Solaredge Technologies Inc
NASDAQ:SEDG
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Solaredge Technologies Inc
NASDAQ:SEDG
|
IL |
|
Knaus Tabbert AG
XETRA:KTA
|
DE |
Solaredge Technologies Inc
SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm's products include SolarEdge Power Optimizer, SolarEdge Inverter, StorEdge Solutions and SolarEdge Monitoring Software. Its product roadmap consists of categories, including power optimizers, inverters, monitoring services, energy storage and smart energy management. The firm's power optimizers provide module-level maximum power point (MPP) tracking and real-time adjustments of current and voltage to the optimal working point of each individual PV module. The firm's solution consists of a direct current (DC) power optimizer, an inverter and a cloud-based monitoring platform that operates as a single integrated system.
SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm's products include SolarEdge Power Optimizer, SolarEdge Inverter, StorEdge Solutions and SolarEdge Monitoring Software. Its product roadmap consists of categories, including power optimizers, inverters, monitoring services, energy storage and smart energy management. The firm's power optimizers provide module-level maximum power point (MPP) tracking and real-time adjustments of current and voltage to the optimal working point of each individual PV module. The firm's solution consists of a direct current (DC) power optimizer, an inverter and a cloud-based monitoring platform that operates as a single integrated system.
Revenue Growth: SolarEdge delivered Q4 revenue of $334 million, up 70% year-over-year, and grew full-year revenue by 30%.
Margin Expansion: Gross margin improved to 23.3% in Q4, the fifth consecutive quarter of expansion and above guidance.
Free Cash Flow Turnaround: The company generated $43 million in Q4 free cash flow and $77 million for the full year, reversing a negative $421 million last year.
Strong U.S. Market Share: SolarEdge gained share in residential, commercial, storage, and held the #1 position in U.S. C&I and residential markets.
Positive 2026 Outlook: Q1 2026 revenue is guided to $290–320 million, with gross margin expected between 20% and 24%, both above typical seasonal trends.
Portfolio Optimization: The company completed divestitures of non-core businesses, reducing expenses and sharpening its focus on core solar and data center offerings.
Nexus Platform Launch: New product launches, including the Nexus platform, are expected to drive further growth and share gains, especially in Europe.
AI Data Center Ambitions: SolarEdge is developing high-efficiency power solutions for AI data centers, viewing this as a multi-billion-dollar future opportunity.
