Financial PerformanceEnphase Energy Inc reported results that missed expectations on several fronts, leading to a negative market reaction.
Tariff ChallengesENPH's gross margins are expected to face a significant impact from tariffs, complicating profitability and demand outlook.
Tax Policy ImpactElimination of the 25D credit impacts ENPH disproportionately and shrinks the overall demand for U.S. residential solar, contributing to loss of market share.