The Nexis Gamble | Discover how the company's new inverter platform launch in late 2026 could determine market share recovery amid intense competition and reliability concerns |
Analyst Outlook | Price targets range from $26 to $100 with consensus Hold rating, reflecting divergent views on turnaround execution and margin improvement potential |
Financial Recovery | Revenue projected to grow from $901M in FY24 to $1.48B by FY27, with EPS improving from negative $5.26 to negative $0.20 over the period |
Turnaround Challenge | SolarEdge navigates execution risks following 90% stock decline, implementing workforce reductions and strategic refocus on core inverter operations |
Metrics to compare | SEDG | Sector Sector - Average of metrics from a broad group of related Energy sector companies | Relationship RelationshipSEDGPeersSector | |
|---|---|---|---|---|
P/E Ratio | −7.2x | −5.8x | 12.6x | |
PEG Ratio | −0.08 | −0.13 | 0.01 | |
Price / Book | 4.7x | 2.4x | 2.4x | |
Price / LTM Sales | 1.5x | 2.5x | 2.3x | |
Upside (Analyst Target) | 13.4% | 63.3% | 31.6% | |
Fair Value Upside | Unlock | 19.6% | 3.8% | Unlock |
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally. The company offers power optimizers and DC-to-AC inverters; Storage Solutions, such as home battery 400V and CSS-OD solution; EV chargers for residential and commercial applications; SolarEdge ONE, an energy optimization system; and cloud-based monitoring platform. It also provides mySolarEdge app, which enables system owners to track their real-time system production and household energy consumption; SolarEdge Go app, a mobile application for SolarEdge installers, integrating installation, management, and service capabilities; designer platform, a web-based tool; and mapper application for registering the physical layout of new PV sites. In addition, the company offers SetApp application to activate and configure SolarEdge inverters; grid services; and pre-sales support, ongoing trainings, and technical support before, during, and after installation based on its operation structure. It serves solar installers, solar distributors, and electrical equipment wholesalers, as well as providers of PV systems to residential and commercial end users through distributors and electrical equipment wholesalers, and directly to solar installers and engineering, procurement, and construction firms, or EPCs. SolarEdge Technologies, Inc. was incorporated in 2006 and is headquartered in Herzliya Pituach, Israel.