Investors interested in Oils-Energy stocks should always be looking to find the best-performing companies in the group. Has Expand Energy (EXE) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.Expand Energy is one of 247 companies in the Oils-Energy group. The Oils-Energy group currently sits at #12 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector grou ...

Core Viewpoint - SolarEdge Technologies is experiencing positive stock performance, with a notable increase in share price and anticipated growth in earnings despite a slight decline in revenue projections [1][2]. Company Performance - The stock closed at $16.83, reflecting a gain of +0.87% from the previous session, outperforming the S&P 500's daily gain of 0.67% [1]. - Over the past month, shares have increased by 12.43%, significantly surpassing the Oils-Energy sector's gain of 3.06% and the S&P 500's loss of 5.28% [1]. Earnings Forecast - The upcoming earnings report is expected to show an EPS of -$1.26, indicating a growth of 33.68% compared to the same quarter last year [2]. - The consensus estimate for revenue is projected at $204.36 million, which represents a slight decline of 0.02% from the equivalent quarter last year [2]. Full-Year Estimates - For the full year, the Zacks Consensus Estimates predict earnings of -$3.07 per share and revenue of $1.04 billion, reflecting year-over-year changes of +86.65% and +11.97%, respectively [3]. Analyst Estimates - Recent adjustments to analyst estimates are being monitored closely, as they reflect the latest business trends and can indicate analysts' outlook on the company's health and profitability [4]. - The Zacks Rank system, which incorporates these estimate changes, currently ranks SolarEdge Technologies at 3 (Hold) [6]. Industry Context - The solar industry, part of the Oils-Energy sector, holds a Zacks Industry Rank of 83, placing it in the top 34% of over 250 industries [7]. - Research indicates that industries in the top 50% rated by Zacks outperform those in the bottom half by a factor of 2 to 1 [7].

SolarEdge Technologies (SEDG) closed the latest trading day at $15.93, indicating a -1.06% change from the previous session's end. The stock fell short of the S&P 500, which registered a loss of 0.33% for the day. Elsewhere, the Dow saw a downswing of 0.37%, while the tech-heavy Nasdaq depreciated by 0.53%.Shares of the photovoltaic products maker witnessed a loss of 13.16% over the previous month, trailing the performance of the Oils-Energy sector with its gain of 3.64% and the S&P 500's loss of 4.03%.Inve ...

The latest trading session saw SolarEdge Technologies (SEDG) ending at $17.12, denoting a +0.82% adjustment from its last day's close. This change outpaced the S&P 500's 0.22% loss on the day. Elsewhere, the Dow lost 0.03%, while the tech-heavy Nasdaq lost 0.33%.The the stock of photovoltaic products maker has fallen by 13.5% in the past month, lagging the Oils-Energy sector's loss of 1.22% and the S&P 500's loss of 7.48%.Market participants will be closely following the financial results of SolarEdge Techn ...

Product Offerings and Innovations - The company has expanded its product offerings to include energy storage systems, EV chargers, and energy management software, enhancing its position in the smart energy technology market [23]. - The SolarEdge ONE platform optimizes energy usage for residential and commercial systems, allowing users to store solar energy and manage consumption effectively [27][28]. - The company’s DC optimized inverter system enables direct storage of solar energy in batteries, improving efficiency and return on investment [30]. - The SolarEdge Home Battery 400V has a capacity of 10kWh, while the SolarEdge Home Battery 48V has a capacity of 4.6kWh, providing backup power for several hours to many days during outages [36][38]. - The SolarEdge CSS-OD, released in 2024, is a scalable solution rated at 102.4kWh, suitable for various commercial applications [39]. - The company plans to launch a next-generation residential battery in 2025, expanding its storage solutions for single-phase and three-phase systems [65]. - The company continues to develop smart energy management solutions, including features for both residential and commercial segments [66]. - The CSS-OD battery solution, released in 2024, has a capacity of 102.4 kWh and includes an integrated 50 kW inverter [92]. - The company’s Power Optimizers allow for module-level maximum power point tracking, enhancing energy output and system design flexibility [26]. - The company’s inverters are designed to withstand harsh environmental conditions and are available in various capacities, from 3 kW to 330 kW [34]. Revenue and Market Performance - Revenues from the sale of Power Optimizers represented 34.9%, 30.3%, and 36.5% of total revenues for the years ended December 31, 2024, 2023, and 2022, respectively [32]. - In 2024, revenues from inverter sales represented 27.5% of total revenues, compared to 46.2% in 2023 and 36.6% in 2022 [35]. - In 2024, CED group accounted for 12.9% of the company's revenues, while no other customer exceeded 10% [71]. - SolarEdge's average revenue per installation (ARPI) has increased due to the expansion of smart energy products, including inverters and energy management devices [44]. Manufacturing and Production - The company has discontinued manufacturing in China, Mexico, and Hungary, while ramping up production in Texas, Florida, and Utah [96]. - The automated assembly lines for power optimizers can produce over 6,000 units per line per day, enhancing manufacturing efficiency [99]. - The company’s manufacturing strategy includes outsourcing, automation, and localization to produce high-quality products at competitive costs [96]. - The company continues to develop in-house manufacturing capabilities for passive components to reduce supplier dependence and improve performance [89]. Research and Development - The company has a research and development team of 1,171 employees as of December 31, 2024, focusing on power electronics and solar technologies [108]. - As of December 31, 2024, the company holds 595 issued patents and has 393 patent applications pending, primarily related to DC power optimization and battery technology [109]. Safety and Compliance - The company has incorporated safety mechanisms in its systems to protect against electrical hazards, complying with relevant safety standards [30]. - The company emphasizes the importance of safety features in its products, including module-level safety mechanisms and compliance with relevant safety standards [30]. - The CSS-OD incorporates multi-layered safety technology, including individual battery management units for each energy module and environmental sensors [93]. Market Challenges and Risks - The company faces risks including macroeconomic conditions, competition, and supply chain disruptions that could impact future performance [19][21]. - The U.S. trade representative announced final Section 301 import tariffs ranging from 25% to 50% on solar products imported from China, impacting the company's operations [122]. - The solar energy market is subject to seasonal fluctuations, with declines in PV installations typically observed during winter months in colder regions [124]. Customer Engagement and Training - The company maintains a customer support and training organization with 662 employees worldwide as of December 31, 2024 [78]. - The training portal (Edge Academy) hosted over 225,000 learners in 2024, with over 14,000 installers completing certification programs [73][74]. Strategic Partnerships and Acquisitions - The acquisition of Weev Energy in April 2024 enhances SolarEdge's EV charging optimization capabilities, integrating with the SolarEdge ONE energy optimization system [43]. - SolarEdge's grid services are being sold in the U.S., Europe, and Australia, with partnerships established for flexible grid services in the UK and the Netherlands [56]. Sustainability and Future Goals - The company aims to align its sustainability strategy with the United Nations Sustainable Development Goals, particularly focusing on affordable clean energy [127]. - The company continues to monitor the implementation of tax benefits and credits that may be impacted by new regulations or laws passed by Congress [120]. - The U.S. government enacted the Inflation Reduction Act of 2022, extending the investment tax credit (ITC) and production tax credit (PTC) through at least 2032, potentially providing up to 30% tax credits for qualifying energy projects [119]. Employee Engagement and Workforce - As of December 31, 2024, the company employed 3,961 individuals, with 1,171 in research and development, 539 in sales and marketing, and 1,804 in operations and production [128]. - The company emphasizes the importance of employee recruitment and retention, focusing on diversity and competitive benefits to attract skilled talent [130].

Core Insights - SolarEdge stock experienced a strong bullish momentum, gaining 7.7% during the week despite a broader market downturn, with the S&P 500 and Nasdaq Composite down 1.7% and 2.3% respectively [1] - The company's fourth-quarter earnings report exceeded sales expectations, leading to a rise in valuation and positive analyst coverage [2] Financial Performance - SolarEdge reported a non-GAAP loss per share of $3.52 on revenue of $196.2 million, which was approximately $7 million above Wall Street's average estimate for sales, although the adjusted loss per share was $1.86 higher than forecasted [3] - Revenue declined by 17% year-over-year, but the company generated $26 million in free cash flow, significantly surpassing market expectations [4] Analyst Reactions - Following the Q4 report, analysts raised price targets for SolarEdge, with UBS increasing its one-year target from $18 to $22 per share, citing favorable demand indicators and cost-cutting initiatives [5] - Despite the price target increase, UBS maintained a neutral rating, highlighting challenges such as an inventory glut in Europe and Tesla's market share gains in California [6] Future Guidance - For the first quarter, SolarEdge is guiding for sales between $195 million and $215 million, indicating a sequential quarterly sales growth of approximately 4.5% at the midpoint of the guidance range [7] - The stock remains down about 76% over the past year, but potential substantial gains could occur if the company achieves consistent sequential growth in upcoming quarters [7]

SolarEdge Technologies NASDAQ: SEDG stock recently experienced a surge, fueled by a fourth-quarter 2024 earnings report that showed revenue exceeding expectations. This positive development stands in stark contrast to the broader solar industry, which is currently navigating a period of considerable challenge and uncertainty. The key question for investors is whether SolarEdge's recent performance signals a genuine and sustainable turnaround or simply a temporary positive deviation from the prevailing negat ...

Core Viewpoint - SolarEdge Technologies experienced a significant stock price decline of over 7% following a previous surge of 24% after a quarterly earnings release, indicating volatility in investor sentiment [1]. Group 1: Analyst Reactions - Following the earnings release, several analysts adjusted their ratings on SolarEdge, with most increasing price targets, but two notable downgrades occurred [2]. - Northland analyst Gus Richard downgraded SolarEdge to an underperform rating with a price target of $15 per share, down from a previous market perform rating [2]. - BMO Capital also lowered its recommendation to sell, matching Richard's price target of $15 per share, suggesting that the post-earnings rally was driven more by short covering than genuine optimism [4]. Group 2: Company Performance Concerns - Richard's analysis highlighted that SolarEdge is lagging in critical business areas such as customer service, new product development, and reliability [3]. - The solar energy sector remains unstable, presenting ongoing challenges for component manufacturers like SolarEdge [5]. Group 3: Industry Outlook - The current U.S. presidential administration appears to favor traditional energy production methods, which could pose additional challenges for the solar industry if reflected in policy changes [5].

SolarEdge Technologies, Inc. (SEDG) reported a fourth-quarter 2024 adjusted loss of $3.52 per share, wider than the Zacks Consensus Estimate of a loss of $1.57. The bottom line also deteriorated from the prior-year quarter’s loss of 92 cents per share.See the Zacks Earnings Calendar to stay ahead of market-making news.Barring one-time adjustments, the company incurred a GAAP loss of $5 per share compared with a GAAP loss of $2.85 in the year-ago period.The year-over-year deterioration in the bottom line can ...

Group 1 - SolarEdge Technologies, Inc. (NASDAQ: SEDG) experienced a significant increase in stock price as investors showed optimism that the company's challenges may be over [1] - The company reported positive free cash flow for the quarter, indicating improved financial health [1] - Management has provided guidance suggesting a positive outlook for future performance [1]