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Solaredge Technologies Inc

Solaredge Technologies Inc

SEDG
$53.47USD↑+2.16%+1.13 today

MARKET CAP

3.3B

P/E (TTM)

—

FWD P/E

54.6x

DAY RANGE

$50 – $55

52W RANGE

$23
$81

AI Summary

Stalk
Sell NowMedium

SEDG remains in a clear Stage 4 decline with confirmed lower highs and lower lows under declining EMAs. The medium-term bias is bearish, disallowing long-side participation, and short-term timing favors sell-side execution as price repeatedly rejects near the 9/20/50-day EMA cluster. A Speculative strategy supports opportunistic Sell Now entries on rallies into resistance.

  • ↑Q1 2026 revenue $310M (+46% YoY) driving high growth.
  • ↑Q1 free cash flow $21M; cash & investments $583M.
  • ↓Elimination of 25D credit to significantly cut residential installations.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

SolarEdge Technologies, Inc. (NASDAQ: SEDG) is a leading manufacturer specializing in solar inverters and energy management solutions, catering to both residential and commercial markets. The company has established a dominant presence in the solar energy sector, especially given its innovative product offerings, such as the recently launched Nexus platform. SolarEdge is well-positioned to capitalize on the rising global demand for renewable energy technologies and is actively navigating the evolving regulatory landscape in the U.S., aiming to enhance its market share through strategic initiatives in domestic manufacturing and battery storage solutions.

Bull says

  • ↑Q1 2026 revenue $310M (+46% YoY) driving high growth.
  • ↑Q1 free cash flow $21M; cash & investments $583M.
  • ↑Nexus platform Q2 production fully booked by European demand.
  • ↑US onshoring strategy boosted by new domestic content rules.
  • ↑High momentum and liquidity factors underpin robust price trends.
  • ↑Projecting positive cash flow for full-year 2026.

Bear says

  • ↓Elimination of 25D credit to significantly cut residential installations.
  • ↓Non-GAAP net loss of $26M in Q1 highlights profitability strain.
  • ↓Tariffs and OEM dynamics to erode gross margin by 4–6%.
  • ↓Weak profitability factors and rising leverage risk pressures returns.
  • ↓High short interest signals prevailing negative market sentiment.
  • ↓Execution risk if Nexus platform delivery falls short of demand.

Investment themes with SEDG

Clean Energy↓ -0.41%

Renewable energy sources and technologies

BE · NXT · FSLR
Solar↑ +0.02%

Solar energy producers and related technologies

FSLR · NXT · ENPH

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-08-2026neutral

Transcript signals

Bull points

  • We believe that the underlying demand for solar plus storage systems exist. It does add value to many homeowners around the U.S.
  • We are the natural partner for the TPO. The battery, the increased attach rate for batteries and solar is something that plays to our strength.
  • We're planning on showing it off proof of concept towards the end of this year so that we could then have pilot plans at their data centers throughout next year leading to ramp up and mass deployment in 2028.

Bear points

  • Revenues from U.S. this quarter amounted to $150 million, down 20% quarter-over-quarter, and representing 51% of our revenues.
  • Non-GAAP operating loss for Q1 was approximately $25 million. When excluding the one-time $14 million debt expense, our ongoing operating loss was approximately $11 million, flat with Q4, despite 7% lower revenue.
  • Revenues from U.S. this quarter amounted $150 million, down 20% quarter-over-quarter, and representing 51% of our revenues
Read full transcript analysis ›