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Enphase Energy downgraded to Peer Perform from Outperform at Wolfe Research

Wolfe Research analyst Steve Fleishman downgraded Enphase Energy to Peer Perform from Outperform without a price target. The firm says a rates-driven downturn in U.S. residential solar is tracking worse than it expected. The analyst sees another guidance miss for Q3 and notes Enphase’s hyper Europe growth may slow. Enphase remains a high-quality company and its valuation is now less extended, but the company needs to see better visibility on a U.S. recovery, the analyst tells investors in a research note.

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