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Enphase Energy (ENPH) had a not so sunny company earnings report for Q4 2023, and the bad news is it's only going to get worse in Q1. Enphase has had a significant decrease in revenue and free cash flow in recent quarters. The transition from NEM 2.0 to NEM 3.0 in California seems to have had an outsized impact on the solar inverter and battery energy storage business, as has a higher interest rate environment.

However, there are some positives. Enphase management thinks early 2024 could be the bottom for this downturn. It’s also making a solid go expanding into new markets, and is undershipping solar inverter supply to its customers to manage inventory.

Does this next-gen energy stock favorite meet the Chip Stock Investor criteria for the portfolio? Nick and Kasey discuss what’s going on, and when they might be interested in buying again.

Chapters:
00:00 Introduction to Enphase Energy
01:01 Understanding Enphase's Market Position
02:59 Enphase's Financial Highlights
03:44 Impact of the Pandemic on Enphase
04:56 Enphase's Q1 2024 Outlook
06:00 Enphase's Expansion into European Markets
08:25 Enphase's Manufacturing Consolidation
09:15 Analyst Expectations and Stock Valuation

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