Enphase Energy Stock Price, News & Analysis

Enphase Energy (NASDAQ: ENPH) said its IQ8 microinverters are being used at gas stations worldwide, citing safety and reliability advantages for safety-critical commercial sites.

Key deployments include a 49 kW system at Tri Gaz 5 in Texas (estimated lifetime savings >$150,000 and offsetting 17% of site demand), dozens of sites in Puerto Rico, 105 Shell stations in Southeast Asia, at least 37 PTT locations, multiple Petron sites in the Philippines, and a 50 kW system at EDS Moya in Colombia.

The company noted NEMA 6 rating, built-in rapid shutdown, lower DC-arc risk, cybersecurity features, most IQ8 production in U.S. facilities, and IQ9N-3P commercial microinverter pre-orders with shipments expected December 2025.

Enphase Energy (NASDAQ: ENPH) announced its IQ Battery systems are eligible for San Diego Community Power’s Solar Battery Savings program effective Nov 4, 2025. Residential customers can receive upfront rebates of $350/kWh for new solar-plus-battery installs and $250/kWh for adding batteries, with a $10,000 upfront rebate cap for new market-rate customers and ongoing performance payments of $0.10/kWh for weekday evening discharges (typically 4pm–9pm).

The announcement highlights Enphase’s 4th-generation Energy System (IQ Battery 10C, IQ Meter Collar, IQ Combiner 6C), a 15-year limited warranty, AC-coupled scaling for higher power, and newly shipping DOM-suffix IQ Battery 10C units that may qualify for the Domestic Content Bonus Credit.

Enphase Energy (NASDAQ: ENPH) reported Q3 2025 results with $410.4M revenue, the highest quarterly revenue in two years, and non-GAAP gross margin 49.2%. GAAP net income was $66.6M and non-GAAP net income was $117.3M. Company shipped ~1.77M microinverters (784.6 MW DC) and a record 195.0 MWh of IQ Batteries. Ending cash and marketable securities were $1.48B. Q4 2025 outlook: revenue $310M–$350M, GAAP gross margin 40%–43%, non-GAAP gross margin 42%–45%, and expected reciprocal tariff impact ~5 percentage points.

Enphase Energy (NASDAQ: ENPH) on Oct 27, 2025 announced a complete off-grid solar and battery solution available in the United States today, with global rollout planned through 2026.

The solution combines IQ Battery 5P (3.84 kVA per 5 kWh, scalable to 40 kWh and 15.4 kVA), IQ8 Series microinverters with Sunlight JumpStart, IQ System Controller 3G supporting up to 15.4 kW solar and paralleling a standby AC generator, and the IQ Combiner 5C HDK with integrated 4G LTE Cat 4 modem for dual-SIM connectivity. Enphase says >100 fully off-grid sites already use its products.

Enphase Energy (NASDAQ: ENPH) expanded virtual power plant (VPP) support across Europe on Oct 13, 2025, introducing one-minute telemetry, on-demand event and maintenance data, remote solar curtailment, and integrated control of heat pumps and EV chargers when paired with the IQ Energy Router.

Deployments grew by more than tenfold over the past year, with thousands of homes in the Netherlands, Germany, the UK, and Belgium enrolling IQ Battery systems into smart-tariff and VPP programs. One-minute streaming is offered as a paid monthly add-on per site. Enphase plans further European expansion this year.

Enphase Energy (NASDAQ: ENPH) expanded its IQ Energy Management platform on Oct 9, 2025 to add integrated control of select electric water heaters in Belgium, the Netherlands, and Switzerland. The update, powered by the IQ Energy Router, lets homeowners preheat water when solar generation is abundant or tariffs are low, coordinate water heaters with solar, batteries, EV chargers, and heat pumps, and participate in demand response or virtual power plant programs where available. The feature is managed via the Enphase App and uses AI-driven optimization based on weather, tariffs, and household patterns.

Enphase Energy (NASDAQ: ENPH) will host a conference call and webcast on Tuesday, Oct. 28, 2025 at 4:30 p.m. Eastern Time to discuss third quarter 2025 financial results for the period ended Sept. 30, 2025. The live webcast will be available at investor.enphase.com. A recorded replay will be posted approximately one hour after the call.

Dial-in details include a U.S. live call number (833.634.5018) and an international number (+1.412.902.4214). Replay access numbers and code 7015209 are provided for U.S., international and Canada listeners.

Enphase Energy (NASDAQ: ENPH) launched the IQ Battery 5P with FlexPhase in India on Oct 6, 2025, offering single‑phase and three‑phase backup for homes and small businesses.

Key specs: 5 kWh per module; continuous output 1.28 kW/phase in three‑phase or 3.84 kW single‑phase; short 3‑second discharge at 2x continuous power; modular to 40 kWh; LFP chemistry; pairs with IQ System Controller 3 INT and IQ8 microinverters; 15‑year limited warranty. The product is now shipping in India and extends Enphase’s FlexPhase rollout across multiple markets.

Enphase Energy (NASDAQ: ENPH) has announced a strategic collaboration with Essent, one of the Netherlands' largest residential energy providers. Through this partnership, eligible Enphase solar customers can expand their systems with IQ® Batteries and participate in Essent's Smart Steering program.

The program offers homeowners monthly compensation of up to €122 for batteries up to 20 kWh when enrolled in Essent's fixed-rate energy contract. This initiative comes as the Netherlands prepares to transition away from net energy metering in 2027. The IQ Battery 5P system offers configurations from 5 to 60 kWh, with each 5-kWh unit delivering 3.84 kW of continuous power, backed by a 15-year warranty.