1033 ET - Solar equipment maker Enphase Energy jumps 40% after 4Q results beat top and bottom-line expectations and the company raises 1Q revenue guidance. The fortunes of Enphase are starting to turn a corner with U.S. solar demand picking up, say Susquehanna's Charles Minervino and Eric Clay. "Overall, we think 1Q will likely mark trough levels for ENPH, as a number of tailwinds including new product introductions, rising utility rates, and prepaid leases drive a recovery beginning in the 2H of the year," the analysts say. Higher utility rates will improve the value proposition of solar, the analysts add, as prepaid leases gain greater adoption to offset declines from the end of a residential solar tax credit last year. (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

February 04, 2026 10:33 ET (15:33 GMT)

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