美国太阳能逆变器制造商Enphase Energy公司周一开盘股价一度暴跌逾5%,引发了市场广泛关注。
分析人士认为,股价大跌主要源自投资者对该公司未来增长前景的担忧。加拿大皇家银行资本市场当日将Enphase Energy股票评级从"跑赢大盘"下调至"行业表现",并将目标价从125美元大幅下调至100美元。
加拿大皇家银行在报告中表示,评级下调反映了其对该公司估值方法的修订,以及对市场竞争态势的考虑。该行预计该公司明年的增长速度可能放缓。此外,该行还下调了对Enphase Energy 2025年和2026年营收的预期,分别为18.3亿美元和20.5亿美元,远低于分析师平均预测的19.9亿美元和23.5亿美元。
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