SolarEdge Technologies (SEDG) 주식 개요
는 자회사와 함께 미국, 유럽 및 전 세계에서 에너지 기술 회사로 운영되고 있습니다. 자세히 보기
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Analyst Price Targets
SolarEdge Technologies, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$41.79 |
| 52주 최고가 | US$53.75 |
| 52주 최저가 | US$13.73 |
| 베타 | 1.18 |
| 1개월 변동 | 0.072% |
| 3개월 변동 | 13.59% |
| 1년 변동 | 118.11% |
| 3년 변동 | -86.40% |
| 5년 변동 | -80.83% |
| IPO 이후 변동 | 101.88% |
최근 뉴스 및 업데이트
분석 기사 • 17h
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...
내러티브 업데이트 • 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.Recent updates
분석 기사 • 17h
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...내러티브 업데이트 • 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.Seeking Alpha • Apr 27
SolarEdge: Back From The Brink, But Still Has Work To Do (Earnings Preview)
Summary SolarEdge is executing a fragile turnaround, shifting focus to commercial, industrial, and integrated energy solutions amid ongoing headwinds. Revenue stabilization and resilient R&D spending signal early traction, but inverter pricing power is weakening, and profit margins remain depressed. SEDG is targeting multi-billion-dollar opportunities in AI data center power solutions while expanding battery and optimizer sales to offset inverter margin pressures. Valuation is speculative; shares could re-rate if recovery continues, but execution, demand fragility, and competitive risks remain elevated into 2026. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새 내러티브 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...주주 수익률
| SEDG | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 0.7% | 13.1% | 2.6% |
| 1Y | 118.1% | 117.4% | 26.2% |
수익률 대 산업: SEDG은 지난 1년 동안 117.4%의 수익을 기록한 US Semiconductor 산업과 동일한 성과를 보였습니다.
수익률 대 시장: SEDG은 지난 1년 동안 26.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SEDG volatility | |
|---|---|
| SEDG Average Weekly Movement | 14.0% |
| Semiconductor Industry Average Movement | 10.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: SEDG의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: SEDG의 주간 변동성(14%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2006 | 3,576 | Shuki Nir | www.solaredge.com |
는 자회사와 함께 미국, 유럽 및 전 세계에서 에너지 기술 회사로 운영되고 있습니다. 이 회사는 전력 옵티마이저 및 DC-AC 인버터, 가정용 배터리 400V 및 CSS-OD 솔루션과 같은 스토리지 솔루션, 주거용 및 상업용 EV 충전기, 에너지 최적화 시스템인 SolarEdge ONE, 클라우드 기반 모니터링 플랫폼 등을 제공합니다. 또한 시스템 소유자가 실시간 시스템 생산량과 가정용 에너지 소비량을 추적할 수 있는 mySolarEdge 앱, 설치, 관리 및 서비스 기능을 통합한 SolarEdge 설치자를 위한 모바일 애플리케이션인 SolarEdge Go 앱, 웹 기반 도구인 디자이너 플랫폼, 신규 PV 사이트의 물리적 레이아웃을 등록하는 매퍼 애플리케이션을 제공합니다.
SolarEdge Technologies, Inc. 기초 지표 요약
| SEDG 기초 통계 | |
|---|---|
| 시가총액 | US$2.51b |
| 순이익 (TTM) | -US$364.29m |
| 매출 (TTM) | US$1.28b |
2.0x
주가매출비율(P/S)-7.0x
주가수익비율(P/E)SEDG는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SEDG 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.28b |
| 매출원가 | US$1.04b |
| 총이익 | US$233.41m |
| 기타 비용 | US$597.70m |
| 순이익 | -US$364.29m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -5.99 |
| 총이익률 | 18.30% |
| 순이익률 | -28.56% |
| 부채/자본 비율 | 80.8% |
SEDG의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 02:38 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
SolarEdge Technologies, Inc.는 42명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | Barclays |
| Moses Sutton | Barclays |