SolarEdge (SEDG)
NASDAQInformation TechnologySolarSnapshot 2026-09-04
$34.20+1.18%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySolarSnapshot 2026-09-04
Research Workspace
Put SEDG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductor Materials & Equipment is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue reaches at least $340 million next quarter: Q3 FY26 revenue guidance $325M vs $340M target.
View ThesisRevenue growth is accelerating — up about 38% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 42%, softest on returns on capital.
View QualityManagement screens weak on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 4% on a typical day and fell roughly 62% in its worst 12-month stretch.
View RiskSEDG's growth depends on achieving revenue of at least $340 million next quarter. Recent guidance of $325 million falls short of this target, raising concerns. Revenue grew 20% year over year, and the last quarter beat expectations. The stock trades at 1.6× price-to-sales, below the peer median of 4.6×. This suggests the price reflects less growth than anticipated, indicating modest expectations. A primary pillar is broken due to the revenue guidance shortfall. Peer multiples imply a price about 50% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. SEDG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 25 analysts currently covering SEDG (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for SEDG in the last 4 months.
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Compare SEDG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SEDG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductor Materials & Equipment — fair value, gap to price, and forward P/E.
Compare the value case
Put SEDG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Upgrade indicates positive market sentiment and potential revenue growth.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $34.20
The last 12 months of price, then the range of analyst 12-month targets from today’s $34.20.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Rating downgrade indicates increased execution risks for the company.
Guidance miss and market softness impact growth outlook.
Earnings beat but stock drop indicates investor concerns.
Revenue growth and profitability return support growth objectives.
Better-than-expected sales indicate positive revenue trajectory.
Improve gross profit margin
Earnings test raises concerns about profitability path.
Partnership expands market reach and product offerings.
