US · Technology · Solar
EPS came in at -0.26 against a street estimate of -0.23 — a miss of 13.0%.
Analysts rate SolarEdge Technologies Inc a hold (3 buy, 19 hold, 4 sell out of 26) with an average price target of $38.16.
CONFIDENT SolarEdge returned to non-GAAP operating profitability after 3 years, grew Q2 revenue 20% YoY to $346M, and expanded gross margin for sixth consecutive quarter. U.S. residential softness persists; Europe surged 36% QoQ. Nexis platform rolling out; AI data center SST advancing to proof-of-concept. Q2 2026 U.S. revenue down 2% QoQ amid residential weakness; Europe surged 36% QoQ on storage demand and net metering anticipation. Analysts pressed on safe harbor pull-forward (why SolarEdge avoided it vs. peers), FCC compliance risk to Nexis, and Q4 seasonality. Management emphasized customer preference for aligned demand-pull model, U.S. manufacturing compliance, and held back Q4 outlook citing offsetting storage upside and Nexis ramp-up. 2026-08-05…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 15.57% |
| Amvescap Plc. | 4.22% |
| UBS Group AG | 4.02% |
| MENORA MIVTACHIM HOLDINGS LIMITED | 3.89% |
| Harel Insurance Invests & Fin Srvcs Ltd | 3.83% |
| Vanguard Portfolio Management, LLC | 3.51% |
| State Street Corp | 2.86% |
| American Century Companies Inc | 2.79% |
| Document | Date |
|---|---|
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • SolarEdge Technologies’ Chief Revenue Officer, Daniel Huber, notified the board on October 1, 2026 that he is resigning. • Hi | 2026-10-05 |
| Reg FD disclosure · Q3 2026 SOLAREDGE TECHNOLOGIES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No financial results or specific numbers disclosed in this filing • Document date | 2026-09-10 |
| Quarterly report · Q2 2026 SOLAREDGE TECHNOLOGIES, INC. — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q2 2026: $346.2M (up 19.7% vs Q2 2025: $289.4M) • Revenue H1 2026: $6 | 2026-08-05 |
| Results announced · Q3 2026 SOLAREDGE TECHNOLOGIES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $346.2 million – up 19.6% year-over-year and up 11.5% sequential | 2026-08-05 |
| Board / officer change · Q2 2026 SOLAREDGE TECHNOLOGIES, INC. - FORM 8-K SUMMARY OTHER NOTABLE POINTS • CFO Departure: Asaf Alperovitz stepped down as Chief Financial Officer effect | 2026-06-25 |
| Shareholder vote results · Q2 2026 SOLAREDGE TECHNOLOGIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 3, 2026 • Total votes cast across proposals: | 2026-06-04 |
| Board / officer change · Q2 2026 SOLAREDGE TECHNOLOGIES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • CFO Transition Date: Asaf Alperovitz steps down as Chief Financial Officer effect | 2026-05-11 |
| Quarterly report · Q1 2026 SOLAREDGE TECHNOLOGIES, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $310.5 million (Q1 2026) vs. $219.5 million (Q1 2025) — 41.5% incre | 2026-05-07 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.