SolarEdge Technologies Inc (SEDG)

Enphase Energy, Solar stocks, rally on report of potential U.S. restrictions on foreign inverter imports (ENPH)June 30, 2026 8:51 AM
IH Market News Reuters report lifts domestic solar equipment makers Enphase Energy (NASDAQ:ENPH) shares jumped 17.5% on Monday after a Reuters report said the Trump administration is preparing rules that could ban imports of certain foreign-made power inverters on national security grounds. The report also boosted other U.S. solar companies, with SolarEdge Technologies (NASDAQ:SEDG) climbing 11% and Sunrun (NASDAQ:RUN) gaining 7%. According to Reuters, the proposed rule is being drafted by the U.S. Federal Communications Commission and would apply to new foreign inverter models used to connect solar installations and battery storage systems to the electricity grid. Sources familiar with the matter said the proposal could be released as early as this year. U.S. officials are reportedly concerned that China could potentially exploit the devices to interfere with electricity supplies. Proposal follows similar European action Reuters reported that the administration’s renewed focus on inverter imports was partly driven by the European Commission’s decision in May to prohibit Chinese-made inverters from publicly funded energy projects. However, sources cautioned that the proposed U.S. restrictions remain under development and could still be revised or abandoned before being finalised. Neither the Federal Communications Commission nor the White House commented on the reported proposal. The Chinese Embassy in Washington said it “firmly opposes the overstretching of the concept of national security and its unjustified suppression of Chinese companies.” China remains the world’s largest producer of power inverters, with Sungrow Power Supply and Huawei among the industry’s leading manufacturers. Chinese suppliers have expanded their presence in Western markets in recent years through increasingly competitive pricing. Enphase Energy stock price SolarEdge Technologies stock priceSunrun stock priceThe post Enphase Energy, Solar stocks, rally on report of potential U.S. restrictions on foreign inverter imports (ENPH) appeared first on US Editors. Original: Enphase Energy, Solar stocks, rally on report of potential U.S. restrictions on foreign inverter imports (ENPH)

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SolarEdge Announces First Quarter 2026 Financial ResultsMay 6, 2026 6:55 AM
Business Wire SolarEdge Technologies, Inc. (Nasdaq: SEDG), a global leader in smart energy technology, today announced its financial results for the first quarter ended March 31, 2026. “Our first quarter results reflect strong execution, continued innovation, and business acceleration, with 46% year-over-year revenue growth and a sixth consecutive quarter of margin expansion,” said Shuki Nir, CEO of SolarEdge. “At the midpoint of our Q2 outlook, we expect to be close to breakeven operating profitability. With a return to profitability in sight, we have shifted decisively to offense and are focused on rolling out the SolarEdge Nexis platform and advancing our AI data-center power roadmap.” First Quarter 2026 Summary The Company reported revenues of $310.5 million, down 7.4% from $335.4 million in the prior quarter. Non-GAAP revenues1 were $309.9 million, down 7.1% from $333.8 million the prior quarter. First quarter revenue does not include significant one-time or pull forward of revenue from safe harbor nor from the 25D rush towards the end of the year. During the quarter approximately 50.5 thousand inverters, 2.4 million optimizers and 331 MWh of batteries for PV applications were recognized as revenue. GAAP gross margin was 22.0%, compared to 22.2% in the prior quarter. Non-GAAP gross margin1 was 23.5%, compared to 23.3% in the prior quarter. GAAP operating expenses were $123.3 million, compared to $122.8 million in the prior quarter. Non-GAAP operating expenses1 were $97.7 million, compared to $88.7 million in the prior quarter. Excluding a one-time expense of approximately $14 million, our operating expenses were approximately $84 million. GAAP operating loss was $55.0 million, compared to $48.3 million in the prior quarter. Non-GAAP operating loss1 was $24.8 million, compared to $11.0 million in the prior quarter. Excluding a one-time expense of approximately $14 million, our operating loss was approximately $11 million, approximately flat with the prior quarter. GAAP net loss was $57.4 million, compared to $132.1 million in the prior quarter. Non-GAAP net loss1 was $26.3 million, compared to $8.2 million in the prior quarter. Excluding a one-time expense of approximately $14 million, our net loss was approximately $11.9 million. GAAP net loss per share was $0.95, compared to $2.21 in the prior quarter. Non-GAAP net loss per share1 was $0.43, compared to $0.14 in the prior quarter. Excluding a one-time expense of approximately $14 million, our net loss per share was approximately $0.20. Cash flow from operating activities was $24.4 million, compared with $52.6 million in the prior quarter. Free cash flow1 generated was $20.7 million, compared to $43.3 million in the prior quarter. As of March 31, 2026, our cash and investments portfolio, net of debt, grew by $2.0 million to $246.2 million, compared to $244.2 million as of December 31, 2025.   1   Non-GAAP financial measure. See “Non-GAAP Financial Measures” for additional information on non-GAAP financial measures and a reconciliation to the most comparable GAAP measures. Outlook for the Second Quarter 2026 The Company also provides guidance for the second quarter ending June 30, 2026 as follows: Revenues to be within the range of $325 million to $355 million; this range does not include significant one-time or pull forward of revenue. Non-GAAP gross margin* expected to be within the range of 23% to 27% Non-GAAP operating expenses* to be within the range of $86 million to $91 million. *Non-GAAP gross margin and Non-GAAP operating expenses are non-GAAP financial measures, and these forward-looking measures have not been reconciled to the most comparable GAAP outlook because it is not possible to do so without unreasonable efforts due to the uncertainty and potential variability of reconciling items, which are dependent on future events and often outside of management’s control and which could be significant. Because such items cannot be reasonably predicted with the level of precision required, we are unable to provide outlook for the comparable GAAP measures. Forward-looking estimates of Non-GAAP gross margin and Non-GAAP operating expenses are made in a manner consistent with the relevant definitions and assumptions noted herein and in our filings with the SEC. Conference Call The Company will host a conference call to discuss its results for the first quarter ended March 31, 2026 at 8:00 a.m. ET on Wednesday, May 6, 2026. The call will be available, live, to interested parties by dialing +1 800-225-9448. For international callers, please dial +1 203-518-9708. The Conference ID is SEDG. To avoid a delay in connecting to the call, please dial in 10 minutes prior to the start time. A live webcast will also be available in the Investors Relations section of the Company’s website at: http://investors.solaredge.com A replay of the webcast will be available in the Investor Relations section of the Company’s web site approximately two hours after the conclusion of the call and will remain available for approximately 30 calendar days. About SolarEdge SolarEdge is a global leader in smart energy technology. By leveraging world-class engineering capabilities and with a relentless focus on innovation, SolarEdge creates smart energy solutions that power our lives and drive future progress. SolarEdge developed an intelligent inverter solution that changed the way power is harvested and managed in photovoltaic (PV) systems. The SolarEdge DC optimized inverter seeks to maximize power generation while lowering the cost of energy produced by the PV system. Continuing to advance smart energy, SolarEdge addresses a broad range of energy market segments through its PV, batteries, EV charging, smart energy management, and grid services solutions. SolarEdge is online at www.solaredge.com. Use of Non-GAAP Financial Measures To provide investors and others with additional information regarding SolarEdge’s results, SolarEdge has disclosed in this earnings release the following non-GAAP financial measures: non-GAAP revenue, non-GAAP operating income (loss), non-GAAP operating expenses, non-GAAP gross margin, non-GAAP net income (loss), non-GAAP net earnings (loss) per share, and non-GAAP net free cash flow. SolarEdge has provided a reconciliation of each non-GAAP financial measure used in this earnings release to the most directly comparable GAAP financial measure below. These non-GAAP financial measures differ from GAAP in that they exclude stock-based compensation, amortization and impairment of acquired intangible assets, restructuring and impairment charges, acquisition, disposition and other items, certain litigation and other contingencies, amortization of debt issuance cost, non-cash interest expense and non-cash revenue recognized from significant financing component, certain foreign currency exchange rates, gains and losses on investments, income and losses from equity method investments and discrete items that impacted our GAAP tax rate. Our non-GAAP financial measures also reflect the application of our non-GAAP tax rate. SolarEdge’s management uses these non-GAAP financial measures to understand and compare operating results across accounting periods, for internal budgeting and forecasting purposes, for short- and long-term operating plans, to calculate bonus payments and to evaluate SolarEdge’s financial performance, the performance of its individual functional groups and the ability of operations to generate cash. Management believes these non-GAAP financial measures reflect SolarEdge’s ongoing business in a manner that allows for meaningful period-to-period comparisons and analysis of trends in SolarEdge’s business, as they exclude charges and gains that are not reflective of ongoing operating results. Management also believes that these non-GAAP financial measures provide useful information to investors and others in understanding and evaluating SolarEdge’s operating results and future prospects from the same perspective as management and in comparing financial results across accounting periods. The use of non-GAAP financial measures has certain limitations because they do not reflect all items of income and expense that affect SolarEdge’s operations. These non-GAAP financial measures should be considered in addition to, not as a substitute for or in isolation from, measures prepared in accordance with GAAP and should not be considered measures of SolarEdge’s liquidity. Further, these non-GAAP measures may differ from the non-GAAP information used by other companies, including peer companies, and therefore comparability may be limited. Management encourages investors and others to review SolarEdge’s financial information in its entirety and not rely on a single financial measure. Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 Statements contained in this press release contains may contain forward-looking statements that are based on our management’s expectations, estimates, projections, beliefs and assumptions in accordance with information currently available to our management. This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements include information, among other things, concerning our possible or assumed future results of operations, return to positive free cash flow generation, future demands for solar energy solutions, business strategies, technology developments, new products and services, financing and investment plans; dividend policy; competitive position, industry and regulatory environment, general economic conditions; potential growth opportunities; cancellations and pushouts of existing backlog; installation rates; goodwill impairment; the effects of competition; tariff impacts and the impacts of the One Big Beautiful Bill Act. Forward-looking statements include statements that are not historical facts and can be identified by terms such as “anticipate,” “believe,” “could,” “seek,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “will,” “would” or similar expressions and the negatives of those terms. Forward-looking statements inherently involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance, or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Given these uncertainties, you should not place undue reliance on forward-looking statements. Also, forward-looking statements represent our management’s beliefs and assumptions only as of the date of this release. Important factors that could cause actual results to differ materially from our expectations include, but are not limited to: our ability to be profitable in the future; the rapidly evolving and competitive nature of the solar industry; changes in tax laws, tax treaties, and regulations or the interpretation of them, including the Inflation Reduction Act and the H.R. 1; future demand for renewable energy including solar energy solutions; our ability to maintain a return to free cash flow positive generation; macroeconomic conditions in our domestic and international markets, as well as inflation concerns, rising interest rates and recessionary concerns; changes in the U.S. and global trade environments, including the imposition and/or increase of import tariffs or other restrictive trade measures; the retail price of electricity derived from the utility grid or alternative energy sources; our ability to forecast demand for our products accurately and to match production to such demand as well as our customers’ ability to forecast demand based on inventory levels; interest rates and supply of capital in the global financial markets in general and in the PV market specifically; competition, including introductions of power optimizer, inverter, EV chargers, batteries and PV system monitoring products by our competitors; the retail price of electricity derived from the utility grid or alternative energy sources; developments in alternative technologies or improvements in distributed solar energy generation; historic cyclicality of the solar industry and periodic downturns; product quality or performance problems in our products; changes in our geographic footprint or product and service offerings; our dependence upon a small number of outside contract manufacturers and limited or single source suppliers; delays, disruptions, and quality control problems in manufacturing; shortages, delays, price changes, or cessation of operations or production affecting our suppliers of key components; capacity constraints, delivery schedules, manufacturing yields, and costs of our contract manufacturers and availability of components; changing political, geopolitical conditions, and the conditions of the global energy market; performance of distributors and large installers in selling our products; consolidation in the solar industry among our customers and distributors; our ability to implement our new Enterprise Resource Planning ("ERP") system; our ability to successfully operate our global operations with a reduced work force; our ability to recognize expected benefits from restructuring plans; any unauthorized access to, disclosure, or theft of confidential or personal information or unauthorized access to our network or other similar cyber incidents; attempts by third parties, our employees, or our vendors might gain unauthorized access to our network or seek to compromise our products and services; emerging issues related to the development and use of artificial intelligence; loss of key executives, and our ability to retain key personnel and attract additional qualified personnel; disruption to our business operations due to the evolving conflict in Israel and other conditions in Israel that affect our operations; tax benefits that are available to us under Israeli law require us to meet various conditions and may be terminated or reduced in the future; difficulty to enforce a judgment of a U.S. court against our officers and directors, to assert U.S. securities laws claims in Israel; our dependence on ocean transportation to timely deliver our products in a cost-effective manner; fluctuations in global currency exchange rates; the impact of evolving legal and regulatory requirements, including corporate social responsibility and sustainability requirements; existing and future responses to and effects of pandemics, epidemics or other health crises; reduction, elimination or expiration of government subsidies and economic incentives for on-grid solar electricity applications; changes to net metering policies may reduce demand for electricity from PV systems; stringent and changing data privacy and security laws, rules, regulations and other obligations; federal, state, and local regulations governing the electric utility industry with respect to solar energy; business practices and regulatory compliance of our raw material suppliers; our ability to maintain our brand and to protect and defend our intellectual property; volatility of our stock price; our customers’ financial stability, creditworthiness, and debt leverage ratio; our ability to effectively design, launch, market, and sell new generations of our products and services; our ability to retain, and events affecting, our major customers; our ability to service our debt; impairment of our goodwill or other long-lived and intangible assets; our liquidity and ability to service our debt; and the other factors set forth under “Item 1A. Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025, filed on February 25, 2026, in subsequent Quarterly Reports on Form 10Q and in other documents we file from time to time with the SEC that disclose risks and uncertainties that may affect our business. The preceding list is not intended to be an exhaustive list of all of our forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that future results, levels of activity, performance and events and circumstances reflected in the forward-looking statements will be achieved or will occur. Statements in this press release speak only as of the date they were made. The Company undertakes no duty or obligation to update any forward-looking statements contained in this release, whether as a result of new information, future events or changes in its expectations or otherwise, except as may be required by applicable law, regulation or other competent legal authority. SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF LOSS (in thousands, except per share data)       Three Months Ended March 31,       2026       2025       Unaudited Revenues   $ 310,501     $ 219,480   Cost of revenues     242,220       201,944   Gross profit     68,281       17,536   Operating expenses:         Research and development, net     50,155       61,997   Sales and marketing     27,449       31,657   General and administrative     36,422       30,183   Other operating expense (income), net     9,298       (3,575 ) Total operating expenses     123,324       120,262   Operating loss     (55,043 )     (102,726 ) Financial income (expense), net     (1,037 )     10,068   Other income, net     —       148   Loss before income taxes     (56,080 )     (92,510 ) Income taxes     (1,286 )     (5,726 ) Net loss from equity method investments     —       (287 ) Net loss   $ (57,366 )   $ (98,523 )   SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (in thousands, except per share data)       March 31, 2026   December 31, 2025 ASSETS         CURRENT ASSETS:         Cash and cash equivalents   $ 512,381     $ 455,075   Restricted cash     40,985       84,771   Marketable securities     29,269       38,097   Trade receivables, net of allowances of $30,478 and $17,224, respectively     222,704       267,441   Inventories, net     596,824       552,632   Prepaid expenses and other current assets     414,518       341,831   Total current assets     1,816,681       1,739,847   LONG-TERM ASSETS:         Property, plant and equipment, net     264,965       269,351   Operating lease right-of-use assets, net     50,085       48,178   Intangible assets, net     6,420       7,129   Goodwill     49,852       50,123   Other long-term assets     72,505       67,566   Total long-term assets     443,827       442,347   Total assets     2,260,508       2,182,194   LIABILITIES AND STOCKHOLDERS’ EQUITY         CURRENT LIABILITIES:         Trade payables     404,507       271,983   Employees and payroll accruals     81,990       73,992   Warranty obligations     83,685       89,330   Deferred revenues and customers advances     38,540       70,371   Accrued expenses and other current liabilities     288,549       297,819   Total current liabilities     897,271       803,495   LONG-TERM LIABILITIES:         Convertible senior notes, net     331,944       331,561   Warranty obligations     238,129       268,559   Deferred revenues and customers advances     313,949       293,328   Finance lease liabilities     18,323       18,558   Operating lease liabilities     39,307       36,648   Other long-term liabilities     10,865       2,581   Total long-term liabilities     952,517       951,235   STOCKHOLDERS’ EQUITY:         Common stock of $0.0001 par value - Authorized: 125,000,000; Issued and outstanding: 60,817,930 and 60,360,154 shares as of March 31, 2026 and December 31, 2025, respectively     6       6   Additional paid-in capital     1,896,782       1,872,760   Accumulated other comprehensive income (loss)     4,937       (11,663 ) Accumulated deficit     (1,491,005 )     (1,433,639 ) Total stockholders’ equity     410,720       427,464   Total liabilities and stockholders’ equity   $ 2,260,508     $ 2,182,194     SOLAREDGE TECHNOLOGIES, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (in thousands, except per share data)       Three Months Ended March 31       2026       2025   Cash flows from operating activities:         Net loss   $ (57,366 )   $ (98,523 ) Adjustments to reconcile net loss to net cash provided by operating activities:         Depreciation and amortization     5,941       12,001   Stock-based compensation expenses     19,852       31,426   Loss from business disposition     7,600       —   Loss (gain) from exchange rate fluctuations     659       (2,930 ) Other items     (939 )     1,242   Changes in assets and liabilities:         Trade receivables, net     43,559       29,247   Inventories, net     (38,339 )     12,285   Prepaid expenses and other assets     (88,163 )     100,361   Operating lease right-of-use assets, net     3,288       3,659   Trade payables     132,556       30,275   Employees and payroll accruals     9,625       208   Warranty obligations     (36,064 )     (19,745 ) Deferred revenues and customers advances     (11,168 )     (51,970 ) Operating lease liabilities     (3,805 )     (3,571 ) Accrued expenses and other liabilities     37,192       (10,142 ) Net cash provided by operating activities     24,428       33,823   Cash flows from investing activities:         Investment in available-for-sale marketable securities     —       (72,465 ) Proceeds from maturities of available-for-sale marketable securities     8,811       142,931   Purchase of property, plant and equipment     (3,701 )     (10,109 ) Business dispositions, net of cash sold     (2,631 )     —   Repayment related to governmental grant     —       (6,643 ) Withdrawal from restricted bank deposits     2,700       80   Payments made before lease commencement     (26,162 )     —   Proceeds from loan receivables     56       13,653   Other investing activities     487       150   Net cash provided by (used in) investing activities     (20,440 )     67,597   Cash flows from financing activities:         Repurchase of convertible debt     —       (5,093 ) Issuance of common stock upon exercise of stock-based awards     3,850       10   Tax withholding in connection with stock-based awards, net     (1,487 )     (338 ) Other financing activities     (375 )     (816 ) Net cash provided by (used in) financing activities     1,988       (6,237 ) Effect of exchange rate changes on cash, cash equivalents and restricted cash     (1,146 )     701   Increase in cash, cash equivalents and restricted cash including cash classified within current held-for-sale assets     4,830       95,884   Change in cash classified within current held-for-sale assets     8,690       —   Increase in cash, cash equivalents and restricted cash     13,520       95,884   Cash, cash equivalents and restricted cash, beginning of period     539,846       409,939   Cash, cash equivalents and restricted cash, end of period   $ 553,366     $ 505,823     SOLAREDGE TECHNOLOGIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES (Unaudited) (in thousands, except per share data and percentages)     Three months ended Year ended   March 31, 2026   December 31, 2025   September 30, 2025   June 30, 2025   March 31, 2025   December 31, 2025   December 31, 2024   December 31, 2023 Gross profit (loss) (GAAP) $ 68,281     $ 74,471     $ 72,143     $ 32,131     $ 17,536     $ 196,281     $ (877,204 )   $ 703,823   Revenues from finance component   (498 )     (456 )     (351 )     (304 )     (264 )     (1,375 )     (984 )     (834 ) Discontinued operation revenues   (64 )     (1,107 )     (85 )     (8,132 )     (7,098 )     (16,422 )     —       —   Discontinued operation cost of revenues   573       (331 )     (13,101 )     7,834       792       (4,806 )     24,921       36,648   Stock-based compensation   3,607       3,687       3,959       4,004       4,372       16,022       21,952       23,200   Amortization of stock-based compensation capitalized in inventories   313       613       825       882       381       2,701       3,138       1,100   Amortization and depreciation of acquired asset   500       495       501       483       491       1,970       5,412       6,038   Restructuring charges   278       344       31       10       430       815       15,327       23,154   Gross profit (loss) (Non-GAAP) $ 72,990     $ 77,716     $ 63,922     $ 36,908     $ 16,640     $ 195,186     $ (807,438 )   $ 793,129                                   Gross margin (loss) (GAAP)   22.0 %     22.2 %     21.2 %     11.1 %     8.0 %     16.6 %     (97.3 )%     23.6 % Revenues from finance component   (0.2 )     0.0       0.0       0.0       0.0       (0.1 )     (0.1 )     0.0   Discontinued operation revenues   0.0       0.0       0.0       (2.8 )     (3.2 )     (1.4 )     —       —   Discontinued operation cost of revenues   0.2       0.0       (3.9 )     3.0       0.4       (0.4 )     2.8       1.2   Stock-based compensation   1.1       1.1       1.2       1.4       2.0       1.4       2.4       0.9   Amortization of stock-based compensation capitalized in inventories   0.1       0.0       0.2       0.3       0.2       0.2       0.3       0.0   Amortization and depreciation of acquired asset   0.2       0.0       0.1       0.2       0.2       0.3       0.6       0.2   Restructuring charges   0.1       0.0       0.0       0.0       0.2       0.1       1.7       0.8   Gross margin (loss) (Non-GAAP)   23.5 %     23.3 %     18.8 %     13.2 %     7.8 %     16.7 %     (89.6 )%     26.7 %                                 Operating expenses (GAAP) $ 123,324     $ 122,781     $ 107,293     $ 147,624     $ 120,262     $ 497,960     $ 831,084     $ 663,618   Stock-based compensation - R&D   (8,061 )     (8,442 )     (10,681 )     (9,856 )     (15,911 )     (44,890 )     (62,546 )     (66,944 ) Stock-based compensation - S&M   (4,151 )     (4,298 )     (4,348 )     (4,342 )     (4,742 )     (17,730 )     (27,328 )     (30,987 ) Stock-based compensation - G&A   (4,033 )     (3,546 )     (2,897 )     (1,059 )     (6,401 )     (13,903 )     (25,425 )     (28,814 ) Amortization and depreciation of acquired assets - R&D   —       —       —       —       —       —       (1,000 )     (989 ) Amortization and depreciation of acquired assets - S&M   (116 )     (116 )     (116 )     (116 )     (424 )     (772 )     (1,599 )     (927 ) Amortization and depreciation of acquired assets - G&A   —       —       —       —       —       —       (6 )     (15 ) Amortization of stock-based compensation capitalized in assets   (110 )     —       —       —       —       —       —       —   Discontinued operation   556       (6,989 )     (316 )     (27,069 )     (1,522 )     (35,896 )     (3,293 )     (388 ) Restructuring charges   (371 )     (423 )     (426 )     (867 )     (2,613 )     (4,329 )     (5,607 )     —   Assets impairment and disposal by abandonment   (970 )     (3,135 )     (672 )     (1,967 )     (224 )     (5,998 )     (251,823 )     (30,790 ) Gain (loss) from assets sales   (8,327 )     (7,117 )     (158 )     (17,108 )     662       (23,721 )     (5,746 )     1,262   Certain litigation and other contingencies   —       —       —       —       —       —       399       (1,786 ) Acquisition costs   —       —       —       —       —       —       (9 )     (135 ) Operating expenses (Non-GAAP) $ 97,741     $ 88,715     $ 87,679     $ 85,240     $ 89,087     $ 350,721     $ 447,101     $ 503,105     SOLAREDGE TECHNOLOGIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES (Unaudited) (in thousands, except per share data and percentages)     Three months ended Year ended   March 31, 2026   December 31, 2025   September 30, 2025   June 30, 2025   March 31, 2025   December 31, 2025   December 31, 2024   December 31, 2023 Operating income (loss) (GAAP) $ (55,043 )   $ (48,310 )   $ (35,150 )   $ (115,493 )   $ (102,726 )   $ (301,679 )   $ (1,708,288 )   $ 40,205   Revenues from finance component   (498 )     (456 )     (351 )     (304 )     (264 )     (1,375 )     (984 )     (834 ) Discontinued operation   (47 )     5,551       (12,870 )     26,771       (4,784 )     14,668       28,214       37,036   Stock-based compensation   19,852       19,973       21,885       19,261       31,426       92,545       137,251       149,945   Amortization of stock-based compensation capitalized in inventories   313       613       825       882       381       2,701       3,138       1,100   Amortization and depreciation of acquired assets   616       611       617       599       915       2,742       8,017       7,969   Amortization of stock-based compensation capitalized in assets   110       —       —       —       —       —       —       —   Restructuring charges   649       767       457       877       3,043       5,144       20,934       23,154   Assets impairment and disposal by abandonment   970       3,135       672       1,967       224       5,998       251,823       30,790   Loss (gain) from assets sales   8,327       7,117       158       17,108       (662 )     23,721       5,746       (1,262 ) Certain litigation and other contingencies   —       —       —       —       —       —       (399 )     1,786   Acquisition costs   —       —       —       —       —       —       9       135   Operating income (loss) (Non-GAAP) $ (24,751 )   $ (10,999 )   $ (23,757 )   $ (48,332 )   $ (72,447 )   $ (155,535 )   $ (1,254,539 )   $ 290,024                                   Financial income (expense), net (GAAP) $ (1,037 )   $ (77,784 )   $ 3,040     $ (7,323 )   $ 10,068     $ (71,999 )   $ (14,570 )   $ 41,212   Non cash interest expense   4,793       4,420       4,462       4,326       4,051       17,259       14,877       12,703   Currency fluctuation related to lease standard   (317 )     3,360       1,552       7,151       (1,633 )     10,430       (744 )     (3,055 ) Discontinued operation   3       1,402       (958 )     2,265       (276 )     2,433       —       —   CTA reclassification upon liquidation of a foreign subsidiary   225       59,520       —       —       —       59,520       —       —   One-time foreign exchange impact from VAT settlement agreement   (3,900 )     10,963       —       —       —       10,963       —       —   Financial income (expense), net (Non-GAAP) $ (233 )   $ 1,881     $ 8,096     $ 6,419     $ 12,210     $ 28,606     $ (437 )   $ 50,860                                   Other income (loss) (GAAP) $ —     $ (6,582 )   $ (15,011 )   $ 4,017     $ 148     $ (17,428 )   $ 14,547     $ (318 ) Loss (gain) from sale of equity and debt investments   —       —       —       —       (2 )     (2 )     (2,966 )     193   Gain from business combination   —       —       —       —       —       —       (1,125 )     —   Gain from the repurchase of convertible notes   —       —       —       —       (146 )     (146 )     (15,456 )     —   Loss (gain) from sale of privately-held companies   —       155       —       (4,017 )     —       (3,862 )     —       —   Loss from impairment of privately-held companies   —       6,427       15,011       —       —       21,438       5,000       —   Other income (loss) (Non-GAAP) $ —     $ —     $ —     $ —     $ —     $ —     $ —     $ (125 )                                 Income tax benefit (expense) (GAAP) $ (1,286 )   $ 564     $ (2,563 )   $ (5,657 )   $ (5,726 )   $ (13,382 )   $ (96,150 )   $ (46,420 ) Income tax adjustment   (15 )     389       (124 )     (100 )     (155 )     10       39,007       (45,896 ) Income tax benefit (expense) (Non-GAAP) $ (1,301 )   $ 953     $ (2,687 )   $ (5,757 )   $ (5,881 )   $ (13,372 )   $ (57,143 )   $ (92,316 )                                 Equity method investments income (loss) (GAAP) $ —     $ (9 )   $ (376 )   $ (288 )   $ (287 )   $ (960 )   $ (1,896 )   $ (350 ) Loss from equity method investments   —       9       376       288       287       960       1,896       350   Equity method investments income (loss) (Non-GAAP) $ —     $ —     $ —     $ —     $ —     $ —     $ —     $ —     SOLAREDGE TECHNOLOGIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES (Unaudited) (in thousands, except per share data and percentages)     Three months ended Year ended   March 31, 2026   December 31, 2025   September 30, 2025   June 30, 2025   March 31, 2025   December 31, 2025   December 31, 2024   December 31, 2023 Net income (loss) (GAAP) $ (57,366 )   $ (132,121 )   $ (50,060 )   $ (124,744 )   $ (98,523 )   $ (405,448 )   $ (1,806,357 )   $ 34,329   Revenues from finance component   (498 )     (456 )     (351 )     (304 )     (264 )     (1,375 )     (984 )     (834 ) Discontinued operation   (44 )     6,953       (13,828 )     29,036       (5,060 )     17,101       28,214       37,036   Stock-based compensation   19,852       19,973       21,885       19,261       31,426       92,545       137,251       149,945   Amortization of stock-based compensation capitalized in inventories   313       613       825       882       381       2,701       3,138       1,100   Amortization and depreciation of acquired assets   616       611       617       599       915       2,742       8,017       7,969   Amortization of stock-based compensation capitalized in assets   110       —       —       —       —       —       —       —   Restructuring charges   649       767       457       877       3,043       5,144       20,934       23,154   Assets impairment and disposal by abandonment   970       3,135       672       1,967       224       5,998       251,823       30,790   Loss (gain) from assets sales   8,327       7,117       158       17,108       (662 )     23,721       5,746       (1,262 ) Certain litigation and other contingencies   —       —       —       —       —       —       (399 )     1,786   Acquisition costs   —       —       —       —       —       —       9       135   Non cash interest expense   4,793       4,420       4,462       4,326       4,051       17,259       14,877       12,703   CTA reclassification upon liquidation of a foreign subsidiary   225       59,520       —       —       —       59,520       —       —   One-time foreign exchange impact from VAT settlement agreement   (3,900 )     10,963       —       —       —       10,963       —       —   Currency fluctuation related to lease standard   (317 )     3,360       1,552       7,151       (1,633 )     10,430       (744 )     (3,055 ) Loss (gain) from sale of equity and debt investments   —       —       —       —       (2 )     (2 )     (2,966 )     193   Loss (gain) from business combination   —       —       —       —       —       —       (1,125 )     —   Gain from the repurchase of convertible notes   —       —       —       —       (146 )     (146 )     (15,456 )     —   Loss (gain) from sale of privately-held companies   —       155       —       (4,017 )     —       (3,862 )     —       —   Loss from impairment of privately-held companies   —       6,427       15,011       —       —       21,438       5,000       —   Income tax adjustment   (15 )     389       (124 )     (100 )     (155 )     10       39,007       (45,896 ) Equity method adjustments   —       9       376       288       287       960       1,896       350   Net income (loss) (Non-GAAP) $ (26,285 )   $ (8,165 )   $ (18,348 )   $ (47,670 )   $ (66,118 )   $ (140,301 )   $ (1,312,119 )   $ 248,443   SOLAREDGE TECHNOLOGIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES (Unaudited) (in thousands, except per share data and percentages)     Three months ended Year ended   March 31, 2026   December 31, 2025   September 30, 2025   June 30, 2025   March 31, 2025   December 31, 2025   December 31, 2024   December 31, 2023 Net basic earnings (loss) per share (GAAP) $ (0.95 )   $ (2.21 )   $ (0.84 )   $ (2.13 )   $ (1.70 )   $ (6.88 )   $ (31.64 )   $ 0.61   Revenues from finance component   (0.01 )     (0.01 )     (0.01 )     (0.01 )     0.00       (0.02 )     (0.02 )     (0.02 ) Discontinued operation   0.00       0.12       (0.23 )     0.50       (0.09 )     0.29       0.49       0.66   Stock-based compensation   0.33       0.33       0.37       0.33       0.54       1.57       2.41       2.65   Amortization of stock-based compensation capitalized in inventories   0.01       0.01       0.01       0.01       0.01       0.05       0.05       0.02   Amortization and depreciation of acquired assets   0.01       0.01       0.01       0.01       0.02       0.04       0.14       0.14   Amortization of stock-based compensation capitalized in assets   0.00       —       —       —       —       —       —       —   Restructuring charges   0.01       0.02       0.01       0.02       0.05       0.09       0.37       0.41   Assets impairment and disposal by abandonment   0.02       0.05       0.01       0.03       0.00       0.10       4.41       0.54   Loss (gain) from assets sales   0.14       0.12       0.00       0.30       (0.01 )     0.40       0.10       (0.02 ) Certain litigation and other contingencies   —       —       —       —       —       —       (0.01 )     0.03   Acquisition costs   —       —       —       —       —       —       0.00       0.00   Non cash interest expense   0.08       0.07       0.08       0.07       0.07       0.30       0.26       0.23   CTA reclassification upon liquidation of a foreign subsidiary   0.00       1.00       —       —       —       1.01       —       —   One-time foreign exchange impact from VAT settlement agreement   (0.06 )     0.18       —       —       —       0.18       —       —   Currency fluctuation related to lease standard   (0.01 )     0.06       0.02       0.12       (0.03 )     0.18       (0.01 )     (0.06 ) Loss (gain) from sale of equity and debt investments   —       —       —       —       —       0.00       (0.05 )     0.01   Loss (gain) from business combination   —       —       —       —       —       —       (0.02 )     —   Gain from the repurchase of convertible notes   —       —       —       —       0.00       0.00       (0.27 )     —   Loss (gain) from sale of privately-held companies   —       0.00       —       (0.06 )     —       (0.07 )     —       —   Loss from impairment of privately-held companies   —       0.11       0.26       —       —       0.36       0.09       —   Income tax adjustment   0.00       0.00       (0.01 )     0.00       0.00       0.00       0.68       (0.81 ) Equity method adjustments   —       0.00       0.01       0.00       0.00       0.02       0.03       0.00   Net basic earnings (loss) per share (Non-GAAP) $ (0.43 )   $ (0.14 )   $ (0.31 )   $ (0.81 )   $ (1.14 )   $ (2.38 )   $ (22.99 )   $ 4.39     SOLAREDGE TECHNOLOGIES, INC. RECONCILIATION OF NON-GAAP FINANCIAL MEASURES (Unaudited) (in thousands, except per share data and percentages)     Three months ended   Year ended   March 31, 2026   December 31, 2025   September 30, 2025   June 30, 2025   March 31, 2025   December 31, 2025   December 31, 2024   December 31, 2023 Net diluted earnings (loss) per share (GAAP) $ (0.95 )   $ (2.21 )   $ (0.84 )   $ (2.13 )   $ (1.70 )   $ (6.88 )   $ (31.64 )   $ 0.60   Revenues from finance component   (0.01 )     (0.01 )     (0.01 )     (0.01 )     0.00       (0.02 )     (0.02 )     (0.01 ) Discontinued operation   0.00       0.12       (0.23 )     0.50       (0.09 )     0.29       0.49       0.64   Stock-based compensation   0.33       0.33       0.37       0.33       0.54       1.57       2.41       2.57   Amortization of stock-based compensation capitalized in inventories   0.01       0.01       0.01       0.01       0.01       0.05       0.05       0.02   Amortization and depreciation of acquired assets   0.01       0.01       0.01       0.01       0.02       0.04       0.14       0.14   Amortization of stock-based compensation capitalized in assets   0.00       —       —       —       —       —       —       —   Restructuring charges   0.01       0.02       0.01       0.02       0.05       0.09       0.37       0.40   Assets impairment and disposal by abandonment   0.02       0.05       0.01       0.03       0.00       0.10       4.41       0.53   Loss (gain) from assets sales   0.14       0.12       0.00       0.30       (0.01 )     0.40       0.10       (0.02 ) Certain litigation and other contingencies   —       —       —       —       —       —       (0.01 )     0.03   Acquisition costs   —       —       —       —       —       —       0.00       0.00   Non cash interest expense   0.08       0.07       0.08       0.07       0.07       0.30       0.26       0.03   CTA reclassification upon liquidation of a foreign subsidiary   0.00       1.00       —       —       —       1.01       —       —   One-time foreign exchange impact from VAT settlement agreement   (0.06 )     0.18       —       —       —       0.18       —       —   Currency fluctuation related to lease standard   (0.01 )     0.06       0.02       0.12       (0.03 )     0.18       (0.01 )     (0.05 ) Loss (gain) from sale of equity and debt investments   —       —       —       —       0.00       0.00       (0.05 )     0.00   Loss (gain) from business combination   —       —       —       —       —       —       (0.02 )     —   Gain from the repurchase of convertible notes   0.00       —       —       —       0.00       0.00       (0.27 )     —   Loss (gain) from sale of privately-held companies   —       0.00       —       (0.06 )     —       (0.07 )     —       —   Loss from impairment of privately-held companies   —       0.11       0.26       —       —       0.36       0.09       —   Income tax adjustment   0.00       0.00       (0.01 )     0.00       0.00       0.00       0.68       (0.76 ) Equity method adjustments   —       0.00       0.01       0.00       0.00       0.02       0.03       0.00   Net diluted earnings (loss) per share (Non-GAAP) $ (0.43 )   $ (0.14 )   $ (0.31 )   $ (0.81 )   $ (1.14 )   $ (2.38 )   $ (22.99 )   $ 4.12                                   Number of shares used in computing net diluted earnings (loss) per share (GAAP)   60,517,248       59,828,042       59,278,269       58,567,394       58,121,502       58,954,380       57,082,182       57,237,518   Stock-based compensation   —       —       —       —       —       —       —       725,859   Notes due 2025   —       —       —       —       —       —       —       2,276,818   Number of shares used in computing net diluted earnings (loss) per share (Non-GAAP)   60,517,248       59,828,042       59,278,269       58,567,394       58,121,502       58,954,380       57,082,182       60,240,195                                   Net cash provided by (used in) operating activities (GAAP) $ 24,428     $ 52,629     $ 25,608     $ (7,799 )   $ 33,823     $ 104,261     $ (313,319 )   $ (180,113 ) Purchase of property, plant and equipment   (3,701 )     (9,293 )     (2,809 )     (1,256 )     (10,109 )     (23,467 )     (108,163 )     (170,523 ) Discontinued operation   —       —       —       —       (3,867 )     (3,867 )     —       —   Free cash flow (deficit) (Non-GAAP) $ 20,727     $ 43,336     $ 22,799     $ (9,055 )   $ 19,847     $ 76,927     $ (421,482 )   $ (350,636 )   View source version on businesswire.com: https://www.businesswire.com/news/home/20260506121779/en/ Investor Contacts
Sapphire Investor Relations, LLC
Erica Mannion or Michael Funari
investors@solaredge.com Original: SolarEdge Announces First Quarter 2026 Financial Results

SolarEdge Continues to Expand C&I Storage Suite in Europe and Asia with New Higher Capacity Commercial Storage SystemApril 21, 2026 7:30 AM
Business Wire

The new commercial storage system reaches up to 197 kWh for medium-to large-scale commercial and industrial applications, with up to 4 MWh per site



Building on strong adoption of SolarEdge’s 102.4 kWh storage system the new battery highlights accelerating demand and expanding opportunities for the company in the commercial storage segment



SolarEdge, a global leader in smart energy technology, today announced the launch of its new higher capacity commercial storage system in Europe and Asia. Now available for order, the new CSS-OD 197 kWh solution offers commercial businesses a tightly integrated, high-efficiency solar and storage solution to maximize the economics of solar self-consumption.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260421170727/en/The new SolarEdge CSS-OD 197 kWh battery solution
Designed for indoor or outdoor commercial and industrial (C&I) solar installations, the new CSS-OD 197 kWh comprises a 197 kWh-rated Battery Cabinet paired with one or two 50 kW battery inverters and is scalable up to 1 MW and 4 MWh per site. Supporting a wide range of C&I storage use cases for medium- to large-scale commercial sitesi, the new CSS-OD 197 kWh-rated battery supports multiple applications and storage optimization modes including maximized self-consumption, peak shaving, tariff optimization, and export and import limit management. Other key benefits include robust safety and cyber security protections, simplified installation, and accelerated commissioning.


The expansion of SolarEdge’s commercial storage portfolio builds on strong sales of the SolarEdge CSS-OD 102.4 kWh-rated storage system, which was launched in late 2024 and is now installed at scale worldwide. Adding commercial storage to SolarEdge’s large base of C&I solar installations represents a significant and immediate new revenue opportunity for PV installers, as more businesses move towards self-consumption.


Naama Ohana, Chief Commercial & Industrial Division at SolarEdge, comments: "The market response to our first CSS-OD has been extremely encouraging, creating a strong new revenue stream from new sites and our large C&I solar install base. The launch of the higher-capacity battery will help unlock even more opportunities for our partners, primarily for sites which require more storage capacity, as demand for self-consumption in the C&I sector continues to accelerate. As markets shift away from net metering, and with emerging opportunities in dynamic tariffs, peak shaving, and grid flexibility, the use cases for commercial storage are expanding and the economics are clear.“


About SolarEdge


SolarEdge is a global leader in smart energy technology. By leveraging world-class engineering capabilities and with a relentless focus on innovation, SolarEdge creates smart energy solutions that power our lives and drive future progress. SolarEdge developed an intelligent inverter solution that changed the way power is harvested and managed in photovoltaic (PV) systems. The SolarEdge DC-optimized inverter seeks to maximize power generation while lowering the cost of energy produced by the PV system. Continuing to advance smart energy, SolarEdge addresses a broad range of energy market segments through its PV, storage, EV charging, batteries, and grid services solutions.


i *Can be used as standalone storage or AC-coupled to a PV system

View source version on businesswire.com: https://www.businesswire.com/news/home/20260421170727/en/
Media Contact

SolarEdge Technologies, Inc.

Lily Salkin, Head of Public Relations

lily.salkin@solaredge.com


Investor Contact

Sapphire Investor Relations, LLC

Erica Mannion or Michael Funari

investors@solaredge.com


Original: SolarEdge Continues to Expand C&I Storage Suite in Europe and Asia with New Higher Capacity Commercial Storage System

SolarEdge Announces Departure of CFOMarch 10, 2026 5:01 PM
Business Wire
Asaf Alperovitz to Depart the Company in June; Company Re-affirms Its Financial Guidance for the First Quarter


SolarEdge Technologies, Inc. (“SolarEdge” or the “Company”) (Nasdaq: SEDG), a global leader in smart energy technology, announced today that Chief Financial Officer Asaf Alperovitz has notified the Board of Directors of his decision to step down to pursue a chief financial officer role at a public company outside of the industry.


The Board of Directors is initiating a process to identify a replacement CFO.


Mr. Alperovitz will continue to serve as the Company’s Chief Financial Officer through June 9, 2026, to support its ongoing operations and the leadership transition.


Shuki Nir, CEO of SolarEdge: “On behalf of our executive team and the Board of Directors, we thank Asaf for his leadership and contributions in reinforcing SolarEdge’s financial foundation and advancing the company towards sustained profitability in 2026 and wish him continued success. We remain focused on moving toward profitable growth and believe 2026 will be a transformational year for SolarEdge.“


Asaf Alperovitz, CFO of SolarEdge: “I want to thank my team, the Board and everyone at SolarEdge. I leave holding SolarEdge in the highest regard. I am enormously proud of the strides we’ve made and equally excited about its future opportunities.”


Mr. Alperovitz’s departure is not related to any financial or accounting issue or any disagreement over any matter relating to the Company’s operations, policies, or practices.


The Company is re-affirming its financial guidance for the first quarter, as provided on February 18, 2026.


About SolarEdge


SolarEdge is a global leader in smart energy technology. By leveraging world-class engineering capabilities and with a relentless focus on innovation, SolarEdge creates smart energy solutions that power our lives and drive future progress. SolarEdge developed an intelligent inverter solution that changed the way power is harvested and managed in photovoltaic (PV) systems. The SolarEdge DC optimized inverter seeks to maximize power generation while lowering the cost of energy produced by the PV system. Continuing to advance smart energy, SolarEdge addresses a broad range of energy market segments through its PV, storage, EV charging, batteries, and grid services solutions. SolarEdge is online at www.solaredge.com.


Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995


This release contains forward looking statements which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include information, among other things, concerning: management transitions, our possible or assumed future results of operations; future demands for solar energy solutions; business strategies; technology developments; financing and investment plans; dividend policy; competitive position; industry and regulatory environment; general economic conditions; potential growth opportunities; and the effects of competition. These forward-looking statements are often characterized by the use of words such as “anticipate,” “believe,” “could,” “seek,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “will,” “would” or similar expressions and the negative or plural of those terms and other like terminology.


Forward-looking statements are only predictions based on our current expectations and our projections about future events. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from those expressed or implied by the forward-looking statements. Given these factors, you should not place undue reliance on these forward-looking statements. These factors include, but are not limited to, the matters discussed in the section entitled “Risk Factors” of our Annual Report on Form 10-K for the year ended December 31, 2025, filed on February 25, 2026, and other reports filed with the SEC. All information set forth in this release is as of March 10, 2026. The Company undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events or changes in its expectations.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260310585223/en/
Investor Contacts


Sapphire Investor Relations, LLC

Erica Mannion or Michael Funari

investors@solaredge.com


Media Contact


SolarEdge Technologies, Inc.

Lily Salkin, Head of Public Relations

lily.salkin@solaredge.com


Original: SolarEdge Announces Departure of CFO

SolarEdge to Announce Financial Results for the Fourth Quarter and Year Ended December 31, 2025, on Wednesday, February 18, 2026February 2, 2026 4:05 PM
Business Wire
SolarEdge Technologies, Inc. (NASDAQ: SEDG), a global leader in smart energy technology, will report financial results for the fourth quarter and the full year ended December 31, 2025 before market open on Wednesday, February 18, 2026. Management will host a conference call at 8:00 A.M. ET on Wednesday, February 18, 2026, to discuss these results.


The call will be available, live, to interested parties by dialing:




United States/Canada Toll Free:






 






 






+1 800-343-4849








International Toll:






 






 






+1 203-518-9848








Conference ID:






 






 






SEDG







To avoid a delay in connecting to the call, please dial into the call 10 minutes prior to the start time. A live webcast will be available in the Investor Relations section of SolarEdge’s website at: Event Calendar | SolarEdge Technologies, Inc.


A replay of the webcast will be available in the Investor Relations section of the company’s web site approximately two hours after the conclusion of the call and remain available for approximately 30 calendar days.


About SolarEdge


SolarEdge is a global leader in smart energy technology. By leveraging world-class engineering capabilities and with a relentless focus on innovation, SolarEdge creates smart energy solutions that power our lives and drive future progress. SolarEdge developed an intelligent inverter solution that changed the way power is harvested and managed in photovoltaic (PV) systems. The SolarEdge DC-optimized inverter seeks to maximize power generation while lowering the cost of energy produced by the PV system. Continuing to advance smart energy, SolarEdge addresses a broad range of energy market segments through its PV, storage, EV charging, batteries, and grid services solutions.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260202912954/en/
Investor Contacts

SolarEdge Technologies, Inc.

JB Lowe, Head of Investor Relations

investors@solaredge.com


Sapphire Investor Relations, LLC

Erica Mannion and Michael Funari

investors@solaredge.com


Original: SolarEdge to Announce Financial Results for the Fourth Quarter and Year Ended December 31, 2025, on Wednesday, February 18, 2026

Maybe we have seen the bottom in November.

Weekly Chart

Plans to lay off 400 employees globally. It’s the company’s fourth layoff round since January 2024 as the solar industry as a whole faces a downturn. https://techcrunch.com/2025/02/13/tech-layoffs-2024-list/#jan2025 $SEDG

I’ll take a 🎠 on this

💲SEDG

People think solar panels protect the environment but they require 300+ times as much land as conventional energy sources and now the Los Angeles Times has discovered that they could "contaminate groundwater with toxic heavy metals such as lead, selenium and cadmium." People think solar panels protect the environment but they require 300+ times as much land as conventional energy sources and now the Los Angeles Times has discovered that they could "contaminate groundwater with toxic heavy metals such as lead, selenium and cadmium." pic.twitter.com/SlfDj54n8T— Michael Shellenberger (@shellenberger) July 18, 2022 $SEDG

SEDG Chart >>>>

https://stockcharts.com/c-sc/sc?s=SEDG&p=D&yr=5&mn=0&dy=0&i=t8695321331c&r=1642195917156

SEDG close before breakthrough $300 >>>

https://stockcharts.com/c-sc/sc?s=SEDG&p=D&yr=5&mn=0&dy=0&i=t2158931573c&r=1630388560122

SEDG CHART >>>>>

https://stockcharts.com/c-sc/sc?s=SEDG&p=D&yr=5&mn=0&dy=0&i=t1174550554c&r=1628068046629

SEDG $289 +12% Fantastic Q earnings

... $259.55 ... $SEDG

... nice start ... $SEDG

SolarEdge Technologi (SEDG)
204.0001 ? -63.7199 (-23.80%)
Volume: 5,805,741 @11/03/20 12:21:10 PM EST
Bid Ask Day's Range
204.0 204.19 201.5601 - 217.97

The Company uses these non-GAAP financial measures to analyze its operating performance and future prospects, develop internal budgets and financial goals, and to facilitate period-to-period comparisons. The Company believes that these non-GAAP financial measures reflect an additional way of viewing aspects of its operations that, when viewed with its GAAP results, provide a more complete understanding of factors and trends affecting its business.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995

This release contains forward looking statements which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include information, among other things, concerning: our possible or assumed future results of operations; future demands for solar energy solutions; business strategies; technology developments; financing and investment plans; dividend policy; competitive position; industry and regulatory environment; general economic conditions; potential growth opportunities; and the effects of competition. These forward-looking statements are often characterized by the use of words such as “anticipate,” “believe,” “could,” “seek,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “will,” “would” or similar expressions and the negative or plural of those terms and other like terminology.

Forward-looking statements are only predictions based on our current expectations and our projections about future events. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from those expressed or implied by the forward-looking statements. Given these factors, you should not place undue reliance on these forward-looking statements. These factors include, but are not limited to, the matters discussed in the section entitled “Risk Factors” of our Annual Report on Form 10-K for the year ended December 31, 2019, filed on February 27, 2020, Current Reports on Form 8-K and other reports filed with the SEC. All information set forth in this release is as of November 2, 2020. The Company undertakes no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events or changes in its expectations.

About SolarEdge

SolarEdge is a global leader in smart energy technology. By leveraging world-class engineering capabilities and with a relentless focus on innovation, SolarEdge creates smart energy solutions that power our lives and drive future progress. SolarEdge developed an intelligent inverter solution that changed the way power is harvested and managed in photovoltaic (PV) systems. The SolarEdge DC optimized inverter seeks to maximize power generation while lowering the cost of energy produced by the PV system. Continuing to advance smart energy, SolarEdge addresses a broad range of energy market segments through its PV, storage, EV charging, batteries, UPS, electric vehicle powertrains, and grid services solutions. SolarEdge is online at solaredge.com

Use of Non-GAAP Financial Measures

The Company has presented certain non-GAAP financial measures in this release, such as non-GAAP net income, non-GAAP net diluted EPS, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating income and non-GAAP gross margin from sale of solar products. Generally, a non-GAAP financial measure is a numerical measure of a company's performance, financial position, or cash flows that either exclude or include amounts that are not normally excluded or included in the most directly comparable measure calculated and presented in accordance with generally accepted accounting principles in the United States, or GAAP. Reconciliation of each non-GAAP financial measure to the most directly comparable GAAP financial measure can be found in the accompanying tables to this release. These non-GAAP financial measures do not reflect a comprehensive system of accounting, differ from GAAP measures with the same captions and may differ from non-GAAP financial measures with the same or similar captions that are used by other companies. As such, these non-GAAP measures should be considered as a supplement to, and not as a substitute for, or superior to, financial measures calculated in accordance with GAAP.

Third Quarter 2020 Summary

The Company reported revenues of $338.1 million, up 2% from $331.9 million in the prior quarter and down 18% from $410.6 million in the same quarter last year.

Revenues related to the solar business were $312.5 million, up 1% from $310.1 million in the prior quarter and down 19% from $387.8 million in the same quarter last year.

GAAP gross margin was 32.0%, up from 31.0% in the prior quarter and down from 33.9% year over year.

Non-GAAP gross margin was 33.5%, up from 32.4% in the prior quarter and down from 35.1% year over year.

GAAP gross margin for the solar business was 34.1%, up from 33.1% in the prior quarter and down from 35.0% year over year.

Non-GAAP gross margin for the solar business was 34.8%, up from 33.8% in the prior quarter and down from 35.4% year over year.

GAAP operating expenses were $77.7 million, up 6% from $73.0 million in the prior quarter and up 6% from $73.3 million in the same quarter last year.

Non-GAAP operating expenses were $63.2 million, up 3% from $61.1 million in the prior quarter and up 15% from $54.8 million in the same quarter last year.

GAAP operating income was $30.4 million, up 1% from $30.0 million in the prior quarter and down 54% from $66.0 million in the same quarter last year.

Non-GAAP operating income was $50.0 million, up 7% from $46.6 million in the prior quarter and down 44% from $89.2 million in the same quarter last year.

GAAP net income was $43.8 million, up 19% from $36.7 million in the prior quarter and up 5% from $41.6 million in the same quarter last year.

Non-GAAP net income was $65.9 million, up 26% from $52.1 million in the prior quarter and up 4% from $63.6 million in the same quarter last year.

GAAP net diluted EPS was $0.83, up from $0.70 in the prior quarter and up from $0.81 in the same quarter last year.

Non-GAAP net diluted EPS was $1.21, up from $0.97 in the prior quarter and same as in the same quarter last year.

Cash flow from operating activities was $28.4 million, down from $59.3 million in the prior quarter and down from $68.7 million in the same quarter last year.

As of September 30, 2020, cash, cash equivalents, bank deposits, restricted bank deposits and marketable securities totaled $553.8 million, net of debt, compared to $577.4 million on June 30, 2020.

Outlook for the Fourth Quarter 2020

The Company also provides guidance for the fourth quarter ending December 31, 2020 as follows:

Revenues to be within the range of $345 million to $365 million
Non-GAAP Gross margin expected to be within the range of 32% to 34%
Revenues from solar products to be within the range of $320 million to $335 million
Non-GAAP Gross margin from sale of solar products expected to be within the range of 34% to 36%
Conference Call

The Company will host a conference call to discuss these results at 4:30 P.M. ET on Monday, November 2, 2020. The call will be available, live, to interested parties by dialing 800-458-4121. For international callers, please dial +1 323-794-2093. The Conference ID number is 7783916. A live webcast will also be available in the Investors Relations section of the Company’s website at: http://investors.solaredge.com

A replay of the webcast will be available in the Investor Relations section of the Company’s website approximately two hours after the conclusion of the call and will remain available for approximately 30 calendar days.

SolarEdge Announces Third Quarter 2020 Financial Results

Source: Business Wire
SolarEdge Technologies, Inc. (Nasdaq: SEDG), a global leader in smart energy technology, today announced its financial results for the third quarter ended September 30, 2020.

Third Quarter 2020 Highlights

Revenues of $338.1 million
Revenues from solar products of $312.5 million
GAAP gross margin of 32.0%
GAAP gross margin from sale of solar products of 34.1%
Non-GAAP gross margin from sale of solar products of 34.8%
GAAP net income of $43.8 million
Non-GAAP net income of $65.9 million
GAAP net diluted earnings per share (“EPS”) of $0.83
Non-GAAP net diluted EPS of $1.21
1.45 Gigawatts (AC) of inverters shipped
“Our third quarter results reflect significant growth in Europe, despite the current economic slowdown caused by the global pandemic,” said Zivi Lando, CEO of SolarEdge. “Our solar business outside the U.S. reached an all-time high and the U.S. market is showing signs of return to pre-pandemic installation levels. In our non-solar business, our e-Mobility team is gearing up to deliver to our customer the first significant batch of full powertrain solutions for assembly in electric vehicles in the fourth quarter. In addition to continuing to generate significant cash from operations this quarter, we raised $618 million, net of expenses, in convertible debt providing additional support for our continued organic and non-organic growth.”

NEWS: $SEDG 3 Cheap Stocks to Buy After the Market Sell-Off

When the stock market tumbles, your first reaction is probably to check your portfolio and see how much you've lost. That's natural, but your next step should be to start bargain-hunting through the wreckage. So far in September, the S&P 500 is down 7.6%, so it's time to go shop...

Read the whole news SEDG - 3 Cheap Stocks to Buy After the Market Sell-Off

News: $SEDG Why SunPower Stock Is Rocking Today

Shares of solar panel producer SunPower Corp (NASDAQ: SPWR) are on the upswing today, rising 12.5% through 1 p.m. EDT trading -- and SunPower probably has SolarEdge (NASDAQ: SEDG) to thank for that. Earlier today, solar power "inverter" maker SolarEdge reported blowout earnings for it...

Got this from SEDG - Why SunPower Stock Is Rocking Today

News: $SEDG Why SolarEdge Technologies, Enphase Energy, and Blink Charging Stocks All Popped Today

Tuesday is turning out to be a great day to own solar energy stocks . As of 10:35 a.m. EDT, shares of solar-inverter makers SolarEdge Technologies (NASDAQ: SEDG) and Enphase Energy (NASDAQ: ENPH) are both soaring, up 16.4% and 12.2%, respectively. Blink Charging (NASDAQ: BLNK) , whic...

Got this from SEDG - Why SolarEdge Technologies, Enphase Energy, and Blink Charging Stocks All Popped Today

News: $SEDG SolarEdge Says Global Demand Offset U.S. Weakness in Q2

Smart energy solutions provider SolarEdge (NASDAQ: SEDG) said in its second-quarter earnings report that its overall business remained strong as rising international sales compensated for declining demand in the U.S.  SolarEdge said it shipped 1.44 gigawatts (GW) of solar panel inverte...

Find out more SEDG - SolarEdge Says Global Demand Offset U.S. Weakness in Q2

SEDG $153 wowza... unbelievable movement last years

SEDG THX FOR AROUND 600% MONSTA PROFIT!!! WAS EPIC 4 YEARS WITH YOU....


SolarEdge Technologi (SEDG)
102.045 ? -1.895 (-1.82%)
Volume: 196,006 @02/07/20 10:44:24 AM EST
Bid Ask Day's Range
102.03 102.22 100.16 - 103.45
SEDG Detailed Quote

l2 hunter Member Level Thursday, 05/10/18 01:42:48 PM
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l2 hunter Member Level Wednesday, 08/03/16 02:50:39 PM
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HAVE RELOAD 10.000 SEDG SHARES TODAY $16.90 AVG. FOR NEXT TURN $24 $25 RANGE COMING DAYS/WEEKS! LOOKS LIKE BOTTOM IS FOUND! TURN AROUND START! NEXT WEEK Q-EARNINGS AHEAD! COULD BE A POSITIV SURPRISE!

With $500.000 in front and rising.. $100 test this year??

News: $SEDG The 5 Best Renewable-Energy Stocks of the Decade

With 2019 drawing to a close, we're about to put another decade in the books. One of the major storylines over the past 10 years has been the advancement of  renewable energy , which has gone from a niche market supported by government subsidies to one that's growing briskly without an...

Got this from SEDG - The 5 Best Renewable-Energy Stocks of the Decade

News: $SEDG These Were the 5 Best Solar Stocks of 2019

Solar energy stocks were on fire in 2019. The Invesco Solar ETF , an exchange-traded fund that holds 22 of the biggest solar stocks , returned a blistering 60% through mid-December. Several solar stocks, however, generated even higher returns, with the top five all producing a triple-digit g...

Got this from SEDG - These Were the 5 Best Solar Stocks of 2019

News: $SEDG The 3 Best Solar Stocks of the Decade

What is it that makes a stock a "solar stock?" What is it that defines "best?" In one sense, I suppose you could say that Elon Musk's Tesla (NASDAQ: TSLA) has been the best solar stock of the decade. After all, even if it's best known for its Model S, Model X, and Model 3 electric cars, Tes...

Find out more SEDG - The 3 Best Solar Stocks of the Decade

News: $SEDG 2 Top Growth Stocks to Buy in December

Solar energy is growing quickly. Very quickly. Consider that the United States had less than 200 megawatts of installed solar power capacity at the end of 2009, but has added at least that much in seven of the first nine months of 2019. The nation ended September with 32,000 megawatts of inst...

Find out more SEDG - 2 Top Growth Stocks to Buy in December

$SEDG short squeeze signal Solaredge Technologies Inc Nasdaq Sedg Short Squeeze

SEDG CHART >>>

Nah, bro. It will collapse like ENPH.

News: $SEDG SolarEdge Files Three Patent Infringement Lawsuits Against Huawei in China

SolarEdge Technologies, Inc. (“SolarEdge”) (NASDAQ: SEDG), a global leader in smart energy, announced today that it has filed three lawsuits for patent infringement against Huawei Technologies Co., Ltd., a Chinese entity. SolarEdge is evaluating filing additional actions to prot...

In case you are interested SEDG - SolarEdge Files Three Patent Infringement Lawsuits Against Huawei in China

SEDG so strong.. $100 breakout with next bull wave possible

EXTREMELY BULLISH UPGRADES TO $66

Solaredge reported earnings yesterday and were above many analysts estimates. Maybe pessimism was just to high, today analysts have produced some notable upgrades with positive appraisal of the companies future and strategy. Shares are up 18% premarket so keep your eye on this one, for continuation or possible entry on any pullback.

News: $SEDG SolarEdge Announces Closing of S.M.R.E. Spa Acquisition

SolarEdge Technologies , Inc. (“SolarEdge”) (NASDAQ: SEDG), a global leader in smart energy technology, announced today the closing of the previously announced acquisition of a majority stake (approximately 57%) of S.M.R.E. Spa (“SMRE”), a provider of innovativ...

In case you are interested https://marketwirenews.com/news-releases/solaredge-announces-closing-of-s-m-r-e-spa-acquisition-7557480.html

SolarEdge is an Israeli company,
(Head office - 1 HaMada Street Herziliya Pituach 4673335, Israel), tariffs will put them on the same playing field as all other foreign solar companies. I don't think they'll be able to compete with HUAWEI

I think the crash based on a rumor that they can't compete with a Chinese corporate giant is way overdone. Among other things, Trump is likely to impose more tariffs to protect American companies.
The assumption that HUAWEI is going to completely overrun SEDG might be a scare tactic so that wealthy insiders can buy stock at a very low price.
If HUAWEI is really that overpowering you might as well dump ALL solar stocks. What applies to SEDG ought to apply to a large number of other solar power companies.

HUAWEI coming into the US market.

HUAREI is a $90 BILLION dollar BEHEMOTH.

They came in to the US market in February.

SolarEdge is a $500MM company.

It will be very hard to compete against this giant.

HUAWEI product is said to be more reliable & at a better price.

See Barron's article:
https://www.barrons.com/articles/the-shadow-over-solaredge-1530536085

I agree. The sell off was excessive. Now is a good time to buy or maybe pick up some calls.

SEDG is going to run HUGE ...After a ridiculous drop from $70 to $54 in the last week read this!

https://www.fool.com/investing/2018/05/25/3-stocks-that-could-put-teslas-returns-to-shame.aspx

SEDG 24 Month Chart >>>>>>>>>>>>>>>>>

l2 hunter Member Level Wednesday, 08/03/16 02:50:39 PM
Re: None 0
Post #
73
of 149
HAVE RELOAD 10.000 SEDG SHARES TODAY $16.90 AVG. FOR NEXT TURN $24 $25 RANGE COMING DAYS/WEEKS! LOOKS LIKE BOTTOM IS FOUND! TURN AROUND START! NEXT WEEK Q-EARNINGS AHEAD! COULD BE A POSITIV SURPRISE!

With $500.000 in front and rising.. $100 test this year??

SEDG $64 +15% ...... $70 breakout next days

Here's the link:

https://www.nytimes.com/2018/05/09/business/energy-environment/california-solar-power.html

This just hitting the news wires in California:

"California Legislature one step closer to requiring solar on all new homes sold in the state."

I'll look for a link and post it. This has been expected for may years but it's considered to be a lock this time around.

SEDG 56.50 CHART >>>>>> my baby rising and rising... $70 next target.

We all know that things that were done in the 70's will always be the way they are done.

I'm not disputing SEDG's current success. If, and I know it's an if, there is a fundamental shift in the way solar panels are manufactured, things will change drastically.

Panel makers are starting to add AC panels to their lineup, has to be a reason for that.

To quote Ricky Bobby, if you're not first your last.