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Solaredge Technologies, Inc. (SEDG) stock

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NASDAQ: SEDG Nasdaq Semiconductors Next results ~November 4, 2026

Solaredge Technologies, Inc. is a US-listed company in the semiconductors industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$26

Valuation models combined (2)

Base case. Range ~$12–$53. Weighted average of 2 models (forward price-to-earnings vs peers, forward price-to-sales vs peers).

Price vs value

No Buy/Hold/Sell rating is issued: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Solaredge Technologies, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 2 sales by directors and officers, last 12 monthsInsider trades
  • Funds178 adding, 160 cuttingOf 51 active managers that changed their stake, 17 added; quarter to June 30, 2026Fund buyers and sellers

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 1195% in the quarter to 2026-06-30, the 3rd beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

Nothing in Solaredge Technologies, Inc.'s latest figures clears our strength thresholds.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Volatile shares. Over the past year the shares showed annualised volatility of 98% and a beta of 2.4 against the S&P 500.
  • Heavily shorted. 20.7% of the shares available to trade are sold short (4.3 days of average volume to cover).
  • Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 48.8% over 90 days.

Latest results

Earnings per share
$0.05 against an average estimate of $0.00: beat by 1195.3%
Share reaction
-33.0% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Next report
November 4, 2026; average EPS estimate $0.04

Solaredge Technologies' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.5%
  • 1 week-4.5%
  • 1 month-8.7%
  • This year+4.7%
  • 1 year-13.9%
  • 5 years-91.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Earnings

Last results
August 5, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Announcement
  3. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Solaredge Technologies, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Valuation models

We value Solaredge Technologies, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 11.9%: the 10-year Treasury yield (4.9%) plus a beta of 1.54 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: no revenue, margin or share count to start from
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$12 ~$11–$21 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: no twelve-month earnings or share count in the filings yet
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: no twelve-month earnings or share count in the filings yet
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$53 ~$54–$150 Included, half weight
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Combined value Weighted average of the models that apply: the primary model (growth cash-flow model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$26 ~$12–$53 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Solaredge Technologies, Inc. with Semiconductors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, before the open. Analysts expect revenue of $327m and EPS of $0.04 (range −$0.28 to $0.37) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$0.35 +85% $1.3bn +10%
Next $0.80 +327% $1.4bn +10%

Next year's EPS estimate has moved −48.8% in 90 days, across 22 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −507.7% on 90 days ago. In the last 30 days, 5 analysts raised Solaredge Technologies, Inc.'s forecast and 8 cut it.

Consensus EPS forecast Solaredge Technologies, Inc., last 90 days
−$0.50 $0.00 $0.50 $1.00 $1.50 $2.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.09 Current fiscal year, 60 days ago: −$0.33 Current fiscal year, 30 days ago: −$0.35 Current fiscal year, 7 days ago: −$0.35 Current fiscal year, Now: −$0.35 −$0.35 Next fiscal year, 90 days ago: $1.56 Next fiscal year, 60 days ago: $0.97 Next fiscal year, 30 days ago: $0.86 Next fiscal year, 7 days ago: $0.80 Next fiscal year, Now: $0.80 $0.80

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.09$1.56
60 days ago −$0.33$0.97
30 days ago −$0.35$0.86
7 days ago −$0.35$0.80
Now −$0.35$0.80

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.00 $0.05 +1195.3%
Mar 2026 −$0.27 −$0.43 −59.9%
Dec 2025 −$0.24 −$0.14 +40.5%
Sept 2025 −$0.42 −$0.31 +26.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

25 analysts, Oct 2026
Buy28%
Hold1976%
Sell416%

Monthly trend

  1. Oct 2026219325
  2. Sep 2026319326
  3. Aug 2026219325
  4. Jul 202621326

Counts of recommendations published by analysts covering Solaredge Technologies, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
20.7%
of tradable shares
Days to cover
4.3
at average volume
Short interest, 1 month
−6%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
1.1%
of shares
Employees
3,576
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
SEDG−12%+1%−67%−86%+112%+5%
Industry peers (median)+36%−39%+16%−9%+16%+17%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
SEDG33%50%25%25%58%46%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
SEDG−44%−47%−80%−89%−41%−62%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 97% from November 15, 2021 to November 19, 2024. Getting back needed a 3420% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$28.47 – $78.51
From 52-week high
−61.5%
vs 50-day average
−8.1%
vs 200-day average
−28.6%
Volatility (1 year)
98%
Beta vs S&P 500
2.44

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
4 up, 8 down
typical move ±12.7%
After a week
5 up, 7 down
typical move ±17.8%
After a month
6 up, 6 down
typical move ±22.7%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 −33.0% −0.4% −34.3% −30.7%
May 6, 2026 −13.5% +1.1% −4.2% +41.5%
February 18, 2026 −5.8% +0.2% +14.3% +23.0%
November 5, 2025 +22.2% −0.7% +33.6% −7.2%
August 7, 2025 −3.3% +0.7% −0.5% +29.7%
May 6, 2025 +14.3% −0.4% +40.5% +37.3%
February 19, 2025 +7.4% −0.2% +9.5% +1.1%
November 6, 2024 −21.1% +3.3% −35.9% −32.3%
August 7, 2024 −4.3% +1.6% −6.4% −18.5%
May 8, 2024 −10.3% +0.6% −12.5% −21.2%
February 20, 2024 −12.8% −0.5% −18.5% −23.1%
January 22, 2024 +4.0% +0.5% +3.1% +7.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms . Generated November 3, 2026. Definitions in our methodology.

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Optimizers $490M 41.4% ▲ 55.6%
Inverters $334M 28.2% ▲ 34.8%
Batteries For Pv Applications $285M 24.1% ▲ 49.8%
Other Products $52.8M 4.5% ▼ 41.8%
Energy Storage Systems $16.4M 1.4% ▼ 67.1%
Communication $6M 0.5% ▲ 11.2%
Mobility Components and Telematics $167,000 0.0% ▼ 93.0%
Geography
Region Revenue Share YoY
United States $718M 60.6% ▲ 89.2%
Europe Except Netherlands $318M 26.8% ▼ 1.6%
Others $149M 12.5% ▼ 25.4%

From Solaredge Technologies, Inc.'s 10-K filed February 25, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$3.5B
Institutions reporting
345
Shares held vs prior quarter
▼ 3.5%
Positions opened / closed
70 / 48

Top buyers and sellers, Q2 2026: 178 institutions bought and 160 sold ; the biggest buyer was Harel Insurance Investments & Financial Services Ltd (+2.3M shares) and the biggest seller Two Sigma Investments, LP (−1.9M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $560M 9.6M 16.2% ▲ 13.5%
Invesco Ltd. $152M 2.6M 4.4% ▼ 1.4%
UBS Group AG $144M 2.5M 4.2% ▼ 5.3%
Menora Mivtachim Holdings Ltd. $140M 2.4M 4.0% ▼ 13.7%
Harel Insurance Investments & Financial Services Ltd. $138M 2.4M 4.0% ▲ 31143.4%
Vanguard Portfolio Management LLC $126M 2.2M 3.6% ▼ 4.9%
State Street Corp $103M 1.8M 3.0% ▲ 0.7%
American Century Companies Inc $100M 1.7M 2.9% ▲ 120.6%
Migdal Insurance & Financial Holdings Ltd. $98.8M 1.7M 2.9% ▲ 78.8%
Legal & General Group PLC $76.1M 1.3M 2.2% ▲ 39.2%
Goldman Sachs Group Inc $75.3M 1.3M 2.2% ▼ 0.7%
Grantham, Mayo, Van Otterloo & Co. LLC $72.7M 1.2M 2.1% ▼ 44.3%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Solaredge Technologies, Inc.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $99,473 2 trades by 1 insider · 0% under pre-set plans
Net ▼ $99,473 net selling
Insider Date Trade Shares Price Value
Avery More Director May 7, 2026 Sell 1,355 $39.20 $53,116
Avery More Director May 7, 2026 Sell 1,211 $38.28 $46,357

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 9 trades and filings

No trades in Solaredge Technologies, Inc. disclosed in the last 12 months; 9 earlier trades on record.

  • Lois Frankel(D-FL 22):Sale (full), $1,001 - $15,000, traded August 4, 2023, filed August 26, 2023
  • Lois Frankel(D-FL 21):Sale (partial), $1,001 - $15,000, traded September 19, 2022, filed October 24, 2022
  • Lois Frankel(D-FL 21):Sale (partial), $1,001 - $15,000, traded March 8, 2022, filed April 6, 2022

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 6, 2026
  • February 18, 2026
  • November 5, 2025
  • August 7, 2025
  • May 6, 2025

Recent SEC filings

Data status

When each part of this page on Solaredge Technologies, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Solaredge Technologies, Inc. in brief

What does Solaredge Technologies, Inc. do?
Solaredge Technologies, Inc. is a US-listed company in the semiconductors industry. Its financial year ends in December.
What is Solaredge Technologies, Inc.'s stock ticker?
Solaredge Technologies, Inc. trades under the ticker SEDG on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
Who are Solaredge Technologies, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Invesco Ltd. and UBS Group AG. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Are insiders buying or selling Solaredge Technologies, Inc. stock?
Over the last 12 months, Solaredge Technologies, Inc.'s directors and officers reported 0 open-market purchases and 2 sales on Form 4. The insider trading page charts every trade.
When is Solaredge Technologies, Inc.'s next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Solaredge Technologies, Inc. announces its own schedule.