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SEDG · NASDAQ · Solar

SolarEdge Technologies

Builds module-level power-optimizer and inverter systems for solar generation and energy management.

$31.18

After-hours close−0.25 (−0.80%)

At close$31.43(−6.21%)

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Profile

SolarEdge Technologies, Inc.SEDGInformation Technology

Pairs module-level power optimizers and inverters with monitoring, batteries, and smart-energy devices. The DC-optimized architecture remains central as the business focuses on core solar, PV-attached storage, and energy management.

Builds a DC-optimized photovoltaic system around module-level power optimizers and inverters. Typical installations add communications devices for a cloud monitoring platform and, where applicable, batteries, EV chargers, and load controllers; optimizers perform module-level maximum-power-point tracking.

Brings optimizers, inverters, a monitoring platform, batteries, and smart-energy devices together as a single system. European distributor cancellations and backlog deferrals reflected elevated channel inventories and slower installation rates.

Operations now sit in one consolidated segment after e-mobility, energy-storage, and PV-tracker businesses were discontinued. The remaining portfolio focuses on core solar, PV-attached storage, and energy-management activities.

Company facts

CEOYehoshua (Shuki) Nir

ListedMar 26, 2015

ExchangeNASDAQ

HeadquartersHerzliya, Israel

CountryIsrael

Employees3,576

CIK0001419612

ISINUS83417M1045

Key statistics

Market cap$1.91B

EPS (ttm)−$4.51

P/E (ttm)−6.96

ROE-62.5%

P/B4.69

P/S1.43

Dividend yield—

Beta2.67vs XLK 1.22

Year to date +0.2% · Average volume (30d) 3.5M

Analysts

Price target, next 12 months$38.00+21.0%Median of 48 analysts · vs the Aug 28 close

ConsensusHold10 of 48 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $31.41

High$53.00+68.7%

Median$38.00+21.0%

Low$24.00−23.6%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 27, 2026	Jefferies	Reiterate		Hold	$30	$31
Aug 26, 2026	Benchmark	Initiate		Buy
Aug 26, 2026	RBC Capital	Initiate		Outperform
Aug 26, 2026	National Bank	Upgrade		Positive
Aug 26, 2026	Piper Sandler	Upgrade	Neutral	Overweight

Earnings

EPS

Estimate$0.03

ReportedDue Nov 4, 2026

Revenue

Estimate$331.7M

ReportedDue Nov 4, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 6, 2026Q2 FY26	−$0.02	$0.06	+414.3%	$344.0M	$346.2M	+0.6%	−2.79%
Aug 5, 2026Q2 FY26	−$0.02	$0.06	+414.3%	$341.2M	$346.2M	+1.5%	−30.48%
May 6, 2026Q1 FY26	−$0.23	−$0.43	−87.0%	$305.5M	$310.5M	+1.6%	−4.92%
Feb 18, 2026Q4 FY25	−$0.26	−$0.14	+46.3%	$330.1M	$335.4M	+1.6%	−0.40%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$219.5M	$289.4M	$340.2M	$335.4M	$310.5M	$346.2M
Gross profit	$17.5M	$32.1M	$57.6M	$74.4M	$68.2M	$95.2M
Operating income	−$102.7M	−$115.5M	−$35.2M	−$31.8M	−$45.7M	−$16.0M
Net income	−$98.5M	−$124.7M	−$50.1M	−$132.1M	−$57.4M	−$30.8M
Diluted EPS	−$1.70	−$2.15	−$0.84	−$2.21	−$0.96	−$0.50
Gross margin	8.0%	11.1%	16.9%	22.2%	22.0%	27.5%
Operating margin	-46.8%	-39.9%	-10.3%	-9.5%	-14.7%	-4.6%

Fiscal years (4-quarter sums)FY21 $1.96B · FY22 $3.11B · FY23 $2.98B · FY24 $901.5M · FY25 $1.18B

Revenue by product · Q2 FY26

Inverters$71.5M · 79%

Other Products$18.9M · 21%

Revenue by geography · Q2 FY26

United States$154.9M · 45%

Europe$154.5M · 45%

Others$36.9M · 11%

Balance sheet, Jun 30, 2026Cash & short-term investments $546.9M · Total debt $393.9M · Total assets $2.30B · Shareholders' equity $412.1M

Dividends

No dividends on record.

Ownership

Institutions 104.07%Insiders 1.94%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 60.82M · Float 59.76M · 98.3% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	9.58M	15.75%	13F	Aug 7, 2026
Mayo, Van Otterloo & Co. LLC	4.31M	7.52%	13G	Nov 13, 2024
Invesco Ltd.	2.60M	4.27%	13F	Aug 14, 2026
UBS Group AG	2.47M	4.06%	13F	Aug 13, 2026
Menora Mivtachim Holdings Ltd.	2.39M	3.94%	13F	Aug 13, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
May 7, 2026	More Avery	director, other: Chairman of the Board	−2,566	$38.76