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Enphase Energy (ENPH) Stock News, Jul-Aug 2026

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Enphase Energy reports developments in solar, storage, EV charging, home energy management, virtual power plant solutions, and power-conversion technology. Its recurring updates cover IQ microinverters for residential and commercial solar, IQ Batteries, domestic manufacturing, safe-harbor agreements with third-party ownership providers, and product shipments across U.S. and international markets.

Company updates also address financial results, annual stockholder matters, integrations with energy retailers and grid-services platforms, and platform work such as IQ Solid-State Transformer architecture for AI data centers. These developments connect Enphase’s microinverter-based systems with solar-plus-storage deployment, commercial three-phase applications, battery optimization, and distributed energy participation through the Enphase App.

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Enphase Energy (NASDAQ: ENPH) launched the Enphase AI Assistant in the Enphase App and on the Enphase Support website for homeowners. The agentic AI feature uses live system context to answer natural-language questions, explain system behavior, guide troubleshooting, and help users decide what actions to take.

The assistant analyzes site-specific data such as solar production, home consumption, battery charge and discharge, grid import and export, EV charging activity, device status, and alerts. Built as a governed AI layer, it combines large language models, model routing, retrieval-augmented generation, and Enphase-approved knowledge sources, with a sense–explain–act framework.

Any app-based system-changing action, including battery profiles, charge-from-grid settings, EV charging behavior, and notification preferences, requires explicit homeowner confirmation and internal validation. Enphase highlights integrated security, privacy, and AI governance, and notes the assistant is broadly available in most markets, with feature availability varying by region and system configuration.

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Enphase Energy (NASDAQ: ENPH) has opened U.S. pre-orders for the IQ Battery C80, its first commercial battery storage system, delivering 80 kWh of usable energy and up to 40 kVA of continuous power in a single AC-coupled enclosure. The system integrates battery packs and microinverters and supports three-phase 120Y/208 V and 277Y/480 V applications for commercial, industrial, and multifamily sites.

The IQ Battery C80 uses LFP chemistry, offers greater than 90% AC round-trip efficiency, active air cooling, and modular scaling from 80 kWh to 2 MWh. It is expected to be produced in U.S. facilities, backed by a 15-year limited warranty, with shipments targeted for the first half of 2027.

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Enphase Energy (NASDAQ: ENPH) introduced its full home energy platform in Italy, allowing homeowners to combine solar, storage, backup power, and EV charging on a single Enphase system. The new IQ System Controller 3 enables backup for IQ Battery 5P systems, including three-phase backup via FlexPhase, with support for loads up to 80 A per phase.

The controller disconnects the home during grid outages and uses Enphase grid-forming technology so solar and batteries can keep essential circuits powered, while meeting Italian CEI 0-21 interconnection requirements. Completing the platform, the IQ EV Charger 2, available across Europe since July 2026, supports standalone or solar-linked “green charging” and is aligned with Italy’s upcoming Bonus Colonnine 2026 home EV charger incentive.

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Enphase Energy (NASDAQ: ENPH) reported that its Board of Directors, excluding Benjamin Kortlang, unanimously voted to retain him as a director after a review by the Nominating and Corporate Governance Committee, also excluding him, in line with the company’s Corporate Governance Guidelines.

The Board, again excluding Mr. Kortlang, reaffirmed its support, citing his deep knowledge of Enphase Energy’s business, capital markets and clean energy investing experience, understanding of energy and data center infrastructure, and perfect Board and committee meeting attendance over the past five years. In response to the 2026 director vote and stockholder feedback on governance and Board composition, the company highlighted several steps: appointing Shanker Trivedi to the Board in June 2026, naming Joseph Malchow as Chair of the Nominating and Corporate Governance Committee effective immediately, and confirming Mr. Kortlang’s continued service on the Audit and Strategic Committees, alongside ongoing stockholder engagement and evaluation of further governance enhancements.

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Enphase Energy (NASDAQ: ENPH) announced expanded support that lets homeowners with existing non-Enphase solar systems in the United States and Canada add the IQ Battery 10C and whole-home backup without replacing their current rooftop equipment. Using the IQ Battery 10C, IQ Combiner 6C, and IQ Meter Collar, homeowners can integrate Enphase storage, backup, energy management, and monitoring through the Enphase App while keeping their prior solar investment.

The IQ Battery 10C provides 10 kWh of usable energy and 7.08 kW of continuous power, while the IQ Combiner 6C can integrate up to 15.4 kVA of existing third-party solar. The IQ Meter Collar, installed behind the utility meter, combines microgrid interconnection and energy consumption metering, enabling whole-home backup without a dedicated backup subpanel or extensive load rewiring. According to Enphase, the IQ Meter Collar is qualified across 71 utilities in the U.S. and Canada, and support is available now through Enphase installation partners.

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Enphase Energy (NASDAQ: ENPH) outlines an expanded commitment to U.S. design and manufacturing of critical power electronics across residential, commercial, EV charging, and AI data center infrastructure. The company currently produces IQ Microinverters and IQ Batteries in South Carolina and Texas and expects to build its upcoming IQ Solid-State Transformer (IQ SST) platform for AI data centers, as well as power electronics for the DC-based IQ Bidirectional EV Charger, in the United States.

According to Enphase Energy, select U.S.-produced IQ products can help eligible projects meet domestic content requirements for tax credits, Buy American Act, Build America, Buy America, and potentially “FEOC compliant” status under IRS Notice 2025-08. Enphase highlights IQ SST as a GaN-based, modular medium-voltage AC to 800 V DC solution for AI compute loads, and cites cumulative shipments of about 89.4 million microinverters, including roughly 5.5 million from U.S. facilities in 2025, as a foundation for scaling this distributed architecture.

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Enphase Energy (NASDAQ: ENPH) reported Q2 2026 revenue of $291.9 million, up from $282.9 million in Q1 2026 and including $84.3 million of safe harbor revenue. GAAP gross margin was 60.0% and non-GAAP gross margin 46.8%, with GAAP net income of $36.1 million and non-GAAP net income of $61.5 million.

The company shipped approximately 1.59 million IQ Microinverters (725.2 MW DC) and 113.8 MWh of IQ Batteries. Enphase ended the quarter with $937.7 million in cash, generated $40.3 million in operating cash flow and $25.9 million of free cash flow, and received $52.0 million in U.S. tariff refunds that boosted GAAP gross profit.

Year-to-date, Enphase executed agreements with third-party owners totaling about $1.08 billion of safe harbor structures and advanced development of its IQ Solid-State Transformer for AI data centers. For Q3 2026, it guides revenue to $290–$320 million, with non-GAAP gross margin of 44–47% and non-GAAP opex of $76–$80 million.

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Enphase Energy (NASDAQ: ENPH) published a technical white paper on Kestrel, its fifth-generation custom application-specific integrated circuit (ASIC) platform for intelligent power conversion. The chip is fabricated on a 22 nm CMOS process and consolidates control, sensing, communications, protection, security, and safety into a single silicon platform.

According to Enphase, Kestrel underpins multiple product families, including microinverters, next-generation IQ Battery systems, the IQ Bidirectional EV Charger, and the Enphase IQ Solid-State Transformer (IQ SST). The ASIC integrates high-speed ADCs, deterministic power-control hardware, custom PLC and LVDS controllers, cryptography engines, secure boot, and functional safety features.

The white paper details how Kestrel enables high-frequency GaN-based power conversion and a tandem control architecture for IQ SST, targeting sub-millisecond transient response for rapidly changing AI data center loads and potentially eliminating local energy buffering near compute racks.

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Enphase Energy (NASDAQ: ENPH) introduced a software-enabled upgrade for European homeowners using second-generation IQ Battery 3T and IQ Battery 10T systems, allowing them to add home backup capability and expand storage without replacing existing batteries. The update works with most current IQ Battery installations via the IQ Gateway and IQ System Controller, keeping batteries under their existing warranties.

Homeowners in 14 European countries can now choose between two installer-configured paths: adding backup through an IQ System Controller, or adding third-generation IQ Battery 5P units with FlexPhase technology to increase capacity, with or without backup, while continuing to use previously installed batteries.

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Enphase Energy (NASDAQ: ENPH) is highlighting the safety and reliability features of its IQ EV Charger 2, now available across European markets. The home charger is engineered to limit thermal derating and maintain consistent output across ambient temperatures from –40°C to 55°C and altitudes up to 2,500 meters. It uses a rugged IP55- and IK10-rated enclosure for weatherproof, impact-resistant indoor or outdoor installation, supports single- and three-phase wiring up to 32 A per phase, and offers automatic phase switching.

The IQ EV Charger 2 holds TÜV Rheinland safety certification, NMI energy-metering certification, CE marking, and complies with key European EV charging standards, with E.V. READY certification in France. It integrates layered hardware protections, works with Enphase solar and battery systems or standalone, includes dynamic load balancing, a Class B MID meter, smart solar-prioritized charging, and is backed by a five-year warranty and 24/7 customer support.

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FAQ

What is the current stock price of Enphase Energy (ENPH)?

Enphase Energy (ENPH) last closed at $29.35.

What is the market cap of Enphase Energy (ENPH)?

The market cap of Enphase Energy (ENPH) is approximately $3.9B.