May. 3 at 12:13 PM
$ENPH Despite the relatively poor numbers in the Q1 2026 announcement, at least one analyst sees long-term upside from the SST announcement.
“This opportunity, in our view, is exciting and potentially meaningful in the coming years, but investors will need to be patient,” said Philip Shen, managing director and senior research analyst for Roth Capital Partners, adding that Enphase stock could be “one to watch” for investors seeking a solar stock that can give them exposure to data centers.
