SMA Solar Technology

SMA Solar’s share is slowly regaining ground after heavy losses in mid‑October, ahead of the Q3 2026 results due in about two weeks. The company raised its full‑year targets significantly in July, so operational metrics are expected to be robust. Uncertainty remains because CEO Jürgen Reinert has been ill since mid‑September, and his absence is worrying investors. » Mais em finanzen.net

From 1 November, EU-funded solar parks may no longer install Chinese inverters, affecting around 14–18% of planned purchases through 2030 and roughly 4–5 gigawatts of upcoming orders. European suppliers such as SMA Solar, Ingeteam and Power Electronics are likely to profit; SMA expects about a ten percent increase in market share. SMA recently opened a production site in Niestetal (60 GW annual capacity) and sources only 2–4% of its parts from China, so manufacturers believe supply bottlenecks can be avoided. Concrete effects will only become visible with delay due to long project timelines, and further measures like the Cyber-Security-Act 2 could influence the market further. » Mais em wiwo.de

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. » Mais em 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. » Mais em 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. » Mais em finanzen.net