Northland trims estimates for SolarEdge Technologies stock

Published on 10/07/2026 at 01:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Northland set 2026 revenue at USD 1.29 billion versus USD 1.33 billion. SolarEdge Technologies stock was EUR 30.25 on October 5, 2026, after EUR 30.25.

SEDG, US83417M1045, Illustration mit AI erstellt.

Northland cut its calendar 2026 revenue estimate for SolarEdge Technologies to USD 1.29 billion from USD 1.33 billion while maintaining a Market Perform rating, Investing.com reported on September 30, 2026. SolarEdge Technologies stock had a prior close of EUR 30.25 at Lang & Schwarz for October 5, 2026.

Estimates move lower

Northland also reduced its calendar 2027 revenue estimate to USD 1.34 billion from USD 1.39 billion, a 4.00 percent year-over-year growth assumption. The revised 2027 estimate was USD 110.00 million below the USD 1.45 billion consensus cited by Investing.com, giving the analyst revision a more cautious edge than the unchanged rating.

SolarEdge reiterated third-quarter 2026 revenue guidance of USD 310.00 million to USD 340.00 million against consensus of USD 327.00 million, according to Investing.com. That range places the midpoint at USD 325.00 million, USD 2.00 million below the cited consensus.

Second-quarter recovery has limits

SolarEdge generated USD 346.2 million of revenue in the second quarter of 2026, up 19.6 percent from the second quarter of 2025, while reporting a GAAP net loss of USD 30.8 million, according to NadirAlpha. The same quarter produced USD 10.2 million of adjusted operating income, marking a return to adjusted operating profitability after the company reported USD 24.8 million of adjusted operating losses in the first quarter of 2026.

Cash and cash equivalents stood at USD 527.3 million at the end of the second quarter, versus USD 512.4 million at the end of the first quarter, while operating cash flow was USD 11.4 million. The figures show a sequential improvement in liquidity and adjusted profitability, but the Northland estimate cut keeps the revenue trajectory central to the valuation debate.

AI power remains an option

SolarEdge said its medium-voltage to 800 VDC conversion stage for AI data centers was operating under load on September 10, 2026, and published a protection and grounding framework with NVIDIA, as reported by MarketScreener. The products are under development and validation, so the immediate stock case still rests more directly on solar revenue, margins and the third-quarter guidance range.

Prior close sets the reference

At Lang & Schwarz, SolarEdge Technologies had a prior close of EUR 30.25 on October 5, 2026. The company investor site identifies Nasdaq as the primary exchange and SEDG as the ticker, while the Nasdaq quote context showed a market capitalization of USD 2.1 billion and a 52-week range of USD 28.21 to USD 81.25 as of October 6, 2026.
The further course of trading is shown by the continuously updated real-time quote of SolarEdge Technologies stock.