SolarEdge Technologies (NASDAQ:SEDG) Issues Quarterly Earnings Results

06 Aug 2026, 01:26 by Sarita Garza · The Markets Daily

SolarEdge Technologies (NASDAQ:SEDG – Get Free Report) posted its quarterly earnings results on Wednesday. The semiconductor company reported $0.05 EPS for the quarter, beating the consensus estimate of ($0.02) by $0.07, FiscalAI reports. The business had revenue of $345.50 million during the quarter, compared to analyst estimates of $341.15 million. SolarEdge Technologies had a negative net margin of 28.56% and a negative return on equity of 38.66%. The company’s quarterly revenue was up 19.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($0.81) EPS.

Here are the key takeaways from SolarEdge Technologies’ conference call:

SolarEdge returned to profitability in Q2: revenue rose 20% year over year to $346 million, non-GAAP gross margin expanded to 28.6%, and the company reported non-GAAP operating income for the first time in nearly three years.
Management expects Q3 revenue of $310 million-$340 million, with approximately $15 million of sequential decline in Europe from seasonality and continued softness in U.S. residential demand; it does not expect the usual U.S. third-quarter rebound.
SolarEdge reported strong strategic-market momentum, including more than 50% share of recent U.S. C&I rooftop installations, European revenue more than doubling year over year, and over $20 million of Q2 revenue from retrofit upselling.
The company is scaling its Nexis PV-and-storage platform, with more than $60 million of European shipments in Q2 and a U.S. volume rollout beginning in Q3; management also highlighted growing storage demand and financing-platform approvals.
SolarEdge’s AI-factory power-conversion opportunity advanced from development to customer demonstrations, validating 99% efficiency and medium-voltage AC-to-DC conversion; the company targets lab completion by year-end, pilot installations in 2027, and volume shipments in 2028.

SolarEdge Technologies Trading Down 30.5%

NASDAQ:SEDG traded down $14.86 during trading hours on Wednesday, hitting $33.90. The company had a trading volume of 16,804,231 shares, compared to its average volume of 2,234,149. The company has a 50-day moving average of $54.87 and a 200 day moving average of $46.76. The company has a current ratio of 2.02, a quick ratio of 1.36 and a debt-to-equity ratio of 0.85. The company has a market cap of $2.06 billion, a P/E ratio of -5.53 and a beta of 1.49. SolarEdge Technologies has a 1 year low of $23.01 and a 1 year high of $81.25.

Trending Headlines about SolarEdge Technologies

Here are the key news stories impacting SolarEdge Technologies this week:

Positive Sentiment: Q2 results exceeded expectations: Revenue rose 19.6% year over year to approximately $346 million, topping analyst estimates, while non-GAAP EPS was $0.05 versus consensus for a loss. The company also returned to non-GAAP operating profitability, supported by stronger European demand, higher battery sales and expanding gross margins. SolarEdge Announces Second Quarter 2026 Financial Results
Positive Sentiment: New product integration supports longer-term growth: SolarEdge’s Nexis home energy system is now integrated with ConnectDER’s IslandDER meter adapter, enabling whole-home backup and potentially simplifying residential solar and storage installations. ConnectDER IslandDER Integration With SolarEdge Nexis

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft cut their target price on SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating on the stock in a research report on Thursday, May 7th. TD Cowen decreased their target price on SolarEdge Technologies from $85.00 to $75.00 and set a “buy” rating for the company in a report on Monday, July 20th. Barclays upped their target price on SolarEdge Technologies from $41.00 to $53.00 and gave the company an “equal weight” rating in a research report on Friday, July 10th. Wells Fargo & Company started coverage on shares of SolarEdge Technologies in a report on Monday, June 29th. They issued an “equal weight” rating and a $36.00 price target on the stock. Finally, Citigroup reduced their price target on shares of SolarEdge Technologies from $30.00 to $27.00 and set a “sell” rating for the company in a research report on Thursday, May 7th. One research analyst has rated the stock with a Buy rating, twelve have given a Hold rating and six have given a Sell rating to the company. According to MarketBeat, SolarEdge Technologies has an average rating of “Reduce” and an average target price of $38.93.

Check Out Our Latest Stock Analysis on SEDG

Insiders Place Their Bets

In other SolarEdge Technologies news, Chairman More Avery sold 2,566 shares of SolarEdge Technologies stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $38.76, for a total transaction of $99,458.16. Following the completion of the sale, the chairman directly owned 295,379 shares in the company, valued at $11,448,890.04. This trade represents a 0.86% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.04% of the stock is owned by insiders.

Institutional Investors Weigh In On SolarEdge Technologies

A number of hedge funds have recently added to or reduced their stakes in SEDG. State of Wyoming purchased a new position in SolarEdge Technologies during the 4th quarter worth $27,000. Kestra Advisory Services LLC purchased a new position in shares of SolarEdge Technologies in the fourth quarter valued at $31,000. Canada Pension Plan Investment Board purchased a new stake in shares of SolarEdge Technologies in the second quarter valued at about $35,000. Altshuler Shaham Ltd purchased a new stake in SolarEdge Technologies in the 4th quarter valued at approximately $36,000. Finally, Empowered Funds LLC acquired a new stake in shares of SolarEdge Technologies during the fourth quarter valued at $44,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

About SolarEdge Technologies

(Get Free Report)

SolarEdge Technologies (NASDAQ: SEDG) is a global provider of solar energy solutions focused on optimizing photovoltaic (PV) power generation. The company’s core offerings include power optimizers, inverters and cloud-based monitoring platforms designed to maximize energy output and improve safety across residential, commercial and utility-scale installations. By coupling module-level electronics with centralized inverters, SolarEdge’s technology enables real-time performance monitoring and rapid fault detection to enhance system reliability.

In recent years, SolarEdge has expanded its product portfolio beyond solar PV to include energy storage systems, electric vehicle (EV) charging solutions and smart energy management tools.