Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
SolarEdge (SEDG)
NASDAQInformation TechnologySolarSnapshot 2026-11-04
$26.20-12.72%
Close 2026-11-05 · 1-day change
NASDAQInformation TechnologySolarSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.83 → 0.80 EPS · FY ending Dec 31, 2027 · 14 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 14 to 14; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for SEDG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Stable CFO leadership | A supporting condition in SolarEdge's published investment case. The stated target is No unexpected CFO departures over next 4 quarters. | Under Pressure | CFO resigns or leaves unexpectedly | CFO departed (Asaf Alperovitz) vs No unexpected departures CFO Asaf Alperovitz stepped down in June 2026; Maoz Sigron appointed as successor. No further CFO changes reported. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a turnaround-style business thesis, not yet a proven durable growth story. The long-term thesis is on watch: Nexis revenue and gross margins are improving, while recent financial performance remains weak and earnings are loss-making.
SEDG is described as cheap versus peers, but confidence in that valuation signal is low. The expectations gap is negative, while the evidence does not show a high level of pricing fragility; cheapness alone does not resolve the business risks.
Near-term results face meaningful risk: the company has a run of earnings misses, and the estimated miss probability is 53%. Over the multi-year view, Nexis revenue has grown and gross margin has expanded for six straight quarters, though delivery on the AI data-center roadmap is not quantified.
A guidance cut at the next call would add to concerns, while rate cuts or steadier results and guidance from sector peers could support the operating backdrop. The central swing factors are whether revenue and margin progress continue and whether management can deliver measurable results from its growth priorities.
Over the next 1 to 3 years, SEDG’s thesis depends on sustained operating improvement after a weak period, with near-term earnings and guidance risk still elevated. The evidence supports cautious monitoring rather than confidence in a completed turnaround. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Gross margin improved to about 25% guided for next quarter. |
| Improving |
| gross margin falls below 20% next quarter |
Gross margin: 27.48% FY2026-Q2; GAAP. Published target: ~25%. The target does not explicitly identify fiscal versus calendar quarters. Aug 5, 202627.481119 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating expenses remain near $88.5 million next quarter | Gross margin improved to about 25% guided for next quarter. | Intact | operating expenses rise above $91 million next quarter | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches at least $340 million next quarter | Gross margin improved to about 25% guided for next quarter. | Under Pressure | revenue falls below $325 million next quarter | Revenue: $346.245M FY2026-Q2; GAAP. Published target: >= $340 million. The target does not explicitly identify fiscal versus calendar quarters. Aug 5, 2026346,245,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 4 supplied quarters. Management reported: “In addition, we are accelerating our efforts in the AI data center power infrastructure market, where live demonstrations of our solid-state transformer (SST) technology are generating increasing interest from potential partners and customers.”” “We are focused on building on this momentum by scaling the Nexis platform in our core markets and continuing to advance the SolarEdge SST to address the significant opportunity in AI factories.”” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.57 → $0.80 · observed estimates
$1.56B → $1.43B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.57 | $1,557,484,900 | 22 / 22 |
| 2026-07-25 | $1.57 | $1,563,058,437 | 14 / 17 |
| 2026-07-26 | $1.56 | $1,555,670,660 | 22 / 22 |
| 2026-07-27 | $1.56 | $1,555,670,660 | 22 / 22 |
| 2026-07-28 | $1.56 | $1,561,395,390 | 14 / 17 |
| 2026-07-29 | $1.56 | $1,555,670,660 | 22 / 22 |
| 2026-07-30 | $1.56 | $1,555,670,660 | 22 / 22 |
| 2026-07-31 | $1.56 | $1,555,670,660 | 22 / 22 |
| 2026-08-01 | $1.56 | $1,561,395,390 | 14 / 17 |
| 2026-08-02 | $1.56 | $1,561,395,390 | 14 / 17 |
| 2026-08-03 | $1.56 | $1,561,395,390 | 14 / 17 |
| 2026-08-04 | $1.56 | $1,561,395,390 | 14 / 17 |
| 2026-08-05 | $1.56 | $1,561,395,390 | 14 / 17 |
| 2026-08-06 | $1.50 | $1,536,109,460 | 21 / 22 |
| 2026-08-08 | $1.08 | $1,496,354,710 | 23 / 23 |
| 2026-08-09 | $1.08 | $1,496,354,710 | 23 / 23 |
| 2026-08-10 | $1.08 | $1,496,354,710 | 23 / 23 |
| 2026-08-12 | $1.04 | $1,491,999,230 | 23 / 23 |
| 2026-08-13 | $1.04 | $1,491,999,230 | 23 / 23 |
| 2026-08-14 | $1.05 | $1,494,644,953 | 13 / 18 |
| 2026-08-15 | $1.05 | $1,494,644,953 | 13 / 18 |
| 2026-08-16 | $1.05 | $1,494,644,953 | 14 / 18 |
| 2026-08-17 | $1.05 | $1,494,644,953 | 14 / 18 |
| 2026-08-18 | $1.05 | $1,494,644,953 | 14 / 18 |
| 2026-08-19 | $1.05 | $1,494,644,953 | 14 / 18 |
| 2026-08-20 | $0.98 | $1,473,273,626 | 15 / 18 |
| 2026-08-21 | $0.98 | $1,473,273,626 | 15 / 18 |
| 2026-08-22 | $0.98 | $1,473,273,626 | 15 / 18 |
| 2026-08-23 | $0.98 | $1,473,273,626 | 14 / 18 |
| 2026-08-24 | $0.98 | $1,473,273,626 | 14 / 18 |
| 2026-08-25 | $0.98 | $1,473,273,626 | 14 / 18 |
| 2026-08-26 | $0.98 | $1,473,273,626 | 14 / 17 |
| 2026-08-27 | $0.98 | $1,473,273,626 | 14 / 17 |
| 2026-08-28 | $0.98 | $1,473,273,626 | 14 / 17 |
| 2026-08-29 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-08-30 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-08-31 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-01 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-02 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-03 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-04 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-05 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-06 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-07 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-08 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-09 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-10 | $0.95 | $1,466,687,496 | 15 / 17 |
| 2026-09-11 | $0.96 | $1,466,296,191 | 15 / 17 |
| 2026-09-12 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-13 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-14 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-15 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-16 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-17 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-18 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-19 | $0.86 | $1,447,455,191 | 15 / 17 |
| 2026-09-20 | $0.87 | $1,450,549,268 | 14 / 17 |
| 2026-09-21 | $0.87 | $1,450,549,268 | 14 / 17 |
| 2026-09-22 | $0.85 | $1,447,566,566 | 14 / 17 |
| 2026-09-23 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-09-24 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-09-25 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-09-26 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-09-27 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-09-28 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-09-29 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-09-30 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-10-01 | $0.85 | $1,447,566,566 | 15 / 17 |
| 2026-10-02 | $0.83 | $1,445,523,088 | 15 / 17 |
| 2026-10-03 | $0.83 | $1,445,523,088 | 15 / 17 |
| 2026-10-04 | $0.83 | $1,447,269,592 | 15 / 17 |
| 2026-10-05 | $0.83 | $1,447,269,592 | 14 / 17 |
| 2026-10-06 | $0.83 | $1,447,269,592 | 14 / 17 |
| 2026-10-07 | $0.82 | $1,444,960,501 | 14 / 17 |
| 2026-10-08 | $0.80 | $1,434,048,316 | 14 / 17 |
| 2026-10-09 | $0.80 | $1,434,048,316 | 14 / 17 |
| 2026-10-10 | $0.80 | $1,434,021,044 | 14 / 17 |
| 2026-10-11 | $0.80 | $1,434,021,044 | 14 / 17 |
| 2026-10-12 | $0.80 | $1,434,021,044 | 14 / 17 |
| 2026-10-13 | $0.80 | $1,434,021,044 | 14 / 17 |
| 2026-10-14 | $0.80 | $1,434,021,044 | 14 / 17 |
| 2026-10-15 | $0.82 | $1,432,556,673 | 14 / 17 |
| 2026-10-16 | $0.82 | $1,432,556,673 | 14 / 17 |
| 2026-10-17 | $0.82 | $1,432,556,673 | 14 / 17 |
| 2026-10-18 | $0.82 | $1,432,556,673 | 14 / 17 |
| 2026-10-19 | $0.82 | $1,432,556,673 | 14 / 17 |
| 2026-10-20 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-21 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-22 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-23 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-24 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-25 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-26 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-27 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-28 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-29 | $0.81 | $1,430,250,047 | 14 / 17 |
| 2026-10-30 | $0.80 | $1,426,431,865 | 14 / 17 |
| 2026-10-31 | $0.80 | $1,426,431,865 | 14 / 17 |
| 2026-11-01 | $0.80 | $1,426,431,865 | 14 / 17 |
| 2026-11-02 | $0.80 | $1,426,431,865 | 14 / 17 |
| 2026-11-03 | $0.80 | $1,426,431,865 | 14 / 17 |
| 2026-11-04 | $0.80 | $1,426,431,865 | 14 / 17 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 19 Hold · 4 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 4 recorded
0 raises · 1 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.