SOLAREDGE TECHNOLOGIES, INC.
No SEC Form 4 filings for $SEDG in the last 30 days.
See all $SEDG insider activity →FactSet-reported analyst estimates for SolarEdge Technologies (SEDG) show the 12-month average price target cut to $35.35 from $35.84. The range is $24 to $65. Using the Aug. 13 close, the target implies about 10% upside. Consensus remains “Hold” with 1 Buy, 17 Hold, and 7 Sell.
Investing.com describes a bullish options position on SolarEdge Technologies (SEDG): a Dec. 18, 2026 $35–$50 call spread with 17,911 contracts. The trade benefits if SEDG rises above $35 and caps gains at $50. It cites a recent Q2 profit beat but lower Q3 guidance and elevated implied volatility near 88.5%.
SolarEdge (SEDG) reported Q2 2026 GAAP revenue of $346.2 million, up 19.6% year over year, and non-GAAP revenue of $345.5 million, up 23%, exceeding guidance. Non-GAAP gross margin was 28.6% and non-GAAP operating income was $10.2 million, first profitability since 2Q 2023. Q3 revenue guidance is $310-$340 million.
Over the past 7 days, alphai's AI scored 4 news stories mentioning SEDG (SOLAREDGE TECHNOLOGIES, INC.). Coverage has skewed bullish: 2 bullish, 2 neutral, and 0 bearish.
Recent SEDG coverage spans earnings, market movers and regulation.
Analyst target cuts and a Hold consensus can pressure near-term sentiment, but the piece provides no new company fundamentals beyond estimates.
Options positioning suggests traders are pricing a meaningful upside recovery toward $50 by late 2026, despite recent earnings-driven weakness.
The call provides fresh earnings and forward guidance, plus margin drivers (tariff refunds) and regional demand divergence that can reset near-term expectations.
The article frames a mixed quarter: execution and margin recovery versus guidance miss and softer residential demand, with Nexis and AI data-center power as the key forward drivers.
Cautious Q3 revenue guidance and ongoing net losses likely keep near-term expectations muted and pressure the stock until margin stabilization is visible.
alphai scores every news story that mentions SEDG with an AI model for sentiment and relevance, and aggregates insider trades from SOLAREDGE TECHNOLOGIES, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
FactSet-reported analyst estimates for SolarEdge Technologies (SEDG) show the 12-month average price target cut to $35.35 from $35.84. The range is $24 to $65. Using the Aug. 13 close, the target implies about 10% upside. Consensus remains “Hold” with 1 Buy, 17 Hold, and 7 Sell.
1 min readInvesting.com describes a bullish options position on SolarEdge Technologies (SEDG): a Dec. 18, 2026 $35–$50 call spread with 17,911 contracts. The trade benefits if SEDG rises above $35 and caps gains at $50. It cites a recent Q2 profit beat but lower Q3 guidance and elevated implied volatility near 88.5%.
3 min readSolarEdge (SEDG) reported Q2 2026 GAAP revenue of $346.2 million, up 19.6% year over year, and non-GAAP revenue of $345.5 million, up 23%, exceeding guidance. Non-GAAP gross margin was 28.6% and non-GAAP operating income was $10.2 million, first profitability since 2Q 2023. Q3 revenue guidance is $310-$340 million.
6 min readSolarEdge reported Q2 regional strength, citing more than doubled Europe revenue year over year and over $20 million in upsell activities. It said U.S. C&I market share rose to over 50% and Nexis generated over $60 million in Europe revenue. Guidance missed amid residential softness; non-GAAP gross margin improved and non-GAAP operating profit returned. Nexis rollout and AI data center power plans continue.
6 min readSolarEdge Technologies reported Q2 2026 sales of $346.25M and a net loss of $30.75M, and issued Q3 revenue guidance of $310M to $340M excluding significant one-time items. The company also updated a partnership, with ConnectDER integrating its IslandDER Meter Socket Adapter into SolarEdge’s Nexis home energy system.
6 min readThe Trump administration announced a 15% tariff and minimum import prices for polysilicon derivatives, including silicon wafers, photovoltaic cells, and solar modules, to support the US solar supply chain. Analysts cited by BMO, Citi, Truist, BNP Paribas, and Barclays expect First Solar (FSLR) to benefit, with module prices potentially rising to the low to mid 40 cents per watt. Premarket: FSLR +4%, TAN +3%.
6 min readAccording to the executive order, President Trump extended China tariffs to polysilicon products with a 15% duty and set minimum prices for some related imports under Section 232. The move aims to protect U.S. solar supply chains. Solar stocks rose in premarket, including First Solar (+7%), SolarEdge (+1%), and the Invesco Solar ETF (+4%).
3 min readS&P 500 and Dow futures were little changed ahead of July non-farm payrolls, which could affect rate expectations. Nasdaq futures rose as Microchip Technology and Atlassian gained on quarterly forecasts, while Cloudflare lifted its full-year outlook. Chip and software peers also rose. Airbnb advanced after earnings. Reuters cites CME FedWatch and Labor Department expectations.
6 min readSolarEdge Technologies (SEDG) shares fell about 24% after the company issued a weaker Q3 2026 outlook. It guided revenue of $310 million to $340 million (midpoint $325 million), below analyst estimates around $368 million to $372 million, citing ongoing US residential demand uncertainty. Q2 revenue rose to $346.2 million; non-GAAP gross margin improved to 28.6%.
3 min readSolarEdge Technologies (NASDAQ:SEDG) reported Q2 2026 revenue of $346.2 million, up about 20% year over year. The company returned to non-GAAP operating profitability, with non-GAAP operating income of $10.2 million. GAAP gross margin rose to 27.5%. It generated $3.1 million free cash flow and guided Q3 revenue of $310 million to $340 million.
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