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tradingview.comNOV 42 min read$SEDG

SolarEdge Reports Q3 2026 Revenue of $326.1 Million and $0.29 Adjusted EPS

SolarEdge reported Q3 2026 revenue of $326.1M, down 5.8% QoQ and 4.1% YoY, with a GAAP net loss of $8.4M. Adjusted EPS was $0.29, and free cash flow was positive for the fifth straight quarter. The company cited market uncertainty and softer demand, while highlighting progress in its SST platform and storage solutions.

Original reporting
tradingview.com
Published Nov 4, 2026, 12:13 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 12:22 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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SolarEdge Reports Q3 2026 Revenue of $326.1 Million and $0.29 Adjusted EPS — source image
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Decision brief

The 30-second read

$SEDGBearishHigh
01

Why it matters

The earnings miss may trigger short‑term price weakness but long‑term growth initiatives could offset.

02

Market read

Mid‑cap solar equipment maker reports revenue decline and loss, likely pressuring the stock.

03

What to watch

Tariff benefit of $36M and continued free cash flow may cushion the downside.

Relevance 8/10Novelty 8/10Timing: post-market today

Background

SolarEdge's Q3 2026 results were released via an 8‑K filing.

Company-level read

Ticker impact

$SEDGBearishHigh confidence
Context

SolarEdge posted Q3 2026 revenue of $326.1M, a 5.8% decline QoQ and a GAAP net loss of $8.4M.

Expected impact

likely downside as market prices in the loss and slower revenue growth

Evidence & confidence

Revenue fell and the company posted a GAAP loss, which typically triggers a sell-off for a mid‑cap hardware supplier.

Market effects

Sector

May weigh on solar and renewable equipment stocks as earnings signal demand softness.

Regional

US renewable sector could see modest pullback.

Global

Limited to renewable hardware segment.

Counterpoint

What could challenge this read

Positive cash flow and AI data‑center platform progress could support a bounce.

Key entities

  • company
    SolarEdge Technologies, Inc.

    Provider of solar inverters and power optimizers.

Read at source← All news

StorySolarEdge reports Q3 2026 results and lowers Q4 revenue outlook

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