Professional
Added to YB: 2025-08-14
Pitch date: 2025-07-28
SEDG [neutral]
SolarEdge Technologies, Inc.
+8.25%
current return
Author Info
No bio for this author
Company Info
SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.
Market Cap
$2.2B
Pitch Price
$27.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.45
P/E
-3.77
EV/Sales
1.99
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Harry Qelm Baabsman Portfolio Holding: SolarEdge Technologies, Inc.
SEDG (holding update): Solar power optimizer leader facing severe cycle downturn. Previous 25-35% annual growth, but 2024 issues (product diversification, weak margins) led to CEO/CFO change. Stock down from $117.5 avg to $13, rebounding to $27-28 in 2025. Recovery expected 2025-2027 when clean energy cycle improves.
Read full article (1 min)