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.
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Yehoshua Nir CEO | XBER Exchange | US83417M1045 ISIN |
| IL Country | 3,961 Employees | - Last Dividend | - Last Split | 26 Mar 2015 IPO Date |
SolarEdge Technologies, Inc., founded in 2006 and based in Herzliya, Israel, stands at the forefront of solar innovation, offering comprehensive DC optimized inverter systems for solar photovoltaic installations. With operations spanning the United States, Germany, the Netherlands, Italy, the rest of Europe, and other international markets, the company has carved a niche in the solar and energy storage segments. SolarEdge's broad array of products serves residential, commercial, industrial, and utility clients, providing solutions that encompass power optimization, energy storage, electric vehicle charging, and smart energy management. Beyond manufacturing and selling, SolarEdge emphasizes robust support through pre-sales guidance, ongoing training, and after-installation technical assistance, ensuring stakeholders maximize the benefits of solar energy.