Three of solar's biggest names traded in completely different directions in 2026, and the one posting the worst losses also happens to be the most profitable of the group.
SolarEdge (SEDG) reported earnings 30 days ago. What's next for the stock?
SolarEdge Technologies (NASDAQ:SEDG | SEDG Price Prediction) stock is up 8% to $32.22 in midday trading Wednesday, after UBS upgraded the inverter maker to Buy from Neutral and lifted its price target to $42 from $36, citing new U.S.
Shares of SolarEdge Technologies Inc (NASDAQ:SEDG) are up 8% at $32.26 this morning, after UBS upgraded the solar energy stock to "buy" from "neutral" and raised its price target to $42 from $36.
SolarEdge is downgraded to Hold after Q2 2026, as margin recovery and positive cash flow appear partly temporary. SEDG's gross profit remains highly dependent on U.S. policy incentives, with liquidity exposed to the timing of AMPTC monetization. Europe drove revenue growth, especially with Nexis, but U.S. residential demand remains weak and no near-term rebound is expected.
The headline numbers for SolarEdge (SEDG) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
SolarEdge Technologies NASDAQ: SEDG reported second-quarter results that marked a return to non-GAAP operating profitability, as higher revenue, improving margins and cost controls offset continued softness in the U.S. residential solar market.
The company faces challenges in Europe, which led to a weaker-than-expected revenue forecast.
SolarEdge Technologies (NASDAQ:SEDG) shares fell about 24% on Wednesday after the solar technology company issued a weaker-than-expected third quarter outlook, overshadowing better-than-expected second quarter results. The company guided for Q3 2026 revenue of $310 million to $340 million, with a midpoint of $325 million, below analyst expectations of roughly $368 million to $372 million.
SEDG returns to adjusted operating profitability as stronger European demand, higher battery sales and expanding margins drive a second-quarter earnings beat.
SolarEdge Technologies, Inc. (SEDG) Q2 2026 Earnings Call Transcript
SolarEdge Technologies (SEDG) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to a loss of $0.81 per share a year ago.