SolarEdge Technologies stock is surging to new heights today. What’s driving SEDG stock higher?SolarEdge Outperforms Tech Sector With Bullish TrendsToday, SolarEdge Technologies is putting in a strong performance, easily outpacing much of the technology sector, which is up 0.59%. The move also lines up with broader market strength, with both the Nasdaq and S&P 500 trading higher. The stock's momentum appears to be driven by improving technical signals and a renewed wave of bullish sentiment across tech.Sola ...

We recently published 10 Losing Stocks in an Otherwise Optimistic Market. SolarEdge Technologies Inc. (NASDAQ:SEDG) was one of the worst performers on Wednesday. SolarEdge snapped a two-day winning streak on Wednesday, shedding 5.47 percent to finish at $35.10 apiece as investors appeared to have already priced in a strong earnings performance last year prior to the official release. Earlier this month, several solar companies announced a stellar earnings performance for the fourth quarter and full-year ...

Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23x [1] - The focus is on income-oriented investments, particularly in lower-risk firms that provide steady dividend payouts [1] - The company specializes in providing research on the energy, shipping, and offshore markets, indicating a strong expertise in these sectors [1] Group 2 - SolarEdge Technologies, Inc. (SEDG) is mentioned as a company previously covered, suggesting ongoing interest and updates regarding its performance [2] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, indicating a broadening of focus beyond just technology stocks [3] - The analyst has a background in auditing and trading, which adds credibility to the research provided [3]

Core Insights - SolarEdge Technologies, Inc. (SEDG) reported a narrower adjusted loss of 14 cents per share for Q4 2025, improving from a loss of $3.52 per share in the prior-year quarter and better than the Zacks Consensus Estimate of a loss of 63 cents [1][8] - For the full year 2024, SEDG incurred an adjusted loss of $2.38 per share, which was also narrower than the Zacks Consensus Estimate of a loss of $2.65, and improved from a loss of $22.99 per share in the previous year [2] Revenue Performance - SEDG's revenues for Q4 2025 reached $335.4 million, exceeding the Zacks Consensus Estimate of $325 million by 3.2% and representing a 70.9% increase from $196.2 million in the same quarter last year [3][8] - For the full year 2024, the company generated revenues of $1.18 billion, significantly higher than the prior year's $0.90 billion, aligning with the Zacks Consensus Estimate [3] Operational Highlights - In Q4 2025, SEDG shipped approximately 98.8 thousand inverters, 2.87 million optimizers, and 280 MWh of batteries for PV applications [4][8] - The company reported an adjusted gross profit of $74.5 million, a significant recovery from an adjusted gross loss of $112.3 million in the prior-year period [4] - Adjusted operating expenses decreased by 18.9% year over year to $122.8 million [4] Financial Performance - As of December 31, 2025, SEDG had cash and cash equivalents of $455.1 million, up from $274.6 million a year earlier [6] - Total long-term liabilities increased slightly to $951.2 million from $930.8 million as of December 31, 2024 [6] - The net cash provided by operating activities in 2025 was $104.3 million, compared to cash used of $313.3 million in the previous year [6] Q1 2026 Guidance - SEDG expects revenues for Q1 2026 to be in the range of $290-$320 million, with the Zacks Consensus Estimate at $291.7 million, which is lower than the midpoint of the company's guidance [7][9] - Adjusted operating expenses are projected to be between $88-$93 million, with an expected adjusted gross margin of 20-24% [9]

SolarEdge Technologies (SEDG) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to a loss of $3.52 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +25.85%. A quarter ago, it was expected that this photovoltaic products maker would post a loss of $0.38 per share when it actually produced a loss of $0.31, delivering a surprise of +18.42%.Over the last four qua ...

Nir said SolarEdge increased market share in the U.S. across residential, commercial, and storage categories. In Europe, he said the company gained share in commercial and industrial (C&I) and stabilized its share position in residential, despite a slow market. He also noted the company continued ramping U.S. manufacturing to serve domestic demand and began exporting its first products late in the year.For full-year 2025, Nir said SolarEdge grew revenue 30% year-over-year, raised gross margin from negative ...

SolarEdge Technologies (NasdaqGS:SEDG) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAsaf Alperovitz - CFOBrian Lee - Chief Risk OfficerChris Dendrinos - VPColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchCorinne Blanchard - DirectorDavid Arcaro - Executive Director of Equity ResearchDylan Nassano - Senior Vice PresidentJ.B. Lowe - Head of Investor RelationsShuki Nir - CEOConference Call ParticipantsJulien Dumoulin-Smith - Research An ...

SolarEdge Technologies (NasdaqGS:SEDG) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Company ParticipantsAsaf Alperovitz - CFOBrian Lee - Chief Risk OfficerChris Dendrinos - VPColin Rusch - Managing Director and Head of Sustainable Growth and Resource Optimization ResearchCorinne Blanchard - DirectorDavid Arcaro - Executive Director of Equity ResearchDylan Nassano - Senior Vice PresidentJ.B. Lowe - Head of Investor RelationsShuki Nir - CEOConference Call ParticipantsJulien Dumoulin-Smith - Research An ...

SolarEdge Technologies (NasdaqGS:SEDG) Q4 2025 Earnings call February 18, 2026 08:00 AM ET Speaker10This call is being webcast live on the company's website at www.solaredge.com in the Investors section on the Events Calendar page. This call is the sole property and copyright of SolarEdge, with all rights reserved, and any recording, reproduction, or transmission of this call without the express written consent of SolarEdge is prohibited. You may listen to a webcast replay of this call by visiting the Event ...

Exhibit 99.1 SolarEdge Announces Fourth Quarter and Full Year 2025 Financial Results MILPITAS, Calif. — February 18, 2026. SolarEdge Technologies, Inc. (Nasdaq: SEDG), a global leader in smart energy technology, today announced its financial results for the fourth quarter and year ended December 31, 2025. "Our fourth quarter results delivered 70% year-over-year revenue growth, marking our fourth consecutive quarter of year-over-year revenue growth and fifth consecutive quarter of margin expansion," said Shu ...