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SolarEdge Technologies, Inc. (SEDG)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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318.33+3.28 (+1.04%)
As of 11:51AM EST. Market open.
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  • A
    Anonymous
    The big guy wanted cheap shares.
  • C
    Craig
    This company is handling major disruption in manufacturing and logistics with the professional expertise I have come to respect over the years. I cannot name another company that could post the numbers SEDG just released with 25% of their manufacturing capacity down for 12 weeks, and over the water shipping rates at current levels. Next quarter numbers will be challenged even more than this quarter, but SEDG will get back on track after the first of the year if we have no more COVID shutdowns. The announcement of a Mexico manufacturing location will help with China tariffs and shipping costs. As far as competition from ENPH, this talk is a nonevent. The pie is getting bigger, and each company could sell more if available. I’m in the camp of SEDG’s technology architecture with direct DC power recharging batteries and EV charging boost with excess AC power. Don’t be surprised to see optional high direct DC EV charging in the future. This option wouldn’t be for everyday use because of battery life. Capex is going to slow in battery division with plants coming on line. Only, over capacity demand would increase Capex in this division which is a good thing.
  • L
    Lloyd
    Incredible results. Some profit taking AH but the trend will be upwards!!
    Bullish
  • A
    Anonymous
    I believe solar market is experiencing the next growth story as the world is shifting toward renewable energy.
  • E
    EightyTwenty
    Conference call: Sourcing challenge is still to be worked out. With residual impact to Q1, Q2 should be normalized.
  • S
    Stephen
    Is ENPH competing in world markets that SEDG is in? They are reportedly going into Brazil and Italy in a big way. They also have this new microinverter iQ8 which is supposed to be revolutionary (better) than it's predecessor. I hope SEDG is just as innovative and growing as ENPH with it's 11% revenues growth in Q3 and projected nearly the same for Q4. Mention was made that ENPH didn't not suffer from chip shortage constraints on production.
  • S
    Stephen
    I noticed that afterhours trading is piddling so far (45 minutes). Mosltly 1 to 25 shares. No big blocks. No institutions bailing. Which may mean tomorrow will rival ENPH gain the next day. I hope so.
  • R
    Rose City Oak
    My solar system installer informed me today that SolarEdge is beginning to ship their own batteries. He said that they finally have the ability to offer customers an alternative to LG Chem batteries.
  • D
    Ducati
    all solar stock are down
    enph is also almost 2% in the red so sedg is holding strong 💪
  • A
    Anonymous
    526 million record revenue!!! 480 million last quarter. Up 46 million!!
  • S
    Solomon
    A huge beat next week and this will catch up to ENPH market cap... Still a way to go up if the growth is still there.
  • A
    Anonymous
    420 PT by Goldman Sachs
  • Y
    Yahoo Finance Insights
    SolarEdge reached an all time high at 381.00
  • M
    Matt
    Opens at$340 and closes around $370 tomorrow!
  • S
    Solomon
    Let's see what the Analysts say. Good numbers but many were waiting for a dip thus the After hour movement. I a guessing it will reverse course in the open market tomorrow.
  • A
    Anonymous
    I would buy SEDG before earning tomorrow. Future is looking amazing!!
  • A
    Anonymous
    SEDG will see 400 this quarter that's for sure.
  • A
    Anonymous
    This will come right back up!!
  • t
    thedoomplayer
    SEDG is LOSING MASSIVE market share to ENPH... $527 million in Q3 and $530M (545M mid point) next quarter in Q4... analysts were expecting $560M in Q4... Looking at the guidance of ENPH vs SEDG, you can clearly see that SEDG is losing massive market share to ENPH....
  • N
    Nathan
    The wisest thing that should be on everyone mind currently should be to invest in different stream of income that doesn't depend on the govt especially with the current growth in price of btc in the market
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