Enphase: Set To Dominate The Industry

Consensus estimates indicate Enphase should achieve solid double-digit EPS growth in future years. However, current estimates have been lowered significantly due to the slow economy, high interest rates, and other transitory factors. Moreover, Enphase could continue gobbling up SolarEdge's market share. Therefore, the current EPS estimates may be lowballed, and Enphase could achieve higher than expected EPS in future years. Instead of the consensus $6 EPS estimate for 2026, Enphase could earn$7-8, implying ...