SolarEdge CFO to Remain Until June 2026 Amid Leadership Transition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2026
0mins
Should l Buy SEDG?
Source: stocktwits
- Leadership Transition: SolarEdge's CFO Asaf Alperovitz will remain in his position until June 9, 2026, to support ongoing operations and facilitate the leadership transition, even as he departs for a role in a different industry.
- Guidance Reaffirmation: The company reaffirmed its 2026 financial guidance provided during its fourth-quarter earnings report, forecasting first-quarter revenues between $290 million and $320 million, with non-GAAP gross margins expected to range from 20% to 24%.
- Revenue Performance: SolarEdge reported fourth-quarter revenues of $335.4 million, reflecting a 1.4% year-over-year decline, indicating challenges in the market despite a 22% increase in stock price year-to-date.
- Market Sentiment: Retail sentiment around SEDG trended bearish according to Stocktwits users, with low message volume indicating cautious investor attitudes towards the company's future prospects.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SEDG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SEDG
Wall Street analysts forecast SEDG stock price to fall
18 Analyst Rating
1 Buy
12 Hold
5 Sell
Hold
Current: 51.870
Low
6.90
Averages
32.56
High
44.00
Current: 51.870
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.
Invesco Solar ETF Shows Strong Performance Amid Political Noise
- Year-to-Date Performance: The Invesco Solar ETF (TAN) has risen 16% year-to-date and 62% since President Trump's inauguration, indicating strong investor interest in alternative energy despite political fluctuations, reflecting ongoing market focus on green energy.
- Trump's Term Impact: During Trump's first term, TAN surged approximately 550%, while it plummeted around 70% under Biden, highlighting the significant influence of political climate on the solar sector, which investors should closely monitor for potential policy shifts.
- Technical Chart Analysis: Currently, TAN is consolidating near its 50-day moving average between $52 and $60, with momentum indicators suggesting a likely resumption of the upward trend, making it an attractive option for long-term investors.
- Future Targets: Analysts recommend going long above $50 with stop-losses just below $45, targeting a price of $60 and potentially reaching the mid-70s, indicating that rising oil prices could provide a favorable tailwind for the solar sector's growth.
See More
Trump Considers Exit from Iran War Amid Strait of Hormuz Closure
- War Exit Consideration: President Trump is contemplating an exit from the Iran war even if the Strait of Hormuz remains closed, a decision that could significantly impact U.S. military strategy and diplomatic relations in the Middle East.
- Positive Stock Market Reaction: The stock market surged as investors reacted positively to the potential for peace initiatives from Trump, indicating increased confidence in future geopolitical stability.
- Mixed Oil Price Movement: Despite the stock market rally, oil prices showed mixed results, reflecting concerns over energy supply security amid heightened geopolitical tensions in the Strait of Hormuz.
- Strategic Impact Assessment: Trump's potential decision could alter the U.S. role in the Middle East, affect global energy markets, and lead other nations to reassess their relationships with the United States.
See More
Trump Considers Exit from Iran War Amid Strait of Hormuz Closure
- War Exit Consideration: President Trump is contemplating an exit from the Iran war even if the Strait of Hormuz remains closed, a decision that could significantly impact U.S. military strategy and diplomatic relations in the Middle East.
- Market Reaction: Following the news, stocks surged, indicating investor optimism regarding a potential peaceful resolution, while also reflecting sensitivity to oil price fluctuations.
- Oil Price Trends: Despite the stock market rally, oil prices showed mixed movements, suggesting ongoing concerns about future supply chains and geopolitical risks that could affect the global economy.
- Geopolitical Implications: This move by Trump could alter U.S.-Iran relations, potentially affecting stability in the Middle East and the dynamics of the energy market.
See More
Meta Ordered to Pay $375 Million for Child Exploitation Violations
- Legal Judgment Impact: A New Mexico jury ruled that Meta violated child protection laws, ordering the company to pay $375 million, which represents approximately 0.625% of its nearly $60 billion revenue in Q4, potentially negatively impacting its financials.
- Appeal Plans: A Meta spokesperson stated that the company intends to appeal the verdict, indicating dissatisfaction with the legal outcome, which may lead to increased future legal costs and affect the company's reputation.
- Market Reaction Muted: Despite facing significant legal challenges, Meta's stock price showed little movement in after-hours trading, reflecting a relatively subdued market reaction that may indicate investor confidence in the company's long-term profitability.
- Additional Legal Suits: Meta is also facing another lawsuit in Los Angeles, accusing it and YouTube of misleading users about app safety, which could further increase the company's legal and compliance pressures.
See More
Oil Price Volatility Boosts Solar Stocks
- Market Volatility Impact: The military conflict in Iran has led to skyrocketing oil prices, pushing the Invesco Solar ETF up 12% year-to-date, indicating renewed enthusiasm for clean energy investments during periods of oil market volatility.
- Strong Performance by SolarEdge: Shares of SolarEdge Technologies have surged over 36% in the past month, reflecting robust demand for its residential solar inverters amidst oil price fluctuations.
- Analyst Rating Changes: Despite receiving two upgrades this month, both Bank of America and Jefferies set price targets below the current stock price, suggesting a cautious outlook on SolarEdge's future performance.
- Historical Lessons Caution: After a strong run in 2022, SolarEdge became the worst performer in the S&P 500 in 2023, reminding investors that oil price volatility can quickly impact stock performance, necessitating careful investment strategies.
See More
Jefferies Upgrades SolarEdge to Hold with Price Target Raised to $49
- Rating Upgrade: Jefferies upgraded SolarEdge from ‘Underperform’ to ‘Hold’ and raised the price target from $30 to $49, reflecting optimism about the company's future earnings, particularly with an expected demand uptick in Europe.
- Positive Market Reaction: SolarEdge's stock surged 13% on Friday, reaching its highest level since May 2024, indicating investor confidence in the company's potential benefits from energy market volatility due to the Middle East conflict, with a year-to-date gain of approximately 75%.
- European Revenue Growth: Jefferies highlighted that SolarEdge's European revenue reached $1.9 billion in 2023, up from $630 million in 2020, demonstrating a significant increase in market share in the region, with expectations for continued benefits from energy price fluctuations.
- New Product Boost: The recently launched Nexis platform combines a new three-phase inverter of up to 20kW with a modular battery and full-home backup system, enhancing SolarEdge's competitive edge and meeting consumer demand for renewable energy solutions.
See More
Invesco Solar ETF Shows Strong Performance Amid Political Noise
- Year-to-Date Performance: The Invesco Solar ETF (TAN) has risen 16% year-to-date and 62% since President Trump's inauguration, indicating strong investor interest in alternative energy despite political fluctuations, reflecting ongoing market focus on green energy.
- Trump's Term Impact: During Trump's first term, TAN surged approximately 550%, while it plummeted around 70% under Biden, highlighting the significant influence of political climate on the solar sector, which investors should closely monitor for potential policy shifts.
- Technical Chart Analysis: Currently, TAN is consolidating near its 50-day moving average between $52 and $60, with momentum indicators suggesting a likely resumption of the upward trend, making it an attractive option for long-term investors.
- Future Targets: Analysts recommend going long above $50 with stop-losses just below $45, targeting a price of $60 and potentially reaching the mid-70s, indicating that rising oil prices could provide a favorable tailwind for the solar sector's growth.
See More
Trump Considers Exit from Iran War Amid Strait of Hormuz Closure
- War Exit Consideration: President Trump is contemplating an exit from the Iran war even if the Strait of Hormuz remains closed, a decision that could significantly impact U.S. military strategy and diplomatic relations in the Middle East.
- Positive Stock Market Reaction: The stock market surged as investors reacted positively to the potential for peace initiatives from Trump, indicating increased confidence in future geopolitical stability.
- Mixed Oil Price Movement: Despite the stock market rally, oil prices showed mixed results, reflecting concerns over energy supply security amid heightened geopolitical tensions in the Strait of Hormuz.
- Strategic Impact Assessment: Trump's potential decision could alter the U.S. role in the Middle East, affect global energy markets, and lead other nations to reassess their relationships with the United States.
See More
Trump Considers Exit from Iran War Amid Strait of Hormuz Closure
- War Exit Consideration: President Trump is contemplating an exit from the Iran war even if the Strait of Hormuz remains closed, a decision that could significantly impact U.S. military strategy and diplomatic relations in the Middle East.
- Market Reaction: Following the news, stocks surged, indicating investor optimism regarding a potential peaceful resolution, while also reflecting sensitivity to oil price fluctuations.
- Oil Price Trends: Despite the stock market rally, oil prices showed mixed movements, suggesting ongoing concerns about future supply chains and geopolitical risks that could affect the global economy.
- Geopolitical Implications: This move by Trump could alter U.S.-Iran relations, potentially affecting stability in the Middle East and the dynamics of the energy market.
See More
Meta Ordered to Pay $375 Million for Child Exploitation Violations
- Legal Judgment Impact: A New Mexico jury ruled that Meta violated child protection laws, ordering the company to pay $375 million, which represents approximately 0.625% of its nearly $60 billion revenue in Q4, potentially negatively impacting its financials.
- Appeal Plans: A Meta spokesperson stated that the company intends to appeal the verdict, indicating dissatisfaction with the legal outcome, which may lead to increased future legal costs and affect the company's reputation.
- Market Reaction Muted: Despite facing significant legal challenges, Meta's stock price showed little movement in after-hours trading, reflecting a relatively subdued market reaction that may indicate investor confidence in the company's long-term profitability.
- Additional Legal Suits: Meta is also facing another lawsuit in Los Angeles, accusing it and YouTube of misleading users about app safety, which could further increase the company's legal and compliance pressures.
See More
Oil Price Volatility Boosts Solar Stocks
- Market Volatility Impact: The military conflict in Iran has led to skyrocketing oil prices, pushing the Invesco Solar ETF up 12% year-to-date, indicating renewed enthusiasm for clean energy investments during periods of oil market volatility.
- Strong Performance by SolarEdge: Shares of SolarEdge Technologies have surged over 36% in the past month, reflecting robust demand for its residential solar inverters amidst oil price fluctuations.
- Analyst Rating Changes: Despite receiving two upgrades this month, both Bank of America and Jefferies set price targets below the current stock price, suggesting a cautious outlook on SolarEdge's future performance.
- Historical Lessons Caution: After a strong run in 2022, SolarEdge became the worst performer in the S&P 500 in 2023, reminding investors that oil price volatility can quickly impact stock performance, necessitating careful investment strategies.
See More
Jefferies Upgrades SolarEdge to Hold with Price Target Raised to $49
- Rating Upgrade: Jefferies upgraded SolarEdge from ‘Underperform’ to ‘Hold’ and raised the price target from $30 to $49, reflecting optimism about the company's future earnings, particularly with an expected demand uptick in Europe.
- Positive Market Reaction: SolarEdge's stock surged 13% on Friday, reaching its highest level since May 2024, indicating investor confidence in the company's potential benefits from energy market volatility due to the Middle East conflict, with a year-to-date gain of approximately 75%.
- European Revenue Growth: Jefferies highlighted that SolarEdge's European revenue reached $1.9 billion in 2023, up from $630 million in 2020, demonstrating a significant increase in market share in the region, with expectations for continued benefits from energy price fluctuations.
- New Product Boost: The recently launched Nexis platform combines a new three-phase inverter of up to 20kW with a modular battery and full-home backup system, enhancing SolarEdge's competitive edge and meeting consumer demand for renewable energy solutions.
See More
