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ENPH

Enphase Energy

$21.61

-3.11 (-12.58%)

, SEDG

SolarEdge

$72.50

-6.92 (-8.71%)

13:56
09/12/19
09/12
13:56
09/12/19
13:56

Generac success against Enphase, SolarEdge not guaranteed, says Roth Capital

Roth Capital analyst Philip Shen, in response to a report issued earlier today by Citron Research recommending shorting Enphase Energy (ENPH) and Solaredge Technologies (SEDG), said his quick initial checks with a potential customer, who he identified as "a top 10 U.S. resi installer, called Generac's (GNRC) residential solar solution "expensive and clunky." Entering the market "does not mean the company will succeed," stated Shen, who added that the inverter landscape "is littered with failed efforts and companies that have tried to copy" Enphase and Solaredge. The analyst, who thinks the Generac threat is "likely limited," sees the pullback in the other two stocks as an attractive opportunity to add shares and maintains Buy ratings on both.

ENPH

Enphase Energy

$21.61

-3.11 (-12.58%)

SEDG

SolarEdge

$72.50

-6.92 (-8.71%)

GNRC

Generac

$83.46

0.37 (0.45%)

  • 20

    Sep

  • 30

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  • 01

    Oct

ENPH Enphase Energy
$21.61

-3.11 (-12.58%)

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
$72.50

-6.92 (-8.71%)

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
$83.46

0.37 (0.45%)

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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HUM

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$0.83

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