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Stock impact report

SolarEdge Technologies: Ready For A Brighter Future [Seeking Alpha]

INFINEON TECHS AG S/ADR (IFNNY) 
NASDAQ:AMEX Investor Relations: infineon.com/cms/en/about-infineon/investor
Company Research Source: Seeking Alpha
SEDG benefits from European market share gains, US commercial strength, and residential leasing tailwinds driven by ITC subsidies through 2027. Cost-cutting and working capital release have deleveraged the balance sheet; positive free cash flow is expected by FY2026, excluding inventory releases. Infineon partnership for next-gen data centers offers unmodeled upside, with management set to provide medium-term forecasts in 2026. Image Source/DigitalVision via Getty Images My thesis SolarEdge ( SEDG ) stock has rallied and more than doubled since my previous article . A severe cost-cutting program combined with working capital release has helped deleverage the balance sheet. I expect the This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rece Show less Read more
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