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SolarEdge Technologies, Inc. (SEDG)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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239.35+16.56 (+7.43%)
At close: 04:00PM EDT
237.00 -2.35 (-0.98%)
After hours: 07:39PM EDT
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  • W
    Wantedtoretireearly
    $ENPH conversation
    Solid earnings from SolarEdge $SEDG show the residential solar sector is healthy!

    First Quarter 2022 Highlights

    Record revenues of $655.1 million

    Record revenues from solar segment of $608.0 million

    GAAP gross margin of 27.3%

    Non-GAAP gross margin of 28.4%

    Gross margin from solar segment of 30.2%

    GAAP net income of $33.1 million

    Non-GAAP net income of $68.8 million

    GAAP net diluted earnings per share ("EPS") of $0.60

    Non-GAAP net diluted EPS of $1.20

    2.13 Gigawatts (AC) of inverters shipped

    "We are pleased with our record revenues for the first quarter which represent 62% growth from the first quarter of last year and which are driven by record revenues in the United States and 14 countries in Europe," said Zvi Lando, Chief Executive Officer of SolarEdge. "We continue to demonstrate our operational capabilities by navigating the current supply chain environment to meet strong worldwide demand for our products, and continuing to build long-term manufacturing capacity to support our growing businesses."
  • W
    Wantedtoretireearly
    $ENPH conversation
    New article out on Seeking Alpha. My view as well. If $SPWR continues to disappoint even when ENPH and $SEDG are doing well, I will sell most of my SPWR and just put it into ENPH. I've been long for years with SPWR and while the position has been somewhat profitable, it has totally underperformed compared to these two companies:

    Enphase Energy Copes Well With Inflation, a subscriber-only post by Enterprising Investors
    Published on: Tue, May 3, 9:23 AM ET
    Summary:
    • Enphase Energy is my preferred solar stock. It focuses on profitable residential solar and energy storage solutions.
    • The company performs excellently. It showed it can offset cost inflation with higher prices and expects to continue so.
    • The company's valuation is reasonable for its growth. It generates significant free cash flows.
    • I dig into the first-quarter numbers and outlook to dissect its ability to cope with cost inflation.
    • I confirm my price targets for Enphase.
  • A
    Alex
    Huge report. Great job again for SEDG.
    Bright future for the solar sector.
  • R
    Rose City Oak
    @Travis of Motley Fool, your explanation for why the share prices of SolarEdge declined today makes no sense. Just because interest rates are rising doesn’t mean the present value of future returns will decline. Conversely, an assumption of a sustained higher rate of inflation would diminish the present value of future returns assuming other variables are held constant. I believe that SolarEdge’s sterling balance sheet will enable the company to navigate a higher rate interest environment than other industry participants that are highly leveraged.
  • W
    Wantedtoretireearly
    $ENPH conversation
    This brutal sell off is sector wide, not just ENPH. $SPWR, $SEDG, $RUN, $STEM etc. all down hard. I can't any news why. I'm wondering if its related to those with better knowledge having inside knowledge that Congress will not be able to pass any meaningful legislation to help the sector via reconciliation. Definitely equity prices in this sector partly held up by hopes of meaningful legislation.
  • M
    Miguel
    Let’s hope 300 by end of the week, feds talk might have spooked some
  • S
    Stephen
    I sold September $350 calls for $51.90. I'm predicting $350 or less by then due to the overall economy/equity markets. The hedge is $401.90 and I have 2,000 shares to back up the call (I'd just sell the next future call $50 above to cover). I like SEDG as much as ENPH and predict share price growth to continue into 2023 and beyond with starts and stops. If SEDG drops after earnings, I'll buy back my calls for $5 to $10, wait for $350 again and repeat, Alternatively, SEDG could rise 10% to 20% after earnings and I'll just sit tight.
  • e
    eric
    Great buying opportunity
  • A
    Allen
    I can’t understand how stupid is this Vice President;
    Insider Sell: Solaredge Technologies
    Meir Adest, Vice President, Core Technologies, on April 18, 2022, sold 10,000 shares in Solaredge Technologies (SEDG) for $3,015,869. Following the Form 4 filing with the SEC, Adest has control over a total of 199,867 shares of the company, with 199,867 shares held directly. The market value of the direct and indirect holding, based on the transaction price, is approximately $60,755,571.

    SEC Filing:

    https://www.sec.gov/Archives/edgar/data/1419612/000117891322001545/xslF345X03/zk2227646.xml
  • C
    Craig
    Approximately 600 million for acquisition. What company could we be pursuing? We might just be tying up supply chain commodities.
  • M
    Miguel
    What we thinking here, I feel like a pump and sell tomorrow wave coming
  • R
    Robbie
  • Ü
    Ülo
    Soon 400$
  • J
    Jason
    Just look at SEDG price over the last 10 days and how the market makers manipulated the price, you get an idea of how corrupted the US market is now.
  • A
    Anonymous
    what caused the 4.5% drop in after hours?
  • W
    Winorlose
    Lol, never buy 6 months high!!! Never, now the greed will hurt
  • R
    Robbie
    hopefully 300$ today
  • B
    Benjo
    Way over priced...
  • H
    Heather
    What's with this stock? You would think SEDG was acquired today instead of REGI. Wow.