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SolarEdge Technologies (SEDG) closed at $34.67 in the latest trading session, marking a -3.69% move from the prior day.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 4.5% has fallen short of the S&P 500’s 14% rise.

Solar stocks are surging Thursday with no earnings, no analyst upgrades, and no policy news to explain the move. The ordering of who is rising most reveals something specific about what this rally actually is.

On 9 September 2026, SolarEdge Technologies announced it had extended its collaboration with Infineon Technologies to use Infineon’s silicon carbide JFET devices in ultra-fast solid-state circuit breakers for 800 VDC distribution in AI and hyperscale data centers. This move highlights Infineon’s role in enabling DC-native, grid-to-rack power architectures for AI infrastructure, targeting faster fault protection, higher efficiency, and lower environmental impact in power-hungry data...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at SolarEdge (NASDAQ:SEDG) and the best and worst performers in the renewable energy industry.

On September 10, SolarEdge Technologies (NASDAQ:SEDG) said the medium-voltage to 800 VDC conversion stage of its data center power system is now running under load in its own labs, with full-path validation underway. Alongside that milestone, the company published a joint white paper with NVIDIA laying out how to protect and ground 800 volt direct […]

SolarEdge Technologies (NASDAQ:SEDG) outlined plans to expand its residential and commercial solar business while pursuing a new power-conversion opportunity in artificial intelligence data centers, targeting $2.4 billion in revenue and a 35% gross margin by 2029. During the company’s Investor Day,

In the latest trading session, SolarEdge Technologies (SEDG) closed at $34.68, marking a -5.63% move from the previous day.

SolarEdge Technologies' (SEDG) outlook points to continued revenue and margin growth in its core sol

At its Investor Day, SolarEdge laid out a multi-year financial roadmap and showed further progress in its push into power infrastructure for AI data centers, per TheFly.

As the U.S.-Iran conflict intensifies, SAIC, SolarEdge, and Marathon Petroleum show divergent results, with defense IT and refining gains contrasting solar's mixed outlook.

Three of solar's biggest names traded in completely different directions in 2026, and the one posting the worst losses also happens to be the most profitable of the group. Find out what policy shocks and platform bets separated the winners from the losers.

In the past quarter, SolarEdge Technologies reported a second-quarter 2026 adjusted earnings beat with revenue growth in Europe and U.S. commercial markets, returning to adjusted operating profitability for the first time since second-quarter 2023 thanks to improved gross margins and tariff benefits. An interesting twist is that, despite this profitability rebound, the company issued third-quarter 2026 revenue guidance below analyst expectations, prompting analysts to revise estimates...

The Fair Value Estimate for SolarEdge Technologies has shifted from US$45.25 to US$38.45. This change highlights a reassessment of what some analysts see as a reasonable price target range for the stock. This move sits alongside a divided Street view, with some analysts focused on potential benefits from inverter restrictions and European demand, while others emphasise softer guidance and U.S. residential weakness. As you read on, you will see how these moving pieces fit together and how to...

SolarEdge (SEDG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

President Donald Trump recently signed an order that could benefit SolarEdge.

On Wednesday, U.S. President Donald Trump signed an emergency order to ban the American purchase or installation of certain foreign, bulk-power system electrical equipment, and associated software.

Shares of solar power systems company SolarEdge (NASDAQ:SEDG) jumped 9% in the afternoon session after UBS upgraded the stock from Neutral to Buy and raised its price target from $36 to $42, implying a nearly 41% upside from the previous close, a CNBC report revealed.

Intuit downgraded, SolarEdge upgraded: Wall Street's top analyst calls

UBS said FCC restrictions on foreign-made power inverters could tighten U.S. inverter supplies and help SolarEdge capture market share.

SolarEdge Technologies has had a very rough ride over the last few years, yet today the valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market based multiples still screen the stock as relatively inexpensive. The share price has fallen about 89.4% over the past 5 years, which puts the current valuation in the context of a very steep long term drawdown. Future revenue growth and cash flow recovery expectations can support the...

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

SolarEdge stock reacts to rising Treasury yields and solar financing pressure SolarEdge Technologies (SEDG) stock came under pressure after a jump in long term Treasury yields raised the sector’s cost of capital, creating challenges for financing utility projects and residential solar borrowers. See our latest analysis for SolarEdge Technologies. At around US$30.90, SolarEdge Technologies’ recent share price weakness has been sharp, with the 1 month share price return down 38.53% and the 3...

In recent trading, SolarEdge Technologies and other solar names fell after long‑term US Treasury yields climbed, raising sector-wide financing costs and pressuring project economics. This moved attention away from earlier optimism tied to a White House proclamation on duties and minimum import prices for polysilicon products. The episode highlights how shifts in benchmark government yields can quickly strain both utility‑scale developers’ cost of capital and loan affordability for...

A number of stocks fell in the afternoon session after surging long-term Treasury yields crushed the group's cost-of-capital outlook.

SolarEdge’s second quarter results were marked by notable year-over-year revenue growth and a return to non-GAAP operating profitability, but the market responded negatively, reflecting lingering concerns about the company’s near-term trajectory. Management attributed the quarter’s performance to progress in operational efficiency, product rollouts, and increasing demand for storage solutions—particularly in Europe, where anticipation of electricity price hikes and policy changes fueled both sol

Hello, Reader. Contrarian investing naturally draws a lot of heat for going “against” market trends, and sometimes for good reason. Simply being a contrarian without purpose is a losing strategy. That is why, although some of my recommendations can seem “against” the grain, I consider myself an opportunistic investor.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Many of the most successful investment recommendations of my career came from stocks that Wall Street had written off

Solar and storage demand surges in Europe as company returns to operating profitability.

Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.