
SolarEdge Technologies (SEDG) Stock Forecast & Price Target
SolarEdge Technologies (SEDG) Analyst Ratings
Bulls say
SolarEdge Technologies has demonstrated strong performance, evident through a modest revenue beat and robust underlying margins, with shipments of 191 MW in Q3 expanding to 384 MW in Q4 in the U.S. The company anticipates increased gross margin guidance for Q1 2025, projecting margins between 6-10%, up from 7.3% in Q4, alongside expectations of positive free cash flow for both Q1 2025 and the entirety of 2025. Furthermore, SolarEdge's expansion of its U.S. manufacturing capacity and recent agreements with residential customers position the company favorably to capitalize on evolving market dynamics and benefit from enhanced domestic credit incentives.
Bears say
SolarEdge Technologies has projected revenues of approximately $205 million, slightly below prior consensus estimates, indicating challenges in meeting market expectations. The company has reported flat sell-through in the EU for the fourth quarter, with management anticipating continued macroeconomic demand declines into 2025, although potential share recapture may mitigate impacts. Additionally, a significant year-over-year revenue decline of 64% to $196.2 million, along with a decrease in shipped megawatts, points to ongoing operational difficulties and a challenging market environment.
This aggregate rating is based on analysts' research of SolarEdge Technologies and is not a guaranteed prediction by Public.com or investment advice.
SolarEdge Technologies (SEDG) Analyst Forecast & Price Prediction
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