New York, January 22, 2026, 15:37 (EST) — Regular session
- Enphase shares surged about 13% in afternoon trading, lifting other solar stocks in the process
- Goldman Sachs upgraded Enphase to Buy and raised its price target, according to a report.
- Enphase will release its earnings report and hold its conference call on Feb. 3, immediately after the market closes
Enphase Energy (ENPH.O) surged 12.6% to $40.51 Thursday afternoon, after swinging between $36.05 and $41.14 earlier in the session. SolarEdge Technologies (SEDG.O) rose 5.4%, and Sunrun (RUN.O) gained 8.2%. Enphase’s shares changed hands around 11 million times.
Analysts are turning bullish on sections of the solar industry as policy uncertainty fades and investor focus shifts back to demand and bookings. Goldman Sachs’ Brian Lee raised his rating on Enphase from Neutral to Buy, boosting his price target to $45 from $29. He pointed to stronger-than-expected Q4 volume and tight channel inventories. Lee also flagged “safe harboring” moves, where developers or financiers rush to qualify spending to lock in tax credits, plus a spike in year-end activity ahead of changes to the Section 25D residential solar credit. Finviz
Enphase kicked off the week under heavy pressure, its shares down almost 49% from the 52-week peak of $70.78 set on Feb. 19. The stock finally closed at $35.97 on Wednesday, snapping a five-day losing streak.
The company said it will report its fourth-quarter and full-year 2025 results on Feb. 3, with a conference call scheduled for 4:30 p.m. Eastern to go over the numbers for the period ending Dec. 31. Investors are expected to zero in on guidance and demand trends rather than just the headline figures.
Options activity surged Thursday, with buyers picking up 46,167 call options—about 29% above the typical volume, according to MarketBeat. These calls give investors the right to buy shares at a set price before they expire.
Solar stocks have been jostled by back-and-forth tax-credit debates, fluctuating installer demand, and climbing financing costs. As borrowing rates rise, rooftop projects tend to freeze up quickly, delivering a swift blow to hardware firms.
Enphase sells microinverters—small devices that convert solar power from each panel—along with batteries and other energy products. Its success depends heavily on installer networks and whether homeowners are willing to commit to contracts.
Thursday’s move leaves less room for error. Should the Feb. 3 outlook prove cautious or if pricing pressure tightens margins again, the stock might drift back toward its recent lows.
The rise across peers today underscores a broader shift: traders are returning to the sector collectively, not just zeroing in on one stock. This approach can drive bigger gains on upswings but also magnify losses during downturns.
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