http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 19 Oct 2026 09:03:33 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2435+at+JPMorgan/27201637.html JPMorgan analyst Matt Strouse lowered the price target on Enphase Energy (NASDAQ: ENPH) to $35.00 (from $40.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2435+at+JPMorgan/27201637.html Mon, 19 Oct 2026 09:03:33 -0400 ENPH http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2424+at+Morgan+Stanley/27184392.html Morgan Stanley analyst Andrew Percoco lowered the price target on Enphase Energy (NASDAQ: ENPH) to $24.00 (from $27.00) while maintaining a Underweight rating. http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2424+at+Morgan+Stanley/27184392.html Wed, 14 Oct 2026 08:38:56 -0400 ENPH http://www.streetinsider.com/Press+Releases/Enphase+Energy+Highlights+Projects+Bringing+New+Life+to+Aging+Commercial+Solar+Systems+in+the+United+States/27183972.html <p align="justify">FREMONT, Calif., Oct. 14, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=APHUBB2bbkVLYBqpsIIIZTCjnTJeJ3lwArTg6hZrwslidx3c82AVnmRZ8DUNZ7XDZGsW1wHvUjQ64_57iTKwxZr8x9px2sdAMEHjsN-W3Ng=" rel="nofollow" target="_blank">Enphase Energy, Inc.</a> (NASDAQ: ENPH), a global energy technology company, today highlighted commercial and industrial (C&amp;I) repowering projects across the United States that use Enphase® IQ9™ Commercial Microinverters. Installers are replacing aging and failed string and central inverters with Enphase microinverters to restore energy production on existing commercial arrays, without the need for new modules or racking. Repowering builds on Enphase&apos;s long-standing focus on quality and reliability.</p> <p align="justify">Many commercial solar systems installed over the past decade are underperforming because their inverters have http://www.streetinsider.com/Press+Releases/Enphase+Energy+Highlights+Projects+Bringing+New+Life+to+Aging+Commercial+Solar+Systems+in+the+United+States/27183972.html Wed, 14 Oct 2026 08:00:00 -0400 ENPH http://www.streetinsider.com/Globe+Newswire/Enphase+Energy+Highlights+Projects+Bringing+New+Life+to+Aging+Commercial+Solar+Systems+in+the+United+States/27183972.html <p align="justify">FREMONT, Calif., Oct. 14, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=APHUBB2bbkVLYBqpsIIIZTCjnTJeJ3lwArTg6hZrwslidx3c82AVnmRZ8DUNZ7XDZGsW1wHvUjQ64_57iTKwxZr8x9px2sdAMEHjsN-W3Ng=" rel="nofollow" target="_blank">Enphase Energy, Inc.</a> (NASDAQ: ENPH), a global energy technology company, today highlighted commercial and industrial (C&amp;I) repowering projects across the United States that use Enphase® IQ9™ Commercial Microinverters. Installers are replacing aging and failed string and central inverters with Enphase microinverters to restore energy production on existing commercial arrays, without the need for new modules or racking. Repowering builds on Enphase&apos;s long-standing focus on quality and reliability.</p> <p align="justify">Many commercial solar systems installed over the past decade are underperforming because their inverters have http://www.streetinsider.com/Globe+Newswire/Enphase+Energy+Highlights+Projects+Bringing+New+Life+to+Aging+Commercial+Solar+Systems+in+the+United+States/27183972.html Wed, 14 Oct 2026 08:00:00 -0400 ENPH http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2435+at+Susquehanna/27183280.html Susquehanna analyst Biju Perincheril lowered the price target on Enphase Energy (NASDAQ: ENPH) to $35.00 (from $37.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2435+at+Susquehanna/27183280.html Wed, 14 Oct 2026 06:11:15 -0400 ENPH http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html <p>With power technology names currently navigating a challenging macro environment despite demand growth for both utility scale and distributed power, analysts at Oppenheimer anticipate Q3 earnings and Q4 guides will be mixed and recommend selective trading.</p><p>The firm notes that four variables continue to impact the sector, including demand-driven price increases, a tight labor market, high interest rates and policy changes.</p><p>Against this backdrop, they recommend names with outsized exposure to power management and labor-saving solutions. The firm’s top picks in the space are GE Vernova (NYSE: GEV), American Superconductor Corp. (NASDAQ: AMSC), Shoals Technologies Group (NASDAQ: SHLS), and Ormat Technologies Inc. http://www.streetinsider.com/Hot+List+Pro/Power+technology+stocks%3A+Q3+earnings+preview/27172822.html Sun, 11 Oct 2026 10:00:00 -0400 AMSC ENPH FSLR GEV ORA SEDG SHLS http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2441+at+RBC+Capital/27169141.html RBC Capital analyst Christopher Dendrinos lowered the price target on Enphase Energy (NASDAQ: ENPH) to $41.00 (from $47.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Enphase+Energy+%28ENPH%29+PT+Lowered+to+%2441+at+RBC+Capital/27169141.html Fri, 09 Oct 2026 07:21:35 -0400 ENPH http://www.streetinsider.com/Corporate+News/Enphase+Energy+ships+IQ+Gateway+Fusion+in+India+for+solar+backup/27164056.html <p>Enphase Energy (NASDAQ: ENPH) has begun production shipments of its IQ Gateway Fusion product in India, according to a company statement. The device is designed to keep home appliances running on solar power during daytime grid outages, without requiring a separate home battery.</p><p>The IQ Gateway Fusion combines an IQ Gateway, IQ Relay, and a built-in power socket into a single unit. It works with IQ8 Microinverters and uses what Enphase calls Sunlight Backup to maintain power to connected loads when the grid goes down. Compatible loads include home UPS systems, refrigerators, and electric scooters.</p><p>For households that already use a UPS http://www.streetinsider.com/Corporate+News/Enphase+Energy+ships+IQ+Gateway+Fusion+in+India+for+solar+backup/27164056.html Thu, 08 Oct 2026 08:03:57 -0400 ENPH http://www.streetinsider.com/Press+Releases/Enphase+Energy+Begins+Shipments+of+IQ+Gateway+Fusion+in+India%2C+Powering+Homes+with+Solar+Even+During+Power+Cuts/27163952.html <p align="justify">FREMONT, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=_4v5RTwDHsITEQNp0KbxKjSd4x0dzRHE_bjGWXIm_PeaWgORrd74jwMvWu5dC8Ry2qaLHmO01DfbBzpxz_Donw0BCkOoMhc4KHjtHImCP_s=" rel="nofollow" target="_blank">Enphase Energy, Inc.</a> (NASDAQ: ENPH), a global energy technology company, today announced that it began production shipments of its new IQ® Gateway Fusion in India. The compact system works with IQ8™ Microinverters to power homes with solar and keep essential appliances running during daytime power cuts, even without a home battery.</p> <p align="justify">IQ Gateway Fusion combines the IQ® Gateway, IQ® Relay, and a built-in power socket in a single unit. With Enphase Sunlight Backup, the system keeps loads plugged into the socket running on http://www.streetinsider.com/Press+Releases/Enphase+Energy+Begins+Shipments+of+IQ+Gateway+Fusion+in+India%2C+Powering+Homes+with+Solar+Even+During+Power+Cuts/27163952.html Thu, 08 Oct 2026 08:00:00 -0400 ENPH http://www.streetinsider.com/Globe+Newswire/Enphase+Energy+Begins+Shipments+of+IQ+Gateway+Fusion+in+India%2C+Powering+Homes+with+Solar+Even+During+Power+Cuts/27163952.html <p align="justify">FREMONT, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- <a target="_blank" href="https://www.globenewswire.com/Tracker?data=_4v5RTwDHsITEQNp0KbxKjSd4x0dzRHE_bjGWXIm_PeaWgORrd74jwMvWu5dC8Ry2qaLHmO01DfbBzpxz_Donw0BCkOoMhc4KHjtHImCP_s=" rel="nofollow" target="_blank">Enphase Energy, Inc.</a> (NASDAQ: ENPH), a global energy technology company, today announced that it began production shipments of its new IQ® Gateway Fusion in India. The compact system works with IQ8™ Microinverters to power homes with solar and keep essential appliances running during daytime power cuts, even without a home battery.</p> <p align="justify">IQ Gateway Fusion combines the IQ® Gateway, IQ® Relay, and a built-in power socket in a single unit. With Enphase Sunlight Backup, the system keeps loads plugged into the socket running on http://www.streetinsider.com/Globe+Newswire/Enphase+Energy+Begins+Shipments+of+IQ+Gateway+Fusion+in+India%2C+Powering+Homes+with+Solar+Even+During+Power+Cuts/27163952.html Thu, 08 Oct 2026 08:00:00 -0400 ENPH http://www.streetinsider.com/Investing/Enphase+Energy+faces+downward+reset+as+Deutsche+Bank+issues+bearish+2027+outlook/27159043.html <p data-path-to-node="0">Investing.com -- Deutsche Bank has turned tactically negative on <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Enphase</span></span> Energy (NASDAQ: ENPH), setting a 2027 adjusted earnings estimate of $1.73 per share—a full 21% below current Wall Street consensus—according to a research note from analyst Corinne Blanchard. </p> <p data-path-to-node="1">The firm’s projections sit below market expectations across key top-line and bottom-line metrics, forecasting 2027 revenue of $1.1 billion compared to the Street’s $1.2 billion consensus, which represents a 7% gap. The core of Deutsche Bank’s bearish thesis rests on what Blanchard views as dangerously optimistic assumptions embedded in consensus forecasts regarding safe-harbor revenues—pull-forward sales driven by http://www.streetinsider.com/Investing/Enphase+Energy+faces+downward+reset+as+Deutsche+Bank+issues+bearish+2027+outlook/27159043.html Wed, 07 Oct 2026 09:15:30 -0400 ENPH http://www.streetinsider.com/Trader+Talk/Deutsche+Bank+Updates+Catalyst+Calls/27158735.html <p>Deutsche Bank Updates Catalyst Calls.</p><ul><li><strong>SolarEdge Catalyst Call Sell Idea</strong>: "Investor sentiment on SEDG stock does continue to skew negative on execution, market conditions and core business growth. We see further risks on 4Q26 and 2027 outlook and estimates. Our negative tactical call is based on softer-than-expected core revenues growth anticipated in the coming quarters based on market conditions in the US, although it could be partially offset by European market trends, especially storage. To this point, our 4Q revenues estimate sits 2% below current consensus. Our 2027 estimate for revenues is 5% below current consensus. We believe macro conditions in http://www.streetinsider.com/Trader+Talk/Deutsche+Bank+Updates+Catalyst+Calls/27158735.html Wed, 07 Oct 2026 08:59:51 -0400 ENPH SEDG