SolarEdge Technologies, Inc. (SEDG) reported a first-quarter 2025 adjusted loss of $1.14 per share, narrower than the Zacks Consensus Estimate of a loss of $1.20. The bottom line also improved from the prior-year quarter’s loss of $1.90. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Barring one-time adjustments, the company incurred a GAAP loss of $1.70 per share compared with a GAAP loss of $2.75 in the year-ago period.The year-over-year improvement in the bottom line can be attr ...

SolarEdge (SEDG) Q1 2025 Earnings Call May 06, 2025 08:00 AM ET Speaker0 Hello, and welcome to the SolarEdge Conference Call for the First Quarter March '30 '1, '20 '20 '5. This call is being webcast live on the company's website at www.solaredge.com in the Investors section on the Events Calendar page. This call is the sole property and copyright of SolarEdge with all rights reserved, and any recording, reproduction or transmission of this call without the express written consent of SolarEdge is prohibited ...

SolarEdge Technologies Nasdaq l SEDG Safe Harbor Use of Forward-Looking Statements and Non-GAAP Measures Statements contained in this presentation may contain forward-looking statements that are based on our management's expectations, estimates, projections, beliefs and assumptions in accordance with information currently available to our management. This discussion contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the ...

Exhibit 99.1 SolarEdge Announces First Quarter 2025 Financial Results MILPITAS, Calif. — May 6, 2025. SolarEdge Technologies, Inc. (Nasdaq: SEDG), a global leader in smart energy technology, today announced its financial results for the first quarter ended March 31, 2025. GAAP gross margin was 8.0%1, compared to negative 57.2%1 in the prior quarter. Non-GAAP gross margin2 was 7.8%, compared to negative 39.5%1 in the prior quarter. GAAP operating expenses were $120.3 million, compared to $151.41 million in t ...

Investors interested in Oils-Energy stocks should always be looking to find the best-performing companies in the group. Has Expand Energy (EXE) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.Expand Energy is one of 247 companies in the Oils-Energy group. The Oils-Energy group currently sits at #12 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector grou ...

Core Viewpoint - SolarEdge Technologies is experiencing positive stock performance, with a notable increase in share price and anticipated growth in earnings despite a slight decline in revenue projections [1][2]. Company Performance - The stock closed at $16.83, reflecting a gain of +0.87% from the previous session, outperforming the S&P 500's daily gain of 0.67% [1]. - Over the past month, shares have increased by 12.43%, significantly surpassing the Oils-Energy sector's gain of 3.06% and the S&P 500's loss of 5.28% [1]. Earnings Forecast - The upcoming earnings report is expected to show an EPS of -$1.26, indicating a growth of 33.68% compared to the same quarter last year [2]. - The consensus estimate for revenue is projected at $204.36 million, which represents a slight decline of 0.02% from the equivalent quarter last year [2]. Full-Year Estimates - For the full year, the Zacks Consensus Estimates predict earnings of -$3.07 per share and revenue of $1.04 billion, reflecting year-over-year changes of +86.65% and +11.97%, respectively [3]. Analyst Estimates - Recent adjustments to analyst estimates are being monitored closely, as they reflect the latest business trends and can indicate analysts' outlook on the company's health and profitability [4]. - The Zacks Rank system, which incorporates these estimate changes, currently ranks SolarEdge Technologies at 3 (Hold) [6]. Industry Context - The solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 83, placing it in the top 34% of over 250 industries [7]. - Research indicates that industries in the top 50% rated by Zacks outperform those in the bottom half by a factor of 2 to 1 [7].

SolarEdge Technologies (SEDG) closed the latest trading day at $15.93, indicating a -1.06% change from the previous session's end. The stock fell short of the S&P 500, which registered a loss of 0.33% for the day. Elsewhere, the Dow saw a downswing of 0.37%, while the tech-heavy Nasdaq depreciated by 0.53%.Shares of the photovoltaic products maker witnessed a loss of 13.16% over the previous month, trailing the performance of the Oils-Energy sector with its gain of 3.64% and the S&P 500's loss of 4.03%.Inve ...

The latest trading session saw SolarEdge Technologies (SEDG) ending at $17.12, denoting a +0.82% adjustment from its last day's close. This change outpaced the S&P 500's 0.22% loss on the day. Elsewhere, the Dow lost 0.03%, while the tech-heavy Nasdaq lost 0.33%.The the stock of photovoltaic products maker has fallen by 13.5% in the past month, lagging the Oils-Energy sector's loss of 1.22% and the S&P 500's loss of 7.48%.Market participants will be closely following the financial results of SolarEdge Techn ...

Product Offerings and Innovations - The company has expanded its product offerings to include energy storage systems, EV chargers, and energy management software, enhancing its position in the smart energy technology market [23]. - The SolarEdge ONE platform optimizes energy usage for residential and commercial systems, allowing users to store solar energy and manage consumption effectively [27][28]. - The company’s DC optimized inverter system enables direct storage of solar energy in batteries, improving efficiency and return on investment [30]. - The SolarEdge Home Battery 400V has a capacity of 10kWh, while the SolarEdge Home Battery 48V has a capacity of 4.6kWh, providing backup power for several hours to many days during outages [36][38]. - The SolarEdge CSS-OD, released in 2024, is a scalable solution rated at 102.4kWh, suitable for various commercial applications [39]. - The company plans to launch a next-generation residential battery in 2025, expanding its storage solutions for single-phase and three-phase systems [65]. - The company continues to develop smart energy management solutions, including features for both residential and commercial segments [66]. - The CSS-OD battery solution, released in 2024, has a capacity of 102.4 kWh and includes an integrated 50 kW inverter [92]. - The company’s Power Optimizers allow for module-level maximum power point tracking, enhancing energy output and system design flexibility [26]. - The company’s inverters are designed to withstand harsh environmental conditions and are available in various capacities, from 3 kW to 330 kW [34]. Revenue and Market Performance - Revenues from the sale of Power Optimizers represented 34.9%, 30.3%, and 36.5% of total revenues for the years ended December 31, 2024, 2023, and 2022, respectively [32]. - In 2024, revenues from inverter sales represented 27.5% of total revenues, compared to 46.2% in 2023 and 36.6% in 2022 [35]. - In 2024, CED group accounted for 12.9% of the company's revenues, while no other customer exceeded 10% [71]. - SolarEdge's average revenue per installation (ARPI) has increased due to the expansion of smart energy products, including inverters and energy management devices [44]. Manufacturing and Production - The company has discontinued manufacturing in China, Mexico, and Hungary, while ramping up production in Texas, Florida, and Utah [96]. - The automated assembly lines for power optimizers can produce over 6,000 units per line per day, enhancing manufacturing efficiency [99]. - The company’s manufacturing strategy includes outsourcing, automation, and localization to produce high-quality products at competitive costs [96]. - The company continues to develop in-house manufacturing capabilities for passive components to reduce supplier dependence and improve performance [89]. Research and Development - The company has a research and development team of 1,171 employees as of December 31, 2024, focusing on power electronics and solar technologies [108]. - As of December 31, 2024, the company holds 595 issued patents and has 393 patent applications pending, primarily related to DC power optimization and battery technology [109]. Safety and Compliance - The company has incorporated safety mechanisms in its systems to protect against electrical hazards, complying with relevant safety standards [30]. - The company emphasizes the importance of safety features in its products, including module-level safety mechanisms and compliance with relevant safety standards [30]. - The CSS-OD incorporates multi-layered safety technology, including individual battery management units for each energy module and environmental sensors [93]. Market Challenges and Risks - The company faces risks including macroeconomic conditions, competition, and supply chain disruptions that could impact future performance [19][21]. - The U.S. trade representative announced final Section 301 import tariffs ranging from 25% to 50% on solar products imported from China, impacting the company's operations [122]. - The solar energy market is subject to seasonal fluctuations, with declines in PV installations typically observed during winter months in colder regions [124]. Customer Engagement and Training - The company maintains a customer support and training organization with 662 employees worldwide as of December 31, 2024 [78]. - The training portal (Edge Academy) hosted over 225,000 learners in 2024, with over 14,000 installers completing certification programs [73][74]. Strategic Partnerships and Acquisitions - The acquisition of Weev Energy in April 2024 enhances SolarEdge's EV charging optimization capabilities, integrating with the SolarEdge ONE energy optimization system [43]. - SolarEdge's grid services are being sold in the U.S., Europe, and Australia, with partnerships established for flexible grid services in the UK and the Netherlands [56]. Sustainability and Future Goals - The company aims to align its sustainability strategy with the United Nations Sustainable Development Goals, particularly focusing on affordable clean energy [127]. - The company continues to monitor the implementation of tax benefits and credits that may be impacted by new regulations or laws passed by Congress [120]. - The U.S. government enacted the Inflation Reduction Act of 2022, extending the investment tax credit (ITC) and production tax credit (PTC) through at least 2032, potentially providing up to 30% tax credits for qualifying energy projects [119]. Employee Engagement and Workforce - As of December 31, 2024, the company employed 3,961 individuals, with 1,171 in research and development, 539 in sales and marketing, and 1,804 in operations and production [128]. - The company emphasizes the importance of employee recruitment and retention, focusing on diversity and competitive benefits to attract skilled talent [130].

Core Insights - SolarEdge stock experienced a strong bullish momentum, gaining 7.7% during the week despite a broader market downturn, with the S&P 500 and Nasdaq Composite down 1.7% and 2.3% respectively [1] - The company's fourth-quarter earnings report exceeded sales expectations, leading to a rise in valuation and positive analyst coverage [2] Financial Performance - SolarEdge reported a non-GAAP loss per share of $3.52 on revenue of $196.2 million, which was approximately $7 million above Wall Street's average estimate for sales, although the adjusted loss per share was $1.86 higher than forecasted [3] - Revenue declined by 17% year-over-year, but the company generated $26 million in free cash flow, significantly surpassing market expectations [4] Analyst Reactions - Following the Q4 report, analysts raised price targets for SolarEdge, with UBS increasing its one-year target from $18 to $22 per share, citing favorable demand indicators and cost-cutting initiatives [5] - Despite the price target increase, UBS maintained a neutral rating, highlighting challenges such as an inventory glut in Europe and Tesla's market share gains in California [6] Future Guidance - For the first quarter, SolarEdge is guiding for sales between $195 million and $215 million, indicating a sequential quarterly sales growth of approximately 4.5% at the midpoint of the guidance range [7] - The stock remains down about 76% over the past year, but potential substantial gains could occur if the company achieves consistent sequential growth in upcoming quarters [7]