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Enphase Earnings Breakdown | Q2 2025 Results + Updated Valuation

🔋 Enphase Energy Q2 2025 Earnings Explained | Financial Highlights, IRA Impact, Updated Valuation & Buy Price

In this video, we break down everything you need to know about Enphase Energy’s second quarter 2025 earnings. Whether you're a current investor, considering a position, or just curious about the solar sector, this analysis covers it all:

📈 What’s Inside:

Quick overview of Enphase’s business model

Full breakdown of Q2 2025 financial results

Revenue, margin, and free cash flow trends

What “safe harbor revenue” and the Inflation Reduction Act (IRA) benefits really mean

Why net income and free cash flow diverged so sharply

Tariff and supply chain impacts

Regional performance in the U.S., Europe, Australia, and more

Upcoming innovations: IQ9 microinverters, IQ Battery 5P, and EV chargers

Strategic outlook post-25D credit expiration

Updated buy price and fair value estimate for long-term investors

⚠️ Enphase faces strong macro headwinds, but also major opportunities in energy storage, policy incentives, and global expansion. Is this a long-term buy or a value trap? Let’s dive in.

📊 Projected 5-Year CAGR: 17% at $39.40 buy price

📝 Let me know your thoughts in the comments:
➡️ Were these earnings good, bad, or just "meh"?
➡️ Are you buying, holding, or avoiding Enphase?

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#Enphase #ENPH #SolarStocks #EarningsAnalysis #StockMarket #Investing #CleanEnergy #InflationReductionAct
00:00 - Intro
00:32 - Financial highlights
06:40 - Future strategies
08:00 - Guidance for Q3 2025
08:46 - Initiatives to combat headwinds
09:15 - Calculated value
10:12 - Outro