ENPH · Enphase Energy Inc. Common Stock
View on chartInsiders & Stakes
| Badrinarayanan Kothandaraman President & CEO | ▲ Buy | Open Market | 1,645,632 Shares held | 5/26/2026 | View profile |
| RANHOFF DAVID A EVP & Chief Commercial Officer | ▼ Sell | Open Market | 107,943 Shares held | 6/17/2024 | View profile |
| Mandy Yang Chief Accounting Officer | ▼ Sell | Tax Withholding | 90,335 Shares held | 3/10/2026 | View profile |
| Joseph Ian Malchow Director | ▲ Buy | Grant | 69,912 Shares held | 5/13/2026 | View profile |
| Eric Branderiz Director | ▼ Sell | Tax Withholding | 69,834 Shares held | 2/14/2022 | View profile |
| McNeil Jeff Director | ▼ Sell | Tax Withholding | 36,648 Shares held | 3/1/2023 | View profile |
| Mary Erginsoy VP, Chief Accounting Officer | ▼ Sell | Tax Withholding | 30,537 Shares held | 3/1/2026 | View profile |
| Jamie Elizabeth Haenggi Director | ▲ Buy | Grant | 20,898 Shares held | 5/13/2026 | View profile |
| Steven J. Gomo Director | ▲ Buy | Grant | 14,359 Shares held | 5/13/2026 | View profile |
| Benjamin John Kortlang Director | ▲ Buy | Grant | 14,059 Shares held | 5/13/2026 | View profile |
| Richard Mora Director | ▼ Sell | Open Market | 10,422 Shares held | 8/14/2026 | View profile |
| Thurman J. Rodgers Chief Executive Officer | ▲ Buy | Grant | 8,542 Shares held | 5/13/2026 | View profile |
| Shanker Trivedi Director | ▲ Buy | Open Market | 1,000 Shares held | 6/12/2026 | View profile |
Transaction History
| Richard Mora | ▼ Sell | Open Market | 1,500 | $61K | 8/14/2026 |
| Richard Mora | ▼ Sell | Open Market | 2,000 | $74K | 7/30/2026 |
| Shanker Trivedi | ▲ Buy | Open Market | 1,000 | $54K | 6/12/2026 |
| Shanker Trivedi | ▲ Buy | Grant | 4,551 | $250K | 6/11/2026 |
| Richard Mora | ▼ Sell | Open Market | 700 | $45K | 6/1/2026 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 4,400 | $296K | 5/26/2026 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 600 | $41K | 5/26/2026 |
| Richard Mora | ▼ Sell | Open Market | 700 | $32K | 5/19/2026 |
| Richard Mora | ▲ Buy | Grant | 5,952 | $0 | 5/13/2026 |
| Joseph Ian Malchow | ▲ Buy | Grant | 5,952 | $0 | 5/13/2026 |
| Benjamin John Kortlang | ▲ Buy | Grant | 5,952 | $0 | 5/13/2026 |
| Jamie Elizabeth Haenggi | ▲ Buy | Grant | 5,952 | $0 | 5/13/2026 |
| Steven J. Gomo | ▲ Buy | Grant | 6,428 | $0 | 5/13/2026 |
| Thurman J. Rodgers | ▲ Buy | Grant | 5,952 | $0 | 5/13/2026 |
| Thurman J. Rodgers | ▼ Sell | Open Market | 137,250 | $6.0M | 3/13/2026 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,322 | $58K | 3/10/2026 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,664 | $70K | 3/1/2026 |
| Mandy Yang | ▼ Sell | Tax Withholding | 3,023 | $128K | 3/1/2026 |
| Mandy Yang | ▼ Sell | Tax Withholding | 3,721 | $157K | 3/1/2026 |
| Mandy Yang | ▼ Sell | Tax Withholding | 11,162 | $472K | 3/1/2026 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 4,883 | $206K | 3/1/2026 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 5,935 | $251K | 3/1/2026 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 21,365 | $903K | 3/1/2026 |
| Mary Erginsoy | ▼ Sell | Tax Withholding | 464 | $20K | 3/1/2026 |
| Mary Erginsoy | ▼ Sell | Tax Withholding | 989 | $42K | 3/1/2026 |
| Mary Erginsoy | ▼ Sell | Tax Withholding | 1,791 | $76K | 3/1/2026 |
| Mary Erginsoy | ▼ Sell | Tax Withholding | 5,398 | $228K | 3/1/2026 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 7,122 | $301K | 3/1/2026 |
| Richard Mora | ▼ Sell | Open Market | 1,100 | $57K | 2/10/2026 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 750 | $38K | 2/5/2026 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 4,250 | $222K | 2/5/2026 |
| Mary Erginsoy | ▲ Buy | Grant | 10,560 | $0 | 1/29/2026 |
| Mandy Yang | ▲ Buy | Grant | 21,120 | $0 | 1/29/2026 |
| Badrinarayanan Kothandaraman | ▲ Buy | Grant | 33,000 | $0 | 1/29/2026 |
| Mary Erginsoy | ▲ Buy | Grant | 10,560 | $0 | 1/22/2026 |
| Badrinarayanan Kothandaraman | ▲ Buy | Grant | 39,600 | $0 | 1/22/2026 |
| Mandy Yang | ▲ Buy | Grant | 21,120 | $0 | 1/22/2026 |
| Mandy Yang | ▼ Sell | Open Market | 6,000 | $198K | 12/12/2025 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,319 | $43K | 12/10/2025 |
| Thurman J. Rodgers | ▼ Sell | Open Market | 150,000 | $4.4M | 12/2/2025 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 5,000 | $153K | 11/10/2025 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 10,000 | $309K | 10/31/2025 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,319 | $49K | 9/10/2025 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 5,000 | $154K | 8/6/2025 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,319 | $59K | 6/10/2025 |
| Benjamin John Kortlang | ▲ Buy | Grant | 5,179 | $0 | 5/15/2025 |
| Steven J. Gomo | ▲ Buy | Grant | 5,593 | $0 | 5/14/2025 |
| Richard Mora | ▲ Buy | Grant | 5,179 | $0 | 5/14/2025 |
| Thurman J. Rodgers | ▲ Buy | Grant | 5,179 | $0 | 5/14/2025 |
| Jamie Elizabeth Haenggi | ▲ Buy | Grant | 5,179 | $0 | 5/14/2025 |
| Joseph Ian Malchow | ▲ Buy | Grant | 5,179 | $0 | 5/14/2025 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 4,000 | $185K | 4/25/2025 |
| Mandy Yang | ▼ Sell | Open Market | 1,319 | $84K | 3/10/2025 |
| Thurman J. Rodgers | ▼ Sell | Open Market | 100,000 | $6.1M | 3/7/2025 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 4,830 | $277K | 3/1/2025 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 5,924 | $340K | 3/1/2025 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 8,886 | $509K | 3/1/2025 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,611 | $92K | 3/1/2025 |
| Mary Erginsoy | ▼ Sell | Tax Withholding | 463 | $27K | 3/1/2025 |
| Mary Erginsoy | ▼ Sell | Tax Withholding | 894 | $51K | 3/1/2025 |
| Mary Erginsoy | ▼ Sell | Tax Withholding | 1,410 | $81K | 3/1/2025 |
| Mandy Yang | ▼ Sell | Tax Withholding | 3,018 | $173K | 3/1/2025 |
| Mandy Yang | ▼ Sell | Tax Withholding | 4,526 | $259K | 3/1/2025 |
| Mandy Yang | ▲ Buy | Grant | 8,580 | $0 | 1/23/2025 |
| Mary Erginsoy | ▲ Buy | Grant | 2,640 | $0 | 1/23/2025 |
| Badrinarayanan Kothandaraman | ▲ Buy | Grant | 16,500 | $0 | 1/23/2025 |
| Mandy Yang | ▲ Buy | Grant | 21,120 | $0 | 1/14/2025 |
| Mary Erginsoy | ▲ Buy | Grant | 10,560 | $0 | 1/14/2025 |
| Badrinarayanan Kothandaraman | ▲ Buy | Grant | 39,600 | $0 | 1/14/2025 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,317 | $98K | 12/10/2024 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 2,436 | $152K | 11/20/2024 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 2,564 | $157K | 11/19/2024 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 5,000 | $302K | 11/14/2024 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,317 | $138K | 9/10/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 4,335 | $534K | 6/17/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 665 | $82K | 6/17/2024 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,317 | $172K | 6/10/2024 |
| Thurman J. Rodgers | ▼ Sell | Open Market | 5,188 | $672K | 5/30/2024 |
| Thurman J. Rodgers | ▼ Sell | Open Market | 123,372 | $15.5M | 5/29/2024 |
| Thurman J. Rodgers | ▼ Sell | Open Market | 195,840 | $24.9M | 5/29/2024 |
| Thurman J. Rodgers | ▼ Sell | Open Market | 314 | $40K | 5/29/2024 |
| Steven J. Gomo | ▼ Sell | Gift | 413 | $0 | 5/17/2024 |
| Thurman J. Rodgers | ▲ Buy | Grant | 2,165 | $0 | 5/15/2024 |
| Jamie Elizabeth Haenggi | ▲ Buy | Grant | 2,165 | $0 | 5/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 1,065 | $125K | 5/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 1,817 | $215K | 5/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 477 | $57K | 5/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 1,541 | $185K | 5/15/2024 |
| Steven J. Gomo | ▲ Buy | Grant | 2,338 | $0 | 5/15/2024 |
| Benjamin John Kortlang | ▲ Buy | Grant | 2,165 | $0 | 5/15/2024 |
| Joseph Ian Malchow | ▲ Buy | Grant | 2,165 | $0 | 5/15/2024 |
| Richard Mora | ▲ Buy | Grant | 2,165 | $0 | 5/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 100 | $12K | 5/15/2024 |
| Steven J. Gomo | ▼ Sell | Gift | 413 | $0 | 5/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 2,005 | $217K | 5/10/2024 |
| Mandy Yang | ▲ Buy | Open Market | 2,000 | $210K | 5/2/2024 |
| Mandy Yang | ▲ Buy | Open Market | 1,000 | $103K | 5/2/2024 |
| Mandy Yang | ▲ Buy | Open Market | 1,000 | $104K | 5/2/2024 |
| Steven J. Gomo | ▼ Sell | Open Market | 331 | $37K | 4/26/2024 |
| Steven J. Gomo | ▼ Sell | Open Market | 24,669 | $2.7M | 4/26/2024 |
| Steven J. Gomo | ▼ Sell | Open Market | 10,000 | $1.0M | 4/25/2024 |
| Steven J. Gomo | ▼ Sell | Open Market | 3,610 | $385K | 4/25/2024 |
| Steven J. Gomo | ▼ Sell | Open Market | 5,502 | $580K | 4/25/2024 |
| Steven J. Gomo | ▼ Sell | Open Market | 888 | $95K | 4/25/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 1,599 | $185K | 4/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 3,081 | $359K | 4/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 320 | $38K | 4/15/2024 |
| Steven J. Gomo | ▼ Sell | Gift | 138,360 | $0 | 4/12/2024 |
| Steven J. Gomo | ▼ Sell | Gift | 138,360 | $0 | 4/12/2024 |
| Steven J. Gomo | ▲ Buy | Option Exercise | 45,668 | $32K | 4/4/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 1,230 | $133K | 3/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 3,670 | $400K | 3/15/2024 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 100 | $11K | 3/15/2024 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,317 | $172K | 3/10/2024 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,506 | $195K | 3/1/2024 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 3,421 | $444K | 3/1/2024 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 882 | $114K | 3/1/2024 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 1,323 | $172K | 3/1/2024 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 2,352 | $305K | 3/1/2024 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 3,528 | $457K | 3/1/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 8,368 | $1.1M | 3/1/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 4,603 | $597K | 3/1/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 6,904 | $895K | 3/1/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Gift | 18,125 | $0 | 3/1/2024 |
| Mandy Yang | ▼ Sell | Tax Withholding | 2,780 | $360K | 3/1/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Gift | 18,125 | $0 | 3/1/2024 |
| Mandy Yang | ▼ Sell | Tax Withholding | 2,259 | $293K | 3/1/2024 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 4,000 | $482K | 2/27/2024 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 2,061 | $252K | 2/10/2024 |
| Richard Mora | ▲ Buy | Option Exercise | 11,794 | $65K | 2/9/2024 |
| Richard Mora | ▲ Buy | Option Exercise | 10,016 | $146K | 2/9/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 296,639 | $36.3M | 2/9/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Gift | 1,566,405 | $0 | 2/9/2024 |
| Richard Mora | ▼ Sell | Open Market | 8,802 | $1.1M | 2/9/2024 |
| Richard Mora | ▲ Buy | Option Exercise | 2,475 | $159K | 2/9/2024 |
| Badrinarayanan Kothandaraman | ▼ Sell | Gift | 1,566,405 | $0 | 2/9/2024 |
| Richard Mora | ▼ Sell | Open Market | 9,542 | $1.1M | 2/9/2024 |
| Richard Mora | ▼ Sell | Open Market | 4,034 | $490K | 2/9/2024 |
| Richard Mora | ▼ Sell | Open Market | 1,907 | $234K | 2/9/2024 |
| Badrinarayanan Kothandaraman | ▲ Buy | Option Exercise | 557,660 | $719K | 2/9/2024 |
| RANHOFF DAVID A | ▲ Buy | Grant | 2,475 | $0 | 1/25/2024 |
| Mandy Yang | ▲ Buy | Grant | 4,290 | $0 | 1/25/2024 |
| Badrinarayanan Kothandaraman | ▲ Buy | Grant | 13,200 | $0 | 1/25/2024 |
| Badrinarayanan Kothandaraman | ▲ Buy | Grant | 33,000 | $0 | 1/15/2024 |
| RANHOFF DAVID A | ▲ Buy | Grant | 17,160 | $0 | 1/15/2024 |
| Mandy Yang | ▲ Buy | Grant | 17,160 | $0 | 1/15/2024 |
| Thurman J. Rodgers | ▼ Sell | Gift | 108,000 | $0 | 12/28/2023 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,289 | $133K | 12/10/2023 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 78,065 | $8.3M | 12/6/2023 |
| Badrinarayanan Kothandaraman | ▲ Buy | Option Exercise | 150,000 | $194K | 12/6/2023 |
| Badrinarayanan Kothandaraman | ▲ Buy | Open Market | 1,118 | $101K | 11/16/2023 |
| RANHOFF DAVID A | ▼ Sell | Tax Withholding | 1,964 | $153K | 11/10/2023 |
| Badrinarayanan Kothandaraman | ▲ Buy | Option Exercise | 150,000 | $194K | 11/2/2023 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 77,684 | $6.1M | 11/2/2023 |
| Steven J. Gomo | ▲ Buy | Option Exercise | 50,000 | $35K | 10/31/2023 |
| Thurman J. Rodgers | ▲ Buy | Open Market | 24,400 | $3.0M | 9/14/2023 |
| Thurman J. Rodgers | ▲ Buy | Open Market | 4,100 | $503K | 9/14/2023 |
| Thurman J. Rodgers | ▲ Buy | Open Market | 4,100 | $502K | 9/14/2023 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,289 | $155K | 9/10/2023 |
| Thurman J. Rodgers | ▼ Sell | Other | 900,090 | $0 | 7/28/2023 |
| RANHOFF DAVID A | ▲ Buy | Grant | 13,200 | $0 | 7/21/2023 |
| RANHOFF DAVID A | ▲ Buy | Grant | 30,000 | $0 | 7/21/2023 |
| Thurman J. Rodgers | ▲ Buy | Option Exercise | 171,029 | $190K | 7/7/2023 |
| Thurman J. Rodgers | ▲ Buy | Option Exercise | 111,052 | $78K | 7/7/2023 |
| Thurman J. Rodgers | ▲ Buy | Option Exercise | 24,954 | $138K | 7/7/2023 |
| Thurman J. Rodgers | ▲ Buy | Option Exercise | 10,016 | $146K | 7/7/2023 |
| Thurman J. Rodgers | ▲ Buy | Option Exercise | 2,475 | $159K | 7/7/2023 |
| Mandy Yang | ▼ Sell | Tax Withholding | 1,289 | $225K | 6/10/2023 |
| RANHOFF DAVID A | ▼ Sell | Open Market | 1,791 | $314K | 5/30/2023 |
| Richard Mora | ▲ Buy | Option Exercise | 1,500 | $8K | 5/26/2023 |
| Richard Mora | ▼ Sell | Open Market | 1,500 | $249K | 5/26/2023 |
| Badrinarayanan Kothandaraman | ▲ Buy | Option Exercise | 77,000 | $99K | 5/19/2023 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 40,218 | $6.5M | 5/19/2023 |
| Steven J. Gomo | ▲ Buy | Grant | 1,649 | $0 | 5/17/2023 |
| Joseph Ian Malchow | ▲ Buy | Grant | 1,526 | $0 | 5/17/2023 |
| Thurman J. Rodgers | ▲ Buy | Grant | 1,526 | $0 | 5/17/2023 |
| Jamie Elizabeth Haenggi | ▲ Buy | Grant | 1,526 | $0 | 5/17/2023 |
| Benjamin John Kortlang | ▲ Buy | Grant | 1,526 | $0 | 5/17/2023 |
| Richard Mora | ▲ Buy | Grant | 1,526 | $0 | 5/17/2023 |
| Mandy Yang | ▲ Buy | Open Market | 500 | $77K | 5/2/2023 |
| Mandy Yang | ▲ Buy | Open Market | 478 | $75K | 5/2/2023 |
| Mandy Yang | ▲ Buy | Open Market | 1,522 | $239K | 5/2/2023 |
| Mandy Yang | ▲ Buy | Open Market | 1,000 | $158K | 5/2/2023 |
| Thurman J. Rodgers | ▲ Buy | Open Market | 32,900 | $5.5M | 4/26/2023 |
| Thurman J. Rodgers | ▲ Buy | Open Market | 7,100 | $1.1M | 4/26/2023 |
| Thurman J. Rodgers | ▲ Buy | Open Market | 20,216 | $3.3M | 4/26/2023 |
| Thurman J. Rodgers | ▲ Buy | Open Market | 584 | $96K | 4/26/2023 |
| Thurman J. Rodgers | ▼ Sell | Gift | 4,025 | $0 | 4/26/2023 |
| Thurman J. Rodgers | ▼ Sell | Gift | 4,025 | $0 | 4/26/2023 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 10,530 | $2.2M | 3/30/2023 |
| Badrinarayanan Kothandaraman | ▼ Sell | Tax Withholding | 33,696 | $6.9M | 3/30/2023 |
| Mandy Yang | ▼ Sell | Tax Withholding | 5,155 | $1.1M | 3/10/2023 |
| Mandy Yang | ▲ Buy | Grant | 8,580 | $0 | 3/8/2023 |
| Badrinarayanan Kothandaraman | ▲ Buy | Grant | 26,400 | $0 | 3/8/2023 |
| RANHOFF DAVID A | ▲ Buy | Grant | 4,950 | $0 | 3/8/2023 |
| Richard Mora | ▲ Buy | Option Exercise | 4,500 | $25K | 3/3/2023 |
| Richard Mora | ▼ Sell | Open Market | 4,500 | $966K | 3/3/2023 |
| Mandy Yang | ▼ Sell | Tax Withholding | 2,417 | $515K | 3/1/2023 |
| Mandy Yang | ▼ Sell | Tax Withholding | 12,064 | $2.6M | 3/1/2023 |
| McNeil Jeff | ▼ Sell | Tax Withholding | 16,496 | $3.5M | 3/1/2023 |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 9, 2026
Enphase Energy Shares Fall, New Product Launches, Analyst Downgrade
Enphase Energy shares dropped sharply after Deutsche Bank issued a bearish 2027 outlook. The company also started shipping its IQ Gateway Fusion in India, expanding its solar‑plus‑storage reach. Meanwhile, SolarEdge hired a former Enphase executive to lead North American operations, indicating industry talent shifts. A conference call is scheduled to review Q3 2026 results.
Enphase Energy Shares Fall, New Product Launches, Analyst Downgrade. Enphase Energy shares dropped sharply after Deutsche Bank issued a bearish 2027 outlook. The company also started shipping its IQ Gateway Fusion in India, expanding its solar‑plus‑storage reach. Meanwhile, SolarEdge hired a former Enphase executive to lead North American operations, indicating industry talent shifts. A conference call is scheduled to review Q3 2026 results.