SolarEdge Technologies has seen its assessed fair value edge from US$33.13 to US$33.80, a small shift that still matters if you are tracking where analysts think the stock belongs. That move sits against a wide spread of Street views, with targets mostly in the mid US$20s to low US$40s and ratings ranging from Buy to Underperform, all wrestling with recent Q4 execution, margin trends, free cash flow, and new platforms. Read on to see how you can interpret these evolving calls and keep up as the narrative changes.
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TD Cowen, Morgan Stanley, Goldman Sachs and Deutsche Bank highlight Q4 results with revenue, margin and free cash flow metrics above their expectations, which they see as supportive of SolarEdge’s ongoing turnaround efforts.
Several firms, including TD Cowen and Morgan Stanley, point to Nexis, Single and transformer products for 800V DC data centers as important growth platforms that could support earnings power over time.
TD Cowen and BMO flag benefits from U.S. manufacturing and policy incentives such as PTCs and anticipated 45X credits, which they see as helpful for margins and competitiveness, particularly in Europe.
Price targets in the US$36 to US$43 range at Goldman Sachs, TD Cowen and Morgan Stanley reflect more constructive views on execution and product positioning, even where ratings remain Neutral or Equal Weight.
BNP Paribas and BMO maintain Underperform ratings, citing concerns around the quality and durability of recent margin improvement, including reliance on tax credits and manufacturing shifts.
Goldman Sachs flags muted investor enthusiasm, pointing to uncertainty around how far margins and free cash flow can progress through 2026 and early stage traction in AI data center opportunities.
Raymond James opens at Market Perform and explicitly highlights a non zero risk of permanent impairment, which keeps them cautious even as they see potential if earnings power stabilizes.
SolarEdge issued Q1 2026 earnings guidance, calling for expected revenue between US$290 million and US$320 million, excluding significant one time or pull forward items.
SolarEdge and WeaveGrid announced a partnership to link residential battery systems with utility grid programs using WeaveGrid’s DISCO platform, aiming to help utilities manage more behind the meter assets through one system.
The company reported that its Austin, Texas facility has started shipping single phase residential inverters to key European markets, including Italy, France and the Netherlands.
SolarEdge plans to begin shipments of commercial and industrial solar products from Florida to international markets in early 2026, expanding its U.S. manufacturing output beyond residential inverters.
Fair value in the model has moved from US$33.13 to US$33.80 on updated assumptions.
Revenue growth input has shifted from 15.00% to 11.73% for projected future revenue expansion.
Net profit margin assumption has changed from 7.00% to 3.95% for long term earnings generation.
Future P/E multiple has adjusted from 29.33x to 49.53x on projected earnings.
Discount rate has gone from 14.86% to 14.29%, indicating a modest change in the required return used in the model.
Narratives connect SolarEdge Technologies’ business story to analysts’ forecasts and an assessed fair value, updating as new data and research come through. They help you see how policy changes, competition, and new products feed into the longer term outlook.
How changing U.S. policy, including tax credits and potential residential solar demand shifts in 2026, could influence SolarEdge’s growth profile.
The role of battery storage attach rates, Nexis, and integrated solar plus storage plus EV offerings in shaping future revenue streams.
Key risks around margin pressure from tariffs, pricing competition, inventory clean up, and the possibility that a full turnaround takes longer than expected.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
