Enphase Energy's Q2 Revenue Forecast Falls Short of Analysts' Expectations

Published 20 hours agoENPH

Enphase Energy's Q2 Revenue Forecast Falls Short of Analysts' Expectations

Enphase Energy has projected its second-quarter revenue for 2025 to range between $340 million and $380 million, including shipments of 160 to 180 MWh of IQ Batteries. The midpoint of this forecast falls below analysts' expectations of $376 million, reflecting potential challenges the company may face in meeting market anticipations.

Concerns around tariff costs have prompted Piper Sandler to reduce Enphase Energy's target price to $47. The tariff issues could elevate costs and are anticipated to slash the company's revenues by 6-9% and operating income by 18-27% in the latter half of 2025. These adjustments underscore the impact of regulatory and economic factors on the company's financial health.

Despite these setbacks, Enphase Energy is pushing forward with new product launches such as the IQ Battery 5P in Luxembourg, designed for three-phase electrical systems. However, the company's stock has dipped nearly 11% to $47.58 following its recent earnings report, adding to a year-to-date decline of 22%. According to Insider Monkey, this weakness is attributed not only to market dynamics but also to changes in regulations in significant markets like California.

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