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Wire

SolarEdge Technologies to See Continued Solar Revenue, Margin Growth, RBC Capital Markets Says

SolarEdge Technologies' (SEDG) outlook points to continued revenue and margin growth in its core solar business, helped by operational improvements, its Nexis platform and higher battery energy storage system attachment rates, RBC Capital Markets said in a note Friday.Management's guidance of $2.4 billion in 2029 revenue, including $1.8 billion from its core solar business and $600 million from solid-state transformers, highlights a potentially significant longer-term opportunity, with gross margin expected to reach about 35% by 2029, according to the note.The company's solid-state transformer technology for artificial intelligence data centers offers a "compelling" value proposition, but the investment firm said more evidence of commercial adoption is needed given competitive risks. RBC said it models $300 million of transformer revenue in 2029.The firm said it also expects the Nexis platform to support higher solar sales and margins, while $1.7 billion in firm safe harbor inverter orders provides additional demand visibility.RBC raised its price target to $30 from $24, and has a sector perform, speculative risk rating on SolarEdge Technologies.Price: $36.62, Change: $-0.13, Percent Change: -0.37%

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Wire

SolarEdge Advances Powertrain for AI Data Centers

SolarEdge Technologies (SEDG) said Thursday its medium-voltage to 800 VDC conversion stage of its DC powertrain for AI data centers is now operating under load in engineering laboratories.The firm said a system-level validation of the full path underway.SolarEdge also said it has published a protection and grounding framework for 800 VDC systems, developed with Nvidia and offered as a technology-neutral framework for industry evaluation.Price: $36.53, Change: $+1.32, Percent Change: +3.75%

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Commodities

US Power Equipment Restrictions Could Benefit Domestic Manufacturers, UBS Says

US President Donald Trump signed an executive order on Wednesday targeting imported bulk power equipment, a move that could favor US manufacturers as customers seek greater supply certainty, UBS said in a note on Wednesday.The order covers generation equipment, high-voltage transmission equipment, larger transformers, utility-scale inverters and large substations, while excluding local distribution equipment, UBS said.UBS said the order directs the Secretary of Energy to define covered equipment and set an implementation schedule within 120 days, leaving key details unresolved.The measure supports a broader US effort to reduce dependence on imported electrical equipment, driven mainly by national security concerns.UBS expects investors to focus initially on the order's legal details, but said the policies could encourage customers to choose US-made equipment to reduce project risks.UBS cited earlier measures, including 2018 tariffs on electrical equipment and a 2020 Trump executive order restricting bulk-power systems that the Biden administration paused in 2021.The 2022 Inflation Reduction Act introduced Section 45X tax credits for domestic production of solar equipment, batteries, inverters and trackers, plus a 10% domestic-content tax credit.The Biden administration raised tariffs on electric vehicles, chips, solar equipment, and batteries in 2024, while a 2025 law maintained tax incentives for US manufacturing and added limits on certain foreign suppliers.The Trump administration added Section 232 tariffs in 2026 that set minimum import prices for polysilicon solar modules and components, while the Federal Communications Commission banned imports of new inverter models.UBS said its favored stocks share strong US manufacturing footprints that can provide customers with greater price certainty and equipment availability as protectionist policies expand.The bank highlighted Nextpower (NXT) for its US electrical equipment business spanning trackers, foundations, inverters and batteries, plus expansion into battery energy storage systems and artificial intelligence data center power infrastructure.UBS also highlighted First Solar's (FSLR) US solar-module manufacturing position and raised its price target to $330, while SolarEdge (SEDG) could gain commercial and industrial market share through US manufacturing and potentially enter the utility-scale inverter market.Price: $89.64, Change: $+2.41, Percent Change: +2.76%

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Wire

SolarEdge Technologies Shares Rise After Upgrade From UBS

SolarEdge Technologies (SEDG) shares were up 7.2% in afternoon trading on Wednesday after UBS upgraded the company's stock to buy from neutral and adjusted the price target to $42 from $36.Trading volume stood at more than 3.9 million shares against a daily average of around 3 million.Price: $32.06, Change: $+2.18, Percent Change: +7.30%

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Research

UBS Upgrades SolarEdge Technologies to Buy From Neutral, Adjusts Price Target to $42 From $36

SolarEdge Technologies (SEDG) has an average rating of hold and mean price target of $35.11, according to analysts polled by FactSet.

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Wire

Update: SolarEdge Technologies Shares Drop After Q3 Revenue Guidance Falls Short of Consensus

(Updates with recent stock movement in headline and first paragraph.)SolarEdge Technologies (SEDG) shares plunged more than 27% in afternoon trading on Wednesday after the company issued Q3 revenue guidance that fell short of analysts' consensus.The company reported Q2 non-GAAP earnings Wednesday of $0.05 per diluted share, compared with an adjusted loss of $0.81 a year ago.Two analysts polled by FactSet expected an adjusted loss of $0.27.Revenue for the quarter ended June 30 was $346.2 million, up from $289.4 million a year earlier.Analysts expected $341.1 million.SolarEdge said it expects Q3 revenue in the range of $310 million to $340 million. Analysts are expecting $368.1 million.Price: $35.40, Change: $-13.37, Percent Change: -27.41%

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Wire

SolarEdge Technologies Swings to Q2 Adjusted Earnings, Revenue Increases; Q3 Revenue Guidance Set

SolarEdge Technologies (SEDG) reported Q2 non-GAAP earnings Wednesday of $0.05 per diluted, compared with an adjusted loss of $0.81 a year ago.Two analysts polled by FactSet expected an adjusted loss of $0.27.Revenue for the quarter ended June 30 was $346.2 million, up from $289.4 million a year earlier.Analysts expected $341.1 million.SolarEdge said it expects Q3 revenue in the range of $310 million to $340 million. Analysts are expecting $368.1 million.Shares of the company fell more than 17% in recent premarket activity Wednesday.Price: $40.40, Change: $-8.36, Percent Change: -17.15%

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Research

Research Alert: CFRA Maintains Sell Rating On Solaredge Technologies, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our $32 price target, based on a P/E of 33x our 2027 EPS, with the multiple even with the three-and five-year historical average, balancing SEDG's continued turnaround towards profitability and AI data center optionality, against the structural residential market headwinds and margin ceiling risks. We are widening our 2026 loss per share estimate to -$0.67 from -$0.45 due to weaker-than-expected Q1 results and pressures following the Section 25D tax credit elimination, while maintaining our 2027 estimate of $0.97. We expect SEDG to benefit from continued European market recovery (Nexis platform rollout), rising battery attachment rates, and Section 45-X manufacturing tax credits support. We remain cautious on the given pricing pressure in Europe where SEDG has been unable to raise ASPs without risking channel inventory build-up, ongoing tariff headwinds imposing margin drag on growing battery sales, and the structural shift toward lower-margin TPO and C&I channels.

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Wire

RBC Capital Adjusts SolarEdge Technologies Price Target to $30 From $32, Maintains Sector Perform Speculative Risk Rating

SolarEdge Technologies (SEDG) has an average rating of hold and mean price target of $35.55, according to analysts polled by FactSet.Price: $39.05, Change: $-1.57, Percent Change: -3.85%

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Wire

UBS Adjusts Price Target on SolarEdge Technologies to $41 From $36, Maintains Neutral Rating

SolarEdge Technologies (SEDG) has an average rating of hold and mean price target of $35.55, according to analysts polled by FactSet.Price: $40.75, Change: $+0.13, Percent Change: +0.33%

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Research

Research Alert: Mixed Results, But Recovery Intact

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SEDG posted a modest Q1 revenue beat at $310M (+46% Y/Y, -7.4% Q/Q) vs. $305M consensus, with non-GAAP gross margin expanding 20bps Q/Q to 23.5% and up significantly from 7.8% Y/Y. Non-GAAP loss-per-share of $0.43 improved substantially from $1.14 in Q1 2025, though it worsened from Q4's $0.14 due to one-time expenses. We view the continued recovery momentum positively, with SEDG maintaining leadership in DC-optimized solutions while diversifying into energy storage (331 MWh shipped, +104% Y/Y) and AI data-center power solutions. Management expects Q2 revenue of $325M-$355M (midpoint $340M) with the company approaching breakeven operating profitability at guidance midpoint, representing a key inflection point. We believe the strong balance sheet with $246M+ net cash provides financial flexibility for growth initiatives, while margin expansion for the sixth consecutive quarter demonstrates operational leverage despite competitive pressures.

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Wire

SolarEdge Technologies Launches Higher-Capacity Commercial Storage System in Europe, Asia

SolarEdge Technologies (SEDG) said Tuesday it launched its new higher-capacity commercial storage system CSS-OD 197 in Europe and Asia.The new system consists of a 197 kilowatt-hour-rated battery cabinet paired with one or two 50-kilowatt battery inverters and is scalable up to 1 megawatt and 4 megawatt-hours per site, the company said.The system supports a wide range of commercial and industrial storage use cases for medium- to large-scale commercial sites, SolarEdge said.SEDG shares were up past 5% Tuesday afternoon.Price: $41.85, Change: $+2.03, Percent Change: +5.10%

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Wire

Top Midday Decliners

BRP (DOO) shares tumbled 36% on Wednesday after the company on Tuesday suspended fiscal 2027 guidance following a recent amendment to US rules for tariffs on steel, aluminum, and copper imports.Intraday volume topped 3.25 million shares versus the daily average of almost 237,000.ASML Holding (ASML) shares slumped 6.4% after the company issued a Q2 sales outlook below analysts' expectations.Intraday volume topped 2.77 million shares versus the daily average of 1.8 million.Goldman Sachs downgraded SolarEdge Technologies (SEDG) to sell from neutral and cut its price target to $31 from $36.SolarEdge stock fell 13% as intraday volume topped 5.69 million shares, compared with the daily average of 3.42 million.Price: $50.17, Change: $-28.28, Percent Change: -36.05%

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Research

Goldman Sachs Downgrades SolarEdge Technologies to Sell From Neutral, Adjusts PT to $31 From $36

SolarEdge Technologies (SEDG) has an average rating of Hold and mean price target of $35.80, according to analysts polled by FactSet.

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