Jul. 29 at 9:24 PM
$ENPH
1. Technology: Kestrel ASIC(Application-Specific Integrated Circuit) strengthens ENPH's competitive moat.
2. Enphase reports - In line with consensus estimates.
Q2 EPS 46c, consensus 46c; free cash flow(25.9M).
3. Q3 Revenue Guidance:2.90–3.20 M, consensus
$304.94M
4. Residential solar is near a cyclical low, creating long-term opportunity.
5. FCC to ban imports of Chinese robots and inverters