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Tenbagger2024
@Tenbagger2024
3Mon·

Enphase Energy before earnings. $ENPH (-2.01%)


Hello my dears,

Next week there will be figures for Enphase, perhaps an opportunity to start the 🚀 from the bottom upwards.


After a not so good year, I have picked out the estimates for you.

Since the beginning of the year, Vistra $VST (+0.88%) has become one of the top performers thanks to AI and data centers.

Do you see similar potential for Enphase?


According to estimates, it almost looks like it.


Earnings growth until 2026 amounts to 30%, which will reduce the P/E ratio to 19.93 next year


According to the share finder, Enphase is undervalued


EbiT margin: 2024: 21.30%

2025: 30,24%

2026: 34,25%


EbiT: 2024: 303.69 million

2025: 619.40 million

2026: 821.70 million


Turnover: 2024: 1.43 billion

2025: 2.05 billion

2026: 2.40 billion


Earnings per share: 2024: 2.51

2025: 4,60

2026: 5,51


Free cash flow: 2024: 383.76 million

2025: 549.15 million

2026: 679.85 million


Book value per share: 2024: 7.68

2025: 11,09

2026: 16,92


Market capitalization 11.42 billion

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15 Comments
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Mh3@Mh3
3Mon
I'm currently burning my fingers with Enphase. I'm still convinced by the company. But the minus hurts.
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Tenbagger2024@Tenbagger2024
3Mon
@Mh3
As far as I could see, they have lost 70% of their profits this year.
This is reflected in the share price.
But it looks like it's bottoming out and fundamentally the share price is rising again.
And in the long term it should go up again.
But not an easy sector.
I'm really curious to see where the journey will take us and whether good fundamental figures will be reflected in the share price.
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DieEnte7@DieEnte7
3Mon
According to my strategy, this would be my next purchase, but in view of the disastrous performance I am hesitant at the moment. But of course you're right, it could also pay off to invest now, when sentiment feels like it's at its lowest point.
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Tenbagger2024@Tenbagger2024
3Mon
@DieEnte7
We now need some positive news
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DieEnte7@DieEnte7
3Mon
@Tenbagger2024 Let's see what the next quarterly figures bring 😅
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Tenbagger2024@Tenbagger2024
3Mon
@DieEnte7
Should you buy beforehand?
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DieEnte7@DieEnte7
3Mon
@Tenbagger2024 Only a crystal ball can tell you whether you should, and I recently swapped mine for a Snickers bar 😉 But I'm not a fan of it, especially with such speculative stocks. If the thing gains 10% after the figures, there's still plenty of room for upside, if it loses 10% you feel like you've been mugged anyway. I think it's better to wait and make a better-informed decision.
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Tenbagger2024@Tenbagger2024
3Mon
I think good figures could give the share momentum and then you can still get in well.
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DieEnte7@DieEnte7
3Mon
@Tenbagger2024 Exactly. You haven't lost anything yet, even if you missed the first positive movement.
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DieEnte7@DieEnte7
2Mon
@Tenbagger2024 Hmhm, the first reaction is definitely not pleasant. I think patience and nerves are still required.
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Tenbagger2024@Tenbagger2024
2Mon
@DieEnte7
Perhaps $NEE is an alternative
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DieEnte7@DieEnte7
2Mon
@Tenbagger2024 I was even invested once before, I think I sold in mid-2022 to reduce my dependence on the energy sector a little. Looking back, it was a good idea, but I picked the wrong share 🙃 I will continue to hold Enphase for the time being, but won't buy more until the first positive news comes. Hopefully 2025 will be better :)
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Wachstums_Aktionär@schokosahne
3Mon
For me, energy is not exciting for a long-term investor, because the right technology at the right time is exciting and betting on the right horse requires a lot of knowledge.

I would see other companies as much more stable and exciting in the long term than a final phase.

This is exciting for traders who go deeper into the topic.
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Deleted User
3Mon
Comment was deleted
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Tenbagger2024@Tenbagger2024
3Mon
@paulgotthard
Isn't it the future?
A CO2 neutral world.
In Switzerland, an entire glacier is currently melting.
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