Enphase Navigates Headwinds as Tax Credit Rush Boosts Q4, Eyes Recovery in 2026
Enphase Energy posted a resilient fourth quarter, buoyed by U.S. demand ahead of a key tax credit deadline. While revenue hit $343.3M, margins faced pressure from tariffs and a softer European market. The company is betting on new battery and commercial products to drive growth as it forecasts a demand rebound later this year.