Update shared on08 Aug 2025
Fair value Increased 7.89%SolarEdge Technologies’ consensus price target has been raised as its forward P/E multiple expanded sharply despite a substantial deterioration in net profit margin, resulting in a new fair value estimate of $19.19.
What's in the News
- Issued Q3 revenue guidance of $315 million to $355 million.
- Entered strategic partnership with Schaeffler to deploy 2,300 EV charging points at Schaeffler sites in Europe, leveraging SolarEdge's hardware and software.
- Announced agreement with Solar Landscape to supply U.S.-made solar technology for over 500 commercial rooftop projects, aiming to power 80,000 U.S. households.
- Ramped up new manufacturing site in Salt Lake City, producing the 'USA Edition' Home Battery and supporting domestic content requirements, adding over 2,000 jobs.
- Approved amendment to the Restated Certificate of Incorporation at annual general meeting.
Valuation Changes
Summary of Valuation Changes for SolarEdge Technologies
- The Consensus Analyst Price Target has risen from $18.20 to $19.19.
- The Future P/E for SolarEdge Technologies has significantly risen from 7.80x to 20.60x.
- The Net Profit Margin for SolarEdge Technologies has significantly fallen from 13.76% to 5.65%.
Disclaimer
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