SolarEdge (SEDG) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
SolarEdge Technologies (SEDG) closed the most recent trading day at $34.81, moving +1.16% from the previous trading session.
SolarEdge remains a BUY as fundamentals improve and sector trends stabilize, with a DCF-based target price of $41 indicating further upside. SEDG benefits from European market share gains, US commercial strength, and residential leasing tailwinds driven by ITC subsidies through 2027. Cost-cutting and working capital release have deleveraged the balance sheet; positive free cash flow is expected by FY2026, excluding inventory releases.
In the closing of the recent trading day, SolarEdge Technologies (SEDG) stood at $34.31, denoting a -2.82% move from the preceding trading day.
SEDG is expanding U.S. manufacturing and shipping record inverter volumes, but higher tariffs and trade risks could complicate its solar growth story.
SEDG posts narrower-than-expected quarterly loss as revenues surge 44.5% and margins improve sharply, signaling progress in recovery.
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 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) 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.
In the latest trading session, SolarEdge Technologies (SEDG) closed at $37.84, marking a -4.78% move from the previous day.
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) reached $40.11 at the closing of the latest trading day, reflecting a -1.04% change compared to its last close.