SolarEdge Technologies 과거 순이익 실적
과거 기준 점검 0/6
SolarEdge Technologies 의 수입은 연평균 -60.1%의 비율로 감소해 온 반면, Semiconductor 산업은 연평균 5.5%의 비율로 증가했습니다. 매출은 연평균 12.6%의 비율로 감소해 왔습니다.
핵심 정보
-60.13%
순이익 성장률
-60.05%
주당순이익(EPS) 성장률
| Semiconductor 산업 성장률 | 27.66% |
| 매출 성장률 | -12.63% |
| 자기자본이익률 | -88.70% |
| 순이익률 | -28.56% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jul 06
SEDG: Potential Inverter Ban And Solid State Progress Will Drive Repricing
SolarEdge Technologies' updated analyst price target has moved from about $69 to $80. Analysts are factoring in potential benefits from a possible U.S. ban on certain foreign inverters, ongoing solid state transformer progress, and expectations for market share gains from recent product launches.
내러티브 업데이트 • Jun 22
SEDG: SST Hype And Rate Headwinds Will Likely Pressure Rich Multiple
The analyst price target for SolarEdge Technologies has moved higher to $26.00, with analysts pointing to progress on solid state transformer initiatives, optimism around the Nexis launch, and a mix of supportive and cautious views on recent share price strength as key drivers of the updated fair value and valuation assumptions. Analyst Commentary Recent research on SolarEdge Technologies reflects a split view, with some analysts highlighting progress on solid state transformer, or SST, projects and the Nexis platform, while others flag valuation and execution risks after a sharp move in the stock.Seeking Alpha • Jun 22
SolarEdge's Outlook: Revenue Is Up, Execution Is Everything
Summary SolarEdge is executing a recovery, with revenue up 41.5% year-over-year and gross margin rebounding to 22%. Management guides for Q2 2026 revenue of $325–$355 million and EBIT near breakeven, but margins remain highly dependent on U.S. tax credits. Cash discipline and a focus on higher-margin products, domestic manufacturing, and new commercial storage/data center initiatives underpin the investment thesis. I maintain a Buy rating, seeing risk-reward as attractive if margin gains and product expansion persist, but execution and policy risks remain material. Read the full article on Seeking Alpha분석 기사 • Jun 20
SolarEdge Technologies (SEDG) Stock Could Be 34% Overvalued As Insider Selling Raises Questions
SolarEdge Technologies (SEDG) is back in focus after concerns about a high market valuation relative to estimated intrinsic value, alongside insider selling and no recent insider purchases, pushed investors to reassess the stock. See our latest analysis for SolarEdge Technologies. Over the past year, SolarEdge Technologies has shown very strong 1 year total shareholder return of 251.39%, yet its 3 year and 5 year total shareholder returns have fallen 76.17% and 78.32%. This suggests recent...
내러티브 업데이트 • Jun 08
SEDG: Stretched Rally Will Face Future Pressure From Crowded Transformer Competition
Analysts have lifted the SolarEdge Technologies fair value estimate from $39.71 to $43.38 after a series of price target increases, citing progress on solid state transformer projects and the Nexis launch, even as some research houses caution that recent share gains and valuations look stretched. Analyst Commentary Recent Street research on SolarEdge captures a wide spread of opinion, with some bullish analysts focusing on product progress and market share, while more cautious voices point to valuation risk and question how much of the good news is already reflected in the stock.내러티브 업데이트 • May 24
SEDG: Stretched Rally Will Struggle To Withstand Weak Fundamentals
Analysts have increased their implied fair value estimate for SolarEdge Technologies by about $5.90 per share, reflecting updated assumptions around margins, discount rates, and future P/E multiples following a series of mixed price target changes and valuation comments across recent research reports. Analyst Commentary Recent research on SolarEdge Technologies shows a split between analysts who see progress on margins and competitive positioning and those who are more focused on valuation risk and the quality of the recent share price rally.분석 기사 • 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...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.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.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...
새로운 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
SolarEdge Technologies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 1,275 | -364 | 218 | 208 |
| 31 Dec 25 | 1,184 | -405 | 216 | 220 |
| 30 Sep 25 | 1,045 | -561 | 229 | 231 |
| 30 Jun 25 | 941 | -1,741 | 254 | 247 |
| 31 Mar 25 | 917 | -1,748 | 285 | 262 |
| 31 Dec 24 | 901 | -1,806 | 292 | 273 |
| 30 Sep 24 | 1,021 | -1,681 | 299 | 286 |
| 30 Jun 24 | 1,511 | -512 | 300 | 297 |
| 31 Mar 24 | 2,237 | -261 | 302 | 314 |
| 31 Dec 23 | 2,977 | 34 | 310 | 321 |
| 30 Sep 23 | 3,551 | 218 | 310 | 325 |
| 30 Jun 23 | 3,663 | 303 | 301 | 315 |
| 31 Mar 23 | 3,399 | 199 | 288 | 303 |
| 31 Dec 22 | 3,110 | 94 | 272 | 290 |
| 30 Sep 22 | 2,771 | 114 | 255 | 275 |
| 30 Jun 22 | 2,461 | 142 | 234 | 261 |
| 31 Mar 22 | 2,213 | 172 | 216 | 239 |
| 31 Dec 21 | 1,964 | 169 | 201 | 220 |
| 30 Sep 21 | 1,770 | 146 | 193 | 203 |
| 30 Jun 21 | 1,582 | 137 | 179 | 188 |
| 31 Mar 21 | 1,434 | 128 | 165 | 173 |
| 31 Dec 20 | 1,459 | 140 | 159 | 163 |
| 30 Sep 20 | 1,519 | 175 | 148 | 151 |
| 30 Jun 20 | 1,592 | 173 | 145 | 140 |
| 31 Mar 20 | 1,585 | 170 | 146 | 132 |
| 31 Dec 19 | 1,426 | 147 | 137 | 121 |
| 30 Sep 19 | 1,271 | 107 | 133 | 111 |
| 30 Jun 19 | 1,097 | 111 | 123 | 101 |
| 31 Mar 19 | 999 | 112 | 108 | 91 |
| 31 Dec 18 | 937 | 129 | 98 | 82 |
| 30 Sep 18 | 863 | 135 | 87 | 74 |
| 30 Jun 18 | 793 | 118 | 81 | 68 |
| 31 Mar 18 | 702 | 106 | 74 | 61 |
| 31 Dec 17 | 607 | 84 | 69 | 55 |
| 30 Sep 17 | 529 | 74 | 62 | 49 |
| 30 Jun 17 | 491 | 62 | 58 | 44 |
| 31 Mar 17 | 480 | 57 | 54 | 41 |
| 31 Dec 16 | 490 | 63 | 52 | 38 |
| 30 Sep 16 | 503 | 78 | 49 | 36 |
| 30 Jun 16 | 490 | 77 | 47 | 33 |
| 31 Mar 16 | 464 | 63 | 45 | 31 |
| 31 Dec 15 | 425 | 42 | 41 | 27 |
| 30 Sep 15 | 373 | 18 | 37 | 24 |
양질의 수익: SEDG 은(는) 현재 수익성이 없습니다.
이익 마진 증가: SEDG는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: SEDG은 수익성이 없으며 지난 5년 동안 손실이 연평균 60.1% 증가했습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 SEDG의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: SEDG은 수익성이 없어 지난 해 수익 성장률을 Semiconductor 업계(22.6%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: SEDG는 현재 수익성이 없으므로 자본 수익률이 음수(-88.7%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/12 12:28 |
| 종가 | 2026/07/10 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
SolarEdge Technologies, Inc.는 37명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Moses Sutton | Barclays |
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |