SolarEdge Technologies rises despite market weakness
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 01 2025
0mins
Source: NASDAQ.COM
SolarEdge Technologies Inc. saw its stock price increase by 8.86% as it crossed above the 5-day SMA, indicating a strong upward movement in its share price.
Despite the broader market weakness, with the Nasdaq-100 down 0.38% and the S&P 500 down 0.23%, SolarEdge's performance suggests a sector rotation towards renewable energy stocks, which are gaining traction amid increasing demand for clean energy solutions.
This upward trend in SolarEdge's stock could reflect investor confidence in the company's growth potential and the overall positive sentiment surrounding the renewable energy sector.
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Analyst Views on SEDG
Wall Street analysts forecast SEDG stock price to fall
18 Analyst Rating
1 Buy
12 Hold
5 Sell
Hold
Current: 73.190
Low
6.90
Averages
32.56
High
44.00
Current: 73.190
Low
6.90
Averages
32.56
High
44.00
About SEDG
SolarEdge Technologies, Inc. offers an inverter solution for a solar photovoltaic (PV) system. The Company's products include SolarEdge Power Optimizer, SolarEdge Inverter, StorEdge Solutions and SolarEdge Monitoring Software. Its product roadmap consists of categories, including power optimizers, inverters, monitoring services, energy storage and smart energy management. The Company's power optimizers provide module-level maximum power point (MPP) tracking and real-time adjustments of current and voltage to the optimal working point of each individual PV module. The Company's solution consists of a direct current (DC) power optimizer, an inverter and a cloud-based monitoring platform that operates as a single integrated system.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Improved Net Loss: The company posted a GAAP net loss of $57.4 million, or $0.95 per share, which is an improvement from the $132.1 million loss in Q4 2025, suggesting progress in cost control and operational efficiency.
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See More
SolarEdge (SEDG) Q1 2026 Earnings Transcript
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- Market Demand Dynamics: Despite challenges in the U.S. residential market due to tax policy changes, Nir believes the company is well-positioned to benefit from a market rebound, particularly in the commercial and industrial sectors where products comply with domestic content and FEOC standards, resulting in market share gains.
- European Market Recovery: Q1 revenue in Europe reached its highest point since Q4 2023, driven by stronger battery demand, with all planned Q2 Nexis production fully booked by European customers, indicating a rising demand in the region.
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See More
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- Vertical Integration Platform: The company has established a vertically integrated U.S. solar manufacturing platform encompassing polysilicon, ingot, wafer production, and solar module assembly, which is expected to enhance operational efficiency and market competitiveness.
- Optimistic Market Outlook: Corning aims to achieve approximately $2.5 billion in annual revenues from its Solar Market-Access Platform by 2028, and with strong demand trends, it plans to raise the revenue outlook for this platform, reflecting its high return and low-risk potential in the solar industry.
- Industry Growth Trends: According to a report from Mordor Intelligence, the U.S. solar market is projected to witness a compound annual growth rate of 10.96% between 2026 and 2031, further driving Corning's investments and expansion in the solar sector.
See More
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- European Market Growth: SolarEdge's Q1 non-GAAP revenue surged 46% year-over-year, primarily driven by expanded demand in Europe and battery sales, significantly enhancing the company's market position despite a decline in U.S. revenues.
- Profitability Pressures: With a gross profit margin of 18% facing profitability pressures, management maintains a positive outlook, anticipating near-breakeven operating profit in Q2, indicating the company's potential to sustain profitability amid challenges.
- Cash Flow Performance: The company generated positive free cash flow in Q1 and expects this trend to continue throughout the year, reflecting strong financial health that supports future investment and expansion plans.
- New Product Launch: The CSS-OD 197 kWh commercial storage system, designed for medium-to-large solar installations, offers scalability to meet larger operational needs, further solidifying SolarEdge's position in the high-capacity commercial energy storage market.
See More
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- Executive Change: SolarEdge Technologies has appointed Maoz Sigron as the new Chief Financial Officer effective May 31, aiming to strengthen financial management and enhance overall operational efficiency.
- Predecessor Departure: Sigron replaces Asaf Alperovitz, who stepped down to pursue other opportunities, which may influence the company's strategic direction and financial decision-making.
- Extensive Experience: Maoz Sigron brings a wealth of financial management experience from his roles as CFO and COO at Perion Network, as well as senior finance positions at Allot, Tnuva, and Stratasys, likely providing new perspectives and strategic insights to SolarEdge.
- Market Reaction: This appointment could positively impact shareholder confidence in SolarEdge, particularly as the company seeks to expand its market share and improve financial performance.
See More
SolarEdge Reports Q1 2026 Earnings with Revenue Growth
- Revenue Growth: SolarEdge reported Q1 2026 revenues of $310.5 million, reflecting a 46% year-over-year increase despite a 7.4% sequential decline, indicating the company's sustained growth potential in a competitive solar market.
- Improved Net Loss: The company posted a GAAP net loss of $57.4 million, or $0.95 per share, which is an improvement from the $132.1 million loss in Q4 2025, suggesting progress in cost control and operational efficiency.
- Margin Expansion: Achieving its sixth consecutive quarter of margin expansion, SolarEdge's non-GAAP gross margins reached 23.5%, and although operating expenses rose slightly to $123.3 million, management noted that excluding a one-time expense, the underlying operating loss remained flat, indicating potential improvements in profitability.
- Cash Flow and Outlook: The company generated $20.7 million in free cash flow and ended the quarter with a net cash and investment portfolio of $246.2 million, with expectations for Q2 revenues to rise between $325 million and $355 million, reflecting management's optimism about returning to profitability.
See More
SolarEdge (SEDG) Q1 2026 Earnings Transcript
See More
SolarEdge Technologies Q1 2026 Earnings Call Insights
- Profitability Transition: CEO Yehoshua Nir stated that SolarEdge is shifting from defense to offense, with expectations to approach breakeven operating profit in Q2, marking an important milestone in the company's transformation towards profitability.
- Market Demand Dynamics: Despite challenges in the U.S. residential market due to tax policy changes, Nir believes the company is well-positioned to benefit from a market rebound, particularly in the commercial and industrial sectors where products comply with domestic content and FEOC standards, resulting in market share gains.
- European Market Recovery: Q1 revenue in Europe reached its highest point since Q4 2023, driven by stronger battery demand, with all planned Q2 Nexis production fully booked by European customers, indicating a rising demand in the region.
- Financial Outlook and Risks: CFO Alperovitz reported Q1 non-GAAP revenue of $310 million, down 7% quarter-over-quarter, and guided Q2 revenues between $325 million and $355 million; while facing customer credit risks and currency pressures, the company is actively pursuing approximately $55 million in tariff refunds.
See More
