Enphase Energy: A Positive Signal For Better Times Ahead (NASDAQ:ENPH)
Justin Paget Enphase Energy (NASDAQ:ENPH) reported 2Q24 results that were slightly below expectations, but I think this was largely aligned with recently reduced buyside expectations. Most importantly, we received confirmation that channel inventory is now normalized as of the end of 2Q24. There was a positive surprise in the US as sell-through came in better
