[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  WealthyReadings [@WealthyReadings](/creator/twitter/WealthyReadings) on x 6646 followers Created: 2025-07-23 10:45:19 UTC $ENPH Investing Playbook & Quarterly Review. Everything you need to know about $ENPH quarter fundamentally, financially & what it means in terms of investment opportunity. Fundamentals & Financial Review. Closing on tough quarters for $ENPH both due to a slowing business due to inflation & interest rates but also unfavorable policy environment with Trump's election. Yet, fundamentals seem to finally be stabilizing, with the highest ever battery capacity delivered in a quarter. And a stabilization in semi-investors, which points to a potential bottom in terms of demand but isn't enough to turn bullish yet. Demand in Europe is finally bouncing back from its recent slug while the U.S. is now probably in the middle of it. There is a clear delay in both regions' demand and the lower rates might help fuel demand in the old continent, while tariffs are certainly not helping for the U.S. business especially now that new ones could pop up on Chinese batteries - which $ENPH uses at least for some components. Financially, we're still seeing resilience & constant proof of management's competence. Cash continues to be burnt to maintain operations, although we're back at profitability & growth, but some is also used to buy back shares - $30M this quarter, & return value to shareholders as shares are probably depreciated if we take a 10-year outlook. Guidance talks about continuous growth for their battery business for a flatish quarter in terms of revenues which means no growth in microinverters shipping - the heart of the business. Price Action & Investing Execution. Sadly, there is nothing to say in terms of valuation nor investment. It's still way too early to talk about any as growth is not back, and valuation does not matter without growth. $ENPH is the perfect example of why we should not buy downtrends, because the business can take an unexpected hit at any moment and valuation won't matter anymore for quarters, years maybe. There is nothing to do on $ENPH but continue to keep an eye on it.  XXXXX engagements  **Related Topics** [trumps](/topic/trumps) [rates](/topic/rates) [inflation](/topic/inflation) [investment](/topic/investment) [$enph](/topic/$enph) [enphase energy inc](/topic/enphase-energy-inc) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/WealthyReadings/status/1947971279849488593)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
WealthyReadings @WealthyReadings on x 6646 followers
Created: 2025-07-23 10:45:19 UTC
$ENPH Investing Playbook & Quarterly Review.
Everything you need to know about $ENPH quarter fundamentally, financially & what it means in terms of investment opportunity.
Fundamentals & Financial Review. Closing on tough quarters for $ENPH both due to a slowing business due to inflation & interest rates but also unfavorable policy environment with Trump's election.
Yet, fundamentals seem to finally be stabilizing, with the highest ever battery capacity delivered in a quarter. And a stabilization in semi-investors, which points to a potential bottom in terms of demand but isn't enough to turn bullish yet.
Demand in Europe is finally bouncing back from its recent slug while the U.S. is now probably in the middle of it. There is a clear delay in both regions' demand and the lower rates might help fuel demand in the old continent, while tariffs are certainly not helping for the U.S. business especially now that new ones could pop up on Chinese batteries - which $ENPH uses at least for some components.
Financially, we're still seeing resilience & constant proof of management's competence.
Cash continues to be burnt to maintain operations, although we're back at profitability & growth, but some is also used to buy back shares - $30M this quarter, & return value to shareholders as shares are probably depreciated if we take a 10-year outlook.
Guidance talks about continuous growth for their battery business for a flatish quarter in terms of revenues which means no growth in microinverters shipping - the heart of the business.
Price Action & Investing Execution. Sadly, there is nothing to say in terms of valuation nor investment. It's still way too early to talk about any as growth is not back, and valuation does not matter without growth.
$ENPH is the perfect example of why we should not buy downtrends, because the business can take an unexpected hit at any moment and valuation won't matter anymore for quarters, years maybe.
There is nothing to do on $ENPH but continue to keep an eye on it.
XXXXX engagements
Related Topics trumps rates inflation investment $enph enphase energy inc stocks technology