Added to YB: 2026-07-23
Pitch date: 2026-07-21
SEDG [bullish]
SolarEdge Technologies, Inc.
-2.72%
current return
Author Info
Equity research team focused on tech stocks (with special interest in cybersecurity and cloud). Sign up for their newsletter.
Company Info
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally.
Market Cap
$3.1B
Pitch Price
$49.22
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.69
P/E
-8.21
EV/Sales
2.29
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SolarEdge Technologies, Inc. - $SEDG
SEDG (new position): Paired ~1% bet with Enphase on AI data center power electronics via 800V DC/solid-state transformer shift. SEDG ahead in timing on bidirectional grid-tied conversion; true 13kV-to-800V SST ~2yrs out. Post-correction attractive (ENPH ~14x GP, 38x FCF). Capability bet, market underappreciates AI angle. Risk: SST narrative reversal, adoption later.
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