Quick Note: Barron’s thinks this beaten-down solar stock could jump 80%. We agree. It made our top 10 growth stocks list for this month, and in the quarters and years ahead, we believe the shares will be trading dramatically higher. You can read our previous full report on the business here.
Enphase Earnings Note
Attractive Long-Term Solar Play, Ample Room for Growth
The company we review in this report is a leading manufacturer of semiconductor-based microinverters, as well as batteries, EV chargers, and other storage solutions. The company is well positioned given the strong investment activity in the clean energy space globally as well as its innovative microinverter technology. The company is actively diversifying its product offerings and expanding into new markets, while also focusing on continuous technological advancements to maintain a strong presence in the industry. In this report, we analyze the company’s business model, its market opportunity, financials, valuations, risks, and finally, conclude with our opinion on whether an investment in the shares offers an attractive balance between risks and rewards.
Enphase (ENPH) Earnings Note
This energy technology company announced powerful quarterly results after the close on Tuesday, exceeding expectations for revenue and earnings. The shares are up double digits in after hours trading, and the powerful long-term growth story remains fully intact. In fact, the business is accelerating—a very good sign.
Enphase Earnings Note
Clean Energy Solutions: Buy the Dip, If You Can Call It That
What started out as a microinverter technology (to help efficiently transform sunlight into energy) is rapidly growing into a one-stop-shop home-energy-solutions and technology company. Specifically, as the company’s microinverter business continues to grow rapidly (and gain market share from the other main industry competitor’s inferior technology), the product line continues to expand (now including batteries, EV charging, and impressive industry-leading smart software) into a massive secular trend (cleaner energy) opportunity (the SAM, or “serviceable addressable market,” is estimated to be $23 billion by 2025, versus the company’s $1.7 billion in total revenue over the last 12 months).
Top Sales Growth Stocks (Enphase Edition)
Here is a look at some of the top revenue growth stocks (this year and next). One thing that may standout is Enphase Energy (ENPH). Enphase is the only name that passed this high-growth screen AND has a positive ytd return (red bars). It also has positive net margins (indigo bars) and an impressive business. Enphase announced very strong earnings yesterday that exceeded expectations (and the company raised guidance). Shares are up more than 15% today so far.
50 High-Yield Energy Stocks, Up Big: These 3 Are Worth Considering
Energy demand was reduced by the pandemic (for example, less people needed gas to drive their cars to work), and that came after supply was increased by improved extraction technologies (for example, fracking). This resulted in major pain for the energy sector, especially as investors flocked to the technology stocks that naturally fit the “social distancing” story during the pandemic. However, a lot has changed this year, as oil prices are up and the energy sector (XLE) has gained about 40%! In this report, we highlight 50 high-yield energy stocks that are up big, and then dive into three names that are particularly attractive and worth considering.
Alternative Energy Play: Attractive Valuation, High Growth, Large Market
At Blue Harbinger, we look for highly attractive businesses to invest in, and if those businesses are also incrementally better for the environment—that’s important and a good thing. In this report, we review a growing leader in the sustainable energy space. The market opportunity is large and the company’s growth trajectory is impressive. And the recent share price pullback (thanks to the growth stock pullback and the recent semiconductor chip shortage) makes now a compelling time to consider adding shares. In this report, we analyze the company’s business model, its market opportunity, financials, valuations, risks, and finally conclude with our opinion on investing.