Added to YB: 2026-06-15
Pitch date: 2026-03-31
SEDG [neutral]
SolarEdge Technologies, Inc.
Author Info
No bio for this author
Company Info
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally.
Market Cap
$3.7B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-22.79
P/E
-9.94
EV/Sales
2.79
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Artisan Non-U.S. Small-Mid Growth Strategy New Position: SolarEdge Technologies, Inc.
SEDG (holding update): Repurchased in Q1 2025 amid extreme solar pessimism over US policy fears; added over the year. Bull case: superior DC/DC inverter tech, expansion into battery storage, manufacturing outsourcing lifting gross margins, and new solid-state transformer market for AI data centers. Structurally growing energy security demand.
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