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ENPH

Enphase Energy

$22.55

-2.17 (-8.78%)

, SEDG

SolarEdge

$77.95

-1.47 (-1.85%)

11:24
09/12/19
09/12
11:24
09/12/19
11:24

Enphase, SolarEdge slide after Citron recommends shorting on Generac challenge

Shares of Enphase Energy (ENPH) and Solaredge Technologies (SEDG) are both moving lower after Citron Research targeted the solar inverter manufacturers in a new short report. Andrew Left's Citron said he believes both stocks trade at "significantly inflated multiples on peak earnings even as a very credible competitive threat is about to enter the solar inverter market," namely Generac (GNRC). The latter company, which Citron says has taken number one market share in every market it enters, "has the resources and track record to make a huge dent in both SEDG and ENPH's market shares," the short-focused firm stated in its report. In morning trading, SolarEdge shares are down $1.50, or 2%, to $77.93 while Enphase shares have fallen $1.68, or nearly 7%, to $23.04. Reference Link

ENPH

Enphase Energy

$22.55

-2.17 (-8.78%)

SEDG

SolarEdge

$77.95

-1.47 (-1.85%)

GNRC

Generac

$82.32

-0.77 (-0.93%)

  • 20

    Sep

ENPH Enphase Energy
$22.55

-2.17 (-8.78%)

08/07/19
OPCO
08/07/19
NO CHANGE
Target $78
OPCO
Outperform
SolarEdge price target raised to $78 from $66 at Oppenheimer
Oppenheimer analyst Colin Rusch raised his price target for SolarEdge (SEDG) to $78 from $66 after the company posted upside to Q2 expectations while guiding Q3 revenue 20% above Street expectations. While incrementally lower gross margin guidance may disappoint some investors, it is clear that SolarEdge's market position is not being negatively impacted by Enphase Energy (ENPH) performing well, the analyst contends. Rusch reiterates an Outperform rating on SolarEdge's shares.
08/26/19
NORL
08/26/19
NO CHANGE
Target $40
NORL
Outperform
Enphase Energy price target raised to $40 from $28 at Northland
Northland analyst Gus Richard raised his price target for Enphase Energy to $40 from $28 saying investors are underestimating the barriers to entry for the company's ASICs and software development. Further, Enphase is moving up the value chain as its solution outsources commodity activities and instead addresses the complexity of energy management, Richard tells investors in a research note. He reiterates an Outperform rating on the shares.
07/31/19
CHLM
07/31/19
NO CHANGE
Target $31
CHLM
Buy
Enphase Energy price target raised to $31 from $25 at Craig-Hallum
Craig-Hallum analyst Eric Stine raised his price target for Enphase Energy to $31 from $25 saying the company continued its momentum again in Q2, delivering "robust results" with revenue and EPS ahead of street expectations by a wide margin. The analyst reiterates a buy rating on the shares.
07/31/19
ROTH
07/31/19
NO CHANGE
Target $30
ROTH
Buy
Enphase Energy price target raised to $30 from $23 at Roth Capital
Roth Capital analyst Philip Shen raised his price target for Enphase Energy to $30 from $23 after the company posted a "strong" Q2 and an "even stronger" Q3 guide. The analyst reiterates a Buy rating on the shares.
SEDG SolarEdge
$77.95

-1.47 (-1.85%)

08/22/19
UBSW
08/22/19
DOWNGRADE
UBSW
Neutral
SolarEdge downgraded to Neutral from Buy at UBS
08/22/19
UBSW
08/22/19
DOWNGRADE
Target $90
UBSW
Neutral
SolarEdge downgraded to Neutral at UBS, price target raised to $90
UBS analyst Jon Windham downgraded SolarEdge to Neutral from Buy following 151% year-to-date share price appreciation compared to 17% for the S&P 500. In a research note to investors, Windham says he expects the second half of 2019 to mark the cycle peak in year-over-year adjusted EBITDA growth and sees SolarEdge growth more in-line with the global solar market in 2020-2021 as share gains slow. The analyst raised his price target to $90 from $73.
08/13/19
VERF
08/13/19
NO CHANGE
Target $35
VERF
Negative
Vertical Group keeps Sell on SolarEdge, sees 61% downside potential
While admitting he's been wrong, Vertical Group analyst Gordon Johnson keeps a Sell rating on SolarEdge Technologies while boosting his price target for the shares to $35 from $31. His new price target implies 61% downside in the shares. Johnson, who does see a lack of near-term negative catalysts, believes SolarEdge's current valuation levels are "elevated" due to "excessive euphoria in the solar space at present." The analyst still believes global solar demand will disappoint this year.
08/13/19
JPMS
08/13/19
NO CHANGE
Target $100
JPMS
Overweight
SolarEdge price target raised to $100 from $84 at JPMorgan
JPMorgan analyst Mark Strouse raised his price target for SolarEdge Technologies (SEDG) to $100 from $84 citing an increased assigned multiple. The stock has outperformed year-to-date following "record results" in the first half of 2019, but further gains are likely owing to accelerating earnings growth, share gains, new product introductions, and expected further clarity regarding the company's non-solar business strategy, Strouse tells investors in a research note. Despite the outperformance, SolarEdge's valuation "still remains compelling," contends the analyst. He calls the company a stock to own within solar, along with First Solar (FSLR), and keeps an Overweight rating on the name.
GNRC Generac
$82.32

-0.77 (-0.93%)

09/05/19
BARD
09/05/19
NO CHANGE
Target $86
BARD
Outperform
Generac long-term opportunity implies higher share price, says Baird
Baird analyst Michael Halloran said the long-term opportunity for Generac implies a higher share price and he sees multiple near- and long-term catalysts ahead. The analyst said current trends are tracking toward the high end of baseline guidance and catalysts unfold, the shares should see multiple expansion. He said the company has more optionality than at any point in its history including secular drivers such as 5G build out, Clean energy strategy, and California penetration. Halloran reiterated his Outperform rating and $86 price target on Generac shares.
09/05/19
BOFA
09/05/19
NO CHANGE
Target $88
BOFA
Buy
Generac story 'goes well beyond hurricane season,' says BofA/Merrill
BofA/Merrill Lynch analyst said Generac presented "compelling" data at its bi-annual investor day that showed how total non-hurricane outages have been well above trend over the last 2-3 years, leading him to contend that the company's story "goes well beyond hurricane season" and its growth outlook is excellent "Dorian or no Dorian." The analyst, who believes Generac's California HSB solar opportunity is enormous, raised his estimates for the company and raised his price target on Generac shares to $88 from $83. He maintains a Buy rating on the stock.
07/01/19
BARD
07/01/19
UPGRADE
Target $86
BARD
Outperform
Generac upgraded to Outperform from Neutral at Baird
Baird analyst Michael Halloran upgraded Generac to Outperform from Neutral and raised his price target for the shares to $86 from $64.
09/09/19
BOFA
09/09/19
NO CHANGE
BOFA
Generac added to Endeavor List, Wright Medical removed at BofA/Merrill

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NWSA

News Corp.

$13.48

-0.19 (-1.39%)

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News Corp

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WAIR

Wesco Aircraft

$11.01

0.01 (0.09%)

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    Oct

FOMX

Foamix

$3.15

-0.09 (-2.78%)

16:41
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POAI

Predictive Oncology

$0.44

0.0101 (2.35%)

16:40
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Conference/Events
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BK

BNY Mellon

$45.34

0.975 (2.20%)

16:40
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Hot Stocks
BNY Mellon SVP Harris sells 50K shares of common stock »

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FOMX

Foamix

$3.15

-0.09 (-2.78%)

16:40
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Breaking Hot Stocks news story on Foamix 

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BAC

Bank of America

$30.37

0.1 (0.33%)

16:35
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Hot Stocks
Bank of America's Knox sells 40,000 common shares »

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LGC

Legacy Acquisition Corp

$10.24

0.02 (0.20%)

16:34
10/18/19
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16:34
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Conference/Events
Legacy Acquisition Corp to host special shareholder meeting »

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MFGP

Micro Focus

$15.13

0.56 (3.84%)

, OTEX

OpenText

$39.30

-1.545 (-3.78%)

16:33
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Periodicals
OpenText weighing takeover bid for rival Micro Focus, Bloomberg says »

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MFGP

Micro Focus

$15.13

0.56 (3.84%)

OTEX

OpenText

$39.30

-1.545 (-3.78%)

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16:30
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Options
Preliminary option volume of 21.9M today »

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BA

Boeing

$344.01

-25.12 (-6.81%)

, ORCL

Oracle

$54.55

-0.52 (-0.94%)

16:22
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On The Fly
Fly Intel: Wall Street's top stories for Friday »

U.S. earnings have…

BA

Boeing

$344.01

-25.12 (-6.81%)

ORCL

Oracle

$54.55

-0.52 (-0.94%)

KO

Coca-Cola

$54.78

0.98 (1.82%)

AXP

American Express

$116.82

-2.35 (-1.97%)

JNJ

Johnson & Johnson

$127.73

-8.47 (-6.22%)

M

Macy's

$15.11

-0.66 (-4.19%)

LB

L Brands

$16.32

-1.78 (-9.83%)

GPS

Gap

$16.87

-0.71 (-4.04%)

LEVI

Levi Strauss

$17.12

0.07 (0.41%)

DERM

Dermira

$7.17

1.49 (26.23%)

ETFC

E-Trade

$40.82

1.78 (4.56%)

GIL

Gildan Activewear

$26.29

-9.085 (-25.68%)

TEAM

Atlassian

$116.96

-5.47 (-4.47%)

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  • 06

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    Dec

EYEG

EyeGate

$3.40

(0.00%)

16:20
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Breaking Syndicate news story on EyeGate »

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VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

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Closing CBOE SPX and VIX Index summary for October 18th »

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MTOR

Meritor

$20.36

0.36 (1.80%)

16:17
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Glenview Capital discloses 14.7% activist stake in Meritor »

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  • 13

    Nov

BCBP

BCB Bancorp

$12.91

-0.04 (-0.31%)

16:17
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Earnings
BCB Bancorp reports Q3 EPS 30c, consensus 30c »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

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NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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NYSE market internals summary »

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UTI

Universal Technical

$5.35

0.12 (2.29%)

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Breaking Syndicate news story on Universal Technical »

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UNH

UnitedHealth

$246.37

2.62 (1.07%)

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Hot Stocks
UnitedHealth's Burke sells 25,000 common shares »

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FOMX

Foamix

$3.15

-0.09 (-2.78%)

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  • 18

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KWR

Quaker Chemical

$160.98

-2.04 (-1.25%)

16:05
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Earnings
Quaker Houghton sees Q3 net sales $325M, consensus $348.82M »

Michael F. Barry,…

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KWR

Quaker Chemical

$160.98

-2.04 (-1.25%)

16:05
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Earnings
Quaker Houghton sees FY19 pro forma adjusted EBITDA down 2%-4% »

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GM

General Motors

$36.28

0.08 (0.22%)

16:04
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Periodicals
GM to build new electric pickups, SUVs at Detrioit-Hamtramck plant, Reuters says »

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  • 29

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FCCY

1st Constitution Bancorp

$19.04

-0.09 (-0.47%)

, SHRC

Shore Community Bank

$0.00

(0.00%)

16:02
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Hot Stocks
Shore shareholders approve of merger with 1st Constitution Bancorp »

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FCCY

1st Constitution Bancorp

$19.04

-0.09 (-0.47%)

SHRC

Shore Community Bank

$0.00

(0.00%)

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