SolarEdge Technologies

SolarEdge Technologies designs, develops, and sells an intelligent inverter solution designed for power generation at the individual photovoltaic (PV) module level. The company's products consist mainly of power optimizers, inverters, a related cloud-based monitoring platform, and a storage solution for homeowners, which designed to provide smart energy functions and home energy backup solutions. In addition, the company provides several communication and smart energy management solutions. The company primarily sells its products directly to solar installers through large distributors and electrical equipment wholesalers and directly to large solar installers and engineering, procurement, and construction firms.
  • 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

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)

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

1 director sold after exercising options/sold

A director at Solaredge Technologies Inc sold after exercising options/sold 28,000 shares at 55.479USD and the significance rating of the trade was 100/100. 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 activity is restr...

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

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)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading cap-weighted Communications to overweight; 10 to 2's Treasury spread breaking out We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. Below we highlight several developments which help lead us to this conclusion. • 10 to 2's Treasury yield spread widening & breaking out. The 10 to 2's spread is quietly breaking out to YTD highs and breaking above a ~2.5-year downtrend. This steepening yield curve is good for Financials/banks and also the economy as recession concerns are subsiding... see chart below. • Comm...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading Manufacturing The S&P 500 continues to hover below critical resistance at its 200-day moving average while market participants remain in a wait-and-see mode for new developments on U.S.-China trade and whether a deal will be made on border security. At the same time, breadth improvements have extended to our Manufacturing Sector - a welcomed sight given its cyclical nature. • Upgrading Manufacturing to market weight. Our cap-weighted Manufacturing Sector has steadily improved in our RSR ranks due in large part to strength in Aerospace & Defense Groups... see charts below and page 2...

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