SOLAREDGE TECHNOLOGIES, INC.(SEDG)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,531 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SEDG Stock Analysis & AI Quality Score
AI stock analysis and institutional research for SOLAREDGE TECHNOLOGIES, INC. (SEDG), a Technology sector company. 13F Pro's AI-powered ranking engine scores SEDG at 25.9/100 on a 32-signal composite quality model, placing it at rank #2,531 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (2.5) and balance sheet strength (13.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 20.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), SOLAREDGE TECHNOLOGIES, INC. reports quarterly revenue of $310.5M, net income of $-57.4M, free cash flow of $20.7M. Top institutional holders of SEDG by reported 13-F value include BlackRock,, MENORA MIVTACHIM HOLDINGS LTD., Invesco Ltd., based on the most recent SEC filings. SEDG trades on the Nasdaq exchange and files with the SEC under CIK 1419612. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SEDG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SOLAREDGE TECHNOLOGIES, INC. directly from SEC EDGAR. SOLAREDGE TECHNOLOGIES, INC.'s 13F Pro composite quality score has ranged between 8 and 66 since 2021, currently 25.9 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$310.5M
Net Income
Q1 2026
$-57.4M
Free Cash Flow
Q1 2026
$20.7M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+31.4% YoYNet Income
+77.6% YoYOperating Income
+82.3% YoYEPS (Diluted)
+78.3% YoYTotal Assets
-17.5% YoYOp. Cash Flow
+133.3% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2020 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $1.18B +31.4% | $901.5M -71.0% | $3.11B +113.1% | $1.46B +140.4% | $607.0M | — |
| Net Income | $-405.4M +77.6% | $-1.81B -2026.2% | $93.8M -33.2% | $140.3M +66.7% | $84.2M | — |
| Operating Income | $-301.7M +82.3% | $-1.71B -1128.3% | $166.1M +16.5% | $142.6M +56.5% | $91.1M | — |
| EPS (Diluted) | $-6.88 +78.3% | $-31.64 -2017.6% | $1.65 -38.0% | $2.66 +43.8% | $1.85 | — |
| Total Assets | $2.18B -17.5% | $2.65B -38.0% | $4.27B +75.0% | $2.44B +280.0% | $641.3M +51.0% | $424.7M |
| Operating Cash Flow | $104.3M +133.3% | $-313.3M -1101.5% | $31.3M -85.9% | $222.7M +62.9% | $136.7M | — |
AI Insight: SEDG Financial Trends
Revenue has nearly doubled from Q4 2024's trough of $196M to $311M in Q1 2026, but SEDG has not posted a single profitable quarter across the entire eight-quarter span.
• Revenue recovered strongly from $196M in Q4 2024 to $340M in Q3 2025, though Q1 2026 pulled back to $311M.
• Operating losses narrowed sharply from -$1,085M in Q3 2024 to -$35M in Q3 2025 and -$55M in Q1 2026.
• Operating cash flow turned positive and improved from -$64M in Q3 2024 to $53M in Q4 2025, though Q1 2026 slipped back to $24M.
• Equity has eroded continuously from $2,106M in Q2 2024 to $411M in Q1 2026, an 80% decline over eight quarters.
⚠ Equity shrinkage continues unabated — down to $411M in Q1 2026 from $658M just four quarters prior; sustained losses threaten the balance sheet.
⚠ Revenue dipped to $311M in Q1 2026 after peaking at $340M in Q3 2025 — monitor whether seasonal softness deepens or stabilizes.
⚠ Total debt figures are unavailable across all periods; inability to assess leverage is a key analytical blind spot.
AI Insight: SEDG Ratio Trends
SolarEdge remains deeply unprofitable across all metrics, though operating margin has improved sharply from the Q4 2024 trough of -147.3% to -17.7% in Q1 2026.
• Operating margin recovered significantly from the Q4 2024 trough of -147.3% to -17.7% in Q1 2026, suggesting stabilizing cost structure.
• ROIC remains deeply negative at -53.6% in Q1 2026, with no quarter showing a positive reading across the entire observed period.
• ROE deteriorated sharply in Q4 2025 to -123.6%, reversing improvement seen in Q3 2025 at -41.7%, signaling volatile profitability.
• Net profit margin narrowed to -18.5% in Q1 2026 from -39.4% in Q4 2025, the best NPM reading since Q2 2024.
⚠ Q4 2025 ROE spike to -123.6% after Q3 2025's -41.7% suggests one-off charges or write-downs — worth monitoring for recurrence.
⚠ D/E data is absent for all periods; without leverage visibility, balance sheet risk cannot be assessed.
⚠ Whether the margin recovery trend from Q4 2024 through Q1 2026 can sustain into profitability remains the key inflection to watch.
Get alerted when SEDG's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for SOLAREDGE TECHNOLOGIES, INC. including:
Top Institutional Holders of SEDG
BlackRock, Inc.
$431.0M8,442,119 shMENORA MIVTACHIM HOLDINGS LTD.
$141.7M2,774,921 shInvesco Ltd.
$134.4M2,631,913 shUBS Group AG
$133.2M2,609,137 shVANGUARD PORTFOLIO MANAGEMENT LLC
$116.1M2,273,932 shGrantham, Mayo, Van Otterloo & Co. LLC
$114.1M2,234,200 shTWO SIGMA INVESTMENTS, LP
$113.9M2,231,899 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$100.5M1,969,300 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$98.1M1,921,700 shSTATE STREET CORP
$89.3M1,749,713 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $431.0M | 8,442,119 |
| MENORA MIVTACHIM HOLDINGS LTD. | $141.7M | 2,774,921 |
| Invesco Ltd. | $134.4M | 2,631,913 |
| UBS Group AG | $133.2M | 2,609,137 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $116.1M | 2,273,932 |
| Grantham, Mayo, Van Otterloo & Co. LLC | $114.1M | 2,234,200 |
| TWO SIGMA INVESTMENTS, LP | $113.9M | 2,231,899 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $100.5M | 1,969,300 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $98.1M | 1,921,700 |
| STATE STREET CORP | $89.3M | 1,749,713 |
More Technology Companies
View all Technology →Put SEDG on your watchlist
Track score changes the day SOLAREDGE TECHNOLOGIES, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is SEDG a good stock to buy?
13F Pro's AI-powered analysis of SOLAREDGE TECHNOLOGIES, INC. (SEDG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SEDG are available on the SEDG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SEDG?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SEDG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SOLAREDGE TECHNOLOGIES, INC.'s investment landscape.