Enphase Energy

Enphase Energy reported Q3 revenue of $293.3 million (expectation $304 million) and adjusted earnings of $0.41 per share (expectation $0.51). The company held roughly $932 million in cash and cash equivalents at the end of September. For Q4, Enphase forecasts revenue of $225–255 million and a gross margin of 38–41%, well below analysts' expectations of about $300 million, which it attributes to higher interest rates and the expiry of the federal Section 25D tax credit. Investors reacted with a roughly 20% drop, pushing the stock to yearly lows. » More on deraktionaer.de

Enphase Energy stock dropped about 5% after the Federal Reserve's first rate increase in three years raised borrowing costs that directly hit residential solar financing. First Solar and Sunrun also fell roughly 4% and the Invesco Solar ETF slid while the S&P 500 barely moved, signaling a sector-specific selloff. Analysts note Enphase's residential microinverter and battery business is most exposed to higher rates and advise caution until borrowing conditions clarify. » More on finance.yahoo.com

Enphase has rolled out an AI assistant in its mobile app that answers homeowners’ questions about solar generation, battery use, consumption and grid interactions. The tool uses system-specific app data, large language models, retrieval-augmented generation and verified knowledge sources, provides explanations and can, if needed, escalate to customer support. Changes to system settings or battery operating profiles require the user’s confirmation before being applied. The feature is available in most markets; availability depends on country, system type, installed products, app version and account permissions. » More on de.investing.com

Enphase is introducing the IQ System Controller 3 and the IQ EV Charger 2 in Italy, allowing owners of IQ Battery 5P systems to integrate backup power functions and electric vehicle charging. The controller supports three-phase supply, secures loads up to 80 amps per phase and complies with CEI 0-21 requirements; installers can use an app to select which circuits are supplied during an outage. The IQ EV Charger 2 adapts charging to available solar production and begins charging when there is roughly 1.4 kW of solar surplus. Italy is also planning the state subsidy "Bonus Colonnine 2026", which could cover up to 80 percent of the costs. » More on de.investing.com

Enphase introduces Kestrel, a fifth-generation ASIC in 22‑nm CMOS that integrates control hardware, four 100 MS/s ADCs, PLC and LVDS controllers, hardware-assisted isolation, and cryptography and secure-boot features on a single platform. The chip supports bidirectional GaN switches, cycle-accurate measurements in the nanosecond range, and enables sub-millisecond settling times and certificate-based security in products such as microinverters, IQ battery systems, IQ EV chargers and the IQ semiconductor transformer. Enphase positions Kestrel as a reusable silicon platform for multiple product families. » More on de.investing.com