How do you currently view $ENPH? I might be more interested in your view on any short-term moves - do we go any lower? Personally, I don't think we'll see too much growth here until the Fed pivot. Strong support should be at $110, now we just need to break the $119 level.
P/FCF: 19.59 and even the P/E ratio, which didn't look that attractive until recently, is now 31, which is very respectable for a company that is growing at such a rate. According to various sources, net income could grow at nearly 20% annually. Overall, the solar energy market will most likely see tremendous growth in the coming years, and I think $ENPH could continue to benefit from that.
A community member's personal view, not investment advice. Community Guidelines
For me an excellent company, they make up the most in my portfolio. Unfortunately, also by the fact that I first bought at about 200$, therefore, after that I started to dilute, as they say, catching a falling knife, but here I believe that it will not be what will cut me and on the contrary in time it will be beautifully returned. As you say, the boom regarding solar seems to me to be kind of in waves and it's definitely not over yet, I'm in the electrical business, although yes, the company has now carved itself out. I've got various ones lined up, the last one at $120, so when it looks over $200 again, it'll be awesome. 😁
The debt is covered, the view is good. I hope it works out, I believe it will!