Demand ChallengesConcerns remain as demand in the U.S. and Europe continues to deteriorate and the long-term margin structure is in question as SolarEdge leverages pricing to stop the market share bleed.
Inventory ManagementThe solar industry has structural demand issues, and SolarEdge may continue to struggle offloading inventory in an uncertain demand environment.
Visibility IssuesSEDG is also cutting disclosure on sell-through, geo mix, and resi vs C&I splits, removing key tools investors use to track health.