SolarEdge and Infineon Partner to Enhance Power Infrastructure for AI Data Centers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 05 2025
0mins
Collaboration Announcement: SolarEdge and Infineon have partnered to enhance SolarEdge's solid-state transformer platform aimed at AI and hyperscale data centers.
Technology Focus: The collaboration will involve the design, optimization, and validation of a modular 2-5 megawatt solid-state transformer using Infineon's silicon carbide technology.
Efficiency Goals: The new technology is expected to achieve over 99% efficiency, aligning with the global trend towards high-efficiency, DC-based data center infrastructure.
Market Impact: This partnership supports the growing demand for advanced power solutions in the data center sector, emphasizing sustainability and efficiency.
Analyst Views on SEDG
Wall Street analysts forecast SEDG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEDG is 32.56 USD with a low forecast of 6.90 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
1 Buy
12 Hold
5 Sell
Hold
Current: 34.540
Low
6.90
Averages
32.56
High
44.00
Current: 34.540
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.
