SolarEdge/$SEDG

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About SolarEdge

SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers.

Ticker

$SEDG

Sector

Semiconductors
Primary listing

Employees

3,961

Headquarters

Herzliya Pituach, Israel

SolarEdge Metrics

BasicAdvanced
$2.2B
-
-$30.07
1.50
-

What the Analysts think about SolarEdge

Analyst ratings (Buy, Hold, Sell) for SolarEdge stock.

Bulls say / Bears say

Non-GAAP revenue for Q2 2025 climbed 32% from the previous quarter to $281.0 million—beating the analyst forecast of $274.2 million—signaling a strong recovery in demand for SolarEdge's inverter systems (Nasdaq).
SolarEdge increased its non-GAAP gross margin to 13.2% in Q2 2025, up from just 0.2% a year ago, showing better production efficiency and stronger pricing in its power optimizer business (Nasdaq).
Management noted a second straight quarter of positive free cash flow and provided Q3 2025 revenue guidance of $315 million to $355 million—above consensus estimates—demonstrating confidence in continued sales growth and operational execution (Barron's).
The Senate Finance Committee's proposal to phase out federal solar tax credits by 2028 drove SolarEdge shares down more than 20%, exposing the company's vulnerability to changes in renewable energy incentives (Reuters).
Citi strategists reiterated a bearish outlook for the U.S. residential solar sector—SolarEdge’s core market—pointing to elevated interest rates and scaled-back net metering incentives that could further weaken demand from installers (Reuters).
Even with quarterly improvements, SolarEdge’s non-GAAP free cash flow was still negative $9.1 million in Q2 2025, highlighting persistent cash outflows and possible liquidity risks (Nasdaq).
Data summarised monthly by Lightyear AI. Last updated on 11 Oct 2025.

SolarEdge Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

SolarEdge Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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