Notícias

A fresh FCC ruling on foreign inverters sent one solar stock surging while its closest peers slid, and the divergence reveals exactly which companies stand to win or lose as Washington rewrites the rules on power electronics.

Intuit downgraded, SolarEdge upgraded: Wall Street's top analyst calls

UBS said FCC restrictions on foreign-made power inverters could tighten U.S. inverter supplies and help SolarEdge capture market share.

SolarEdge Technologies has had a very rough ride over the last few years, yet today the valuation picture is split, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market based multiples still screen the stock as relatively inexpensive. The share price has fallen about 89.4% over the past 5 years, which puts the current valuation in the context of a very steep long term drawdown. Future revenue growth and cash flow recovery expectations can support the...

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

SolarEdge stock reacts to rising Treasury yields and solar financing pressure SolarEdge Technologies (SEDG) stock came under pressure after a jump in long term Treasury yields raised the sector’s cost of capital, creating challenges for financing utility projects and residential solar borrowers. See our latest analysis for SolarEdge Technologies. At around US$30.90, SolarEdge Technologies’ recent share price weakness has been sharp, with the 1 month share price return down 38.53% and the 3...

In recent trading, SolarEdge Technologies and other solar names fell after long‑term US Treasury yields climbed, raising sector-wide financing costs and pressuring project economics. This moved attention away from earlier optimism tied to a White House proclamation on duties and minimum import prices for polysilicon products. The episode highlights how shifts in benchmark government yields can quickly strain both utility‑scale developers’ cost of capital and loan affordability for...

A number of stocks fell in the afternoon session after surging long-term Treasury yields crushed the group's cost-of-capital outlook.

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

SolarEdge’s second quarter results were marked by notable year-over-year revenue growth and a return to non-GAAP operating profitability, but the market responded negatively, reflecting lingering concerns about the company’s near-term trajectory. Management attributed the quarter’s performance to progress in operational efficiency, product rollouts, and increasing demand for storage solutions—particularly in Europe, where anticipation of electricity price hikes and policy changes fueled both sol

Hello, Reader. Contrarian investing naturally draws a lot of heat for going “against” market trends, and sometimes for good reason. Simply being a contrarian without purpose is a losing strategy. That is why, although some of my recommendations can seem “against” the grain, I consider myself an opportunistic investor.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Many of the most successful investment recommendations of my career came from stocks that Wall Street had written off

Solar and storage demand surges in Europe as company returns to operating profitability.

Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.

Solar power systems company SolarEdge (NASDAQ:SEDG) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 19.6% year on year to $346.2 million. On the other hand, next quarter’s revenue guidance of $325 million was less impressive, coming in 12.6% below analysts’ estimates. Its non-GAAP profit of $0.05 per share was significantly above analysts’ consensus estimates.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Its five-year correlation to the market is low, and that buys a different kind of risk rather than less of it.

(Updates with premarket share movement of solar companies in headline and first two paragraphs.)

SolarEdge shares crashed yesterday on disappointing future guidance. Here’s why SEDG stock isn’t particularly attractive to buy on the dip.

The headline numbers for SolarEdge (SEDG) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Fluence Energy (FLNC) is in focus after its third quarter 2026 earnings update, which showed higher revenue alongside a shift from profit to loss, while sector sentiment weakened following the softer outlook from SolarEdge Technologies. See our latest analysis for Fluence Energy. At a share price of US$14.23, Fluence Energy has seen the 1 day share price return fall 9.19% and the 30 day share price return fall 20.15%, while the 1 year total shareholder return is 68.40% and the 3 year total...

SolarEdge Technologies (NASDAQ:SEDG) reported second-quarter results that marked a return to non-GAAP operating profitability, as higher revenue, improving margins and cost controls offset continued softness in the U.S. residential solar market. Revenue for the quarter ended June 30 was $346.2 mill

Revenue up 20% year-over-year to $346 million, with gross margin expanding for the sixth consecutive quarter to 28.6%.

SolarEdge is working on a turnaround -- but it's a work in progress.

SolarEdge Leads Solar Stocks Lower. The Solar Maker's Outlook Raises Fresh Concern

Moby summary of SolarEdge Technologies, Inc.'s Q2 2026 earnings call

SolarEdge Technologies (NASDAQ:SEDG) shares fell about 24% on Wednesday after the solar technology company issued a weaker-than-expected third quarter outlook, overshadowing better-than-expected second quarter results. The company guided for Q3 2026 revenue of $310 million to $340 million,...

SEDG returns to adjusted operating profitability as stronger European demand, higher battery sales and expanding margins drive a second-quarter earnings beat.

The smart energy technology company delivered its strongest profitability improvement in several quarters, driven by higher revenue, expanding margins, and continued progress in its turnaround strategy. Key Investor TakeawaysSolarEdge Technologies (NASDAQ:SEDG) increased second-quarter revenue 20% year over year to $346.

FEATURE SolarEdge stock started the week strong, reclaiming a key moving average on the back of strong gains Monday and Tuesday. But then earnings arrived, putting the residential solar equipment company on pace for its worst day in 14 months.

SolarEdge (SEDG) delivered earnings and revenue surprises of +50.00% and +1.34%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?