EXCLUSIVE: Enphase Says Investors Are Valuing It Wrong—and AI Could Change That

Many investors still think of Enphase Energy Inc. (NASDAQ: ENPH ) as a residential solar company. The company says that’s exactly the problem. In an exclusive email interview with, Zachary Freedman, Vice President and Head of Investor Relations at Enphase Energy, argued that investors continue to view the company through the lens of one end market, even as its technology expands into batteries, EV charging and, most recently, AI infrastructure. “We are becoming more than just a solar company and are now expanding into AI infrastructure,” Freedman said. Beyond Solar According to Freedman, Enphase’s latest push into AI infrastructure isn’t a departure from its business—it’s an extension of the same semiconductor technology that has powered its products for years. “Our core semiconductor-based power conversion technology has always had applicabil...