SolarEdge Technologies (2ED) AI Stock Analysis
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SolarEdge Technologies
(XETRA:2ED)
No summary available
SolarEdge Technologies (2ED) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 1.85B
- Dividend Yield
- ―
- Average Volume (3M)
- 1,629
- Price to Earnings (P/E)
- -6.7
- Beta (1Y)
- -0.68
- Revenue Growth
- 29.04%
- EPS Growth
- 85.90%
- Country
- Germany
- Employees
- 3,576
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Solar
SolarEdge Technologies Business Overview & Revenue Model
Company Description
SolarEdge Technologies, Inc. (SEDG) is a company specializing in the design, development, and sale of direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations globally. The company operates through five key segments: S...
SolarEdge Technologies Earnings Call Summary
The call emphasized a clear operational turnaround: material year-over-year revenue growth, significant margin expansion, return to non-GAAP profitability for the first time in nearly three years, strengthened balance sheet and tangible product momentum (Nexis rollouts and SST demonstrations). Offsetting risks include near-term U.S. residential softness driven by tax-equity and FEOC uncertainty, channel destocking, Q3 seasonality (especially in Europe) and remaining GAAP losses and modest free cash flow. On balance, the company demonstrated meaningful progress against its transformation priorities while acknowledging near-term demand and timing headwinds.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For Q3 the company guided revenue of $310–$340 million (stating no significant pull‑forward of revenue), non‑GAAP gross margin of ~22%–26% (guidance range excludes any potential IEEPA refunds; Q2 non‑GAAP gross margin was 28.6% including a $13.3M IEEPA benefit), and non‑GAAP operating expenses of ~$86–$91 million (Q2 non‑GAAP OpEx was $88.5M). Management said most of the expected sequential revenue decline from Q2’s GAAP revenue of $346.2M (non‑GAAP $345.5M) is seasonal Europe weakness—about $15M at the midpoint—and that U.S. residential softness limits the usual Q3 U.S. pickup; including $11.5M of IEEPA refunds received in July the midpoint of the Q3 guide implies non‑GAAP operating profitability. The company reiterated full‑year capex of $60–$80M (H1 capex $12M), cash and marketable securities of $601.6M as of June 30, and an expectation of positive free cash flow for the year (Q2 FCF $3.1M).
SolarEdge Technologies Risk Analysis
SolarEdge Technologies disclosed 19 risk factors in its most recent earnings report. SolarEdge Technologies reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
3 New RisksSolarEdge Technologies Peers Comparison
Overall Rating
SHLS61Neutral
ENPH55Neutral
JKS46Neutral
ARRY45Neutral
CSIQ44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| SHLS | 61Neutral | $1.21B | 38.56 | 5.29% | ― | 46.88% | 50.24% |
| ENPH | 55Neutral | $3.39B | 37.17 | 7.87% | ― | -19.90% | -53.48% |
| JKS | 46Neutral | $433.73M | -0.22 | -18.67% | 32.21% | -15.19% | 15.25% |
| ARRY | 45Neutral | $522.09M | -3.46 | -47.02% | ― | 1.18% | 44.68% |
| CSIQ | 44Neutral | $628.72M | -3.37 | -6.62% | ― | -15.70% | -2559.44% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:2ED | SolarEdge Technologies Inc. | 26.30 | -2.20 | -7.72% | |
| CSIQ | Canadian Solar | 9.26 | -13.51 | -59.33% | |
| ENPH | Enphase Energy Inc | 25.65 | -3.86 | -13.08% | |
| JKS | Jinkosolar | 8.63 | -15.00 | -63.48% | |
| ARRY | Array Technologies Inc | 3.39 | -5.02 | -59.69% | |
| SHLS | Shoals Technologies Group, Inc. | 7.20 | -3.14 | -30.37% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.