Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$2.2B
62M shares
52-week range
$28.21 – $81.25
13% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
1.6
EV / FCF (TTM)
22.6
SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers.
www.solaredge.comNo one on the platform currently holds SEDG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 476,640 | $24.3M |
| Bridgewater Associatesas of 2026-03-31 | 18,820 | $960.8K |
No one on the platform has traded SEDG yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 31.4% | -4.1% | ||||
| Profit Margin % | -34.2% | -44.4% | -16.4% | |||
| Free Cash Flow Margin % | 6.8% | -10.6% | 1.0% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.3B | +10.9% | $-0.36 | $-0.71–$0.07 | — | 14 |
| 2027 | $1.4B | +10.7% | $0.86 | $0.30–$1.34 | 40.8× | 15 |
| 2028 | $1.6B | +13.1% | $1.82 | $-10.57–$10.41 | 19.4× | 12 |
| 2029 | $2.0B | +23.5% | $3.44 | $3.12–$3.97 | 10.3× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $-0.02 | $0.06 | +414.3% |
| 2026-05-06 | $-0.23 | $-0.43 | -87.0% |
| 2026-02-18 | $-0.26 | $-0.14 | +46.3% |
| 2025-11-05 | $-0.38 | $-0.31 | +18.4% |
| 2025-08-07 | $-0.82 | $-0.81 | +1.2% |
| 2025-05-06 | $-1.20 | $-1.14 | +5.0% |
| 2025-02-19 | $-1.52 | $-3.52 | -131.6% |
| 2024-11-06 | $-1.55 |
| $-15.33 |
| -889.0% |
| $2.6B |
| — |
| CSIQCanadian Solar Inc. | $12.24 | -5.48% | $831M | — |
| GELGenesis Energy, L.P. | $15.33 | -0.65% | $1.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$SEDG bank another gain on another red day! Looks like the week is starting off great pre Fed decision! I love September!!!!!! 👏😝
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$NKE i fought you on $SEDG and won and now you want me to listen to you. Crazyyyyyyyy
View on StockTwits ↗$SEDG well lookie here! Seems like my $36 short position yesterday is safe after all! Will this dump all of a sudden when the rates increases are announced tomorrow? Only time will tell…
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$SEDG: -15% → +19% During the sell-off, the Buy the Dip Tracker gave it a 99% bounce score. Then it happened. $SEDG recovered the entire sell-off and ripped 19% off the low. The market gives you opportunities when fear takes over. The question is whether you have a system to spot them. Want the tracker? Join the Patreon. Link in bio.
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Everything you need to know about the $55M $SEDG Settlement Payout Q: What happened? A: SolarEdge was accused of misleading investors about weakening demand in Europe, rising inventory, and the sustainability of its reported revenues. In August 2023, the company disclosed excess inventory and slower growth in Europe, causing $SEDG to fall 18.3%. Then, in October, SolarEdge disclosed substantial unexpected cancellations and pushouts from European distributors, and the stock fell another 27.2%. Q: Am I actually eligible? A: If you bought $SEDG shares between 2023 and 2023, you’re likely eligible. You don’t need to hold the stock still to claim; past losses count Q: When do payouts happen? A: Typically, within 4–9 months after the claim deadline. But the exact timing depends on the court and settlement administration. Q: I missed the deadline. Is it too late? A: No, you may still be able to file a late claim, but acceptance depends on final approval by the court. Check if you're eligible and file a claim: https://11th.com/cases/solaredge-investors-lawsuit
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$RUN RUN’s historical price action does NOT support a simple “rates up = RUN down” relationship. Rates clearly matter, especially during major rate shocks, but the relationship is inconsistent. RUN has rallied during rising-rate periods and fallen during falling-rate periods. The stronger historical relationship is with the direction and magnitude of rate changes, not the absolute level of rates. Bottom line: rates are a valuation factor for RUN, but they are not the valuation engine. At ~$8–9, fundamentals, cash generation, financing, policy, positioning and sentiment may matter far more than whether the 10Y is 4% or 5%. $ENPH $SEDG $SPWR $TSLA
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🚀 STOCKS TO WATCH TODAY! 📈 🔥 $FSLY — Fastly Momentum is heating up! FSLY has recently attracted renewed attention following its Q2 results and fresh AI-infrastructure developments. A strong move through resistance with volume could signal another momentum leg. ⚡ $SEDG — SolarEdge High-volatility setup with a fresh AI data-center angle. SolarEdge recently highlighted its collaboration with NVIDIA around high-voltage DC infrastructure, while guidance remains an important catalyst. Watch closely for a reversal and breakout setup. 🚀 $NET — Cloudflare One of the strongest names on the radar! NET has shown impressive recent momentum, with AI security demand and its expanding connectivity/AI platform supporting the bullish story. 📊 SST TAKE: 🔥 $FSLY — AI Infrastructure + Momentum ⚡ $SEDG — High-Beta Recovery Setup 🚀 $NET — AI + Cybersecurity Momentum 👀 Keep these 3 on your radar today! Watch volume + price action + resistance breaks before chasing the move.
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$SEDG some ta for you all https://x.com/jc_justcharts/status/2098803786340868416?s=46
View on StockTwits ↗$SEDG oh i beg to differ, I think people were disheartened that all this news pumped by the SEDG PR team this week (NVDA white papers, revenue dreams, potential talks with hyperscalers) offered only less than 1.5% gain in the stock price. Barely a yawn from investors and that screwed folks options this week. Yet there is a nutjob out there who dares to be bullish during quad witcher week in the worst month SEPTEMBER for the S&P! Rookie talk I tell ya, rookie talk! Enjoy your first 2.5 weeks of you being on this crappy stock! See your gains in 2029, maybe! 🤣🤣🤣
View on StockTwits ↗$SEDG looks like the algos are guaranteeing that your Friday expiring calls are worthless!
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@WHAL3S $TTD $ARBE $QRVO $FTFT $SEDG no one wants to get involved with your boiler room pump and dump
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$SEDG RMTG H1 numbers are 184% up. BCLI losses are just going up too. One company is growing and the other is just shrinking.
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$SEDG carries the competitive advantage of maximum efficiency which saves data centers an staggering number but they still need multiple comp to fulfill demand on this huge pie
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.