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Enphase: Shifting Solar Gears As Tax Credits Drive Lease-First Future - Enphase Energy (NASDAQ:ENPH)

UNITED STATES, JUL 22 – Enphase Energy shifted its business model to leases and power purchase agreements driven by the 48E tax credit as Q2 revenue rose 19.7%, but analysts express caution for Q3.

Summary by Benzinga
Enphase Energy, Inc. (NASDAQ:ENPH) CEO Badri Kothandaraman on Tuesday addressed the changes underway in the solar energy market, triggered by evolving incentive structures, and how Enphase plans to respond.  What To Know: During the company's second quarter earnings call on Tuesday, Enphase's management team outlined its expectations for a shift toward leases and power purchase agreements (PPAs), largely anchored by the 48E tax credit, which ext…

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BizToc broke the news in on Tuesday, July 22, 2025.
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