Solaredge Technologies Inc

Solaredge Technologies Inc(SEDG)股票分析

$31.430

+0.937 (+2.98%)收盘时

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最高
31.650
开盘
29.950
成交量加权均价
30.99
成交量
2.72M
市值
1.44B
最低
29.895
成交额
84.15M
企业价值/息税折旧摊销前利润(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.

AI 分析 of Solaredge Technologies Inc (SEDG)

持有

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.

分析师评级(10)

上行空间 +3.60%
买入
8 买入
1 持有
1 卖出
当前: 31.43
最低
6.90
平均
32.56
最高
44.00

Deutsche Bank

2026-10-07

目标价

$34

持有

Barclays

2026-10-07

目标价

$36

Equal Weight

Citi

2026-09-20

目标价

$30

卖出

Mizuho

2026-09-11

目标价

$40

中性

JPMorgan

2026-09-11

目标价

$44

中性

估值指标

Solaredge Technologies Inc(SEDG)当前预期市盈率为 57.47,5 年平均预期市盈率为 26.19。

预期市盈率

合理
5 年均值 P/E
26.19
当前P/E
57.47
高估
122.34
低估
-69.96

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
-262.17
当前EV/EBITDA
-25.25
高估
1119.15
低估
-1643.49

预期市销率

合理
5 年均值 P/S
2.87
当前P/S
1.40
高估
4.67
低估
1.07

Alphio AI 对 SEDG 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%SEDG

$17.43

情景价格

基

基准

基准 · 50%SEDG

$16.76

情景价格

悲

悲观

悲观 · 25%SEDG

$15.33

情景价格

持有 SEDG 的大户

H

Harel Insurance Investments & Financial Services Ltd

+ 持有SEDG

+7.52%

3个月收益率

M

Migdal Mutual Funds Ltd.

+ 持有SEDG

+6.23%

3个月收益率

M

Menora Mivtachim Provident Funds

+ 持有SEDG

+4.68%

3个月收益率

M

Meitav Investment House Ltd

+ 持有SEDG

+1.20%

3个月收益率

G

Global X Management (Aus) Limited

+ 持有SEDG

+0.05%

3个月收益率

C

Clal Financial Management Ltd

+ 持有SEDG

-0.93%

3个月收益率

事件时间线

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

资讯

SEDG 常见问题 —— 由 Alphio AI 解答

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.

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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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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