Solaredge Technologies Inc

Solaredge Technologies Inc(SEDG)股票分析

$32.360

+1.356 (+4.19%)收盤時

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最高
33.260
開盤
30.600
成交量加權均價
32.05
成交量
1.90M
市值
1.44B
最低
30.540
成交金額
60.96M
企業價值/稅息折舊攤銷前利潤(TTM)
-24.11

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

Currently, SolarEdge Technologies Inc (SEDG) is not a strong buy. The stock is priced at $31.36, which is below the average analyst price target of $36 to $44, indicating potential upside. However, the RSI is at 42.293, suggesting it is nearing oversold territory but not yet a strong buy signal. The company has faced challenges with a 21.60% decline over the past year and a negative net income of $30.75 million in Q2 2026, which raises concerns about its financial stability. The main risk is the projected revenue growth slowdown due to unfavorable U.S. market conditions, as highlighted by Deutsche Bank, which could impact future earnings significantly.

分析師評級(10)

上檔空間 +0.62%
買進
8 買進
1 持有
1 賣出
目前: 32.36
最低
6.90
平均
32.56
最高
44.00

Deutsche Bank

2026-10-07

目標價

$34

持有

Barclays

2026-10-07

目標價

$36

Equal Weight

Citi

2026-09-20

目標價

$30

賣出

Mizuho

2026-09-11

目標價

$40

中性

JPMorgan

2026-09-11

目標價

$44

中性

估值指標

Solaredge Technologies Inc(SEDG)目前預期本益比為 277.78,5 年平均預期本益比為 26.39。

預期本益比

嚴重高估
5 年均值 P/E
26.39
目前P/E
277.78
高估
122.81
低估
-70.03

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
-262.36
目前EV/EBITDA
-24.11
高估
1118.92
低估
-1643.64

預期股價營收比

合理
5 年均值 P/S
2.85
目前P/S
1.34
高估
4.64
低估
1.07

Alphio AI 對 SEDG 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%SEDG

$17.43

情境價格

基

基準

基準 · 50%SEDG

$16.76

情境價格

悲

悲觀

悲觀 · 25%SEDG

$15.33

情境價格

持有 SEDG 的大戶

H

Harel Insurance Investments & Financial Services Ltd

+ 持有SEDG

+4.49%

3個月報酬率

M

Menora Mivtachim Provident Funds

+ 持有SEDG

+4.43%

3個月報酬率

M

Migdal Mutual Funds Ltd.

+ 持有SEDG

+0.49%

3個月報酬率

G

Global X Management (Aus) Limited

+ 持有SEDG

-0.88%

3個月報酬率

G

Global Alpha Capital Management Ltd.

+ 持有SEDG

-5.67%

3個月報酬率

C

Clal Financial Management Ltd

+ 持有SEDG

-8.87%

3個月報酬率

事件時間軸

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

資訊

SEDG 常見問題 —— 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).

Currently, SolarEdge Technologies Inc (SEDG) is not a strong buy. The stock is priced at $31.36, which is below the average analyst price target of $36 to $44, indicating potential upside. However, the RSI is at 42.293, suggesting it is nearing oversold territory but not yet a strong buy signal. The company has faced challenges with a 21.60% decline over the past year and a negative net income of $30.75 million in Q2 2026, which raises concerns about its financial stability. The main risk is the projected revenue growth slowdown due to unfavorable U.S. market conditions, as highlighted by Deutsche Bank, which could impact future earnings significantly.

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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