SEDG Share Price Performance
US$35.40
18.91 (114.68%)
4.7% overvalued intrinsic discount
US$33.80
Fair Value
Price US$35.40
AnalystConsensusTarget US$33.80
AnalystHighTarget US$41.00
AnalystLowTarget US$8.11
Fair ValueUS$33.80
Share Pricen/a
SolarEdge Technologies, Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 128 Fair Values set on narratives written by author
SEDG Community Narratives
AN
Fair Value US$33.8 4.7% overvalued intrinsic discount
US Policy Shifts And Storage Expansion Will Shape Sector Outlook Amid Headwinds
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AN
Fair Value US$41 13.7% undervalued intrinsic discount
Decarbonization And Electrification Will Expand Global Solar Markets
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Fair Value US$8.11 336.7% overvalued intrinsic discount
Fading Tax Credits And Chinese Rivalry Will Deter Prospects
0users have liked this narrative
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US Policy Shifts And Storage Expansion Will Shape Sector Outlook Amid Headwinds
Key Takeaways Looming U.S. policy changes, rising competition, and market uncertainty threaten growth prospects, margins, and net income recovery despite current optimism. Margin expansion and commercial storage adoption are challenged by volatile costs, weakened distribution, and aggressive industry pricing pressures.Read more
365
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49users have followed this narrative
AN
US$33.8
4.7% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
11.73% p.a.
Profit Margin
3.95%
Future PE
49.53x
Price in 2029
US$50.08
Decarbonization And Electrification Will Expand Global Solar Markets
Key Takeaways Strategic expansion into underserved segments and leveraging regulatory changes are expected to strengthen market share and drive sustained margin and earnings growth. Integrated solutions and software offerings position the company to benefit from global energy shifts, recurring revenue streams, and a broadening addressable market.Read more
60
users have viewed this narrative2users have liked this narrative
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US$41
13.7% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
20.95% p.a.
Profit Margin
15.2%
Future PE
14.2x
Price in 2029
US$64.27
Fading Tax Credits And Chinese Rivalry Will Deter Prospects
Key Takeaways Heavy dependence on U.S. subsidies and regulatory support creates significant risk if government incentives are cut or policies shift unexpectedly. Intensifying global competition, supply chain disruptions, and volatile currency exposure threaten profit margins and long-term earnings stability.Read more
19
users have viewed this narrative0users have liked this narrative
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AN
US$8.11
336.7% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
9.18% p.a.
Profit Margin
14.11%
Future PE
4.54x
Price in 2028
US$12.29
Trending Discussion
Recently Updated Narratives
AN
SEDG: Data Center Opportunity Will Struggle To Justify Margin Recovery Hopes
Fair Value: US$33.8 4.7% overvalued intrinsic discount
49 followersusers have followed this narrative
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AN
SEDG: U.S. Manufacturing Shift Will Support Margin Turnaround And Future Upside
Fair Value: US$41 13.7% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Fading Tax Credits And Chinese Rivalry Will Deter Prospects
Fair Value: US$8.11 336.7% overvalued intrinsic discount
0 followersusers have followed this narrative
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Snowflake Analysis
SolarEdge Technologies, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -6.72
- 15.42%
- -34.23%
- 77.6%
About SEDG
- Founded
- 2006
- Employees
- 3576
- CEO
- WebsiteView website
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally. The company offers power optimizers and DC-to-AC inverters; Storage Solutions, such as home battery 400V and CSS-OD solution; EV chargers for residential and commercial applications; SolarEdge ONE, an energy optimization system; and cloud-based monitoring platform. It also provides mySolarEdge app, which enables system owners to track their real-time system production and household energy consumption; SolarEdge Go app, a mobile application for SolarEdge installers, integrating installation, management, and service capabilities; designer platform, a web-based tool; and mapper application for registering the physical layout of new PV sites. In addition, the company offers SetApp application to activate and configure SolarEdge inverters; grid services; and pre-sales support, ongoing trainings, and technical support before, during, and after installation based on its operation structure. It serves solar installers, solar distributors, and electrical equipment wholesalers, as well as providers of PV systems to residential and commercial end users through distributors and electrical equipment wholesalers, and directly to solar installers and engineering, procurement, and construction firms, or EPCs. SolarEdge Technologies, Inc. was incorporated in 2006 and is headquartered in Herzliya Pituach, Israel.
