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SESEDG

SolarEdge Technologies, Inc.

$SEDG·$2.0B·Solar·Energy
$31.36-0.2%YTD+4.9%1Y-21.8%
Price updated 7h ago·X counts updated 5d ago
SESEDG
$SEDGSolarEdge Technologies, Inc.
$31.36-0.22%104 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SEDG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

104X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SEDG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

SolarEdge extends the Infineon collaboration for solid-state protection in 800 VDC AI data centers and joins the broader solar wake-up cohort. Chartists eye a peek above the weekly downtrend channel with 3-to-1 risk-reward into $60-64; Thursday Investor Day is the near catalyst.

Read what X is saying about $SEDG

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SEDG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

SolarEdge is at the 52-week floor and extending its Infineon 800-VDC collaboration — Thursday Investor Day is the catalyst.

SolarEdge Technologies makes inverters and power optimizers for solar — the business got crushed through 2024 as residential-solar demand collapsed. The newer AI-data-center angle via 800-VDC solid-state protection is bringing the stock back on radar.

  • The business is still unprofitable: Q1 revenue +41% YoY at a -15% operating margin — top-line is finally reaccelerating off the bottom, but the P&L has not yet caught up.
  • 52-week range position is 5% at $30.87 with vol multiplier 1.11 — the stock is at the floor with above-average participation, which is often how turnaround setups form before earnings-driven moves.
  • The strategic signal is specific: Infineon collaboration extension for solid-state protection in 800 VDC AI data centers — expanding SolarEdge's role from residential-solar inverters to data-center power, which if it converts is a franchise reclassification.

Thursday Investor Day and Nov 4 earnings are the dated catalysts — any 800-VDC data-center revenue disclosure plus continued top-line reacceleration extends the stock off the floor. Another soft residential-solar quarter without a datacenter mix shift and the floor stays tested.

Agrees with X sentimentThe thread has substantive drivers — Infineon 800-VDC collaboration for AI data centers, Thursday Investor Day as a near-term catalyst, weekly-downtrend-channel setup, 3-to-1 risk-reward into $60-$64 — all grounded in actual developments and chart structure.

What to watch: Thursday Investor Day and Nov 4 Q3 — 800-VDC AI data-center revenue disclosure, residential-solar trajectory, operating-margin direction, and any 2027 guide. A soft residential print without a datacenter mix shift is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $SEDG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs DC-optimized inverters and power optimizers for residential and commercial solar, facing competitive pressure from Enphase and Chinese rivals.

Industry overviewAI analysisGenerated by AI from underlying data

Where Solar sits in its cycle right now — and what that implies for $SEDG.

Solar · Energy

No material change from last week — IRA domestic manufacturing credits structurally protect US-domiciled solar producers while Chinese panel oversupply continues compressing margins for non-IRA-shielded players.

What this means for $SEDG

Partial — Designs DC-optimized inverters and power optimizers for residential and commercial solar, facing competitive pressure from Enphase and Chinese rivals.

Top industry ETF

$TANInvesco Solar ETF
-14.6%YTD
-12.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-10.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-16.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-17.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-79.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.06$-0.02+414.3%
Q1 2026May 6, 2026$-0.43$-0.23-87.0%
Q4 2025Feb 18, 2026$-0.14$-0.26+46.3%
Q3 2025Nov 5, 2025$-0.31$-0.38+18.4%
Next earningsWed, Nov 4·consensus EPS $0.04

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$310.5M+41.5%22.0%-14.7%$-0.96$20.7M
Q4 FY25$335.4M+96.4%22.2%-9.5%$-2.21$43.3M
Q3 FY25$340.2M+30.4%16.9%-10.3%$-0.84$22.8M
Q2 FY25$289.4M+9.1%11.1%-39.9%$-2.15$-9.1M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.3B-$0.36-$0.83 – $0.0816
FY27$1.4B$1.3B – $1.6B$0.85$0.31 – $1.5617
FY28$1.6B$1.4B – $2.1B$1.84-$9.99 – $9.8416
FY29$2.0B$1.8B – $2.3B$3.29$2.94 – $3.8214
FY30$2.0B$1.9B – $2.3B$2.98$2.66 – $3.4614

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.6%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-25.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 60.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 7More AveryChair2.6K sh$99K
+ 7 other (7 awards) in window

See when $SEDG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 58-K — Item 5.02: Officer or director change
8-KPress release / Reg FDSep 108-K — Item 7.01: Press release / Reg FD
AI summary

SolarEdge Technologies hosted its 2026 Investor Day webcast on September 10, 2026, where management shared strategy updates, market trends, product roadmap details, and financial plans. The event ran from 10:00 AM to approximately 12:30 PM ET with replay available on SolarEdge's investor relations website. This is a significant investor engagement event as SolarEdge executes its business recovery following the residential solar market downturn.

8-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change
AI summary

SolarEdge Technologies' outgoing CFO Asaf Alperovitz received a special cash bonus of NIS 279,000 (approximately two months' base salary) in recognition of his performance during his transition period. Alperovitz had previously announced his resignation on March 10, 2026, stepped down as CFO effective May 31, 2026, and remained in an advisory capacity through June 9, 2026. The bonus was approved by the Compensation Committee on June 22, 2026. This is an administrative payment to a departing executive — no strategic or operational significance.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

SEDG (SEDG) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsJun 23
AI summary

SolarEdge Technologies (SEDG) — new insider Dalia Litay filed an initial Form 3 via power of attorney reporting no securities beneficially owned. Routine new insider filing.

8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

SEDG disclosed a personnel change (8-K Item 5.02, dated 2026-05-11). An executive departure and a new appointment are both reported. Maoz Sigron, as the Chief Financial. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Head to Head Comparison: NuScale Power (NYSE:SMR) versus SolarEdge Technologies (NASDAQ:SEDG)defenseworld.net·1d agoCan SEDG Capitalize on the Growing AI Data Center Power Market?zacks.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of SolarEdge Technologies, Inc. - SEDGprnewswire.com·2d agoThese 2 Oils and Energy Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·2d agoSolarEdge to Announce Financial Results for the Third Quarter Ended September 30, 2026, on Wednesday, November 4, 2026businesswire.com·2d ago

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Voices on X · last 7 days

No standout posts about $SEDG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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