SolarEdge Technologies, Inc.
$54.58-1.7%YTD+81.7%1Y+99.4%
Mentions · last 7 days
995+21%
Price updated 2h ago·X counts updated 1d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $SEDG, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Solar sits in its cycle right now — and what that implies for $SEDG.
Solar
No material change from last week — structural AI data center clean-power demand pull and IRA domestic manufacturing credits are unchanged; utility-scale developers with contracted revenue are insulated from near-term sentiment noise.
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; the AI data center clean-power demand and IRA domestic manufacturing credits is a secondary rather than primary near-term earnings catalyst.
Top industry ETF
$TANInvesco Solar ETF
+10.8%YTD
+45.6%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
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$-0.38+18.4%
Q2 2025Aug 7, 2025$-0.81$-0.82+1.2%
Next earningsThu, Aug 6·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
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.3B – $1.5B$0.03-$0.26 – $0.3718
FY27$1.6B$1.5B – $1.7B$1.57$0.64 – $2.4317
FY28$1.7B$1.7B – $1.7B$2.41-$6.39 – $9.1115
FY29$1.8B$1.7B – $2.1B$3.35$3.03 – $3.8611
FY30$1.9B$1.8B – $2.1B$3.23$2.92 – $3.727
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.0.8×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.56%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.-1.8%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.+32.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 60.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.8% 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.β1.455-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.
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 changeJun 258-K — Item 5.02: Officer or director change
AI summary
8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary
3New insider — initial holdingsJun 23
AI summary
8-KOfficer or director changeMay 118-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary
8-KOfficer or director changeMar 108-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 13 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 2 10-Ks) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
SolarEdge Technologies (SEDG) Sees a More Significant Dip Than Broader Market: Some Facts to KnowFirst Solar Climbs 5% on Bullish Wells Fargo Note, SolarEdge Jumps 8%, Canadian Solar Gains 7%, Enphase Rises 5%SolarEdge Technologies (SEDG) Falls More Steeply Than Broader Market: What Investors Need to KnowEnphase Energy, SolarEdge Jump 8% as Solar Stocks Ride an AI Data Center Power ThemeIs SolarEdge Technologies Inc (SEDG) Overvalued After 7.0% Rally? GF Value Says Overvalued
In themes
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