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This is Why Enphase Energy is up 38%

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By Ian Cooper Published

Shares of Enphase Energy (ENPH) are up 38%, or by $14.08, on a strong revenue forecast.

Earlier today, the company said Q4 revenues fell 10% year over year to $343.3 million, which still beat expectations.

However, it was guidance that sent it rocketing higher.

For Q1 2026, the company expects to see revenues of $270 million to $300 million, which is above the $262.1 million consensus. It also forecast shipments of 100 to 120 MWh of IQ batteries and an adjusted gross margin of 42% to 45%.

As a result, analysts at BMO Capital upgraded the stock to Market Perform with a $41 price target, raised from $31, citing the upbeat Q1 revenue outlook. Enphase was more definitive than expected “on directionally pointing to higher 2Q 2026 revenue, which is a catalyst for our upgrade,” the firm added, as quoted by Seeking Alpha.

RBC Capital upgraded shares to Outperform with a $54 price target. The firm added that “demand has bottomed” and that Enphase has “a strong opportunity to drive a market share recovery in resi and capture share in commercial as it continues to roll out new products,” as also quoted by Seeking Alpha.

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Advanced Micro Devices is down about $37 a share on soft guidance.

However, the pullback may be a strong buy opportunity – especially with CEO Lisa Su noting that AMD has seen bigger demand over the last few months.

“What I would tell you from someone on the inside is AI is accelerating at a pace that I would not have imagined,” she told CNBC, adding that demand continues to outstrip compute needs.

Su also noted that, “AMD’s datacenter business has accelerated from the fourth to first quarter and demand for its central processing units is ‘going gangbusters’ as businesses rapidly increase compute for AI enterprise work.”

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Tax time is here again.

It’s at this time of the year when demand for professional tax services and tax software surges. Many taxpayers would rather pay for peace of mind than risk making a costly mistake on their own. Filing errors — whether related to dependents, capital gains, or income reporting — can result in penalties, surprise tax bills, or unwanted attention from the IRS.

As a result, companies that simplify the tax process often see predictable seasonal strength. For investors, that recurring pattern can translate into opportunity.

Look at H&R Block (HRB).

H&R Block is one of the most recognizable names in tax preparation.

From an investment standpoint, HRB has demonstrated a clear seasonal pattern. In 2024, HRB bottomed near $44 in January, then rallied to a post-tax high of $53.55. In 2025, the stock climbed from roughly $50 to a May high of $63.05. 

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About the Author Ian Cooper →

Ian Cooper is a veteran market analyst and investment strategist with more than 20 years of experience covering stocks, commodities, and macro trends. Since 1999, he has helped investors identify market opportunities using a blend of technical analysis, fundamental research, and market sentiment.

He is the creator of the ADD News Flow Strategy, which focuses on trading market reactions to major news events and investor psychology. Cooper was also among the analysts who warned about the 2008 financial crisis and major financial institution collapses ahead of the broader market.

Before joining 247 Wall St., Cooper wrote extensively for InvestorPlace and other financial publications, covering market trends, trading strategies, and investment opportunities.

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