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ENPHBearishEarningsnews
High materiality7/10

Enphase Q3 Misses, Guides Lower Q4 Amid Residential Solar Headwinds

Oct 27, 2026, 5:19 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Disappointing Q3 results vs. consensus and a markedly weaker Q4 guide signal earnings pressure and potential multiple compression; negative price action after-hours confirms the risk.

AI summary

What happened, with direct paths to the underlying reporting

Enphase reported Q3 revenue of $293.33 million and adjusted EPS of $0.41, missing consensus. Management cited weaker U.S. residential demand due to higher interest rates and the expiry of the Section 25D tax credit. The company’s Q4 revenue guide of $225-255 million implies further near-term weakness, likely pressuring ENPH stock until demand visibility improves.

  • Q3 revenue $293.33M vs consensus $304.04M; EPS $0.41 vs $0.51.
  • Global sell-through +1% QoQ; below 10% growth expectations.
  • US residential solar headwinds from higher rates and tax-credit expiry.
  • Q4 revenue guidance $225-255M, well below street estimates.
  • Ops cash flow about $0.1M; cash balance $931.8M; shares down ~10% after-hours.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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