太阳能逆变器制造商Enphase Energy（ENPH）周三盘前股价大跌10.26%，主要原因是公司公布的第一季度业绩低于市场预期，并对第二季度收入给出了令人失望的指引。
根据公司发布的财报，Enphase Energy第一季度调整后每股收益为0.68美元，低于分析师预期的0.70美元。季度营收为3.5608亿美元，同比增长35.2%，但仍未达到分析师预期的3.6091亿美元。更令投资者担忧的是，公司预计第二季度营收将在3.4亿至3.8亿美元之间，预测中值为3.6亿美元，显著低于分析师预期的3.76亿美元。
Enphase Energy的业绩下滑主要归因于美国市场需求疲软，特别是在其最大市场加利福尼亚州。该州于2023年推出的计量改革削弱了对Enphase公司住宅太阳能设备逆变器的需求。此外，多家券商下调了对Enphase Energy的目标价，其中摩根大通将目标价从79美元下调至64美元，加拿大皇家银行将目标价从59美元下调至54美元，这进一步加剧了投资者的担忧。值得注意的是，这已经是公司连续第四个季度业绩未达预期，反映出其面临的持续挑战。
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