-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：SEDG第一季度营收略高于预期，达到3.1亿美元（同比增长46%，环比下降7.4%），高于市场普遍预期的3.05亿美元。非GAAP毛利率环比增长20个基点至23.5%，较去年同期的7.8%显著提升。非GAAP每股亏损为0.43美元，较2025年第一季度的1.14美元大幅改善，但由于一次性支出，较第四季度的0.14美元有所恶化。我们看好SEDG持续的复苏势头，该公司在直流优化解决方案领域保持领先地位，同时正积极拓展储能（出货量331兆瓦时，同比增长104%）和人工智能数据中心电源解决方案业务。管理层预计第二季度营收为3.25亿美元至3.55亿美元（中值为3.4亿美元），公司有望实现盈亏平衡，这将是一个关键的转折点。我们认为，公司强劲的资产负债表（净现金超过2.46亿美元）为增长计划提供了财务灵活性，而连续第六个季度的利润率提升也表明，尽管面临竞争压力，公司仍保持了良好的运营杠杆作用。
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