SEDGSOLAREDGE TECHNOLOGIES, INC.(SEDG)Stock Analysis

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SEC EDGAR: CIK 1419612SEDG stock profile & AI dashboard →

13F Pro Quality Score

25.9/100

Rank #2,531 of 2,879 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

2.5/100

Profitability

15.5/100

Balance Sheet

13.6/100

Earnings Quality

30.0/100

Free Cash Flow

50.8/100

Institutional Flow

45.5/100

Revenue Scale

52.3/100

Dilution Risk

20.0/100

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.

Fun facts about SOLAREDGE TECHNOLOGIES, INC.

Quirks, history, and lore behind SEDG — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    An Israeli-founded technology company listed on Nasdaq · operates in the clean energy sector · sells hardware and software to installers and utilities worldwide.
  • 2
    The Numbers
    At its peak it was worth over $20 billion, but a brutal solar market downturn sent shares tumbling more than 80% from their highs — gravity is ruthless.
  • 3
    The History
    Founded in 2006, it went public on Nasdaq in 2015 and quickly became one of the most valuable solar companies in the world by rethinking how power flows off a rooftop.
  • 4
    The Secret
    Its core innovation sits behind your solar panels: a small device that optimizes power at the individual panel level, squeezing out every watt that old-school string inverters left on the table.
  • 5
    The Lore
    Its DC-optimized inverter system became the go-to choice for residential and commercial installers across the U.S. and Europe, turning a niche Israeli startup into a global rooftop solar standard-bearer.
  • 6
    The Giveaway
    If your home has solar panels, there's a solid chance a little box on your roof bears the name of this Herzliya-based inverter giant — ticker SEDG, rhymes with 'solar edge.'
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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% YoY
$1.18BFY 2025
FY20 $1.46BFY22 $3.11BFY24 $901.5MFY25 $1.18B

Net Income

+77.6% YoY
$-405.4MFY 2025
FY20 $140.3MFY22 $93.8MFY24 $-1.81BFY25 $-405.4M

Operating Income

+82.3% YoY
$-301.7MFY 2025
FY20 $142.6MFY22 $166.1MFY24 $-1.71BFY25 $-301.7M

EPS (Diluted)

+78.3% YoY
$-6.88FY 2025
FY20 $2.66FY22 $1.65FY24 $-31.64FY25 $-6.88

Total Assets

-17.5% YoY
$2.18BFY 2025
FY20 $2.44BFY22 $4.27BFY24 $2.65BFY25 $2.18B

Op. Cash Flow

+133.3% YoY
$104.3MFY 2025
FY20 $222.7MFY22 $31.3MFY24 $-313.3MFY25 $104.3M

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.

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Available Research

13F Pro tracks comprehensive data for SOLAREDGE TECHNOLOGIES, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of SEDG

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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.