SolarEdge Technologies 향후 성장

Future 기준 점검 4/6

SolarEdge Technologies (는) 각각 연간 92.5% 및 12.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 93.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.6% 로 예상됩니다.

핵심 정보

92.5%

이익 성장률

93.93%

EPS 성장률

Semiconductor 이익 성장	24.9%
매출 성장률	12.2%
향후 자기자본이익률	16.59%
애널리스트 커버리지	Good
마지막 업데이트	14 Nov 2025

최근 향후 성장 업데이트

Recent updates

SolarEdge: Mediocre Outlook Trumped By AI Data Center Enthusiasm - Hold

Nov 06

Even With A 30% Surge, Cautious Investors Are Not Rewarding SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Performance Completely

Sep 04

Estimating The Intrinsic Value Of SolarEdge Technologies, Inc. (NASDAQ:SEDG)

Aug 08

The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More

Jul 18

We Think SolarEdge Technologies (NASDAQ:SEDG) Has A Fair Chunk Of Debt

Jun 25

Market Might Still Lack Some Conviction On SolarEdge Technologies, Inc. (NASDAQ:SEDG) Even After 36% Share Price Boost

Jun 01

Earnings Update: SolarEdge Technologies, Inc. (NASDAQ:SEDG) Just Reported And Analysts Are Boosting Their Estimates

May 08

SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Shares Leap 34% Yet They're Still Not Telling The Full Story

Feb 28

SolarEdge: I Was So Wrong, Sell This Rally (Double Rating Downgrade)

Feb 19

Navigating Risk In Solar: The Case Against SolarEdge Right Now

Jan 28

Is SolarEdge At Its Final Edge?

Dec 21

SolarEdge: Market Demand In A Precarious Position, Worse Than Expected (Rating Downgrade)

Dec 13

SolarEdge: Solar Demand May Not Recover This Decade

Dec 02

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Analysts Are More Bearish Than They Used To Be

Nov 12

SolarEdge Technologies: Weak Quarter, Disappointing Outlook - Sell

Nov 07

The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 28%

Oct 24

SolarEdge: Core European Market Continues To Deteriorate - Strong Sell (Downgrade)

Oct 23

SolarEdge Stock Looks Well-Positioned For A Comeback

Sep 19

SolarEdge Technologies Stock: Sell On Weak Near-Term Prospects And Abrupt CEO Resignation

Aug 26

SolarEdge: Recovering Amid Supply Chain Challenges And Fierce Competition

Aug 19

Some SolarEdge Technologies, Inc. (NASDAQ:SEDG) Analysts Just Made A Major Cut To Next Year's Estimates

Aug 18

SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) 33% Dip In Price Shows Sentiment Is Matching Revenues

Aug 11

Analysts Have Lowered Expectations For SolarEdge Technologies, Inc. (NASDAQ:SEDG) After Its Latest Results

Aug 09

Is SolarEdge Technologies, Inc. (NASDAQ:SEDG) Potentially Undervalued?

Aug 01

Is SolarEdge Technologies (NASDAQ:SEDG) Using Debt In A Risky Way?

Jul 12

SolarEdge: Persistent Cash Flow Issues Culminate In Convertible Notes Offering

Jun 25

이익 및 매출 성장 예측

NasdaqGS:SEDG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2027	1,528	14	173	154	19
12/31/2026	1,370	-86	156	122	26
12/31/2025	1,188	-313	36	80	25
9/30/2025	1,045	-561	63	89	N/A
6/30/2025	941	-1,741	-96	-26	N/A
3/31/2025	917	-1,748	-164	-62	N/A
12/31/2024	901	-1,806	-431	-313	N/A
9/30/2024	1,021	-1,681	-637	-491	N/A
6/30/2024	1,511	-512	-507	-361	N/A
3/31/2024	2,237	-261	-574	-405	N/A
12/31/2023	2,977	34	-361	-180	N/A
9/30/2023	3,551	218	-114	71	N/A
6/30/2023	3,663	303	-135	36	N/A
3/31/2023	3,399	199	38	202	N/A
12/31/2022	3,110	94	-138	31	N/A
9/30/2022	2,771	114	-171	10	N/A
6/30/2022	2,461	142	-110	66	N/A
3/31/2022	2,213	172	-141	27	N/A
12/31/2021	1,964	169	65	214	N/A
9/30/2021	1,770	146	21	152	N/A
6/30/2021	1,582	137	-20	118	N/A
3/31/2021	1,434	128	15	139	N/A
12/31/2020	1,459	140	96	223	N/A
9/30/2020	1,519	175	155	278	N/A
6/30/2020	1,592	173	215	319	N/A
3/31/2020	1,585	170	221	310	N/A
12/31/2019	1,426	147	186	259	N/A
9/30/2019	1,271	107	175	223	N/A
6/30/2019	1,097	111	N/A	188	N/A
3/31/2019	999	112	N/A	182	N/A
12/31/2018	937	129	N/A	189	N/A
9/30/2018	863	135	N/A	188	N/A
6/30/2018	793	118	N/A	187	N/A
3/31/2018	702	106	N/A	175	N/A
12/31/2017	607	84	N/A	137	N/A
9/30/2017	529	74	N/A	116	N/A
6/30/2017	491	62	N/A	106	N/A
3/31/2017	480	57	N/A	93	N/A
12/31/2016	490	63	N/A	82	N/A
9/30/2016	503	78	N/A	71	N/A
6/30/2016	490	77	N/A	53	N/A
3/31/2016	464	63	N/A	50	N/A
12/31/2015	425	42	N/A	22	N/A
9/30/2015	373	18	N/A	18	N/A
6/30/2015	325	4	N/A	12	N/A
3/31/2015	271	-3	N/A	-9	N/A
12/31/2014	215	-8	N/A	0	N/A

애널리스트 향후 성장 전망

수입 대 저축률: SEDG 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.3%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: SEDG (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: SEDG 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: SEDG 의 수익(연간 12.2%)이 US 시장(연간 10.4%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: SEDG 의 수익(연간 12.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: SEDG의 자본 수익률은 3년 후 16.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/11/16 03:23
종가	2025/11/14 00:00
수익	2025/09/30
연간 수익	2024/12/31

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	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 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 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

SolarEdge Technologies, Inc.는 44명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Moses Sutton	Barclays
Moses Sutton	Barclays
Christine Cho	Barclays

SolarEdge Technologies 향후 성장

Future 기준 점검 4/6

핵심 정보

최근 향후 성장 업데이트

SolarEdge Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025

Price target increased by 10% to US$28.40

Price target increased by 8.6% to US$27.27

Price target increased by 8.2% to US$25.73

Price target increased by 7.2% to US$25.10

Price target increased by 7.4% to US$22.38

Recent updates

Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beat

SolarEdge Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2025

SolarEdge: Mediocre Outlook Trumped By AI Data Center Enthusiasm - Hold

Price target increased by 10% to US$28.40

Solaredge Technologies, Inc. Announces A Major Milestone

SolarEdge Technologies, Inc. to Report Q3, 2025 Results on Nov 05, 2025

Price target increased by 8.6% to US$27.27

Price target increased by 8.2% to US$25.73

Price target increased by 7.2% to US$25.10

Price target increased by 7.4% to US$22.38

Price target increased by 11% to US$22.14

Even With A 30% Surge, Cautious Investors Are Not Rewarding SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Performance Completely

Price target increased by 7.1% to US$20.04

Price target increased by 7.8% to US$19.61

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Estimating The Intrinsic Value Of SolarEdge Technologies, Inc. (NASDAQ:SEDG)

SolarEdge Technologies, Inc. Provides Earnings Guidance for the Third Quarter Ending September 30, 2025

Now 24% overvalued after recent price rise

The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More

SolarEdge Technologies, Inc. to Report Q2, 2025 Results on Aug 07, 2025

Price target increased by 12% to US$17.05

New major risk - Revenue and earnings growth

We Think SolarEdge Technologies (NASDAQ:SEDG) Has A Fair Chunk Of Debt

Now 22% undervalued after recent price drop

Solaredge Technologies, Inc. Appoints Mr. Shuki Nir as Director

Market Might Still Lack Some Conviction On SolarEdge Technologies, Inc. (NASDAQ:SEDG) Even After 36% Share Price Boost

Now 24% undervalued after recent price drop

New major risk - Share price stability

Earnings Update: SolarEdge Technologies, Inc. (NASDAQ:SEDG) Just Reported And Analysts Are Boosting Their Estimates

Price target decreased by 7.6% to US$15.22

SolarEdge Technologies, Inc. Launches New Solar-Powered EV Charging Solution, Designed to Significantly Reduce EV Charging Fleet Cost for Businesses

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

SolarEdge Technologies, Inc. Provides Earnings Guidance for the Second Quarter Ending June 30, 2025

SolarEdge Technologies, Inc. Launches New 14a Compliant Solution, Opening German Residential Solar Customers to Smart Integration of Controllable Energy Loads

Disciplined Cash Management And US Manufacturing Will Enable A Turnaround

SolarEdge Technologies, Inc. to Report Q1, 2025 Results on May 06, 2025

Investors Give SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares A 28% Hiding

SolarEdge Technologies, Inc., Annual General Meeting, Jun 03, 2025

SolarEdge Technologies: Cheap For A Reason; Capital Raise Likely

Solaredge Technologies, Inc. Announces Board Change, Effective April 8, 2025

Now 22% undervalued after recent price drop

What Is SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Share Price Doing?

SolarEdge Technologies, Inc. Announces Chief Financial Officer Changes

SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Shares Leap 34% Yet They're Still Not Telling The Full Story

Price target increased by 20% to US$18.03

High number of new directors

SolarEdge Technologies, Inc. Provides Earnings Guidance for the First Quarter Ending March 31, 2025

SolarEdge: I Was So Wrong, Sell This Rally (Double Rating Downgrade)

SolarEdge Technologies, Inc. to Report Q4, 2024 Results on Feb 19, 2025

Navigating Risk In Solar: The Case Against SolarEdge Right Now

Solaredge Technologies, Inc. Announces Board Appointments

SolarEdge Technologies, Inc. Announces Board Changes

Is SolarEdge At Its Final Edge?

SolarEdge: Market Demand In A Precarious Position, Worse Than Expected (Rating Downgrade)

Solaredge Technologies, Inc Announces Chief Executive Officer Changes

SolarEdge Expands Commercial Product Portfolio in Germany with the Launch of Its Storage System for C&I Solar Installations

SolarEdge: Solar Demand May Not Recover This Decade

SolarEdge Technologies, Inc. Announces Closure of its Energy Storage Division

Independent Chairman recently bought US$1.0m worth of stock

Consensus revenue estimates fall by 15%

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Analysts Are More Bearish Than They Used To Be

New minor risk - Shareholder dilution

Price target decreased by 12% to US$23.96

SolarEdge Technologies, Inc. Provides Earnings Guidance for the Fourth Quarter Ending December 31, 2024

SolarEdge Technologies: Weak Quarter, Disappointing Outlook - Sell

SolarEdge Technologies, Inc. Announces Board and Committee Changes

The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 28%

SolarEdge: Core European Market Continues To Deteriorate - Strong Sell (Downgrade)

Price target decreased by 9.5% to US$29.01