SolarEdge Technologies Inc. (SEDG)
NASDAQ:SEDG
Want to see SEDG full AI Analyst Report?
SEDG Stock Chart & Stats
$38.30
-$1.84(-10.46%)
At close: 4:00 PM EST
$38.30
-$1.84(-10.46%)
Day’s Range― - ―
52-Week Range$13.73 - $81.25
Previous CloseN/A
Volume3.18M
Average Volume (3M)4.62M
Market Cap
$4.77B
Enterprise Value$4.48B
Total Cash (Recent Filing)$582.63M
Total Debt (Recent Filing)$389.57M
Price to Earnings (P/E)―
Beta0.60
Next Earnings
Aug 04, 2026EPS Estimate
-0.01Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-6.16
Shares Outstanding60,818,203
10 Day Avg. Volume4,857,879
30 Day Avg. Volume4,615,969
Financial Highlights & Ratios
PEG Ratio0.05
Price to Book (P/B)4.04
Price to Sales (P/S)1.46
P/FCF Ratio21.36
Enterprise Value/Market Cap0.94
Enterprise Value/Revenue3.51
Enterprise Value/Gross Profit19.29
Enterprise Value/Ebitda-22.47
Forecast
1Y Price Target
$40.35Price Target Upside5.34% Upside
Rating ConsensusHold
Number of Analyst Covering19
EPS Forecast (FY)0.01
Revenue Forecast (FY)$1.39B
Bulls Say, Bears Say
Bulls Say
Cash Generation & LiquidityReturn to positive free cash flow and a large cash/investment balance materially improves the company's runway and funding flexibility. Over 2–6 months this supports capex for product ramps, buffers against cyclical PV demand, and reduces near-term refinancing pressure despite elevated leverage.
Product Momentum — Nexis DemandFully booked Nexis production and capacity expansion create multi-quarter revenue visibility and strengthen differentiation in larger-home/residential segments. Durable product adoption supports higher attach rates and recurring service/software revenue, improving unit economics as volumes scale.
Onshoring & U.S. C&I Competitive PositionHigh share of U.S. manufacturing plus FEOC/domestic-content positioning gives SolarEdge structural advantage in U.S. commercial projects. Onshoring lowers supply-chain risk, aids margin improvement over time, and supports durable share gains in large enterprise rooftop and C&I segments.
Bears Say
Elevated LeverageDebt roughly in line with equity marks a significant structural shift from prior years, reducing financial flexibility. With coverage low versus operating cash flow, higher leverage raises refinancing and covenant risk, constraining strategic options and limiting ability to absorb demand shocks over the medium term.
Persistent UnprofitabilityDespite modest revenue growth and margin recovery, sustained negative net margins reflect structural profitability issues. Continued losses limit reinvestment, compress returns on capital, and mean the company must rely on cash balances and operational fixes to reach durable, self-funded profitability.
Customer Credit & Bankruptcy ExposureLarge disputed receivables and exposure to customer bankruptcies create material downside for cash flows and working capital. Uncertain recoveries can force one-time charges, raise doubtful-debt risk, and disrupt channel relationships, impairing predictable cash conversion in the coming quarters.
SolarEdge Technologies News
SEDG FAQ
What was SolarEdge Technologies Inc.’s price range in the past 12 months?
SolarEdge Technologies Inc. lowest stock price was $13.73 and its highest was $81.25 in the past 12 months.
What is SolarEdge Technologies Inc.’s market cap?
SolarEdge Technologies Inc.’s market cap is $4.77B.
When is SolarEdge Technologies Inc.’s upcoming earnings report date?
SolarEdge Technologies Inc.’s upcoming earnings report date is Aug 04, 2026 which is in 60 days.
How were SolarEdge Technologies Inc.’s earnings last quarter?
SolarEdge Technologies Inc. released its earnings results on May 06, 2026. The company reported -$0.43 earnings per share for the quarter, missing the consensus estimate of -$0.27 by -$0.16.
Is SolarEdge Technologies Inc. overvalued?
According to Wall Street analysts SolarEdge Technologies Inc.’s price is currently Undervalued.
Does SolarEdge Technologies Inc. pay dividends?
SolarEdge Technologies Inc. does not currently pay dividends.
What is SolarEdge Technologies Inc.’s EPS estimate?
SolarEdge Technologies Inc.’s EPS estimate is -0.01.
How many shares outstanding does SolarEdge Technologies Inc. have?
SolarEdge Technologies Inc. has 60,818,203 shares outstanding.
What happened to SolarEdge Technologies Inc.’s price movement after its last earnings report?
SolarEdge Technologies Inc. reported an EPS of -$0.43 in its last earnings report, missing expectations of -$0.27. Following the earnings report the stock price went down -9.028%.
Which hedge fund is a major shareholder of SolarEdge Technologies Inc.?
Currently, no hedge funds are holding shares in SEDG
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
SolarEdge Technologies Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$40.35 (5.34% Upside)
$40.35 (5.34% Upside)
Blogger Sentiment
Bullish
SEDG Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 428.4K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $99.5K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.8%
Last 30 Days ▲ 6.9%
Last 30 Days ▲ 6.9%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
308.72%
12-Months-Change
Fundamentals
Return on Equity
-79.58%
Trailing 12-Months
Asset Growth
-10.48%
Trailing 12-Months
Company Description
SolarEdge Technologies Inc.
SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations worldwide. It operates through five segments: Solar, Energy Storage, e-Mobility, Critical Power, and Automation Machines. The company offers inverters, power optimizers, communication devices, and smart energy management solutions used in residential, commercial, and small utility-scale solar installations; and a cloud-based monitoring platform that collects and processes information from the power optimizers and inverters, as well as monitors and manages the solar PV system. It also provides residential, commercial, and large scale PV, energy storage and backup, electric vehicle charging, and home energy management solutions, as well as grid services; and e-Mobility, automation machines, lithium-ion cells and battery packs, and uninterrupted power supply solutions, as well as virtual power plants, which helps to manage the load on the grid and grid stability. In addition, the company offers pre-sales support, ongoing trainings, and technical support and after installation services. The company sells its products to the providers of solar PV systems; and solar installers and distributors, electrical equipment wholesalers, and PV module manufacturers, as well as engineering, procurement, and construction firms. SolarEdge Technologies, Inc. was founded in 2006 and is headquartered in Herzliya, Israel.
SEDG Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveys a cautiously optimistic and constructive tone: management reported strong year-over-year revenue growth (+46% YoY), margin expansion, solid product momentum (Nexis fully booked in planned Q2 production for Europe), U.S. C&I share gains, and a clear path toward breakeven in Q2, supported by disciplined cost control and a healthy cash position (~$583M and positive FCF in Q1). Key risks remain — notably a widened non-GAAP net loss impacted by a $14M doubtful-debt charge, a 20% QoQ decline in U.S. revenue, inventory build, and customer credit/bankruptcy uncertainties (Freedom Forever and another U.S. customer). Management emphasized execution on new product rollouts, onshoring benefits, and a large AI data-center opportunity which together with operational discipline tilt the narrative positive despite the near-term headwinds and uncertainties.View all SEDG earnings summariesSEDG Revenue Breakdown
94.59% Solar
2.81% Energy Storage
0.03% Revenues from financing component
2.57% Other
SEDG Stock 12 Month Forecast
Average Price Target
$40.35
▲(5.34% Upside)
Technical Analysis
Canadian Solar
―
Enphase Energy
―
JinkoSolar
―
Array Technologies
―
Shoals Technologies Group
―
Ownership Overview
1.93% Insiders
12.90% Mutual Funds
37.79% Other Institutional Investors
12.26% Public Companies and Individual Investors