虽然2025年Q4业绩超预期，但市场之前担心2026年补贴结束需求不佳，然而指引偏乐观，导致盘后 $Enphase Energy(ENPH)$ 上涨：
Let's now discuss the Q1 outlook. During last quarter's call, we shared a view of Q1 revenue to be around $250,000,000. Today, we are providing Q1 revenue guidance of $270,000,000 to $300,000,000. We are approximately 90% booked to the midpoint of our revenue guidance. We continue to believe Q1 marks the low point for underlying demand, with improvement expected through 2026, particularly in the second half. Installer sentiment is also improving as higher utility rates strengthen the customer value proposition, including in several Northeast and Midwest markets that have seen double-digit residential electricity price increases over the last year.
The feedback on prepaid lease offerings is also encouraging, giving installers yet another effective tool to drive solar and battery adoption this year.
这公司CEO也是高抛低吸的一把好手。查看图片