SolarEdge Technologies

SolarEdge’s stock fell about 9% on Thursday after comments by CEO Shuki Nir at an investor day. The company expects fourth-quarter 2026 results to be slightly below third-quarter levels but confirmed its Q3-2026 guidance. The lower outlook dampened investor sentiment and triggered the share-price decline. » More on de.investing.com

SolarEdge and Infineon have agreed to expand their partnership to develop semiconductor protection switches (SSCB) for 800‑volt direct‑current architectures in AI hyperscale data centers. The solution combines SolarEdge’s DC power electronics with Infineon’s CoolSiC silicon‑carbide JFETs and is designed to isolate fault currents within a few microseconds without mechanical contacts, prevent arcs and protect expensive server hardware. SolarEdge aims to extend its position beyond its core PV business into the higher‑margin AI infrastructure market, although it is unclear how quickly the technology will translate into material revenues and an operational turnaround. » More on deraktionaer.de

SolarEdge stock has risen 19% year-to-date, outpacing Enphase (up 13%) and First Solar (down 22%) as 2026 performance was driven by U.S. tax-credit policy shifts rather than fundamentals. Expiration of the Section 25D residential credit hit U.S. residential demand—Enphase reported a 34% drop in U.S. sell-through—while First Solar faced securities litigation and uncertainty over backlog conversion and 45X credit assumptions. SolarEdge returned to non-GAAP profitability, captured large U.S. commercial share, and is expanding its Nexus platform and AI power initiatives, but the group remains highly sensitive to policy and tariff headlines. » More on finance.yahoo.com

UBS upgrades SolarEdge from "Neutral" to "Buy" and raises the price target from $36 to $42, backed by raised EBITDA estimates for 2027 and 2028. The bank cites the FCC rule, which places new, foreign-made inverters on the "Covered List" and is therefore likely to tighten supply and give US-focused suppliers like SolarEdge significant pricing power and market-share gains. The stock rose about 5.6% in premarket trading but remains well below its 52-week high. » More on de.investing.com

SolarEdge reported Q2 revenue up 19.6% to $346 million and adjusted EPS of $0.05. Adjusted gross margin improved to 28.6%, but free cash flow fell to $3.1 million. The Q3 outlook of $310–340 million (market expectation $367 million) and an expected gross margin of 22–26% triggered the stock slide of more than 20%. Management notes that tariff refunds and possible pull-forward effects are not included in the guidance. » More on deraktionaer.de