Solaredge Technologies Inc banner

Solaredge Technologies Inc
F:2ED

Watchlist Manager
Solaredge Technologies Inc Logo
Solaredge Technologies Inc
F:2ED
Watchlist
Price: 28.75 EUR 0.88% Market Closed
Market Cap: €1.6B

Solaredge Technologies Inc
Investor Relations

SolarEdge Technologies makes the hardware that sits at the center of a solar energy system. Its main products are inverters, power optimizers, batteries, and monitoring tools that help solar panels turn sunlight into usable electricity and track how each panel is performing. It also sells EV charging equipment and related energy-management products. Its main customers are solar installers, distributors, and other channel partners that buy equipment for homes, businesses, and some larger solar projects. SolarEdge usually makes money by selling its hardware and, in some cases, software and monitoring services that go with those systems. The company is not a solar panel maker; it sells the electronics that connect the panels to the grid and manage power flow. What makes SolarEdge different is its focus on panel-level power electronics. Instead of treating a rooftop solar array as one big system, its products let installers monitor and control each panel more closely, which can improve system visibility and design flexibility. That makes the company an important supplier in the solar value chain, especially for customers who want more control over how their solar equipment performs.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 5, 2026
AI Summary
Q2 2026

Revenue: SolarEdge said second-quarter revenue rose 20% year over year to $346 million, with no significant pull-forward from safe harbor transactions.

Profitability: The company reached non-GAAP operating profitability for the first time in nearly 3 years, helped by stronger gross margin and strict cost control.

Outlook: Third-quarter revenue is guided to $310 million to $340 million, with Europe expected to decline about $15 million at the midpoint and U.S. demand still soft.

Market backdrop: Residential demand in the U.S. remained weak because of slower tax equity funding and uncertainty around FEOC, while U.S. C&I and Europe showed much better momentum.

Nexis: Management said Nexis is starting to ramp in Europe and will begin rolling out in the U.S. in Q3, with strong feedback from installers and financing platforms.

AI infrastructure: SolarEdge said its SST data center offering is moving from development to demonstrations, with a working lab prototype targeted by year-end, pilots in 2027 and revenue expected in 2028.

Key Financials
Revenue
$346.2 million
Gross margin
27.5%
Gross margin
28.6%
Operating expenses
$111.2 million
Operating income
$10.2 million
Net income
$3.6 million
Net loss
$30.8 million
Earnings per share
$0.05
Cash, cash equivalents and marketable securities
$601.6 million
Free cash flow
$3.1 million
Capital expenditures
$12 million
U.S. revenue
$154.9 million
Europe revenue
$154.4 million
International market revenue
$36.9 million
IEEPA tariff refunds
$13.3 million
Q3 Europe sequential impact
about $15 million
Q2 Nexis shipments in Europe
more than $60 million
Q2 upsell activities
more than $20 million
Q3 gross margin guidance
approximately 22% to 26%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Ronen Faier CPA
Interim Chief Executive Officer
No Bio Available
Mr. Yoav Galin
VP of Research & Development and Founder
No Bio Available
Mr. Meir Adest
Co-Founder
No Bio Available
Mr. Uri Bechor
Chief Operating Officer
No Bio Available
Ms. Rachel Prishkolnik
VP, General Counsel & Corporate Secretary
No Bio Available
Mr. Zvi Lando
Special Advisor & Director
No Bio Available
Mr. Ariel Porat
Chief Financial Officer
No Bio Available
Mr. Ilan Yoscovich
Chief Technology Officer
No Bio Available
Mr. John Booth Lowe C.F.A.
Head of Investor Relations
No Bio Available
Mr. Yehoshua Nir
Chief Marketing Officer
No Bio Available

Contacts

Address
Herzliya
1 HaMada St., POB 12001
Contacts
+97299576620.0
www.solaredge.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett