SolarEdge Technologies Q3 Earnings Top Estimates, Revenues Rise Y/Y
SEDG posts narrower-than-expected quarterly loss as revenues surge 44.5% and margins improve sharply, signaling progress in recovery.
SolarEdge: Mediocre Outlook Trumped By AI Data Center Enthusiasm - Hold
SolarEdge Technologies reported Q3 results slightly above expectations, as sales were boosted by a strong sequential uptick in Europe. However, the company's Q4 revenue guidance fell short of consensus expectations, thus resulting in an initial 20% pre-market selloff. Shares quickly reversed course and rallied to new multi-year highs after management elaborated on the significant revenue potential from the company's new AI data center collaboration with Infineon Technologies.
SolarEdge Technologies, Inc. (SEDG) Q3 2025 Earnings Call Transcript
SolarEdge Technologies, Inc. ( SEDG ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants John Lowe - Head of Investor Relations Yehoshua Nir - CEO & Director Asaf Alperovitz - CFO & Principal Accounting Officer Conference Call Participants Philip Shen - ROTH Capital Partners, LLC, Research Division Christine Cho - Barclays Bank PLC, Research Division Mark W. Strouse - JPMorgan Chase & Co, Research Division David Arcaro - Morgan Stanley, Research Division Dylan Nassano - Wolfe Research, LLC Colin Rusch - Oppenheimer & Co. Inc., Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Jeffrey Osborne - TD Cowen, Research Division Christopher Dendrinos - RBC Capital Markets, Research Division Jonathan Windham - UBS Investment Bank, Research Division Presentation Operator Hello, and welcome to the SolarEdge Conference Call for the Third Quarter ended September 30, 2025.
SolarEdge Technologies (SEDG) Reports Q3 Loss, Beats Revenue Estimates
SolarEdge Technologies (SEDG) came out with a quarterly loss of $0.31 per share versus the Zacks Consensus Estimate of a loss of $0.38. This compares to a loss of $15.33 per share a year ago.
SolarEdge Technologies (SEDG) Stock Sinks As Market Gains: Here's Why
In the latest trading session, SolarEdge Technologies (SEDG) closed at $37.84, marking a -4.78% move from the previous day.
SolarEdge: A Buy On The Recovery Story The Market Overlooks
SolarEdge Technologies, Inc. is quietly rebuilding value, combining operational recovery with strategic clarity that the market has not yet priced in. Operational leverage is starting to work, as margins expand, cash flow turns positive and production efficiency strengthens through U.S.-based manufacturing. Tax credits and export focus under the “Made in USA” framework create a long runway for profitability and global competitiveness.
SolarEdge Technologies (SEDG) Registers a Bigger Fall Than the Market: Important Facts to Note
SolarEdge Technologies (SEDG) reached $40.11 at the closing of the latest trading day, reflecting a -1.04% change compared to its last close.
SolarEdge Technologies (SEDG) Stock Falls Amid Market Uptick: What Investors Need to Know
In the most recent trading session, SolarEdge Technologies (SEDG) closed at $37.96, indicating a -1.71% shift from the previous trading day.
SolarEdge Technologies Q2 Earnings Beat, Revenues Increase Y/Y
SEDG posts a narrower Q2 loss as revenues climb 9.1% year over year, driving shares up 2.8%.
SolarEdge Technologies, Inc. (SEDG) Q2 2025 Earnings Call Transcript
SolarEdge Technologies, Inc. (NASDAQ:SEDG ) Q2 2025 Earnings Conference Call August 7, 2025 8:00 AM ET Company Participants Asaf Alperovitz - CFO & Principal Accounting Officer John Booth Lowe - Head of Investor Relations Yehoshua Nir - CEO & Director Conference Call Participants Brian K. Lee - Goldman Sachs Group, Inc., Research Division Christine Cho - Barclays Bank PLC, Research Division Christopher J.
SolarEdge Technologies (SEDG) Reports Q2 Loss, Beats Revenue Estimates
SolarEdge Technologies (SEDG) came out with a quarterly loss of $0.81 per share versus the Zacks Consensus Estimate of a loss of $0.82. This compares to a loss of $1.79 per share a year ago.
Could Enphase Energy And SolarEdge Technologies Become The Netflix Of Energy
Enphase and SolarEdge face short-term headwinds from unfavorable regulations and higher rates, but long-term structural tailwinds remain strong. Both companies are innovating with distributed energy solutions—AI, battery storage, microgrids, and EV integration—positioning themselves as future leaders in energy distribution. Long-term drivers, such as electrification, rising electricity demand and prices, declining battery costs, and the decentralization of energy networks could significantly boost growth and resilience.
