M&T Bank Corp Acquires 55,557 Shares of Enphase Energy, Inc. $ENPH

M&T Bank Corp grew its holdings in shares of Enphase Energy, Inc. (NASDAQ:ENPH) by 319.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 72,941 shares of the semiconductor company’s stock after acquiring an additional 55,557 shares during the period. M&T Bank Corp’s holdings in Enphase Energy were worth $2,338,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of ENPH. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of Enphase Energy by 431.9% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 633 shares of the semiconductor company’s stock valued at $25,000 after acquiring an additional 514 shares during the last quarter. Glass Jacobson Investment Advisors llc raised its stake in shares of Enphase Energy by 77.8% during the fourth quarter. Glass Jacobson Investment Advisors llc now owns 800 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 350 shares during the last quarter. Salomon & Ludwin LLC raised its stake in shares of Enphase Energy by 761.0% during the third quarter. Salomon & Ludwin LLC now owns 861 shares of the semiconductor company’s stock valued at $32,000 after acquiring an additional 761 shares during the last quarter. Stance Capital LLC bought a new position in shares of Enphase Energy during the third quarter valued at $32,000. Finally, Geneos Wealth Management Inc. raised its stake in shares of Enphase Energy by 199.7% during the third quarter. Geneos Wealth Management Inc. now owns 920 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 613 shares during the last quarter. Institutional investors own 72.12% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Glj Research set a $21.70 price target on shares of Enphase Energy in a research note on Thursday, February 5th. Citigroup lowered their target price on shares of Enphase Energy from $41.00 to $37.00 and set a “neutral” rating for the company in a research note on Tuesday, April 21st. Royal Bank Of Canada raised shares of Enphase Energy from a “sector perform” rating to an “outperform” rating and set a $54.00 target price for the company in a research note on Wednesday, February 4th. Oppenheimer lifted their target price on shares of Enphase Energy from $67.00 to $68.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Enphase Energy in a research note on Thursday, January 22nd. Nine investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and seven have issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $42.07.

Enphase Energy News Summary

Here are the key news stories impacting Enphase Energy this week:

• Positive Sentiment: Q1 EPS beat — Enphase reported non‑GAAP EPS of $0.47, topping the consensus of $0.43, showing better-than-expected profitability on a per‑share basis despite lower revenue. Enphase Energy (ENPH) Q1 Earnings Surpass Estimates
• Positive Sentiment: New product expansion — Enphase announced the IQ® Solid‑State Transformer (IQ® SST) platform aimed at high‑density 800 VDC AI data‑center power infrastructure, signaling diversification beyond residential solar and potential long‑term market expansion. Enphase Energy Announces Development of IQ Solid-State Transformer for AI Data Centers
• Neutral Sentiment: Revenue roughly in line but materially down YoY — Q1 revenue was $282.9M (in line with estimates) but down ~20.6% year‑over‑year; shipments were ~1.41M microinverters and 103.1 MWh of batteries. This underscores near‑term demand softness even as operations remain intact. Enphase (NASDAQ:ENPH) Posts Q1 CY2026 Sales In Line With Estimates
• Negative Sentiment: Weaker U.S. demand, tariff pressure and a GAAP loss pressured sentiment — Management flagged a sharp U.S. sell‑through decline (seasonality and the expiration of a residential tax credit), reciprocal tariffs cut ~4.3 percentage points from gross margin, and GAAP net loss was reported; Q2 revenue guidance of $280M–$310M is centered near, or slightly below, consensus. Those factors drove negative investor reaction. Enphase sinks 8.6% as Q1 results underscore weaker U.S. demand and tariff-driven margin pressure

Insiders Place Their Bets

In related news, CEO Badrinarayanan Kothandaraman purchased 5,000 shares of Enphase Energy stock in a transaction on Thursday, February 5th. The stock was acquired at an average cost of $51.98 per share, for a total transaction of $259,900.00. Following the completion of the acquisition, the chief executive officer owned 1,640,632 shares of the company’s stock, valued at $85,280,051.36. This trade represents a 0.31% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Richard Mora sold 1,100 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $52.05, for a total transaction of $57,255.00. Following the completion of the sale, the director owned 9,370 shares of the company’s stock, valued at $487,708.50. The trade was a 10.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 2.90% of the company’s stock.

Enphase Energy Trading Down 2.7%

NASDAQ:ENPH opened at $34.30 on Wednesday. The company has a current ratio of 2.07, a quick ratio of 1.84 and a debt-to-equity ratio of 0.53. The stock has a market capitalization of $4.52 billion, a price-to-earnings ratio of 26.59 and a beta of 1.39. The firm has a fifty day simple moving average of $39.37 and a two-hundred day simple moving average of $36.32. Enphase Energy, Inc. has a 12 month low of $25.77 and a 12 month high of $54.43.

Enphase Energy (NASDAQ:ENPH) last posted its quarterly earnings results on Tuesday, April 28th. The semiconductor company reported $0.47 EPS for the quarter, topping analysts’ consensus estimates of $0.43 by $0.04. The business had revenue of $282.90 million during the quarter, compared to analysts’ expectations of $282.25 million. Enphase Energy had a net margin of 11.69% and a return on equity of 20.31%. The business’s quarterly revenue was down 20.6% on a year-over-year basis. During the same period last year, the company posted $0.68 earnings per share. Analysts expect that Enphase Energy, Inc. will post 0.87 EPS for the current fiscal year.

Enphase Energy Profile

Enphase Energy is a global energy technology company that specializes in solar microinverters, energy storage systems and energy management software. Its core business centers on converting direct current (DC) power generated by solar panels into alternating current (AC) power suitable for use in residential and commercial applications. By integrating hardware and software solutions, Enphase Energy aims to improve solar energy yield, enhance system reliability and provide real-time monitoring capabilities to its customers.

The company’s product portfolio includes its IQ Series microinverters, which attach to individual solar panels to optimize performance at the module level and reduce the impact of shading or system failures.