SEDG

SolarEdge Technologies, Inc. (SEDG) | Rumor.io

SolarEdge Technologies

SEDG

Attention (50-day avg)0.02%

Attention rank (50-day avg)#287

Bullish sentiment (50-day avg)63%

Price to earnings ratio100.8

Market capitalization1.9B

Earnings per share-4.49

Dividend yield (TTM)—

Revenue (annual)1.2B

Net income (annual)-405.4M

Social

What share of all stock conversation is about SEDG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0.01% -0.02	0.01% 0

Sep 25

SolarEdge Technologies, Inc. (SEDG) stock price fell 10.3% to $172.16, expanding its trailing P/E ratio to about 10.6x.
The drop occurred during a broad solar sell-off driven by higher Treasury yields and tougher financing conditions, also affecting Enphase and First Solar (FSLR).
First Solar's residential exposure is more rate-sensitive due to high borrowing costs, while its domestic manufacturing benefits from tariff protection and IRA production credits.

Generated by AI

Sentiment

Of the messages about SEDG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +33.33	93.97% +75.97	57.52% +8.63	90.56% +16.35
Bearish	0% -33.33	6.03% -75.97	42.48% -8.63	9.44% -16.35

Bullish· Sep 10

The company's revenue is expected to reach $2.4 billion in 2029, with a significant portion of growth attributed to the development of SolarEdge's Smart Storage Technology (SST) in partnership with NVIDIA and Infineon.
The stock has demonstrated a strong recovery from a recent dip, with a 20% move from the bottom, making it a potential opportunity for investors.
The company is poised to spearhead the shift to 80p and eventually 1500 for AI data centers, maximizing efficiency and supporting exponential need for power, which could drive the stock price to $40+ or even $60 in the future.

Bearish· Sep 10

The CEO's comments on Q4 2026 results coming in slightly below Q3 2026 levels led to a 9% drop in the stock price.
SolarEdge's expected Q4 2026 results are likely to be slightly below Q3 2026 levels, citing CEO Shuki Nir's investor day comments.
The company's investor day announcement of an 800V DC framework with NVIDIA was met with skepticism, with some investors calling it a "pump for nothing" and a potential shorting opportunity.

Generated by AI

Topics

Of the messages about SEDG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	5.34%	4.26%	18.46%
Announcements	—	12.14%	24.84%	6.29%
Analysts	—	0%	44.87%	16.84%
Macro	—	82.52%	23.34%	57.56%
Earnings	—	0%	0.79%	0.6%
Controversies	—	0%	1.89%	0.25%

Earnings· Aug 5

SolarEdge Technologies reported Q2 revenue of $346.2M, a 20% YoY increase, but missed Q3 revenue guidance, which fell short of the $370.9M consensus.
The company's Q2 earnings beat estimates, with EPS of $0.05 vs -$0.02 expected, but the weak Q3 outlook sent shares lower.
SolarEdge's Q3 revenue guidance of $310M-$340M fell far short of expectations, raising concerns about the pace of the solar market and causing a 24% drop in the company's stock price.

Analysts· Aug 26

UBS upgrades SolarEdge Technologies to Buy from Neutral, citing the Federal Communications Commission (FCC) ban on new imported power-inverter models, which will create a supply-constrained domestic market and drive share gains for SolarEdge.
The FCC ban is expected to result in a 41% upside to UBS' new price target of $42, with SolarEdge poised to gain market share and strengthen pricing power due to its domestic manufacturing capabilities.
UBS argues that the recent FCC import restrictions will provide SolarEdge with a significant opportunity to expand its adoption of utility-scale products and increase its competitive environment in the US market.

Announcements· Aug 26

UBS upgrades $SEDG to Buy with a price target of $42, citing the FCC's ban on new foreign-produced inverter imports, which will create a supply-constrained U.S. market and drive share gains for SolarEdge.
The FCC's ban on new imported inverter models is expected to benefit SolarEdge, which is already a U.S.-manufactured company, and may lead to tighter supply and higher prices, strengthening the company's market position.
UBS sees significant upside potential for $SEDG, with a 41% increase to its new price target, driven by the FCC's ban and SolarEdge's domestic manufacturing and earnings acceleration.

Controversies· Oct 20

SolarEdge Technologies ($SEDG) reported preliminary Q3 revenue below estimates, citing unexpected cancellations and pushouts from EU operations, which led to a significant reduction in Q3 and Q4 revenue guidance.
The company's decision to phase out LG battery cells in favor of in-house production may be a liability, considering LG's battery problems, and could be a reason for order cancellations.
Goldman Sachs downgraded $SEDG from Buy to Neutral, cutting the price target from $254 to $131, following the company's revised Q3 outlook and lower gross margin guidance.

Macro· Jun 18

The proposed bill may be amended, and a potential rate cut by the Fed could lead to a 30% or more increase in $SEDG.
The US may be prioritizing a "brute force oil and treasury strategy" over market-based competition, potentially leading to a war and increased $SEDG stock price.
The current market conditions and legislative agenda suggest that investors should consider tapping out of $SEDG.

Technical Analysis· Jun 25

SEDG has dropped 18% to the $20s, down from $300+ 15 months ago.
The stock is oversold, with an RSI of 15, and has triggered SSR, with a book value of 35-40$.
SEDG has hit $25 support on the weekly chart, and is expected to bounce to the high 40s.

Generated by AI

Community

Of the messages about SEDG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	32.53%	21.54%	38.73%
Newcomers	0%	67.47%	78.46%	61.27%

Regulars· Sep 24

The regulars are discussing the valuation of SEDG and FSLR as investments, considering rising electricity prices, tariffs, and future policy changes, with interest rates being a headwind.
FSLR is seen as a safer utility-scale/US manufacturing play, while SEDG is viewed as having higher upside potential for residential/storage turnaround.
The regulars are watching for a potential breakout in SEDG, with a push through $35.80 on rising volume seen as a catalyst for a relief rally, and failure to hold $30.10 support opening the door to a retest of recent lows.

Newcomers· Sep 25

Many newcomers are focusing on the valuation of SolarEdge Technologies, Inc. (SEDG) as a potential opportunity, citing a low trailing P/E ratio of 10.6x.
New investors are also concerned about the impact of rising interest rates on the solar industry, with some arguing that higher rates make project financing more expensive and potentially reducing demand for rooftop solar panels.
Others are weighing the benefits of SolarEdge's domestic manufacturing advantage against the company's exposure to residential solar, which is seen as more rate-sensitive than the utility-scale solar business.

Generated by AI

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

5d agoYahoo Finance

Why SolarEdge Technologies (SEDG) Dipped More Than Broader Market Today

5d agoYahoo Finance

Deutsche Bank reiterates SolarEdge stock rating on 800V DC outlook

7d agoInvesting.com

Analysts Offer Insights on Technology Companies: SolarEdge Technologies (SEDG), Paychex (PAYX) and Atlassian (TEAM)

Detailed price information for Atlassian Corp (TEAM-Q) from The Globe and Mail including charting and trades.

7d agoThe Globe and Mail

SolarEdge Technologies (SEDG) Stock Dips While Market Gains: Key Facts

SolarEdge Technologies (SEDG) closed at $34.67 in the latest trading session, marking a -3.69% move from the prior day.

11d agoYahoo Finance

Q2 Rundown: SolarEdge (NASDAQ:SEDG) Vs Other Renewable Energy Stocks

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at SolarEdge (NASDAQ:SEDG) and the best and worst performers in the renewable energy industry.

13d agofinance.yahoo.com

Also Discussed

Investors talking about SEDG also mention

#	Name	Attention
1	Enphase Energy, Inc.ENPH	0%0
2	First Solar Inc.FSLR	0%-0.02
3	Sunrun Inc.RUN	0%0
4	Canadian Solar Inc.CSIQ	0.01%+0.01
5	SunPower Inc.SPWR	0%+0
6	Invesco Solar ETFTAN	0%new
7	JinkoSolar Holding Co., Ltd. ADRJKS	0%-0.01
8	Shoals Technologies Group Inc. Class A Common StockSHLS	0%new
9	Array Technologies, Inc.ARRY	0%+0
10	NOVA - Sunnova Energy International Inc.	——

SolarEdge Technologies, Inc.

Technology
Solar

SolarEdge Technologies, Inc. is an energy technology company that provides solutions for solar photovoltaic systems and related smart energy applications. SolarEdge Technologies, Inc. designs, develops, manufactures, and sells power optimizers, DC-to-AC inverters, and cloud-based monitoring software that help improve solar system performance and visibility. Its product portfolio also includes energy storage solutions, residential and commercial EV chargers, and energy optimization tools such as SolarEdge ONE. The company serves residential, commercial, and small utility-scale solar markets, working with solar installers, distributors, electrical equipment wholesalers, and engineering, procurement, and construction firms. Headquartered in Herzliya, Israel, SolarEdge Technologies, Inc. plays a significant role in the solar industry by combining hardware, software, and energy management capabilities across distributed energy systems.

Website

Location

1 HaMada Street

Herzliya Pituach, 4673335

Israel

Social

What share of all stock conversation is about SEDG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0.01% -0.02	0.01% 0

Sep 25

SolarEdge Technologies, Inc. (SEDG) stock price fell 10.3% to $172.16, expanding its trailing P/E ratio to about 10.6x.
The drop occurred during a broad solar sell-off driven by higher Treasury yields and tougher financing conditions, also affecting Enphase and First Solar (FSLR).
First Solar's residential exposure is more rate-sensitive due to high borrowing costs, while its domestic manufacturing benefits from tariff protection and IRA production credits.

Generated by AI

Sentiment

Of the messages about SEDG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +33.33	93.97% +75.97	57.52% +8.63	90.56% +16.35
Bearish	0% -33.33	6.03% -75.97	42.48% -8.63	9.44% -16.35

Bullish· Sep 10

The company's revenue is expected to reach $2.4 billion in 2029, with a significant portion of growth attributed to the development of SolarEdge's Smart Storage Technology (SST) in partnership with NVIDIA and Infineon.
The stock has demonstrated a strong recovery from a recent dip, with a 20% move from the bottom, making it a potential opportunity for investors.
The company is poised to spearhead the shift to 80p and eventually 1500 for AI data centers, maximizing efficiency and supporting exponential need for power, which could drive the stock price to $40+ or even $60 in the future.

Bearish· Sep 10

The CEO's comments on Q4 2026 results coming in slightly below Q3 2026 levels led to a 9% drop in the stock price.
SolarEdge's expected Q4 2026 results are likely to be slightly below Q3 2026 levels, citing CEO Shuki Nir's investor day comments.
The company's investor day announcement of an 800V DC framework with NVIDIA was met with skepticism, with some investors calling it a "pump for nothing" and a potential shorting opportunity.

Generated by AI

Topics

Of the messages about SEDG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	—	5.34%	4.26%	18.46%
Announcements	—	12.14%	24.84%	6.29%
Analysts	—	0%	44.87%	16.84%
Macro	—	82.52%	23.34%	57.56%
Earnings	—	0%	0.79%	0.6%
Controversies	—	0%	1.89%	0.25%

Earnings· Aug 5

SolarEdge Technologies reported Q2 revenue of $346.2M, a 20% YoY increase, but missed Q3 revenue guidance, which fell short of the $370.9M consensus.
The company's Q2 earnings beat estimates, with EPS of $0.05 vs -$0.02 expected, but the weak Q3 outlook sent shares lower.
SolarEdge's Q3 revenue guidance of $310M-$340M fell far short of expectations, raising concerns about the pace of the solar market and causing a 24% drop in the company's stock price.

Analysts· Aug 26

UBS upgrades SolarEdge Technologies to Buy from Neutral, citing the Federal Communications Commission (FCC) ban on new imported power-inverter models, which will create a supply-constrained domestic market and drive share gains for SolarEdge.
The FCC ban is expected to result in a 41% upside to UBS' new price target of $42, with SolarEdge poised to gain market share and strengthen pricing power due to its domestic manufacturing capabilities.
UBS argues that the recent FCC import restrictions will provide SolarEdge with a significant opportunity to expand its adoption of utility-scale products and increase its competitive environment in the US market.

Announcements· Aug 26

UBS upgrades $SEDG to Buy with a price target of $42, citing the FCC's ban on new foreign-produced inverter imports, which will create a supply-constrained U.S. market and drive share gains for SolarEdge.
The FCC's ban on new imported inverter models is expected to benefit SolarEdge, which is already a U.S.-manufactured company, and may lead to tighter supply and higher prices, strengthening the company's market position.
UBS sees significant upside potential for $SEDG, with a 41% increase to its new price target, driven by the FCC's ban and SolarEdge's domestic manufacturing and earnings acceleration.

Controversies· Oct 20

SolarEdge Technologies ($SEDG) reported preliminary Q3 revenue below estimates, citing unexpected cancellations and pushouts from EU operations, which led to a significant reduction in Q3 and Q4 revenue guidance.
The company's decision to phase out LG battery cells in favor of in-house production may be a liability, considering LG's battery problems, and could be a reason for order cancellations.
Goldman Sachs downgraded $SEDG from Buy to Neutral, cutting the price target from $254 to $131, following the company's revised Q3 outlook and lower gross margin guidance.

Macro· Jun 18

The proposed bill may be amended, and a potential rate cut by the Fed could lead to a 30% or more increase in $SEDG.
The US may be prioritizing a "brute force oil and treasury strategy" over market-based competition, potentially leading to a war and increased $SEDG stock price.
The current market conditions and legislative agenda suggest that investors should consider tapping out of $SEDG.

Technical Analysis· Jun 25

SEDG has dropped 18% to the $20s, down from $300+ 15 months ago.
The stock is oversold, with an RSI of 15, and has triggered SSR, with a book value of 35-40$.
SEDG has hit $25 support on the weekly chart, and is expected to bounce to the high 40s.

Generated by AI

Community

Of the messages about SEDG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	32.53%	21.54%	38.73%
Newcomers	0%	67.47%	78.46%	61.27%

Regulars· Sep 24

The regulars are discussing the valuation of SEDG and FSLR as investments, considering rising electricity prices, tariffs, and future policy changes, with interest rates being a headwind.
FSLR is seen as a safer utility-scale/US manufacturing play, while SEDG is viewed as having higher upside potential for residential/storage turnaround.
The regulars are watching for a potential breakout in SEDG, with a push through $35.80 on rising volume seen as a catalyst for a relief rally, and failure to hold $30.10 support opening the door to a retest of recent lows.

Newcomers· Sep 25

Many newcomers are focusing on the valuation of SolarEdge Technologies, Inc. (SEDG) as a potential opportunity, citing a low trailing P/E ratio of 10.6x.
New investors are also concerned about the impact of rising interest rates on the solar industry, with some arguing that higher rates make project financing more expensive and potentially reducing demand for rooftop solar panels.
Others are weighing the benefits of SolarEdge's domestic manufacturing advantage against the company's exposure to residential solar, which is seen as more rate-sensitive than the utility-scale solar business.

Generated by AI

SolarEdge Technologies

Social

Sep 25

Bullish· Sep 10

Bearish· Sep 10

Earnings· Aug 5

Analysts· Aug 26

Announcements· Aug 26

Controversies· Oct 20

Macro· Jun 18

Technical Analysis· Jun 25

Regulars· Sep 24

Newcomers· Sep 25

First Solar, Enphase, SolarEdge, Alight, and Goodyear Shares Are Falling, What You Need To Know

Why SolarEdge Technologies (SEDG) Dipped More Than Broader Market Today

Deutsche Bank reiterates SolarEdge stock rating on 800V DC outlook

Analysts Offer Insights on Technology Companies: SolarEdge Technologies (SEDG), Paychex (PAYX) and Atlassian (TEAM)

SolarEdge Technologies (SEDG) Stock Dips While Market Gains: Key Facts

Q2 Rundown: SolarEdge (NASDAQ:SEDG) Vs Other Renewable Energy Stocks

Also Discussed

SolarEdge Technologies, Inc.

Company Information

Location

First Solar, Enphase, SolarEdge, Alight, and Goodyear Shares Are Falling, What You Need To Know

Why SolarEdge Technologies (SEDG) Dipped More Than Broader Market Today

Deutsche Bank reiterates SolarEdge stock rating on 800V DC outlook

Analysts Offer Insights on Technology Companies: SolarEdge Technologies (SEDG), Paychex (PAYX) and Atlassian (TEAM)

SolarEdge Technologies (SEDG) Stock Dips While Market Gains: Key Facts

Q2 Rundown: SolarEdge (NASDAQ:SEDG) Vs Other Renewable Energy Stocks

Also Discussed

Social

Sep 25

Bullish· Sep 10

Bearish· Sep 10

Earnings· Aug 5

Analysts· Aug 26

Announcements· Aug 26

Controversies· Oct 20

Macro· Jun 18

Technical Analysis· Jun 25

Regulars· Sep 24

Newcomers· Sep 25