US · Technology · Solar
EPS came in at -0.14 against a street estimate of -0.22 — a beat of 36.4%.
Analysts rate SolarEdge Technologies Inc a hold (2 buy, 19 hold, 4 sell out of 25) with an average price target of $37.11.
CONFIDENT SolarEdge returned to non-GAAP operating profitability after 3 years, grew Q2 revenue 20% YoY to $346M, and expanded gross margin for sixth consecutive quarter. U.S. residential softness persists; Europe surged 36% QoQ. Nexis platform rolling out; AI data center SST advancing to proof-of-concept. Q2 2026 U.S. revenue down 2% QoQ amid residential weakness; Europe surged 36% QoQ on storage demand and net metering anticipation. Analysts pressed on safe harbor pull-forward (why SolarEdge avoided it vs. peers), FCC compliance risk to Nexis, and Q4 seasonality. Management emphasized customer preference for aligned demand-pull model, U.S. manufacturing compliance, and held back Q4 outlook citing offsetting storage upside and Nexis ramp-up. 2026-08-05…
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| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $326,076 thousand, compared with $340,177 thousand in the third quarter of 2025. • Nine-month 2026 | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $326.1 million, down 5.8% from Q2 2026 and down 4.1% from Q3 2025, in line with the midpoint of guidance. • G | 2026-11-04 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • SolarEdge Technologies’ Chief Revenue Officer, Daniel Huber, notified the board on October 1, 2026 that he is resigning. • Hi | 2026-10-05 |
| Reg FD disclosure · Q3 2026 SOLAREDGE TECHNOLOGIES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial results or specific numbers disclosed in this filing • Document date | 2026-09-10 |
| Quarterly report · Q2 2026 SOLAREDGE TECHNOLOGIES, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $346.2M (up 19.7% vs Q2 2025: $289.4M) • Revenue H1 2026: $6 | 2026-08-05 |
| Results announced · Q3 2026 SOLAREDGE TECHNOLOGIES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $346.2 million – up 19.6% year-over-year and up 11.5% sequential | 2026-08-05 |
| Board / officer change · Q2 2026 SOLAREDGE TECHNOLOGIES, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • CFO Departure: Asaf Alperovitz stepped down as Chief Financial Officer effect | 2026-06-25 |
| Shareholder vote results · Q2 2026 SOLAREDGE TECHNOLOGIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 3, 2026 • Total votes cast across proposals: | 2026-06-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.