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SolarEdge Technologies, Inc. Stock Price

NasdaqGS:SEDG Community·US$2.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 138 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SEDG Share Price Performance

US$35.21
5.79 (19.68%)
​
US$24.00
Fair Value
US$35.21
5.79 (19.68%)
46.7% overvalued intrinsic discount
US$24.00
Fair Value
Price US$35.21
AnalystLowTarget US$24.00
AnalystHighTarget US$71.54
AnalystConsensusTarget US$38.45
Thu, 6 Aug 26
Fair ValueUS$24.00
Share Pricen/a

SEDG Community Narratives

AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$24 46.7% overvalued intrinsic discount

Fading Tax Credits And Chinese Rivalry Will Deter Prospects

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$71.54 50.8% undervalued intrinsic discount

Decarbonization And Electrification Will Expand Global Solar Markets

2users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$38.45 8.4% undervalued intrinsic discount

US Policy Shifts And Storage Expansion Will Shape Sector Outlook Amid Headwinds

0users have liked this narrative
0users have commented on this narrative
52users have followed this narrative
SEDG logo
SolarEdge Technologies
50.8% undervalued intrinsic discount

Decarbonization And Electrification Will Expand Global Solar Markets

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 20 Aug
Read Narrative
SEDG logo
SolarEdge Technologies
46.7% overvalued intrinsic discount

Fading Tax Credits And Chinese Rivalry Will Deter Prospects

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Aug
Read Narrative
SEDG logo
SolarEdge Technologies
8.4% undervalued intrinsic discount
Updated

US Policy Shifts And Storage Expansion Will Shape Sector Outlook Amid Headwinds

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
SEDG logo

SEDG: Chinese Inverter Ban Tailwinds Will Drive Rebound Potential

Fair Value: US$38.45 8.4% undervalued intrinsic discount
52 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
SEDG logo

SEDG: Potential Inverter Ban Will Drive Future Repricing

Fair Value: US$71.54 50.8% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SEDG logo

SEDG: Policy Hype And Weak Residential Demand Will Pressure Rich Multiple

Fair Value: US$24 46.7% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
2 Rewards
View Full Analysis

SolarEdge Technologies, Inc. Key Details

US$1.3b

Revenue

US$1.0b

Cost of Revenue

US$283.1m

Gross Profit

US$553.4m

Other Expenses

-US$270.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-4.39
21.25%
-20.29%
80.6%
View Full Analysis

About SEDG

Founded
2006
Employees
3576
CEO
Yehoshua Nir
WebsiteView website
www.solaredge.com

SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally. The company offers power optimizers and DC-to-AC inverters; Storage Solutions, such as home battery 400V and CSS-OD solution; EV chargers for residential and commercial applications; SolarEdge ONE, an energy optimization system; and cloud-based monitoring platform. It also provides mySolarEdge app, which enables system owners to track their real-time system production and household energy consumption; SolarEdge Go app, a mobile application for SolarEdge installers, integrating installation, management, and service capabilities; designer platform, a web-based tool; and mapper application for registering the physical layout of new PV sites. In addition, the company offers SetApp application to activate and configure SolarEdge inverters; grid services; and pre-sales support, ongoing trainings, and technical support before, during, and after installation based on its operation structure. It serves solar installers, solar distributors, and electrical equipment wholesalers, as well as providers of PV systems to residential and commercial end users through distributors and electrical equipment wholesalers, and directly to solar installers and engineering, procurement, and construction firms, or EPCs. SolarEdge Technologies, Inc. was incorporated in 2006 and is headquartered in Herzliya Pituach, Israel.

Recent SEDG News & Updates

User avatar
Narrative Update • Sep 03

SEDG: Chinese Inverter Ban Tailwinds Will Drive Rebound Potential

Analysts have reduced the SolarEdge Technologies fair value estimate from $45.25 to $38.45. This reflects updated assumptions around a slightly higher discount rate, more cautious revenue growth, modestly higher profit margins, and a lower future P/E, while weighing mixed recent price target moves that highlight both U.S. market weakness and potential benefits from a possible inverter import ban.
User avatar
Narrative Update • Aug 20

SEDG: Potential Inverter Ban Will Drive Future Repricing

Analysts have trimmed their average price targets for SolarEdge Technologies, reflecting weaker U.S. solar demand, softer revenue guidance, and slower margin improvement, even as some still point to European demand and potential policy support as partial offsets. Analyst Commentary Recent research updates show a wide range of views on SolarEdge Technologies, with several bullish analysts still pointing to potential upside drivers despite weaker U.S. solar demand and cautious guidance.

Recent updates

No updates

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