SolarEdge Technologies (SEDG) Stock Overview
Operates as an energy technology company in the United States, Europe, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
SEDG Community Fair Values
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Analyst Price Targets
SolarEdge Technologies, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$41.52 |
| 52 Week High | US$53.75 |
| 52 Week Low | US$12.47 |
| Beta | 1.35 |
| 1 Month Change | -14.83% |
| 3 Month Change | 34.07% |
| 1 Year Change | 221.36% |
| 3 Year Change | -85.77% |
| 5 Year Change | -80.54% |
| Change since IPO | 100.58% |
Recent News & Updates
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 23Shareholder Returns
| SEDG | US Semiconductor | US Market | |
|---|---|---|---|
| 7D | -12.4% | -1.3% | 0.6% |
| 1Y | 221.4% | 110.1% | 28.4% |
Return vs Industry: SEDG exceeded the US Semiconductor industry which returned 110.1% over the past year.
Return vs Market: SEDG exceeded the US Market which returned 28.4% over the past year.
Price Volatility
| 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 | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: SEDG's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: SEDG's weekly volatility (14%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2006 | 3,576 | Shuki Nir | 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.
SolarEdge Technologies, Inc. Fundamentals Summary
| SEDG fundamental statistics | |
|---|---|
| Market cap | US$2.61b |
| Earnings (TTM) | -US$405.45m |
| Revenue (TTM) | US$1.18b |
2.1x
P/S Ratio-6.2x
P/E RatioIs SEDG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SEDG income statement (TTM) | |
|---|---|
| Revenue | US$1.18b |
| Cost of Revenue | US$1.00b |
| Gross Profit | US$182.66m |
| Other Expenses | US$588.11m |
| Earnings | -US$405.45m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 06, 2026
| Earnings per share (EPS) | -6.67 |
| Gross Margin | 15.42% |
| Net Profit Margin | -34.23% |
| Debt/Equity Ratio | 77.6% |
How did SEDG perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/04 10:42 |
| End of Day Share Price | 2026/05/04 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
SolarEdge Technologies, Inc. is covered by 42 analysts. 22 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Christine Cho | Barclays |
| Moses Sutton | Barclays |
| Moses Sutton | Barclays |