SolarEdge Technologies stock reports 19.60 percent revenue growth
Published on 09/29/2026 at 21:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
SolarEdge Technologies stock is built on a sharp Q2 contrast: revenue reached USD 346.20 million for the quarter ended June 30, 2026, up 19.60 percent from a year earlier. StockTitan reported on August 5, 2026, that GAAP gross margin improved to 27.50 percent, while GAAP net loss narrowed to USD 30.80 million.
Q3 guidance resets the benchmark
Management guided third-quarter 2026 revenue to USD 310.00 million to USD 340.00 million, a range below the Q2 result of USD 346.20 million. The same outlook calls for non-GAAP gross margin of 22.00 percent to 26.00 percent and non-GAAP operating expenses of USD 86.00 million to USD 91.00 million, according to StockTitan.
The Q2 improvement was not yet a full return to GAAP profitability. SolarEdge posted a GAAP diluted loss of USD 0.50 per share, while its non-GAAP operating result turned positive at USD 10.20 million, making margin durability the central operating test.
Analyst targets remain divided
JPMorgan raised its SolarEdge price target from USD 37.00 to USD 44.00 on September 11, 2026, while maintaining a neutral rating, according to MarketBeat. Its report also cited a consensus Reduce rating and an average target of USD 39.43.
The split is visible in the target range. MarketBeat reported that Morgan Stanley cut its target from USD 35.00 to USD 33.00 on September 11, 2026, while the broader analyst group counted two Buy ratings, ten Holds and five Sells.
Stock stays below yearly midpoint
SolarEdge was trading at USD 31.54 on NASDAQ on September 29, 2026, at 3:41 p.m. ET. Its market capitalization stood at USD 1.9 billion, while the 52-week range was USD 28.21 to USD 81.25. The valuation therefore still reflects a wide gap between the recent operating recovery and the stock's longer-term trading range.
SolarEdge Technologies stock at a glance
- Company: SolarEdge Technologies, Inc.
- Ticker: SEDG
- Primary exchange: NASDAQ
- Primary exchange price: USD 31.54 on September 29, 2026 at 3:41 p.m. ET
- Market capitalization: USD 1.9 billion as of September 29, 2026
- 52-week range: USD 28.21 to USD 81.25
- Sector / Industry: Energy / Solar
- Next earnings date: November 11, 2026
