SolarEdge is emerging from a severe cyclical downturn, with revenue rebounding 19.6% year-over-year to $346.2M in 2026Q2 and gross margin recovering from -80.7% in 2024Q4 to 27.5%, driven by cost discipline and inventory normalization.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.29+684.8% vs $0.04 | $326M-0.2% vs $327M |
Q3 2026 Aug 5, 2026 | $0.06+414.3% vs -$0.02 | $346M+1.5% vs $341M |
Q2 2026 May 6, 2026 | -$0.43-87.0% vs -$0.23 | $311M+1.6% vs $305M |
Q1 2026 Feb 18, 2026 | -$0.14+46.3% vs -$0.26 | $335M+1.6% vs $330M |
The headline numbers for SolarEdge (SEDG) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
SolarEdge (SEDG) remains a Hold as regulatory tailwinds are offset by persistent U.S. and German market weakness and declining revenue guidance. Q4 revenue guidance of $245–275 million implies a 22.5% YoY decline, with proactive inventory management and market exits signaling ongoing demand softness. Strength in commercial and storage segments, including Nexis and battery systems, is counterbalanced by residential headwinds and cautious management outlook.
SolarEdge Technologies NASDAQ: SEDG reported third-quarter results that met the midpoint of its revenue and gross-margin guidance, while outlining a lower fourth-quarter outlook amid soft residential solar demand in the United States and policy uncertainty in Germany.
SolarEdge Technologies, Inc. (SEDG) Q3 2026 Earnings Call Transcript
Benchmark SEDG against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for SolarEdge Technologies, Inc. (SEDG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $27.51 | $1.67B | -7.42 | 31.39% | -17.34% | -54.65% | — | |
| $28.47 | $3.76B | 42.40 | 10.72% | 7.49% | 7.87% | — | |
| $201.14 | $21.61B | 11.64 | 24.09% | 37.12% | 18.33% | — | |
| $5.86 | $901.42M | -8.12 | 40.22% | -9.91% | -39.51% | — | |
| $10.08 | $1.69B | 45.32 | 19.07% | 5.84% | 6.16% | — | |
| $0.27 | $233.15M | -39.80 | 183.94% | -2.05% | — | — |
SolarEdge Technologies, Inc. (SEDG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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SolarEdge Technologies, Inc. (SEDG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 25, 2026·SEC
Jun 4, 2026·SEC
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SolarEdge Technologies, Inc. (SEDG) stock FAQ — growth, dividends, profitability & financials explained
SolarEdge Technologies, Inc. (SEDG) reported $1.32B in revenue over the trailing twelve months. Revenue was $1.18B in fiscal year 2025. That is 1399% more than the $79.0M of fiscal year 2012.
SolarEdge Technologies, Inc. (SEDG) grew revenue by 29.3% over the trailing twelve months, compared with the twelve months before.
No. SolarEdge Technologies, Inc. (SEDG) reported a net loss of $228.6M over the trailing twelve months.
SolarEdge Technologies, Inc. (SEDG) had a return on equity (ROE) of -54.6% over the trailing twelve months. A negative ROE means the company lost money over the period.
SolarEdge Technologies, Inc. (SEDG) generated $75.0M in free cash flow over the trailing twelve months.
