Enphase Energy: A Fallen Angel with a Hidden AI Thesis

Wednesday, Dec 3, 2025 5:51 pm ET1min read

Enphase Energy has struggled in recent years, leading investors on a rollercoaster ride. Management has been optimistic about the end of the slide, but the company has yet to regain momentum. Despite this, Enphase has a sneaky AI thesis, which could potentially drive growth in the future. The company has been investing in artificial intelligence and machine learning, which could lead to new revenue streams and improved efficiency.

Enphase Energy: A Fallen Angel with a Hidden AI Thesis

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