型逆变器分别具有480W和384W的峰值输出交流功率,适用于住宅应用并支持高达670W DC的太阳能电池板 [2] - 在加勒比地区激活的IQ8P和IQ8HC微型逆变器提供25年质保 [2]

文章核心观点 - 公司2Q24财报略低于预期,但符合市场预期的下调 [4] - 渠道库存已在2Q24末实现正常化 [4][5][6] - 美国市场需求有所改善,但欧洲市场疲软 [4][6][10][11] - 公司毛利率保持韧性,并保持正现金流,得益于成本控制措施 [4][5][6] - 公司新产品推出和IRA税收抵免有助于未来业绩改善 [4][12][13][14][15][16] 美国市场分析 - 2Q24美国收入环比增长32%,扭转了1Q24的下滑 [11] - 美国市场整体销售额环比增长8%,非加州和加州市场均有所改善 [11] - 加州市场受益于NEM 3.0政策,电池销售增长14% [11] - 公司在美国的电池库存较紧张,反映出需求良好 [11] 欧洲市场分析 - 2Q24欧洲收入环比持平,但公司在部分国家仍在获得市场份额 [11] - 荷兰市场受监管不确定性影响,销售下滑 [11] - 法国和德国市场销售有所改善 [11] - 公司正在拓展英国、意大利等新兴市场 [11] 其他市场 - 亚洲市场如印度、泰国、菲律宾表现良好 [11] - 公司正在提升美国本土制造能力,有望在4Q24获得IRA税收抵免优惠 [12][13][14][15][16] 展望 - 3Q24收入指引略低于预期,但公司表示已将风险因素考虑在内 [7][8][9] - 公司有信心在下半年实现收入恢复至正常水平 [8][9] - 公司估值和目标价格维持不变,仍看好公司长期发展前景 [17][20][21][22]

FREMONT, Calif., Aug. 01, 2024 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ:ENPH), a global energy technology company and the world's leading supplier of microinverter-based solar and battery systems, today announced that it has started shipping IQ8™ Microinverters to support newer, high-powered solar modules in select countries throughout Europe, including France, Germany, Spain, Bulgaria, Estonia, Slovakia, and Croatia. IQ8X™ Microinverters are available for customers in France, Germany, and Spain and ...

报告公司投资评级 - 公司维持"增持"评级 [3] 报告的核心观点 - Enphase Energy 是全球微型逆变器龙头，业绩 2024Q1 触底后边际改善，大额股权回购彰显信心，长期空间可期 [3] - 2024Q2 末如期完成渠道库存去化，2024H2 公司将受益于出货量环比提升带来的收入增长，以及美国产能出货占比提升带来的 IRA 补贴增益 [3] - 公司以美国市场为主，以渠道及品牌优势构筑壁垒，龙头地位稳固；户储有望打造第二增长曲线 [3] 公司投资评级总结 - 公司维持"增持"评级 [3] 报告核心观点总结 - 公司是全球微型逆变器龙头，业绩触底后边际改善，大额股权回购彰显信心，长期空间可期 [3] - 2024Q2 末完成渠道库存去化，2024H2 将受益于出货量环比提升和美国产能出货占比提升带来的 IRA 补贴增益 [3] - 公司以美国市场为主，渠道及品牌优势构筑壁垒，龙头地位稳固；户储有望打造第二增长曲线 [3]

Solar energy is going through a rough patch, and Enphase has come out a winner.Residential solar stocks are falling like rocks, but Enphase Energy (ENPH -4.71%) has held up relatively well. In this video, Travis Hoium shows why Enphase has the solid results it does and why the stock still isn't a great buy in the energy market.*Stock prices used were end-of-day prices of July 28, 2024. The video was published on July 29, 2024. ...

文章核心观点 - 美国联邦调查局(FBI)发出警告,称黑客可能会试图破坏可再生能源行业的运营,窃取知识产权或勒索关键信息 [1] - 立法鼓励可再生能源发展,如《通胀减免法案》,将推动行业快速发展,为黑客提供更多攻击目标 [1] - 太阳能股票如Enphase Energy、First Solar等在周一下跌,因投资者担心行业面临网络安全风险 [1][2] 行业总结 - 可再生能源行业,特别是太阳能行业,面临着黑客攻击的风险,包括破坏运营、窃取知识产权、勒索关键信息等 [1] - 政府出台鼓励可再生能源发展的法案,将推动行业快速发展,为黑客提供更多潜在目标 [1] - 太阳能公司股价下跌,反映出投资者对行业网络安全风险的担忧 [1][2] 公司总结 - 太阳能公司Enphase Energy和First Solar的股价在周一下跌5%和3.4% [2] - 其他太阳能公司如SolarEdge Technologies和Canadian Solar的股价也有所下跌 [2]

NEW YORK, July 28, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Enphase Energy, Inc. (NASDAQ: ENPH) between December 12, 2022 and April 25, 2023, both dates inclusive (the “Class Period”), of the important July 29, 2024 lead plaintiff deadline. SO WHAT: If you purchased Enphase Energy securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arran ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Enphase To Contact Him Directly To Discuss Their Options If you suffered losses exceeding $100,000 in Enphase between December 12, 2022 and April 25, 2023 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). You may also click here for additional information: www.faruqilaw.com/ENPH. NEW YO ...