Do Earnings Cuts Change The Bull Case For Enphase Stock?

Enphase Energy confirmed that its IQ EV Charger 2 already supports the ISO 15118-20 standard required under the EU’s AFIR rules from January 2027. This means newly installed and existing units in Europe are positioned to meet upcoming communication and security requirements without hardware changes. While the charger line appears technically aligned with future regulation, Enphase Energy is dealing with pressure on unit volumes and free cash flow. This raises questions about how much this...