SolarEdge Technologies（SEDG）株式概要
SolarEdge Technologies, Inc.は、その子会社とともに、米国、欧州、および国際的なエネルギー技術企業として事業を展開している。 詳細
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Analyst Price Targets
SolarEdge Technologies, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$44.64 |
| 52週高値 | US$53.75 |
| 52週安値 | US$13.73 |
| ベータ | 1.18 |
| 1ヶ月の変化 | -8.43% |
| 3ヶ月変化 | 27.40% |
| 1年変化 | 210.65% |
| 3年間の変化 | -84.41% |
| 5年間の変化 | -79.52% |
| IPOからの変化 | 115.65% |
最新ニュース
SolarEdge: Back From The Brink, But Still Has Work To Do (Earnings Preview)
Apr 27
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.Recent updates
SolarEdge: Back From The Brink, But Still Has Work To Do (Earnings Preview)
Apr 27SEDG: 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.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.
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.
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.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.
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.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.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.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.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.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.The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 33%
Dec 10
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.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.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.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.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.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.Even With A 30% Surge, Cautious Investors Are Not Rewarding SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Performance Completely
Sep 04US 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.Estimating The Intrinsic Value Of SolarEdge Technologies, Inc. (NASDAQ:SEDG)
Aug 08The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More
Jul 18We Think SolarEdge Technologies (NASDAQ:SEDG) Has A Fair Chunk Of Debt
Jun 25Market Might Still Lack Some Conviction On SolarEdge Technologies, Inc. (NASDAQ:SEDG) Even After 36% Share Price Boost
Jun 01Earnings Update: SolarEdge Technologies, Inc. (NASDAQ:SEDG) Just Reported And Analysts Are Boosting Their Estimates
May 08
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.Investors Give SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares A 28% Hiding
Apr 17SolarEdge Technologies: Cheap For A Reason; Capital Raise Likely
Apr 11What Is SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Share Price Doing?
Apr 03SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Shares Leap 34% Yet They're Still Not Telling The Full Story
Feb 28SolarEdge: I Was So Wrong, Sell This Rally (Double Rating Downgrade)
Feb 19Navigating Risk In Solar: The Case Against SolarEdge Right Now
Jan 28Is SolarEdge At Its Final Edge?
Dec 21SolarEdge: Market Demand In A Precarious Position, Worse Than Expected (Rating Downgrade)
Dec 13SolarEdge: Solar Demand May Not Recover This Decade
Dec 02SolarEdge Technologies, Inc. (NASDAQ:SEDG) Analysts Are More Bearish Than They Used To Be
Nov 12SolarEdge Technologies: Weak Quarter, Disappointing Outlook - Sell
Nov 07The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 28%
Oct 24SolarEdge: Core European Market Continues To Deteriorate - Strong Sell (Downgrade)
Oct 23株主還元
| SEDG | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 0.8% | 2.1% | 1.8% |
| 1Y | 210.6% | 110.8% | 29.8% |
業界別リターン: SEDG過去 1 年間で110.8 % の収益を上げたUS Semiconductor業界を上回りました。
リターン対市場: SEDG過去 1 年間で29.8 % の収益を上げたUS市場を上回りました。
価格変動
| SEDG volatility | |
|---|---|
| SEDG Average Weekly Movement | 13.7% |
| Semiconductor Industry Average Movement | 10.4% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: SEDGの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: SEDGの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2006 | 3,576 | Shuki Nir | www.solaredge.com |
SolarEdge Technologies, Inc.は、その子会社とともに、米国、欧州、および国際的なエネルギー技術企業として事業を展開している。同社は、電力オプティマイザやDC-ACインバータ、家庭用蓄電池400VやCSS-ODソリューションなどのストレージ・ソリューション、住宅用および商業用EV充電器、エネルギー最適化システムSolarEdge ONE、クラウドベースの監視プラットフォームなどを提供している。また、システム所有者がシステムの生産量や家庭のエネルギー消費量をリアルタイムで追跡できるmySolarEdgeアプリ、施工・管理・サービス機能を統合したSolarEdge施工業者向けモバイルアプリSolarEdge Goアプリ、ウェブベースのツールであるデザイナープラットフォーム、新しいPVサイトの物理的レイアウトを登録するためのマッパーアプリケーションも提供している。さらに、SolarEdgeインバータのアクティベーションと設定を行うSetAppアプリケーション、グリッドサービス、運用体制に基づく設置前、設置中、設置後のプリセールスサポート、継続的トレーニング、テクニカルサポートも提供している。同社は、太陽光発電設置業者、太陽光発電ディストリビューター、電気機器卸売業者、およびディストリビューターや電気機器卸売業者を通じて住宅用および商業用のエンドユーザーに太陽光発電システムを提供するプロバイダー、太陽光発電設置業者や設計・調達・建設会社（EPC）に直接太陽光発電システムを提供している。SolarEdge Technologies, Inc.は2006年に法人化され、イスラエルのヘルツリーヤ・ピトゥアハに本社を置いている。
SolarEdge Technologies, Inc. 基礎のまとめ
| SEDG 基礎統計学 | |
|---|---|
| 時価総額 | US$2.53b |
| 収益（TTM） | -US$405.45m |
| 売上高(TTM) | US$1.18b |
2.3x
P/Sレシオ-6.7x
PER（株価収益率SEDG は割高か？
公正価値と評価分析を参照収益と収入
| SEDG 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.18b |
| 売上原価 | US$1.00b |
| 売上総利益 | US$182.66m |
| その他の費用 | US$588.11m |
| 収益 | -US$405.45m |
直近の収益報告
Dec 31, 2025
次回決算日
May 06, 2026
| 一株当たり利益（EPS） | -6.67 |
| グロス・マージン | 15.42% |
| 純利益率 | -34.23% |
| 有利子負債／自己資本比率 | 77.6% |
SEDG の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/05 08:41 |
| 終値 | 2026/05/05 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
SolarEdge Technologies, Inc. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42
| アナリスト | 機関 |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | Barclays |
| Moses Sutton | Barclays |