For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alongsi ...

Revenue Breakdown - Revenues from the sale of Power Optimizers represented 41.4%, 34.9%, and 30.3% of total revenues for the years ended December 31, 2025, 2024, and 2023, respectively[34]. - Revenues from the sale of inverters represented 28.2%, 27.5%, and 46.2% of total revenues for the years ended December 31, 2025, 2024, and 2023, respectively[44]. - In 2025, Consolidated Electrical Distributors, Inc. accounted for 18.6% of SolarEdge's revenues, highlighting reliance on key customers[84]. Product Offerings and Innovations - The SolarEdge ONE platform optimizes energy usage for residential systems, allowing homeowners to store solar energy at cost-effective times and improve ROI[27]. - The commercial SolarEdge ONE capabilities include synchronization of production, consumption, and storage to enhance operational efficiencies and lower maintenance costs[28]. - The DC optimized inverter system allows for direct storage of solar energy in batteries, eliminating energy loss associated with conversions and improving overall ROI[30]. - The SolarEdge Power Optimizers are designed to operate in harsh environments and carry a 25-year product warranty[34]. - The company plans to launch the SolarEdge Duo Power Optimizer featuring dual input design for enhanced system performance[41]. - The SolarEdge TerraMax™ inverters are designed for ground mount installations, supporting configurations for community solar and floating PV[43]. - The company has expanded its offerings to include energy storage systems, EV chargers, and energy management software through organic growth and acquisitions[24]. - The company is launching the next-generation SolarEdge Nexis Inverters, with the 3-phase model providing between 8-20 kW and the 1-phase model providing 3.8-13 kW for residential markets[49]. - The SolarEdge Home Battery 400V offers a capacity of 10 kWh and can scale up to 3 batteries per inverter, while the 48V version provides 4.6/4.85 kWh and can scale up to 5 batteries[51]. - The CSS-OD 197 commercial battery solution has a capacity of 197 kWh and can scale up to 4 MWh per site, designed for maximum electricity savings and backup power[59]. - The SolarEdge ONE EV Charger supports both residential and commercial installations, designed for flexible configurations and integration with the SolarEdge ecosystem[66]. - The SolarEdge ONE for Residential energy optimization system adapts to real-time market and weather changes, optimizing energy use and maximizing savings[69]. - The company plans to introduce the SolarEdge Nexis Battery with a capacity of 4.65 kWh, scalable up to 78.4 kWh per inverter, designed for backup power during outages[55]. - The SolarEdge monitoring platform collects and analyzes data from inverters and Power Optimizers, enabling performance monitoring at various levels[72]. - The SolarEdge Go app streamlines installation and management for installers, enhancing efficiency and reducing downtime[74]. - The company is developing new features for its smart energy management solutions, including the SolarEdge ONE Controller for commercial applications[70]. - In 2025, SolarEdge continued to enhance its product offerings, including the release of the Mapper Application for efficient PV site registration, which aids in remote diagnostics and reduces maintenance costs[75]. - The SetApp application is being replaced by SolarEdge Go to streamline inverter activation and configuration during commissioning, improving installation efficiency[76]. Manufacturing and Operations - Manufacturing operations have shifted to the U.S. with inverters produced in Texas and Florida, and battery manufacturing ramping up in Utah, in response to the Inflation Reduction Act[90]. - SolarEdge is actively automating its manufacturing processes to improve efficiency and product innovation, reflecting a commitment to leveraging technology in production[92]. - The company has relocated contract manufacturing to the U.S., with a significant portion of products now manufactured domestically, while still sourcing critical subcomponents from abroad[122]. - The company relies heavily on a small number of contract manufacturers, which poses risks related to production capacity and quality control[188]. - The company has engaged two contract manufacturers in the U.S. to ramp up production in response to the IRA, but this process is dependent on various logistical factors[191]. Financial Performance and Challenges - The company incurred a net loss of $405.4 million for the year ended December 31, 2025, and a net loss of $1.806 billion for the year ended December 31, 2024, indicating ongoing financial challenges[145]. - There was a slowdown in demand for the company's products beginning in the third quarter of 2023, with substantial unexpected cancellations and push-outs from European distributors[145]. - Despite the demand slowdown, the company saw an increase in sales in the year ending December 31, 2025, attributed to more normalized channel inventory in the U.S. and Europe[145]. - The company may incur significant inventory write-downs due to overproduction or changes in anticipated order volumes, which could materially impact financial condition[163][164]. - The company has observed financial distress among some customers and installers, which could lead to write-offs of debts and negatively impact financial performance[201]. - The company has faced unexpected cancellations and financial distress among customers, including the bankruptcy of Posigen, Inc., which has impacted order volumes and financial performance[163][178]. - The company’s operating expenses, including research and development, are planned based on customer demand estimates, which may not be accurate, leading to potential financial harm[165]. - The company may not realize expected benefits from its cost reduction and restructuring efforts, which could adversely affect profitability[207]. Market Conditions and Risks - The solar energy market experiences seasonal fluctuations, particularly in winter months, which can affect the timing of product orders[124]. - The company continues to monitor trade regulations and tariffs that could impact its business operations and the pricing of its products in various markets[121][123]. - The solar industry is experiencing fluctuating demand, with significant cancellations and push-outs of orders, particularly in Europe, leading to a downturn that began in the second half of 2023 and is expected to continue through 2025[163]. - Increased competition from both traditional and new entrants in the solar market is expected to intensify, potentially affecting market share and profitability[174][175]. - The company is facing risks related to increased competition and changes in the global trade environment, including potential tariffs and regulatory changes[141]. - The evolving conflict in Israel and geopolitical conditions could disrupt the company's operations and affect its ability to develop and sell products[141]. - Macroeconomic conditions, including inflation and rising interest rates, are adversely affecting customer willingness to invest in solar energy products, potentially leading to reduced demand[166][171]. - The company relies heavily on distributors for visibility into end-customer demand, which can lead to inaccuracies in forecasting and planning if distributor information is incorrect or incomplete[162]. Corporate Governance and Social Responsibility - The company’s sustainability strategy aligns with 10 United Nations Sustainable Development Goals (SDGs), focusing on affordable clean energy[126]. - The company aims to maintain ethical conduct throughout its value chain and improve resource efficiency as part of its corporate social responsibility initiatives[131]. - The company has established a zero-injury culture in workplace safety, adhering to ISO 45001:2018 standards for occupational health and safety[134]. - The training portal, Edge Academy, hosted over 161,263 learners in 2025, demonstrating SolarEdge's commitment to educating its installer base[86]. - The company has implemented workforce reductions globally as part of its Restructuring Plans to align with current market conditions[206]. Cybersecurity and Operational Risks - The company has faced cybersecurity incidents that could harm its reputation and financial condition, despite efforts to protect data integrity[209]. - The company has faced challenges related to unauthorized access to its networks, which could result in significant costs and reputational harm[212]. - The company has experienced executive leadership transitions, including the resignation of the former CEO and the appointment of new executives, which may disrupt operations[218]. Geopolitical Factors - Political and military conditions in Israel have disrupted the company's operations, impacting workforce availability and potentially increasing shipment costs[219]. - The company may be forced to cease operations if the current war situation escalates, leading to delays in product distribution and sales[221]. - Several countries in the Middle East restrict business with Israeli companies, which could adversely affect the company's operations and sales in the region[222]. - The establishment of hostile regimes in neighboring states could further limit the company's ability to sell products in the region[222]. - The company's directors and employees in Israel are subject to military reserve duty, which may disrupt operations during emergencies[221].

光伏行业洗牌加剧：跨界企业退市破产，国资"掐尖"接盘优质资产，格局重塑。 2025年4月，ST嘉寓和ST旭蓝发布了终止上市公告，成为A股当年首批面值退市的光伏企业 。与此同时，甘肃金刚光伏因逾8000万元借款逾期 被法院强制执行，四家下属公司申请重整 。但在另一个维度，曾折戟IPO的一道新能却迎来了新主人——衢州国资通过旗下公司取得不少于 34.05%的表决权，实现单独控股 。同样是光伏企业，有人倒在黎明前的血泊中，有人在国资"输血"后获得喘息。 2025光伏行业部分破产企业： | 时间 | 174 | 破产类型 | No | | --- | --- | --- | --- | | 1月3日 | 宿迁阳力能光伏有限公司 | 破产申请 | 江苏宿计 | | 1月7日 | 梓亦光伏(上海)有限公司 | 破产申请 | 上海 | | 1月9日 | 深圳市英威腾交通技术有限公司 | 破禁止鋁 | 广东深圳 | | 4月2日 | 太一光伏科技(常州)有限公司 | 破产申请 | 江苏常外 | | 4月8日 | 南阳德才光伏发电有限公司 | 破产申请 | 河南方城 | | 4月28日 | 华东光能科技(徐州)有限公司 | 破 ...

SolarEdge Technologies stock is surging to new heights today. What’s driving SEDG stock higher?SolarEdge Outperforms Tech Sector With Bullish TrendsToday, SolarEdge Technologies is putting in a strong performance, easily outpacing much of the technology sector, which is up 0.59%. The move also lines up with broader market strength, with both the Nasdaq and S&P 500 trading higher. The stock's momentum appears to be driven by improving technical signals and a renewed wave of bullish sentiment across tech.Sola ...

Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23x [1] - The focus is on income-oriented investments, particularly in lower-risk firms that provide steady dividend payouts [1] - The company specializes in providing research on the energy, shipping, and offshore markets, indicating a strong expertise in these sectors [1] Group 2 - SolarEdge Technologies, Inc. (SEDG) is mentioned as a company previously covered, suggesting ongoing interest and updates regarding its performance [2] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, indicating a broadening of focus beyond just technology stocks [3] - The analyst has a background in auditing and trading, which adds credibility to the research provided [3]

Core Insights - SolarEdge Technologies, Inc. (SEDG) reported a narrower adjusted loss of 14 cents per share for Q4 2025, improving from a loss of $3.52 per share in the prior-year quarter and better than the Zacks Consensus Estimate of a loss of 63 cents [1][8] - For the full year 2024, SEDG incurred an adjusted loss of $2.38 per share, which was also narrower than the Zacks Consensus Estimate of a loss of $2.65, and improved from a loss of $22.99 per share in the previous year [2] Revenue Performance - SEDG's revenues for Q4 2025 reached $335.4 million, exceeding the Zacks Consensus Estimate of $325 million by 3.2% and representing a 70.9% increase from $196.2 million in the same quarter last year [3][8] - For the full year 2024, the company generated revenues of $1.18 billion, significantly higher than the prior year's $0.90 billion, aligning with the Zacks Consensus Estimate [3] Operational Highlights - In Q4 2025, SEDG shipped approximately 98.8 thousand inverters, 2.87 million optimizers, and 280 MWh of batteries for PV applications [4][8] - The company reported an adjusted gross profit of $74.5 million, a significant recovery from an adjusted gross loss of $112.3 million in the prior-year period [4] - Adjusted operating expenses decreased by 18.9% year over year to $122.8 million [4] Financial Performance - As of December 31, 2025, SEDG had cash and cash equivalents of $455.1 million, up from $274.6 million a year earlier [6] - Total long-term liabilities increased slightly to $951.2 million from $930.8 million as of December 31, 2024 [6] - The net cash provided by operating activities in 2025 was $104.3 million, compared to cash used of $313.3 million in the previous year [6] Q1 2026 Guidance - SEDG expects revenues for Q1 2026 to be in the range of $290-$320 million, with the Zacks Consensus Estimate at $291.7 million, which is lower than the midpoint of the company's guidance [7][9] - Adjusted operating expenses are projected to be between $88-$93 million, with an expected adjusted gross margin of 20-24% [9]

SolarEdge Technologies (SEDG) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $3.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +25.85%. A quarter ago, it was expected that this photovoltaic products maker would post a loss of $0.38 per share when it actually produced a loss of $0.31, delivering a surprise of +18.42%.Over the last four qua ...

SolarEdge Technologies (NasdaqGS:SEDG) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAsaf Alperovitz - CFOBrian Lee - Chief Risk OfficerChris Dendrinos - VPColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchCorinne Blanchard - DirectorDavid Arcaro - Executive Director of Equity ResearchDylan Nassano - Senior Vice PresidentJ.B. Lowe - Head of Investor RelationsShuki Nir - CEOConference Call ParticipantsJulien Dumoulin-Smith - Research An ...

SolarEdge Technologies (NasdaqGS:SEDG) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAsaf Alperovitz - CFOBrian Lee - Chief Risk OfficerChris Dendrinos - VPColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchCorinne Blanchard - DirectorDavid Arcaro - Executive Director of Equity ResearchDylan Nassano - Senior Vice PresidentJ.B. Lowe - Head of Investor RelationsShuki Nir - CEOConference Call ParticipantsJulien Dumoulin-Smith - Research An ...

SolarEdge Technologies (NasdaqGS:SEDG) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Speaker10This 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. You may listen to a webcast replay of this call by visiting the Event ...