Solaredge Technologies Inc

Solaredge Technologies Inc(SEDG)の株式分析

$31.430

+0.937 (+2.98%)終値時点

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高値
31.650
始値
29.950
出来高加重平均価格
30.99
出来高
2.71M
時価総額
1.44B
安値
29.895
売買代金
84.02M
EV/EBITDA(TTM)
-25.25

SolarEdge Technologies, Inc. offers an inverter solution for a solar photovoltaic (PV) system. The Company's products include SolarEdge Power Optimizer, SolarEdge Inverter, StorEdge Solutions and SolarEdge Monitoring Software. Its product roadmap consists of categories, including power optimizers, inverters, monitoring services, energy storage and smart energy management. The Company's power optimizers provide module-level maximum power point (MPP) tracking and real-time adjustments of current and voltage to the optimal working point of each individual PV module. The Company's solution consists of a direct current (DC) power optimizer, an inverter and a cloud-based monitoring platform that operates as a single integrated system.

www.solaredge.com

AI分析 of Solaredge Technologies Inc (SEDG)

中立

SolarEdge Technologies Inc is currently not a strong buy. The stock is priced at $32.21, which is below the average analyst price target of $36.67, indicating potential upside. However, the RSI is at 41.32, suggesting the stock is nearing oversold territory but not yet a strong buy signal. The company is facing challenges with a projected revenue growth slowdown in the U.S. market, which could impact future earnings, as indicated by Deutsche Bank's forecast of a 2% revenue estimate below consensus for Q4 2026. Additionally, the forward P/E ratio is notably high at 277.78, reflecting concerns about profitability and growth expectations. Therefore, while there is potential for recovery, the current market conditions and analyst sentiment suggest holding rather than buying at this time.

アナリスト評価(10)

上値余地 +3.60%
買い
8 買い
1 中立
1 売り
現在: 31.43
安値
6.90
平均
32.56
高値
44.00

Deutsche Bank

2026-10-07

目標株価

$34

中立

Barclays

2026-10-07

目標株価

$36

Equal Weight

Citi

2026-09-20

目標株価

$30

売り

Mizuho

2026-09-11

目標株価

$40

中立

JPMorgan

2026-09-11

目標株価

$44

中立

バリュエーション指標

Solaredge Technologies Inc(SEDG)の現在の予想PERは57.47で、5年平均は26.19です。

予想PER

適正
5年平均 P/E
26.19
現在のP/E
57.47
割高
122.34
割安
-69.96

予想EV/EBITDA

適正
5年平均 EV/EBITDA
-262.17
現在のEV/EBITDA
-25.25
割高
1119.15
割安
-1643.49

予想PSR

適正
5年平均 P/S
2.87
現在のP/S
1.40
割高
4.67
割安
1.07

Alphio AI による SEDG の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%SEDG

$17.43

シナリオ価格

基

基本

基本 · 50%SEDG

$16.76

シナリオ価格

弱

弱気

弱気 · 25%SEDG

$15.33

シナリオ価格

SEDG を保有するクジラ

H

Harel Insurance Investments & Financial Services Ltd

+ を保有SEDG

+7.52%

3か月リターン

M

Migdal Mutual Funds Ltd.

+ を保有SEDG

+4.71%

3か月リターン

M

Menora Mivtachim Provident Funds

+ を保有SEDG

+4.33%

3か月リターン

G

Global X Management (Aus) Limited

+ を保有SEDG

-0.08%

3か月リターン

M

Meitav Investment House Ltd

+ を保有SEDG

-0.20%

3か月リターン

C

Clal Financial Management Ltd

+ を保有SEDG

-2.56%

3か月リターン

イベントタイムライン

2026-10-13 (ET)

08:00:00

SolarEdge Showcases AI Factory Power Tech at NVIDIA Event

2026-10-08 (ET)

08:00:00

SolarEdge Appoints Gokul Krishnan as SVP and GM, North America

2026-09-24 (ET)

12:30:00

Anthropic Delays IPO to November

2026-09-10 (ET)

12:30:00

SolarEdge Raises 2029 Revenue Guidance to $2.4B

ニュース

SEDG のよくある質問 — Alphio AI が回答

SolarEdge Technologies, Inc. offers an inverter solution for a solar photovoltaic (PV) system. The Company's products include SolarEdge Power Optimizer, SolarEdge Inverter, StorEdge Solutions and SolarEdge Monitoring Software. Its product roadmap consists of categories, including power optimizers, inverters, monitoring services, energy storage and smart energy management. The Company's power optimizers provide module-level maximum power point (MPP) tracking and real-time adjustments of current and voltage to the optimal working point of each individual PV module. The Company's solution consists of a direct current (DC) power optimizer, an inverter and a cloud-based monitoring platform that operates as a single integrated system. It operates in the Energy sector (SEMICONDUCTORS & RELATED DEVICES industry).

SolarEdge Technologies Inc is currently not a strong buy. The stock is priced at $32.21, which is below the average analyst price target of $36.67, indicating potential upside. However, the RSI is at 41.32, suggesting the stock is nearing oversold territory but not yet a strong buy signal. The company is facing challenges with a projected revenue growth slowdown in the U.S. market, which could impact future earnings, as indicated by Deutsche Bank's forecast of a 2% revenue estimate below consensus for Q4 2026. Additionally, the forward P/E ratio is notably high at 277.78, reflecting concerns about profitability and growth expectations. Therefore, while there is potential for recovery, the current market conditions and analyst sentiment suggest holding rather than buying at this time.

10 analysts cover SEDG: 8 rate it Buy, 1 Hold and 1 Sell. The average price target is 32.56.

コミュニティ

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molten_vortex2026/9/10

$SEDG is expected to generate $600M in 2029 revenue from AI factories, with revenues now at $2.4 billion, up from $1.7 billion. A 41%+ increase... The stock is down 1.4% right now. Sellers pushed it to $29 as the numbers were being announced. The fear is real. = opportunity

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