SolarEdge: Mediocre Outlook Trumped By AI Data Center Enthusiasm - Hold [Seeking Alpha]
SolarEdge Technologies, Inc. (SEDG)
Last solaredge technologies, inc. earnings: 2/19 04:05 pm
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US:NASDAQ Investor Relations:
investors.solaredge.com
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Source: Seeking Alpha
However, the company's Q4 revenue guidance fell short of consensus expectations, thus resulting in an initial 20% pre-market selloff. Shares quickly reversed course and rallied to new multi-year highs after management elaborated on the significant revenue potential from the company's new AI data center collaboration with Infineon Technologies. While SolarEdge's AI data center opportunity could indeed be significant, there won't be large-scale deployments of the new 800 VDC architecture anytime soon. In the meantime, the company will face a challenging U.S. residential solar market next year. Given the combination of near-term headwinds and future potential, I am reiterating my "Hold" rating on the shares. romaset/iStock via Getty Images Note: I have covered SolarEdge Technologies, Inc. SEDG or "SolarEdge" previously, so investors should view this as an update to my earlier articles on the company. On Wednesday, SolarEdge Technologies reported better-than-expected third-
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SEDG
News
- HALPER SADEH LLC ENCOURAGES SOLAREDGE TECHNOLOGIES, INC. SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTSPR Newswire
- Does Early Demand for the CSS-OD Battery Transform the Bull Case for SolarEdge Technologies (SEDG)? [Yahoo! Finance]Yahoo! Finance
- SolarEdge Technologies (NASDAQ:SEDG) had its "sell (e+)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- SolarEdge Marks Entry into Europe’s Largest C&I Self-Consumption Market with Strong Uptake of Commercial Battery Solutions Across GermanyBusiness Wire
- Does SolarEdge's 20% Drop Signal an Opportunity for Investors in 2025? [Yahoo! Finance]Yahoo! Finance
SEDG
Earnings
- 11/5/25 - Beat
SEDG
Sec Filings
- 11/6/25 - Form 10-Q
- 11/5/25 - Form SCHEDULE
- 11/5/25 - Form 8-K
- SEDG's page on the SEC website