Why SolarEdge Technologies (SEDG) Is Up 22.4% After First US-Made Solar Exports to Australia

• SolarEdge Technologies announced it has begun international shipments of American-made solar products, sending its first residential solar exports to Australia and planning to expand to additional international and commercial markets by the fourth quarter of 2025.
• This development marks a tangible step in SolarEdge’s global expansion strategy, showcasing the company’s ability to leverage its U.S. manufacturing footprint to supply overseas demand for high-quality, domestic technology.
• We’ll examine how SolarEdge’s new global exports from U.S. facilities may influence its investment narrative and international growth outlook.

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SolarEdge Technologies Investment Narrative Recap

To own shares of SolarEdge Technologies, you have to believe in the company’s ability to restore growth and profitability by scaling U.S. manufacturing and exporting solar products globally, all while regaining market share in key segments. The recent start of international shipments from U.S. facilities may help progress the company’s turnaround plans, but does not fundamentally shift the most important near-term catalyst: achieving swift inventory normalization and margin recovery amid pricing pressure. The biggest risk remains ongoing inventory and cash flow headwinds, particularly if European sell-through lags expectations.

Among recent company announcements, the June 2025 completion of the Utah “USA Edition” Home Battery facility is most relevant. This project strengthens SolarEdge’s domestic manufacturing base, supporting U.S. clean energy incentives and bolstering its export position. When put in context, both the Utah ramp and international shipping plans may contribute to a more efficient cost structure and margin stabilization, central to the company’s path to profitability.

However, investors should be aware that despite these positive developments, if inventory reductions or European channel recovery continue to lag ...

Read the full narrative on SolarEdge Technologies (it's free!)

SolarEdge Technologies is projected to reach $1.6 billion in revenue and $11.8 million in earnings by 2028. This outlook assumes annual revenue growth of 20.6% and an earnings increase of about $1.71 billion from the current earnings of -$1.7 billion.

Uncover how SolarEdge Technologies' forecasts yield a $22.14 fair value, a 38% downside to its current price.

Exploring Other Perspectives

Eighteen fair value estimates from the Simply Wall St Community for SolarEdge range from US$20 to US$90.47 per share. While optimism for margin expansion exists, rising input cost volatility and pricing headwinds could test expectations for improved profitability, showing why your opinions may differ from the wider market.

Explore 18 other fair value estimates on SolarEdge Technologies - why the stock might be worth over 2x more than the current price!

Build Your Own SolarEdge Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your SolarEdge Technologies research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free SolarEdge Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SolarEdge Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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