Enphase Energy Shifts to the Data Center Sector! Will it Achieve an Operational Turnaround?
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Technological Shift: Enphase is entering the expanding AI data center market with solid-state transformers (SST) Analyst Upgrade: Barclays upgrades the stock to Equal Weight, Goldman Sachs estimates the SST revenue potential to be USD 910 million by 2030 Commercial Launch: Delivery of the 548 VA IQ9S-3P microinverter based on gallium nitride has begun in the USA Enphase Energy (ENPH) is diversifying its revenue structure to escape stagnation in the solar market. While its core residential business is under pressure due to changing conditions,...
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