Trump Order Restricting Foreign Grid Gear Favors ENPH영어 원문
US reduces reliance on Chinese power equipment, boosting domestic grid suppliers
첫날 +2.2% · 5일 후 -7.5%
제품
Enphase Launches AI Assistant, Enhancing Home Energy Management영어 원문
Company announcement confirms new product launch, expanding product line with positive business implications
첫날 -2.6% · 5일 후 +2.3%
이전 이벤트 12건›
제품
Enphase Opens U.S. Pre-Orders for IQ Battery C80영어 원문
Enphase announced U.S. pre-orders for its first commercial storage system IQ Battery C80, with 80 kWh capacity and up to 40 kW power.
첫날 -2.8% · 5일 후 -0.6%
규제호재
Trump weighs 15% polysilicon tariff as U.S. solar stocks jump영어 원문
The move would put a key solar-and-chip input at the center of Washington’s China trade fight, while testing how far higher import costs can be passed through.
Adjusted EPS met estimates, but revenue fell 19.6% YoY; management cited storage, financing, and commercial expansion as key growth bridges.
첫날 -3.4% · 5일 후 +11.1%
›전개 과정 2회
2026-07-29Q2 revenue $291.9M beat, but Q3 guide midpoint $305M below $304.3M est, with sharp GM decline
2026-07-29Adjusted EPS met estimates, but revenue fell 19.6% YoY; management cited storage, financing, and commercial expansion as key growth bridges.
실적
실적 발표영어 원문
Q2 2026 revenue was $291.9 million, with 1.59 million microinverters and 113.8 MWh of batteries shipped.
첫날 -4.4% · 5일 후 +15.0%
실적
Enphase Energy to Report Q2 Earnings Next Week영어 원문
Listed among key earnings this week, market awaits results.
첫날 +3.6% · 5일 후 +3.5%
›전개 과정 3회
2026-07-25Multiple independent sources confirm Q2 earnings scheduled for week of July 27; focus on microinverter growth.
2026-07-26Multiple sources confirm earnings date on July 28, market watches performance.
2026-07-28Listed among key earnings this week, market awaits results.
8-K 공시
8-K: 실적 공시
첫날 -4.4% · 5일 후 +15.0%
M&A·자금조달호재
First Trust Advisors Boosts Enphase Stake by 42.4%영어 원문
M2 and M1 cover institutional moves; only First Trust increase meets multi-source threshold
첫날 +3.6% · 5일 후 +3.5%
›전개 과정 2회
2026-07-26According to 13F filing, First Trust Advisors increased stake in Q1, showing institutional confidence.
2026-07-27M2 and M1 cover institutional moves; only First Trust increase meets multi-source threshold
M&A·자금조달호재
Bessemer Group Boosts Enphase Stake by 5481.5% in Q1영어 원문
Institutional holding change signals long-term interest, but should be weighed against price action
첫날 +1.2% · 5일 후 -9.1%
제품호재
Enphase Energy Launches IQ9N Microinverters with GaN Technology in Australia and New Zealand영어 원문
Product line expansion into new markets may impact future revenue
첫날 -3.9% · 5일 후 -8.4%
애널리스트호재
Barclays: 투자의견 상향 → Equal Weight
첫날 +9.4% · 5일 후 -9.0%
8-K 공시
8-K: 기타 주요 사항
첫날 +9.4% · 5일 후 -9.0%
8-K 공시
8-K: 이사·임원 변동
첫날 -4.0% · 5일 후 -9.9%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
14건
규제호재
Trump Order Restricting Foreign Grid Gear Favors ENPH영어 원문
US reduces reliance on Chinese power equipment, boosting domestic grid suppliers
첫날 +2.2% · 5일 후 -7.5%
제품
Enphase Launches AI Assistant, Enhancing Home Energy Management영어 원문
Company announcement confirms new product launch, expanding product line with positive business implications
첫날 -2.6% · 5일 후 +2.3%
제품
Enphase Opens U.S. Pre-Orders for IQ Battery C80영어 원문
Enphase announced U.S. pre-orders for its first commercial storage system IQ Battery C80, with 80 kWh capacity and up to 40 kW power.
첫날 -2.8% · 5일 후 -0.6%
규제호재
Trump weighs 15% polysilicon tariff as U.S. solar stocks jump영어 원문
The move would put a key solar-and-chip input at the center of Washington’s China trade fight, while testing how far higher import costs can be passed through.
