SolarEdge Technologies (SEDG) Aktievy
SolarEdge Technologies, Inc. är tillsammans med sina dotterbolag verksamt som energiteknikföretag i USA, Europa och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
SEDG Community Fair Values
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Analyst Price Targets
SolarEdge Technologies, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$31.76 |
| 52 veckors högsta | US$81.25 |
| 52 veckors lägsta | US$24.01 |
| Beta | 1.47 |
| 1 månads förändring | -42.44% |
| 3 månaders förändring | -21.43% |
| 1 års förändring | 27.55% |
| 3 års förändring | -82.06% |
| 5 års förändring | -88.57% |
| Förändring sedan börsintroduktionen | 53.43% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Aug 06
SEDG: Policy Hype And Weak Residential Demand Will Pressure Rich Multiple
Analysts have trimmed the updated fair value estimate for SolarEdge Technologies, with the target shifting to $24.00. This change reflects mixed Street price target revisions, more cautious assumptions on revenue growth and profit margins, and a very large implied future P/E multiple amid ongoing debates about demand, policy risk, and valuation.
Uppdatering av berättelse • Jul 23
SEDG: Fair View Balances European Demand Hopes With Stretched Rally Risks
SolarEdge Technologies' analyst fair value estimate has been nudged higher from $43.38 to $45.25 as analysts factor in recent price target revisions clustered around the $43 to $56 range, citing improving demand signals in Europe, product launches such as Nexis, and potential benefits from inverter trade policy shifts, while still highlighting ongoing uncertainties in renewables and U.S. residential solar demand. Analyst Commentary Recent Street research on SolarEdge Technologies shows a split view, with some bullish analysts focusing on product launches, European demand and potential policy support, while more cautious voices point to valuation risk and ongoing weakness in U.S. residential solar.Recent updates
Uppdatering av berättelse • Aug 06
SEDG: Policy Hype And Weak Residential Demand Will Pressure Rich Multiple
Analysts have trimmed the updated fair value estimate for SolarEdge Technologies, with the target shifting to $24.00. This change reflects mixed Street price target revisions, more cautious assumptions on revenue growth and profit margins, and a very large implied future P/E multiple amid ongoing debates about demand, policy risk, and valuation.Uppdatering av berättelse • Jul 23
SEDG: Fair View Balances European Demand Hopes With Stretched Rally Risks
SolarEdge Technologies' analyst fair value estimate has been nudged higher from $43.38 to $45.25 as analysts factor in recent price target revisions clustered around the $43 to $56 range, citing improving demand signals in Europe, product launches such as Nexis, and potential benefits from inverter trade policy shifts, while still highlighting ongoing uncertainties in renewables and U.S. residential solar demand. Analyst Commentary Recent Street research on SolarEdge Technologies shows a split view, with some bullish analysts focusing on product launches, European demand and potential policy support, while more cautious voices point to valuation risk and ongoing weakness in U.S. residential solar.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaAnalysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Aktieägarnas avkastning
| SEDG | US Semiconductor | US Marknad | |
|---|---|---|---|
| 7D | -29.6% | 7.9% | 2.7% |
| 1Y | 27.6% | 62.2% | 20.9% |
Avkastning vs industri: SEDG presterade sämre än US Semiconductor branschen som gav 62.2 % under det senaste året.
Avkastning vs Marknaden: SEDG översteg US marknaden som gav 20.9 % under det senaste året.
Prisvolatilitet
| SEDG volatility | |
|---|---|
| SEDG Average Weekly Movement | 17.6% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: SEDG s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: SEDG s veckovolatilitet ( 18% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2006 | 3,576 | Shuki Nir | www.solaredge.com |
SolarEdge Technologies, Inc. är tillsammans med sina dotterbolag verksamt som ett energiteknikföretag i USA, Europa och internationellt. Företaget erbjuder strömoptimerare och DC-till-AC-växelriktare; lagringslösningar, såsom hemmabatteri 400V och CSS-OD-lösning; EV-laddare för bostäder och kommersiella applikationer; SolarEdge ONE, ett energioptimeringssystem; och molnbaserad övervakningsplattform. Företaget tillhandahåller även mySolarEdge-appen, som gör det möjligt för systemägare att följa systemets produktion och hushållens energiförbrukning i realtid; SolarEdge Go-appen, en mobilapplikation för SolarEdge-installatörer som integrerar installation, hantering och servicefunktioner; designplattformen, ett webbaserat verktyg; och mappningsprogrammet för registrering av den fysiska layouten för nya solcellsanläggningar.
SolarEdge Technologies, Inc. Sammanfattning av grunderna
| SEDG grundläggande statistik | |
|---|---|
| Börsvärde | US$1.95b |
| Vinst(TTM) | -US$270.30m |
| Intäkter(TTM) | US$1.33b |
1.5x
P/S-förhållande-7.2x
P/E-förhållandeÄr SEDG övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| SEDG resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.33b |
| Kostnad för intäkter | US$1.04b |
| Bruttovinst | US$296.43m |
| Övriga kostnader | US$566.73m |
| Intäkter | -US$270.30m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -4.39 |
| Bruttomarginal | 22.25% |
| Nettovinstmarginal | -20.29% |
| Skuld/egenkapitalförhållande | 80.6% |
Hur har SEDG utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/10 17:47 |
| Aktiekurs vid dagens slut | 2026/08/07 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
SolarEdge Technologies, Inc. bevakas av 37 analytiker. 23 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Moses Sutton | Barclays |
| Christine Cho | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |