SMA Solar Technology

Chinese plans to impose export restrictions on certain solar technologies are weighing on the solar industry and have recently put pressure on the SMA Solar share price. SMA manufactures inverters in Kassel and benefits from EU and US import restrictions on Chinese inverters, but since May 2026 it has been linked with Chinese supplier Hyperstrong on storage systems. The new export limits could affect the cooperation with Hyperstrong; SMA plans to comment on possible impacts in its Q3 figures on November 12. Technically the share has recently eased but remained above the 200-day line at around €50.60. » More on finanzen.net

SMA Solar has seen a marked recovery since October 2025; the stock has more than doubled. In the first half of 2026, incoming orders rose to around €1.75 billion and the company raised its full-year forecast, confirming the operational recovery. The stock's relative strength activated the TSI approach in October 2025; the TSI fund then realized a gain of 123 percent and bundles this trend strategy in ongoing fund management. » More on deraktionaer.de

SMA Solar has opened an €80m manufacturing plant with over 60 GW of annual capacity to handle strong incoming orders. As of 30 June the order backlog stood at around €1.8bn versus €1.2bn a year earlier, driven mainly by storage solutions. For 2026 the company targets revenue of €1,625–1,725m; after H1 revenue of €686.6m, roughly €1bn is still needed. CEO Jürgen Reinert is out sick, and Olaf Heyden will temporarily assume his duties as management board spokesperson. » More on finanzen.net