Enphase Energy Inc vs Solaredge Technologies Inc — how do they compare? Enphase Energy Inc trades at $40.92 (market cap $5.59B), while Solaredge Technologies Inc trades at $32.31 (market cap $2.05B). The key difference: Enphase Energy Inc is far larger — about 2.7× Solaredge Technologies Inc's market cap, and Enphase Energy Inc is trading nearer its 52-week high, Solaredge Technologies Inc nearer its low. Which is the better fit depends on your goals.
| ENPH | SEDG | |
|---|---|---|
Market Cap | $5.59B | $2.05B |
Sector | Technology | Technology |
52-Week High | $72.33 | $78.51 |
52-Week Low | $26.12 | $25.10 |
Enterprise Value | $5.23B | $1.91B |
Signals from Pluang's Aura AI — not financial advice
Enphase Energy (ENPH) trades at $41.06, up 0.34% with a bullish technical outlook supported by moving averages. The company reported mixed Q2 2026 earnings matching estimates but missing revenue expectations, with revenue declining 19.6% year-over-year. Recent developments include expanded battery system support and US manufacturing commitments. Valuation metrics show a P/E of 41.88 and P/S of 4.25, while profitability remains solid with 10.09% net income margin.
The stock presents recovery potential with analyst consensus target of $45.37 (10.5% upside), though faces headwinds from cyclical residential solar demand and competitive pressures. Key risks include execution challenges in European expansion and AI data center strategy, while institutional interest remains mixed with recent insider selling activity.
SolarEdge Technologies (SEDG) trades at $32.21, up 1.42% today, amid a volatile period following its Q2 2026 earnings beat but weak Q3 guidance. The technical outlook is bearish with key support at $30, while fundamentals show revenue of $1.18B in 2025 but a net loss of -$405M, reflecting margin pressures. Analyst sentiment is mixed with a $35.15 consensus target, but recent downgrades highlight execution risks.
The stock faces headwinds from U.S. residential market challenges and policy dependence, though European growth offers some upside. Risks include high debt and persistent losses, but cost controls and storage expansion could support a turnaround if execution improves.
Trailing returns across standard periods
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 →SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers. Additionally, the company has nonsolar products targeting energy storage and e-mobility.
Read more on SEDG →