SolarEdge

SEDG

Market cap $4.45B

SolarEdge Technologies, Inc. (SEDG) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript

First Solar is closing in on a breakout, as the construction of AI data centers drives up demand for renewable energy sources. Meanwhile, Nextpower hovers in a buy range.

Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) just picked up another sell-side endorsement.

We believe Brenntag trades at an attractive valuation and are encouraged by the new management team's recent efforts to improve operational efficiencies. Other portfolio companies include Smiths Group and Rotork, which should benefit from increased global energy infrastructure investment, given the need for reliable and safe energy systems. We believe that oil price volatility will continue to accelerate the structural demand for alternative energy solutions and electrification. To that end, we invested in SolarEdge Technologies and Landis+Gyr.

Adjusted for one-time charges, SolarEdge delivered solid first quarter results and provided Q2 guidance largely in line with consensus expectations. While the U.S. residential solar market has started the year on a weak note, the Middle East conflict has boosted demand from Europe. While the company is entering into safe harbor agreements with customers ahead of the section 48E investment tax credit expiration in July, these transactions won't benefit revenues in the near-term.

Shares of SolarEdge Technologies (NASDAQ:SEDG | SEDG Price Prediction) are ripping higher in Friday's midday session, with SEDG stock up 22% to $61.44.

Solar stocks are splitting on Thursday. Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) is up 11% to $47.18 and SolarEdge Technologies (NASDAQ:SEDG) is up 11% to $47.90, while Canadian Solar (NASDAQ:CSIQ) is down 10% to $17.97.

SolarEdge Technologies, Inc. (SEDG) Presents at Deutsche Bank Global Solar & Clean Tech Conference Transcript

MILPITAS, Calif. & HERZLIYA, Israel--(BUSINESS WIRE)--SolarEdge Technologies, Inc. (“SolarEdge” or the “Company”) (Nasdaq: SEDG), a global leader in smart energy technology, announced today the appointment of Mr. Maoz Sigron as the Company's new Chief Financial Officer (CFO), effective May 31, 2026. Maoz Sigron succeeds Mr. Asaf Alperovitz, who is stepping down from the role to pursue another professional opportunity outside of the industry. Asaf will remain with the Company through June 9, 202.

SolarEdge Technologies, Inc. (SEDG) Q1 2026 Earnings Call Transcript