SolarEdge Technologies, Inc. (SEDG)

In the past six months, SolarEdge Technologies' stock (SEDG) has experienced significant fluctuations. As of May 7, 2026, the stock had increased by 110.83% over the last 12 months, but decreased by 11.28% in the past month. On May 6, 2026, the stock dropped by 9.5% following its first-quarter 2026 earnings release. For Q1 2026, SolarEdge reported revenue of $310.5 million, a 46% increase year-over-year, but a 7.4% decline from the prior quarter. Analyst ratings have been mixed, with a consensus "Hold" rating. Goldman Sachs downgraded the stock to "Sell" on April 15, 2026.

SolarEdge Technologies experiences demand seasonality for its products and services. The U.S. residential market faced seasonal and macro pressures in Q1 2026, although the sequential decline in revenue was less than the typical seasonal drop. The European market demonstrated a pickup in demand in March 2026, which continued into April, driven by stronger battery demand. The company's entire planned Q2 Nexis production is fully booked by European customers. SolarEdge also notes that its products designed for domestic content and FEOC compliance have led to market share gains in the U.S. commercial and industrial sector.

SolarEdge Technologies, Inc. is an Israeli company specializing in intelligent inverter solutions for solar photovoltaic (PV) systems. It operates in the renewable energy sector, focusing on maximizing power generation at the PV module level and reducing energy costs. The company's products include DC optimized inverter systems, energy storage batteries, EV charging solutions, grid services, and intelligent energy management software, including the SolarEdge Nexis platform. SolarEdge serves residential, commercial, and small utility-scale solar markets.

SolarEdge Technologies has a global presence with headquarters in Herzliya, Israel, and a major operational hub in Milpitas, California. Its products are installed in over 140 to 145 countries. The company has expanded its manufacturing in the United States with facilities in Florida, Texas, and Utah. It also has regional offices across Europe, including France, Germany, Italy, the Netherlands, the United Kingdom, and Poland, as well as locations in Australia, Brazil, and Taiwan.

In 2023, SolarEdge was removed from the S&P 500 after being the most losing stock for the year, and experienced a significant stock plunge in June 2024. However, SolarEdge has been focusing on improving its brand reputation through strategic shifts, prioritizing profitable growth, expanding global market share, scaling its SolarEdge Nexis platform, and investing in high-growth areas. The company is also shifting towards domestic production, with 90% of its products now manufactured in the United States. SolarEdge addressed concerns regarding its exposure to the bankruptcy of Freedom Forever, stating it has "net-zero financial exposure" to the event.

SolarEdge Technologies' ownership is primarily held by institutional investors, who collectively hold a substantial portion of the company's shares. As of May 5, 2026, 336 institutional owners held a total of 61,935,998 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, UBS Group AG, and others. Individual (retail) investors also hold a significant portion, approximately 45.25% of the company's stock. Insider ownership, however, has been reduced to under 2% by 2025.