Enphase Energy Inc vs Nebius Group NV — how do they compare? Enphase Energy Inc trades at $43.22 (market cap $5.59B), while Nebius Group NV trades at $224.5 (market cap $49.06B). The key difference: Nebius Group NV is far larger — about 8.8× Enphase Energy Inc's market cap, and Nebius Group NV is trading nearer its 52-week high, Enphase Energy Inc nearer its low. Which is the better fit depends on your goals.
| ENPH | NBIS | |
|---|---|---|
Market Cap | $5.59B | $49.06B |
Sector | Technology | Technology |
52-Week High | $72.33 | $286.69 |
52-Week Low | $26.12 | $64.06 |
Enterprise Value | $5.23B | $49.26B |
Signals from Pluang's Aura AI — not financial advice
Enphase Energy (ENPH) trades at $40.92, down 2.27% on the day, with a mixed technical picture showing a bullish moving average signal but neutral oscillators. Recent Q2 2026 earnings matched estimates but revenue declined 19.6% year-over-year, reflecting ongoing challenges in U.S. residential demand. The company is expanding its battery and commercial segments, with new product launches like the IQ Battery 10C aiming to drive recovery. Analyst consensus is a 'Buy' with a $45.37 price target, implying potential upside from current levels.
Outlook remains cautious but opportunistic; ENPH's valuation multiples are elevated (P/E 41.88, P/S 4.25), requiring earnings normalization for sustained gains. Key risks include cyclical solar demand, interest rate sensitivity, and competitive pressures. Near-term catalysts hinge on execution in storage and international markets, with the stock offering leverage to a sector rebound if execution improves.
No Aura AI signal available yet.
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Latest headlines on both assets
Enphase Energy is a global energy technology company. The company delivers smart, easy-to-use solutions that manage solar generation, storage, and communication on one platform. The company's microinverter technology primarily serves the rooftop solar market and produces a fully integrated solar-plus-storage solution. Geographically, it derives a majority of revenue from the United States.
Read more on ENPH →Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →