SolarEdge Technologies

SolarEdge Technologies designs, develops, and sells an intelligent inverter solution designed for power generation at the individual photovoltaic module level. The company's products consist mainly of power optimizers designed to maximize energy throughput from each and every module via constant tracking of Maximum Power Point individually per module; inverters, which invert direct current from the PV module to alternating current; a related cloud-based monitoring platform; and a storage solution that is used to increase energy independence and maximize self-consumption for homeowners by utilizing a battery that is sold separately by third party manufacturers, to store and supply power as needed.
  • TickerSEDG
  • ISINUS83417M1045
  • ExchangeNASDAQ Stock Market
  • SectorAlternative Energy
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Treasury yields tell the tale As Treasury yields began moving off the lows on 9/5/19 due to a variety of factors, investors took profits from large-caps, growth, and defensives and migrated to small-caps, value, and cyclicals. This was a shift from areas of obvious leadership to areas that had been left for dead, something that, if it can continue, would greatly improve the prospects of a broad-based move higher. However, a primary concern of ours is whether this shift has staying power. As we highlight below, we believe the jury is still out, leaving our overall neutral outlook intact. • Tr...

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

Valens Research

Valens Equity Insights and Inflections - 2019 03 27

MTZ currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 16.8x Uniform P/E. However, even at these levels, the market is pricing in expectations for Uniform ROA to compress from 10% in 2018 to 5% in 2023, accompanied by 10% Uniform Asset growth going forward. Analysts have slightly less bearish expectations, projecting Uniform ROA to maintain 10% levels in 2020, accompanied by 5% Uniform Asset growth. Meanwhile, management is confident about their long-term oil and gas market outlook, capital structure, and segment growth opportunities. Should MTZ just sust...

Valens Research

SEDG - Embedded Expectations Analysis - 2019 03 19

SolarEdge Technologies, Inc. (SEDG:USA) currently trades near historical averages relative to UAFRS-based (Uniform) Earnings, with an 11.6x Uniform P/E, implying bearish expectations for the firm, and management has concerns about their ability to meet customer demand, build factory machinery, and realize operational synergies. Specifically, management may lack confidence in their ability to meet customer demand, and may be concerned about their geographical sales mix. Moreover, they may lack confidence in their in-house machinery development capabilities, and may be concerned about capital r...

Valens Research

SEDG - Embedded Expectations Analysis - 2019 03 19

SolarEdge Technologies, Inc. (SEDG:USA) currently trades near historical averages relative to UAFRS-based (Uniform) Earnings, with an 11.6x Uniform P/E, implying bearish expectations for the firm, and management has concerns about their ability to meet customer demand, build factory machinery, and realize operational synergies. Specifically, management may lack confidence in their ability to meet customer demand, and may be concerned about their geographical sales mix. Moreover, they may lack confidence in their in-house machinery development capabilities, and may be concerned about capital r...

Valens Research

Valens Equity Insights and Inflections - 2018 08 08

FB is currently trading at a 17.6x UAFRS-based (Uniform) P/E, which is near corporate and historical averages. At these levels, the market is pricing in expectations for declining Uniform ROA, from 65% in 2017 to 16% in 2022, accompanied by 40% Uniform Asset growth. However, analysts have less bearish expectations, projecting Uniform ROA to only fade to 42% levels by 2019, accompanied by 51% Uniform Asset growth. Moreover, Valens' qualitative analysis of the firm's Q2 2018 earnings call highlights that management is confident about their new products and ad sales. Additionally, analyst estimat...

Valens Research

SEDG - Embedded Expectations Analysis - 2018 08 01

SolarEdge Technologies, Inc. (SEDG:USA) is currently trading near recent averages relative to UAFRS-based (Uniform) Earnings, with a 12.9x Uniform P/E. At these levels, the market is expecting Uniform ROA to decline from 41% in 2017 to 7% through 2022, accompanied by 39% Uniform Asset growth going forward Specifically, the market appears concerned about rising competition in the solar technology installation market. Moreover, the market appears concerned that US tariffs on imported solar cells and modules will reduce solar installation in the US, and result in lower returns for SEDG

2 directors sold after exercising options/sold

Two Directors at Solaredge Technologies Inc sold after exercising options/sold 36,438 shares at between 78.527USD and 78.554USD. The significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading ...

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

ValuEngine Rating and Forecast Report for SEDG

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Treasury yields tell the tale As Treasury yields began moving off the lows on 9/5/19 due to a variety of factors, investors took profits from large-caps, growth, and defensives and migrated to small-caps, value, and cyclicals. This was a shift from areas of obvious leadership to areas that had been left for dead, something that, if it can continue, would greatly improve the prospects of a broad-based move higher. However, a primary concern of ours is whether this shift has staying power. As we highlight below, we believe the jury is still out, leaving our overall neutral outlook intact. • Tr...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of Restaurant names are staging price and RS reversals or continue to have bullish formations. (ex. CHUY, JACK, CMG) • There are a few healthcare related names that continue to be bright spots and reflect leadership. (ex. CUTR, TFX, BSX, SYK, ADUS, CHE, COO, WST, TRHC, HUM, AMGN, PBH, MRK, and ZTS.) • REITs continue to show leadership characteristics' as many are hitting price and RS highs. (ex. OHI, SBRA, ESS, IRT, and MAA)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A few Consumer Discretionary names continue to act well. (ex. UA, WHR, ELY, RRGB, SHAK, BOOT, ROST, WSM, and COTY) • The decline in oil prices may be helping some of the airlines. A few of them are near potential reversal points (ex. AAL and UAL) • Attractive Technology names include: (ex. UCTT, SEDG, FSLR, and TTEC)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Communication and Media names continue to act well (ex. CHTR, CABO, CMCSA, and T) • The Consumer Discretionary Sector still has a number of leadership names (ex. PHM, JACK, CMG, AN, LAD, POOL, OLLI, LOW, and COST) • Low interest rates continue to aid the Staples and Utility Sectors (ex. SJM, TR, FLO, GIS, CPB, ETR, NEE, ES, and WEC)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: Home builders and suppliers continue to outperform and one supplier, MHK, appears to be bottoming. A number of Financial names continue to plod up and to the right (e.g. AMP, AXP, MSCI, RNR) The Technology Sector remains leadership and many names continue to outperform (e.g. SEDG, SNPS, ADBE, TTEC, GPN, PYPL)

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