SolarEdge Technologies, Inc.

NasdaqGS:SEDG Stok Raporu

Piyasa değeri: US$2.7b

SolarEdge Technologies Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

SolarEdge Technologies şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

-0.1%

Geri Alım Getirisi

Toplam Hissedar Getirisi-0.1%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Güncelleme yok

Recent 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.

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
The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 33%

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 04
Even With A 30% Surge, Cautious Investors Are Not Rewarding SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Performance Completely

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.

Estimating The Intrinsic Value Of SolarEdge Technologies, Inc. (NASDAQ:SEDG)

Aug 08
Estimating The Intrinsic Value Of SolarEdge Technologies, Inc. (NASDAQ:SEDG)

The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More

Jul 18
The Market Lifts SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares 58% But It Can Do More

We Think SolarEdge Technologies (NASDAQ:SEDG) Has A Fair Chunk Of Debt

Jun 25
We Think SolarEdge Technologies (NASDAQ:SEDG) Has A Fair Chunk Of Debt

Market Might Still Lack Some Conviction On SolarEdge Technologies, Inc. (NASDAQ:SEDG) Even After 36% Share Price Boost

Jun 01
Market Might Still Lack Some Conviction On SolarEdge Technologies, Inc. (NASDAQ:SEDG) Even After 36% Share Price Boost

Earnings Update: SolarEdge Technologies, Inc. (NASDAQ:SEDG) Just Reported And Analysts Are Boosting Their Estimates

May 08
Earnings Update: SolarEdge Technologies, Inc. (NASDAQ:SEDG) Just Reported And Analysts Are Boosting Their Estimates
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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 17
Investors Give SolarEdge Technologies, Inc. (NASDAQ:SEDG) Shares A 28% Hiding

SolarEdge Technologies: Cheap For A Reason; Capital Raise Likely

Apr 11

What Is SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Share Price Doing?

Apr 03
What Is SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Share Price Doing?

SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Shares Leap 34% Yet They're Still Not Telling The Full Story

Feb 28
SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Shares Leap 34% Yet They're Still Not Telling The Full Story

SolarEdge: I Was So Wrong, Sell This Rally (Double Rating Downgrade)

Feb 19

Navigating Risk In Solar: The Case Against SolarEdge Right Now

Jan 28

Is SolarEdge At Its Final Edge?

Dec 21

SolarEdge: Market Demand In A Precarious Position, Worse Than Expected (Rating Downgrade)

Dec 13

SolarEdge: Solar Demand May Not Recover This Decade

Dec 02

SolarEdge Technologies, Inc. (NASDAQ:SEDG) Analysts Are More Bearish Than They Used To Be

Nov 12
SolarEdge Technologies, Inc. (NASDAQ:SEDG) Analysts Are More Bearish Than They Used To Be

SolarEdge Technologies: Weak Quarter, Disappointing Outlook - Sell

Nov 07

The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 28%

Oct 24
The Market Doesn't Like What It Sees From SolarEdge Technologies, Inc.'s (NASDAQ:SEDG) Revenues Yet As Shares Tumble 28%

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: SEDG şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: SEDG şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

SolarEdge Technologies Piyasaya Karşı Temettü Getirisi
SEDG temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (SEDG)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Semiconductor)0.3%
Analist tahmini (SEDG) (3 yıla kadar)0%

Önemli Temettü: SEDG şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, SEDG şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: SEDG şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: SEDG herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 02:35
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SolarEdge Technologies, Inc. 42 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Christine ChoBarclays
Moses SuttonBarclays
Moses SuttonBarclays