---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40767885.md"
description: "Enphase surged significantly today. The GaN commercial microinverter IQ9s is now open for pre-order in the US region, coupled with expectations of tariff exemptions, creating a double positive impact.The difference lies in: the ASP for the commercial market is 30-50% higher than the residential market, leading to a structural improvement in gross margin, not just a simple order volume increase. I believe there is still short-term momentum. The company was pressured by inventory and residential price cuts in the previous quarters, and the shift to commercial is a genuine turning point for profitability. Technically, it broke through the 50-day moving average today. Whether it can stabilize above $80 is the next point to observe."
datetime: "2026-05-14T10:31:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40767885.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40767885.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40767885.md)
author: "[水天异色3](https://longbridge.com/en/profiles/27514818.md)"
---

# Enphase surged significantly today. The GaN commer…