SEDG
SolarEdge Technologies, Inc.

SolarEdge Technologies, Inc.SEDG

Technology · Solar
36.08USD
+1.32%
Sep 23, 2026
SEDG overview ready
Direct supplier of power electronics and integrated energy-system hardware
Direct supplier of distributed-energy power electronics and integrated residential/commercial energy-system hardware.
Narrative not measured
Distributed Energy TransitionDistributed Solar, Storage, and Energy Management SystemsComponent supplier
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably….
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Dependence on solar installation market growth and government incentives.
Market Sep 22Filing Jun 30Price action Sep 22Research Jul 17

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction6.9Valuation3.5CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of reclaim attempt.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly SMA100. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$2.2B
Avg Volume (60D)
3.5M
60 sessions
Revenue Growth YoY
+31.4%
FY2025 vs FY2024
Gross Margin
+23.3%
Trailing twelve months
Operating Margin
-11.6%
Trailing twelve months
Free Cash Flow Yield
+4.1%
Distance from 200DMA
-14.3%
Next Earnings
2026-11-04
P/E
N/M
EV / Sales
1.5x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap. The published stance is held at fair because operating losses behind the low multiple.
SolarEdge Technologies, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Direct supplier of distributed-energy power electronics and integrated residential/commercial energy-system hardware. SolarEdge is a direct operating-business beneficiary of distributed solar deployment and attached storage/energy-management adoption, rather than a generic renewable-energy adjacency.
Opportunity
Moderate opportunity
Decentralization of electricity generation through customer-sited solar, batteries, controllable loads, and software-managed energy systems, driven by retail power costs, resiliency demand, electrification, and supportive clean-energy policy.
Key risk
Dependence on solar installation market growth and government incentives.

Narrative & Theme

Distributed Energy Transition
Part of Distributed Solar, Storage, and Energy Management Systems, with strong fit.
SolarEdge is a direct operating-business beneficiary of distributed solar deployment and attached storage/energy-management adoption, rather than a generic renewable-energy adjacency.
Narrative HeatNeutral5.9 / 10
This reading is no longer current (last measured 2026-08-14). It is kept until the next scheduled measurement replaces it.
Theme HeatUnavailable

Business & Markets

Technology · Solar
What they do

SolarEdge Technologies designs and sells energy technology products including power optimizers, inverters, storage solutions, and EV chargers, operating globally across residential and commercial solar markets.

How it earns

The company generates revenue primarily through transactional sales of hardware products and related software services.

Products & services
Power optimizers
DC-to-AC inverters
Home battery storage solutions
EV chargers
SolarEdge ONE energy optimization system
Cloud-based monitoring platform
MySolarEdge app
Customers & end markets
Residential solar system owners
Commercial solar system owners
Solar installers and developers
Market position

SolarEdge is a leading provider in the solar inverter and power optimizer market with a strong global presence.

Demand drivers
Medium cyclicality

Demand is influenced by solar installation cycles and government incentives but supported by long-term renewable energy trends.