Enphase Energy Inc vs STMicroelectronics NV — how do they compare? Enphase Energy Inc trades at $33.19 (market cap $4.35B), while STMicroelectronics NV trades at $53.5 (market cap $48.14B). The key difference: STMicroelectronics NV is far larger — about 11.1× Enphase Energy Inc's market cap, and STMicroelectronics NV pays a 0.68% dividend while Enphase Energy Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Enphase Energy Inc for 72 Days and STMicroelectronics NV for 66 Days on average.
| ENPH | STM | |
|---|---|---|
Market Cap | $4.35B | $48.14B |
Volume | 5,068,595 | 9,776,015 |
Sector | Energy | Technology |
52-Week High | $72.33 | $79.91 |
52-Week Low | $26.12 | $21.20 |
Typical Hold Time | 72 Days | 66 Days |
Enterprise Value | $3.99B | $45.66B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
Enphase Energy (ENPH) trades at $33.50, down 1.21% with bearish technical signals and mixed earnings performance. The stock shows declining revenue from $2.3B in 2023 to $1.47B in 2025, though net margins improved to 10.09%. Recent developments include IQ Meter Collar approvals and solid-state transformer production for AI data centers, providing potential growth catalysts amid solar sector volatility.
Outlook remains cautious with analyst consensus at $42.90 (28% upside) but recent earnings misses and high borrowing costs for solar projects pose near-term risks. The stock offers exposure to energy technology innovation but faces competitive pressure and macroeconomic headwinds affecting renewable energy demand.
STM trades at $56.18, down 4.33% today, with a bullish technical signal from moving averages. The company shows mixed fundamentals with declining revenue from $17.3B in 2023 to $11.8B in 2025 and negative net income margin of -0.39%, though Q2 2026 earnings beat expectations. Analyst consensus is bullish with a $77.31 price target, and recent news highlights AI data-center revenue potential exceeding $2B by 2027.
Outlook is cautiously optimistic driven by AI and automotive growth catalysts, but risks include profitability challenges and competitive pressures. The stock offers 37% upside to consensus target if execution improves, though investors should monitor margin recovery and debt levels amid volatile semiconductor cycles.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →