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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 72.6K followers
Created: 2025-07-09 08:21:48 UTC

Goldman Sachs Downgrades $ENPH to Sell and $SEDG to Neutral, Lowers PTs to $XX and $27, Respectively

Analyst comments: "For Enphase, our previous Buy thesis was based on benefits from a potentially improving US residential solar market, normalization of its inventory channel, and the launch of its newest battery product and IQ9 microinverter to drive market share gains and cost improvements. However, recent tariffs, particularly in China, have caused management to lower near-term margin expectations as supply chains shift, and following recent residential solar tax changes, we believe the company’s outlook beyond 2027 remains under pressure.

For SolarEdge ($SEDG), our Buy thesis centered on restructuring efforts and potential asset sales being sufficient to generate cash to pay down convertible notes due September 2025 and positioning the company for a turnaround. While the company has normalized channel inventories and improved results, leading to strong stock price appreciation year-to-date, we now see limited further upside given general market uncertainty across the residential sector. As such, we move to the sidelines on SEDG."

Analyst: Brian Lee


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**Related Topics**
[$enph](/topic/$enph)
[goldman sachs](/topic/goldman-sachs)
[stocks financial services](/topic/stocks-financial-services)
[enphase energy inc](/topic/enphase-energy-inc)
[stocks technology](/topic/stocks-technology)
[$sedg](/topic/$sedg)

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