SolarEdge Technologies, Inc. (SEDG) AI Stock Analysis

SolarEdge Technologies, Inc. specializes in the design, development, and global distribution of DC optimized inverter systems for solar photovoltaic installations. The company operates across five key segments: Solar, Energy Storage, e-Mobility, Critical Power, and Automation Machines. Its product line features inverters, power optimizers, communication devices, and smart energy management tools for residential, commercial, and small utility-scale projects. A cloud-based monitoring platform tracks and manages system performance in real time. Beyond solar installations, SolarEdge offers energy storage, backup power, electric vehicle charging infrastructure, home energy management, lithium-ion cells, battery packs, and uninterrupted power supply solutions.

SolarEdge experienced volatile revenue trends over recent years, with revenue climbing to $3.11B in FY2022 before dropping to $901.5M in FY2024 with net income of -$1.81B. In FY2025, revenue grew 31.4% to $1.18B, gross margin improved to 15.3%, and net income was -$405.4M. For the five years from FY2020 to FY2025, revenue posted a CAGR of -4.1%. In the latest quarter ended June 30, 2026, quarterly revenue grew 19.6% year-over-year, while quarterly earnings growth reached 659.8%. Trailing twelve months revenue stands at $1.33B with an operating margin of -6.5% and EPS of -$4.50.

As of June 30, 2026, SolarEdge held $546.9M in cash and short-term investments against total debt of $393.9M, yielding net cash of $153.1M. Shareholders' equity was $412.1M against total assets of $2.30B, with a current ratio of 2.03 and a debt-to-equity ratio of 0.96. In FY2025, operating cash flow recovered to $104.3M, and free cash flow reached $80.8M after capital expenditures of $23.5M. Over five years, the company's share count increased 9.8%.

SolarEdge closed at $31.36 on October 16, 2026, representing an 8.7% year-to-date return but a 1-year decline of 21.8% and a 5-year decline of 89.5%. In comparison, the S&P 500 returned 16.8% over one year and 83.0% over five years. The company carries a market capitalization of $1.93B and an enterprise value of $2.26B. SolarEdge trades at a forward P/E of 57.5x and an EV-to-EBITDA of 52.7x, both above the median of its US-listed Technology peers of 18.8x and 16.6x, respectively, while its price-to-sales of 1.4x sits below the peer median of 2.8x.

Analyst ratings on SolarEdge consist of 2 Strong Buy, 0 Buy, 19 Hold, 1 Sell, and 3 Strong Sell recommendations. The mean price target is $37.84, which stands 20.7% above the last close of $31.36. For the current fiscal year ending December 31, 2026, consensus estimates project EPS of -$0.35 on revenue of $1.30B. For the next fiscal year, 22 analysts project revenue of $1.43B and EPS of $0.81. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of SolarEdge Technologies, Inc. (SEDG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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