SolarEdge Technologies, Inc.

NasdaqGS:SEDG Stok Raporu

Piyasa değeri: US$2.7b

SolarEdge Technologies Gelecekteki Büyüme

Future kriter kontrolleri 4/6

SolarEdge Technologies kazanç ve gelirin sırasıyla yıllık 99.7% ve 9.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 102.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

99.7%

Kazanç büyüme oranı

102.43%

EPS büyüme oranı

Semiconductor kazanç büyümesi26.3%
Gelir büyüme oranı9.3%
Gelecekteki özkaynak getirisi21.75%
Analist kapsamı

Good

Son güncelleme06 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha Apr 27

SolarEdge: Back From The Brink, But Still Has Work To Do (Earnings Preview)

Summary SolarEdge is executing a fragile turnaround, shifting focus to commercial, industrial, and integrated energy solutions amid ongoing headwinds. Revenue stabilization and resilient R&D spending signal early traction, but inverter pricing power is weakening, and profit margins remain depressed. SEDG is targeting multi-billion-dollar opportunities in AI data center power solutions while expanding battery and optimizer sales to offset inverter margin pressures. Valuation is speculative; shares could re-rate if recovery continues, but execution, demand fragility, and competitive risks remain elevated into 2026. Read the full article on Seeking Alpha
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Yeni Analiz Mar 23

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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Analiz 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.
Analiz Makalesi 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 Alpha
Analiz Makalesi 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...
Analiz Makalesi 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...
Seeking Alpha Feb 19

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

Summary I am downgrading SolarEdge Technologies, Inc. to a sell rating due to underestimated competitive threats and concerns about the company's profitability outlook. Despite achieving positive free cash flow, SEDG's gross margins and sales have significantly deteriorated, leading to substantial operating losses. Today's stock rally presents an opportunity to cut losses, as I remain skeptical about SEDG's ability to recover and regain market share. Read the full article on Seeking Alpha
Seeking Alpha Jan 28

Navigating Risk In Solar: The Case Against SolarEdge Right Now

Summary SolarEdge Technologies faces significant financial and structural challenges, including declining revenues, negative margins, and heavy competition, making short-term gains unlikely. The company's heavy reliance on the European market and minimal presence in high-growth regions like China limit its expansion opportunities. SolarEdge's ongoing cash flow issues and impending debt obligations pose risks to shareholder value, with potential dilution adding to concerns. Until SolarEdge shows clear operational improvement, investing in it is out of the question. Read the full article on Seeking Alpha
Seeking Alpha Dec 21

Is SolarEdge At Its Final Edge?

Summary SolarEdge (SEDG) lost all its glitter in 2023-2024. The market lost all hope for a change in the solar industry and the company's future in particular. The business's financial condition is somewhere between bad and very bad. There is a qualitative side of the company and several positive aspects. We are weighing the pros and cons of this investment and discussing what an investor should do now. Read the full article on Seeking Alpha
Seeking Alpha Dec 13

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

Summary SolarEdge faces significant short-term challenges due to high inventory write-downs, declining demand, and fierce competition, leading to a Hold rating. The company's Q3 2024 results showed a substantial impairment loss, decreased revenues, and operational restructuring, impacting its market position and financial stability. Regional regulations and subsidies in Europe and the US are disrupting solar demand, forcing SolarEdge to sell products below cost and scale down operations. Despite current setbacks, SEDG aims to achieve positive free cash flow and profitable growth within the next year, with expected EPS recovery in the next four quarters. Read the full article on Seeking Alpha
Seeking Alpha Dec 02

SolarEdge: Solar Demand May Not Recover This Decade

Summary SolarEdge Technologies, Inc. has significantly underperformed, dropping 71% since I initially flagged its balance sheet weaknesses and competitive disadvantages against Enphase. In August, I predicted an unlikely recovery and anticipated a substantial inventory write-down due to the competitive obsolescence of its stagnant products. Q3 results confirmed my suspicions, with a $1B write-down leading to a sharp stock decline and subsequent layoffs and unit closures. Trump tariffs and other regulatory changes may exacerbate headwinds in US solar demand, which should not recover until borrowing costs are much lower or power is pricier. Although I remain bearish, SEDG's high short interest and potentially low forward valuation give it upside potential, particularly if macro headwinds subside. Read the full article on Seeking Alpha
Analiz Makalesi Nov 12

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

Market forces rained on the parade of SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shareholders today, when the...
Seeking Alpha Nov 07

SolarEdge Technologies: Weak Quarter, Disappointing Outlook - Sell

Summary After the close of Wednesday's regular session, leading solar inverter system supplier SolarEdge Technologies reported another set of disappointing quarterly results. While revenues came in at the very low end of the previously provided guidance range, margins and inventory levels were impacted by an eye-catching $1.025 billion in impairment charges. Elevated cash usage continued during the quarter, thus resulting in an additional $100+ million reduction of the company's net cash position. Going forward, I would expect concerns regarding SEDG's financial condition to weigh on SolarEdge Technologies' shares. With anticipated negative near-term catalysts having played out, I am raising my rating on the stock from "Strong Sell" to "Sell". Read the full article on Seeking Alpha
Analiz Makalesi Oct 24

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

To the annoyance of some shareholders, SolarEdge Technologies, Inc. ( NASDAQ:SEDG ) shares are down a considerable 28...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:SEDG - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,7044118915414
12/31/20271,564-519112421
12/31/20261,389-8511314622
3/31/20261,275-3647895N/A
12/31/20251,184-40581104N/A
9/30/20251,045-5616389N/A
6/30/2025941-1,741-96-26N/A
3/31/2025917-1,748-164-62N/A
12/31/2024901-1,806-431-313N/A
9/30/20241,021-1,681-637-491N/A
6/30/20241,511-512-507-361N/A
3/31/20242,237-261-574-405N/A
12/31/20232,97734-361-180N/A
9/30/20233,551218-11471N/A
6/30/20233,663303-13536N/A
3/31/20233,39919938202N/A
12/31/20223,11094-13831N/A
9/30/20222,771114-17110N/A
6/30/20222,461142-11066N/A
3/31/20222,213172-14127N/A
12/31/20211,96416965214N/A
9/30/20211,77014621152N/A
6/30/20211,582137-20118N/A
3/31/20211,43412815139N/A
12/31/20201,45914096223N/A
9/30/20201,519175155278N/A
6/30/20201,592173215319N/A
3/31/20201,585170221310N/A
12/31/20191,426147N/A259N/A
9/30/20191,271107N/A223N/A
6/30/20191,097111N/A188N/A
3/31/2019999112N/A182N/A
12/31/2018937129N/A189N/A
9/30/2018863135N/A188N/A
6/30/2018793118N/A187N/A
3/31/2018702106N/A175N/A
12/31/201760784N/A137N/A
9/30/201752974N/A116N/A
6/30/201749162N/A106N/A
3/31/201748057N/A93N/A
12/31/201649063N/A82N/A
9/30/201650378N/A71N/A
6/30/201649077N/A53N/A
3/31/201646463N/A50N/A
12/31/201542542N/A22N/A
9/30/201537318N/A18N/A
6/30/20153254N/A12N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SEDG önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: SEDG önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: SEDG önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: SEDG şirketinin gelirinin (yıllık 9.3% ) US pazarından (yıllık 11.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SEDG şirketinin gelirinin (yıllık 9.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SEDG 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.7 %)


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 06:37
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