SolarEdge Technologies Salute del bilancio
Criteri Salute finanziaria verificati 5/6
SolarEdge Technologies ha un patrimonio netto totale di $410.7M e un debito totale di $331.9M, che porta il suo rapporto debito/patrimonio netto a 80.8%. Le sue attività totali e le sue passività totali sono rispettivamente $2.3B e $1.8B.
Informazioni chiave
80.82%
Rapporto debito/patrimonio netto
US$331.94m
Debito
| Indice di copertura degli interessi | n/a |
| Contanti | US$541.65m |
| Patrimonio netto | US$410.72m |
| Totale passività | US$1.85b |
| Totale attività | US$2.26b |
Aggiornamenti recenti sulla salute finanziaria
Recent updates
Seeking Alpha • May 18
SolarEdge Technologies: Strong Momentum, But Valuation Is Keeping Me Sidelined
Summary Adjusted for one-time charges, SolarEdge delivered solid first-quarter results and provided Q2 guidance largely in line with consensus expectations. While the U.S. residential solar market has started the year on a weak note, the Middle East conflict has boosted demand from Europe. While the company is entering into safe harbor agreements with customers ahead of the Section 48E investment tax credit expiration in July, these transactions won't benefit revenues in the near term. After a muted initial reaction, shares rallied to new multi-year highs in recent sessions without an apparent catalyst. While valuation concerns are keeping me sidelined, I wouldn't be surprised to see additional momentum traders chasing the shares next week. As a result, I am reiterating my 'Hold' rating on SEDG stock. Read the full article on Seeking AlphaArticolo di analisi • May 11
SolarEdge Technologies, Inc. (NASDAQ:SEDG) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) last week reported its latest quarterly results, which makes it a good...
Aggiornamento della narrazione • May 06
SEDG: Margin Recovery And U.S. Inverter Share Gains Will Drive Repricing
Analysts have lifted SolarEdge Technologies' fair value estimate from $46.88 to $68.96, reflecting updated assumptions around revenue growth, margin trajectory, and a higher future P/E multiple, following a series of recent price target revisions and rating changes across the Street. Analyst Commentary Recent research shows a clear split in opinion on SolarEdge Technologies, with some firms turning more cautious while a group of bullish analysts is leaning into improving fundamentals, margin visibility, and specific product and market drivers.
Aggiornamento della narrazione • Apr 21
SEDG: Tax Credit Driven Margin Gains Will Likely Prove Short Lived
Analysts have nudged SolarEdge Technologies' fair value estimate slightly lower to about $25.59. This reflects a modestly higher discount rate and more tempered profit margin expectations, even as they factor in slightly stronger revenue growth and a somewhat lower future P/E, in line with the mixed set of recent price target changes around $24 to $43.Aggiornamento della narrazione • Apr 06
SEDG: Margin Gains Tied To Tax Credits Will Likely Limit Upside
Analysts have raised their average price target for SolarEdge Technologies by roughly $4 to reflect updated views on revenue potential, margin trajectory, and P/E assumptions following recent upgrades and research commentary across several firms. Analyst Commentary Recent research on SolarEdge Technologies highlights a mixed backdrop, with some firms turning more constructive while others keep a cautious stance on valuation, execution and growth risks.
Nuova narrazione • Mar 23
SolarEdge Technologies (SEDG): The "Solar Resurrection" and the AI Pivot
SolarEdge Technologies (SEDG): The "Solar Resurrection" and the AI Pivot SolarEdge Technologies (SEDG) is currently trading at $46.73 USD on the NASDAQ as of March 23, 2026, experiencing a sharp 9.6% decline in today's session. This pullback comes after a massive 75% year-to-date rally that recently pushed the stock toward a 22-month high of $53.28.Aggiornamento della narrazione • Mar 23
SEDG: Margin Recovery And U.S. Inverter Share Gains Will Likely Disappoint Bulls
Analysts have nudged the fair value estimate for SolarEdge higher from $41.00 to about $46.88. This reflects recent price target upgrades across the Street that cite more stable margins, regained U.S. inverter share, improving free cash flow and clearer earnings visibility as key supports for the revised outlook.Aggiornamento della narrazione • Mar 09
SEDG: Margin Reliance On Tax Credits Will Likely Cap Future Upside
SolarEdge Technologies' fair value estimate has shifted higher as analysts fine tune price targets around the $24 to $43 range, citing recent Q4 sales and margin performance, aligned Q1 guidance, and early expectations around Nexis and data center opportunities. Analyst Commentary Recent Street research paints a mixed picture for SolarEdge Technologies, with the fair value debate centering on how durable the current margin profile is and how much to credit potential growth avenues such as Nexis and data center products.
Aggiornamento della narrazione • Feb 22
SEDG: Data Center Opportunity Will Struggle To Justify Margin Recovery Hopes
Analysts nudged their fair value estimate for SolarEdge Technologies higher to $33.80 from $33.13, reflecting a blend of mixed price target revisions across the Street, recent Q4 margin and free cash flow trends, and updated views on longer term earnings potential and valuation multiples. Analyst Commentary Street research on SolarEdge Technologies presents a mixed but detailed picture, with price targets clustered in the mid US$20s to low US$40s and ratings spread across Buy, Hold, Equal Weight, Sector Perform, Market Perform and Underperform.Aggiornamento della narrazione • Feb 08
SEDG: U.S. Manufacturing Shift Will Support Margin Turnaround And Future Upside
Analysts have lifted their price expectations for SolarEdge by US$3, citing gradual progress in the turnaround, contributions from new products like Nexis and Single, and improved margin and market share prospects supported by U.S. manufacturing and export plans. Analyst Commentary Recent research on SolarEdge highlights a mix of caution and growing optimism around the turnaround story, especially as new products and U.S. manufacturing plans enter the picture.Aggiornamento della narrazione • Jan 25
SEDG: Margin Turnaround And Datacenter Shift Will Support Future Upside
The analyst fair value estimate for SolarEdge Technologies has shifted from $44.00 to $41.00 as analysts balance recent price target increases and turnaround efforts, including product launches and margin support, with ongoing questions about earnings power and potential long term demand risks. Analyst Commentary Recent Street research on SolarEdge shows a cluster of more constructive views as some firms highlight improving execution and a clearer turnaround path, even while others remain cautious on long term demand and earnings power.Aggiornamento della narrazione • Jan 11
SEDG: Data Center Partnership And Margin Gains Will Counter Residential Policy Risks
Analysts have nudged their price targets higher on SolarEdge, with modestly adjusted fair value and P/E assumptions that reflect renewed confidence in the company’s turnaround efforts, margin support from Nexis and Single, U.S. manufacturing trends, and recent Q3 results that highlighted stronger profitability even as revenue expectations remain mixed. Analyst Commentary Recent Street research around SolarEdge highlights a mix of renewed optimism and lingering caution, with price targets reset across a wide range as analysts weigh the turnaround narrative against ongoing risks in residential solar and execution.Aggiornamento della narrazione • Dec 26
SEDG Margin Recovery And Datacenter Pivot Will Drive Earnings Upside
Analysts have raised their price target on SolarEdge Technologies to $44, up from $33.69. This reflects improved margin expectations, a more favorable long term earnings outlook, and growing confidence in the companys positioning across commercial, industrial, and international markets, despite more moderate revenue growth assumptions.Aggiornamento della narrazione • Dec 12
SEDG: Data Center Partnership And Global Demand Will Offset Policy And Residential Risks
Analysts have modestly trimmed their fair value estimate and price target for SolarEdge Technologies to reflect a slightly higher discount rate and only incremental improvements in long term growth and margins, even as recent Street research has lifted published targets into the high $20s to $40 range, based on expectations for sustained margin strength and expanding C&I and international demand. Analyst Commentary Street research has turned more constructive on SolarEdge, with several firms lifting price targets into the high $20s to $40 range as they recalibrate expectations for margins, demand mix, and new growth vectors.Articolo di analisi • Dec 10
The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 33%
The SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) share price has softened a substantial 33% over the previous 30 days...Aggiornamento della narrazione • Nov 28
SEDG: International Expansion And Partnerships Will Offset Domestic Headwinds Through 2026
Analysts have raised their price target for SolarEdge Technologies, increasing it from $30.23 to $33.22. This change is attributed to improved margin outlooks as well as anticipated international and commercial growth opportunities.Aggiornamento della narrazione • Nov 07
SEDG: U.S. Residential Weakness Will Limit Upside Amid Changing Policy
The analyst price target for SolarEdge Technologies has increased from $27.27 to $30.23. Analysts cite stronger profit margins and improving outlooks, despite tempered revenue growth projections.Aggiornamento della narrazione • Oct 24
US Policy Shifts And Storage Expansion Will Shape Sector Outlook Amid Headwinds
SolarEdge Technologies' analyst price target increased from $25.10 to $27.27. Analysts cited recent upward revisions across the sector, improved future revenue growth projections, and the company's stabilized positioning despite ongoing sector headwinds.Aggiornamento della narrazione • Oct 10
US Credits And Battery Storage Will Drive Change Amid Challenges
Analysts have raised their average price target for SolarEdge Technologies from $23.42 to $25.10. They cite improved margin outlooks and upside potential tied to possible market share gains, despite ongoing industry challenges.Aggiornamento della narrazione • Sep 26
US Credits And Battery Storage Will Drive Change Amid Challenges
Analysts raised SolarEdge's price target as the company outperformed peers with market share gains, benefited from favorable U.S. policy shifts and removal of tax headwinds, yet lingering concerns remain over future regulatory risk and residential demand, resulting in a new consensus price target of $23.42. Analyst Commentary Bullish analysts increased price targets due to SolarEdge's relative strength versus peers, market share gains in the U.S. and Europe, and normalization of the European sales channel despite overall market demand declines.Aggiornamento della narrazione • Sep 11
US Credits And Battery Storage Will Drive Change Amid Challenges
Analysts have raised SolarEdge Technologies’ price target to $22.14, citing expectations for U.S. and European market share gains, improved sales growth, and near-term policy tailwinds despite longer-term demand headwinds, margin pressures, and regulatory uncertainty. Analyst Commentary Policy changes, including the phasing out of residential solar tax credits (25D) starting in 2026 and new lease restrictions, are expected to weigh on end-demand beyond 2028, prompting both bearish and neutral stances from some analysts.Articolo di analisi • Sep 04
Even With A 30% Surge, Cautious Investors Are Not Rewarding SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Performance Completely
Despite an already strong run, SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shares have been powering on, with a gain...Aggiornamento della narrazione • Aug 08
US Credits And Battery Storage Will Drive Change Amid Challenges
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.Articolo di analisi • Aug 08
Estimating The Intrinsic Value Of SolarEdge Technologies, Inc. (NASDAQ:SEDG)
Key Insights The projected fair value for SolarEdge Technologies is US$23.98 based on 2 Stage Free Cash Flow to Equity...Articolo di analisi • Jul 18
The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More
SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shares have continued their recent momentum with a 58% gain in the last...Articolo di analisi • Jun 25
We Think SolarEdge Technologies (NASDAQ:SEDG) Has A Fair Chunk Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Jun 01
Market Might Still Lack Some Conviction On SolarEdge Technologies, Inc. (NASDAQ:SEDG) Even After 36% Share Price Boost
SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shareholders would be excited to see that the share price has had a great...Articolo di analisi • May 08
Earnings Update: SolarEdge Technologies, Inc. (NASDAQ:SEDG) Just Reported And Analysts Are Boosting Their Estimates
SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) investors will be delighted, with the company turning in some strong...
Nuova narrazione • Apr 23
Disciplined Cash Management And US Manufacturing Will Enable A Turnaround
Disciplined cash management, inventory reductions, and domestic production boost free cash flow, net margins, and earnings.Articolo di analisi • Apr 17
Investors Give SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares A 28% Hiding
SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shareholders won't be pleased to see that the share price has had a very...Seeking Alpha • Apr 11
SolarEdge Technologies: Cheap For A Reason; Capital Raise Likely
Summary I’m concerned that SolarEdge will run out of cash within 18 months unless it raises capital. I just don’t believe the optimistic revenue projections for late 2025 are realistic. Despite trading at less than 1x sales, the company’s cash burn makes it too risky for me. I’ve learned that the market starts pricing in capital concerns long before the actual crunch hits. Read the full article on Seeking AlphaArticolo di analisi • Apr 03
What Is SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Share Price Doing?
While SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) might not have the largest market cap around , it led the NASDAQGS...Articolo di analisi • Feb 28
SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Shares Leap 34% Yet They're Still Not Telling The Full Story
SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shares have had a really impressive month, gaining 34% after a shaky...Seeking Alpha • Feb 19
SolarEdge: I Was So Wrong, Sell This Rally (Double Rating Downgrade)
Summary I am downgrading SolarEdge Technologies, Inc. to a sell rating due to underestimated competitive threats and concerns about the company's profitability outlook. Despite achieving positive free cash flow, SEDG's gross margins and sales have significantly deteriorated, leading to substantial operating losses. Today's stock rally presents an opportunity to cut losses, as I remain skeptical about SEDG's ability to recover and regain market share. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Navigating Risk In Solar: The Case Against SolarEdge Right Now
Summary SolarEdge Technologies faces significant financial and structural challenges, including declining revenues, negative margins, and heavy competition, making short-term gains unlikely. The company's heavy reliance on the European market and minimal presence in high-growth regions like China limit its expansion opportunities. SolarEdge's ongoing cash flow issues and impending debt obligations pose risks to shareholder value, with potential dilution adding to concerns. Until SolarEdge shows clear operational improvement, investing in it is out of the question. Read the full article on Seeking AlphaSeeking Alpha • Dec 21
Is SolarEdge At Its Final Edge?
Summary SolarEdge (SEDG) lost all its glitter in 2023-2024. The market lost all hope for a change in the solar industry and the company's future in particular. The business's financial condition is somewhere between bad and very bad. There is a qualitative side of the company and several positive aspects. We are weighing the pros and cons of this investment and discussing what an investor should do now. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
SolarEdge: Market Demand In A Precarious Position, Worse Than Expected (Rating Downgrade)
Summary SolarEdge faces significant short-term challenges due to high inventory write-downs, declining demand, and fierce competition, leading to a Hold rating. The company's Q3 2024 results showed a substantial impairment loss, decreased revenues, and operational restructuring, impacting its market position and financial stability. Regional regulations and subsidies in Europe and the US are disrupting solar demand, forcing SolarEdge to sell products below cost and scale down operations. Despite current setbacks, SEDG aims to achieve positive free cash flow and profitable growth within the next year, with expected EPS recovery in the next four quarters. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
SolarEdge: Solar Demand May Not Recover This Decade
Summary SolarEdge Technologies, Inc. has significantly underperformed, dropping 71% since I initially flagged its balance sheet weaknesses and competitive disadvantages against Enphase. In August, I predicted an unlikely recovery and anticipated a substantial inventory write-down due to the competitive obsolescence of its stagnant products. Q3 results confirmed my suspicions, with a $1B write-down leading to a sharp stock decline and subsequent layoffs and unit closures. Trump tariffs and other regulatory changes may exacerbate headwinds in US solar demand, which should not recover until borrowing costs are much lower or power is pricier. Although I remain bearish, SEDG's high short interest and potentially low forward valuation give it upside potential, particularly if macro headwinds subside. Read the full article on Seeking AlphaArticolo di analisi • Nov 12
SolarEdge Technologies, Inc. (NASDAQ:SEDG) Analysts Are More Bearish Than They Used To Be
Market forces rained on the parade of SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shareholders today, when the...Analisi della posizione finanziaria
Passività a breve termine: Le attività a breve termine ( $1.8B ) di SEDG superano le sue passività a breve termine ( $897.3M ).
Passività a lungo termine: Le attività a breve termine di SEDG ( $1.8B ) superano le sue passività a lungo termine ( $952.5M ).
Storia e analisi del rapporto debito/patrimonio netto
Livello di debito: SEDG ha più liquidità del suo debito totale.
Riduzione del debito: Il rapporto debito/patrimonio netto di SEDG è aumentato da 57.8% a 80.8% negli ultimi 5 anni.
Bilancio
Analisi della pista di contanti
Per le società che in passato sono state mediamente in perdita, valutiamo se hanno almeno un anno di liquidità.
Pista di liquidità stabile: Sebbene non redditizia SEDG ha una pista di cassa sufficiente per più di 3 anni se mantiene il suo attuale livello positivo di flusso di cassa libero.
Previsione Cash Runway: SEDG non è redditizia ma ha una liquidità sufficiente per più di 3 anni, anche con un flusso di cassa libero positivo e in calo del 32 % all'anno.
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Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/20 05:44 |
| Prezzo dell'azione a fine giornata | 2026/05/20 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
SolarEdge Technologies, Inc. è coperta da 40 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Moses Sutton | Barclays |
| Moses Sutton | Barclays |
| Christine Cho | Barclays |