Benzinga·2d ago
Jim Cramer Doesn't Like This Tech Stock: It Is ‘Losing A Lot Of Money'On CNBC's “Mad Money Lightning Round,” Jim Cramer said he doesn't like BigBear.ai Holdings, Inc. (NYSE:BBAI) as it is “losing a lot of money.”
Enphase's fundamentals have deteriorated across all three statements: revenue contracted -28.5% YoY to $293.3M in 2026Q3 (a fifth consecutive decline), operating margin compressed to 2.2% from 16.1% a year prior, and free cash flow turned negative at -$11.4M (-3.9% FCF margin).
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue fell -28.5% YoY to $293.3M in 2026Q3 with operating margin collapsing to 2.2% (from 16.1% a year ago) as SG&A of $75.5M and R&D of $45.2M consumed over 90% of the $127.1M gross profit, reflecting fixed-cost overbuild against shrinking volumes.
Enphase Energy's Q1 is expected to mark the bottom for solar demand, with sequential improvement anticipated through 2026.
The company declared that the worst of the residential solar downturn is officially over, signaling a recovery.
Enphase offers advanced microinverters, battery storage, EV charging, and energy monitoring, creating a comprehensive energy solution.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $0.41-19.6% vs $0.51 | $293M-3.7% vs $305M |
Q3 2026 Jul 28, 2026 | $0.46-2.4% vs $0.47 | $292M+0.7% vs $290M |
Q2 2026 Apr 28, 2026 | $0.47-0.2% vs $0.47 | $283M+0.2% vs $282M |
Q1 2026 Feb 3, 2026 | $0.71+31.5% vs $0.54 | $343M+1.4% vs $338M |
On CNBC's “Mad Money Lightning Round,” Jim Cramer said he doesn't like BigBear.ai Holdings, Inc. (NYSE:BBAI) as it is “losing a lot of money.”
Solar stocks are rallying after Democrats won control of both chambers of Congress in the November 3 elections, while one name is bucking the trend. First Solar (NASDAQ:FSLR | FSLR Price Prediction) stock is at $202.
Solar stocks are extending their rebound into a second straight session as the group heads into a busy round of earnings reports. Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) stock is at $30.49, up 9% in afternoon trading.
Enphase stock tumbled 19% last week after missing on earnings. Wall Street analysts cut price targets on weak Enphase guidance.
Benchmark ENPH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Enphase Energy, Inc. (ENPH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $28.47 | $3.76B | 42.40 | 10.72% | 7.49% | 7.87% | — | |
| $27.51 | $1.67B | -7.42 | 31.39% | -17.34% | -54.65% | — | |
| $201.14 | $21.61B | 11.64 | 24.09% | 37.12% | 18.33% | — | |
| $5.86 | $901.42M | -8.12 | 40.22% | -9.91% | -39.51% | — | |
| $10.08 | $1.69B | 45.32 | 19.07% | 5.84% | 6.16% | — | |
| $0.27 | $233.15M | -39.80 | 183.94% | -2.05% | — | — |
Enphase Energy, Inc. (ENPH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Enphase Energy, Inc. (ENPH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Oct 27, 2026·SEC
Jul 28, 2026·SEC
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Enphase Energy, Inc. (ENPH) stock FAQ — growth, dividends, profitability & financials explained
Enphase Energy, Inc. (ENPH) reported $1.21B in revenue over the trailing twelve months. Revenue was $1.47B in fiscal year 2025. That is 7194% more than the $20.2M of fiscal year 2009.
Enphase Energy, Inc. (ENPH) revenue fell by 19.9% over the trailing twelve months, compared with the twelve months before.
Yes. Enphase Energy, Inc. (ENPH) earned $90.8M in net income over the trailing twelve months (a 7.5% net margin).
Enphase Energy, Inc. (ENPH) had a return on equity (ROE) of 7.9% over the trailing twelve months. That is below the market's typical 10-15%.
Enphase Energy, Inc. (ENPH) generated $135.4M in free cash flow over the trailing twelve months.
