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"Do I think it's a buy, hold, or sell? Well, I updated my buy, hold, or sell rating to make this stock rated as a hold. As of November 30th, November 13th, 2025, the stock is trading at a forward price to earnings ratio of 14 and a forward price to operating cash flow ratio of 10 12. But I think the headwinds facing this business are too significant even with the relatively cheap valuation. I would wait to see how this business adjusts to these major changes to the business uh given the macroeconomic factors worked so heavily against the company in the current administration. So this is a business I would be waiting on rather than making a move right now at current market prices."
The speaker updates his rating on ENPH to a hold, citing significant headwinds from the elimination of tax credits, increased tariffs, and challenging macroeconomic factors despite a relatively cheap valuation. He recommends waiting to see how the company adjusts before taking action.
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