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SolarEdge Technologies (SEDG) Stock News

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SolarEdge Technologies reports developments in smart energy technology, including its DC-optimized inverter systems for photovoltaic installations and related storage, EV charging, battery and grid services solutions. Company updates commonly cover quarterly results, revenue drivers tied to inverters, power optimizers and batteries for PV applications, and product launches for residential, commercial and industrial solar-plus-storage systems.

Recurring SolarEdge news also includes geographic commercialization of platforms such as SolarEdge Nexis, expansion of commercial storage offerings in Europe and Asia, and corporate governance changes involving senior finance leadership. The company sells through solar installers, distributors, electrical equipment wholesalers, and engineering, procurement and construction firms serving residential, commercial and small utility-scale solar markets.

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SolarEdge Technologies (NASDAQ: SEDG) will report third-quarter financial results before market open on November 4, 2026. The quarter ended September 30, 2026. Management will discuss the results on a conference call at 8:00 A.M. ET that day, with a live webcast available through the company’s Investor Relations website.

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SolarEdge Technologies (SEDG) is showcasing its AI data center power technology at NVIDIA’s AI Factory MGX Ecosystem Showcase, October 12–15, 2026.

The showcase takes place during the OCP Global Summit in San Jose, California, and features a solid-state transformer cell and a 3D-printed model of SolarEdge’s containerized power architecture. SolarEdge is developing a system that converts medium-voltage alternating current to 800-volt direct current and delivers power to rack inputs. The conversion stage is operating under load in engineering labs, while validation of the full power path is underway.

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SolarEdge Technologies (NASDAQ: SEDG) has appointed Gokul Krishnan as Senior Vice President and General Manager for its North America business. He has already begun serving in the role and is based in California. Krishnan succeeds Amir Cohen.

Krishnan joins from Enphase Energy, where he was Senior Vice President and General Manager of the consumer business unit. He brings more than two decades of senior leadership experience across semiconductors, solar, power electronics, energy storage and grid services. His earlier roles included leadership positions at SunEdison, Cypress Semiconductor and Xilinx.

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SolarEdge (SEDG) announced that the three-phase medium-voltage to 800 VDC conversion stage of its DC powertrain for AI data centers is now operating under load in its engineering laboratories, with system-level validation of the full DC path underway.

Alongside this milestone, the company published a technology-neutral 800 VDC protection and grounding framework, developed with NVIDIA, intended for use by any vendor, operator, supplier or standards body. The joint white paper, “800 VDC Protection and Grounding for AI Data Centers,” builds on NVIDIA 800 VDC architecture work and describes grounding options, criteria for grounding impedance selection, and a zone-based protection approach. SolarEdge’s AI data center platform and related products are still under development and validation and are not yet generally available.

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SolarEdge (SEDG) and Infineon (IFNNY) are extending their collaboration to develop solid-state circuit breaker (SSCB) technology for 800 VDC power distribution in AI and hyperscale data centers.

The SSCB initiative targets a critical protection gap between SolarEdge’s solid-state transformer (SST) and compute racks, aiming to enable ultra-fast DC fault interruption for high‑voltage, high‑density infrastructures. SolarEdge is leading SSCB design, while Infineon supplies its CoolSiC™ JFET silicon carbide devices as the core protection components. SSCBs are described as interrupting DC faults within a few microseconds without mechanical contacts, supporting more compact and reliable 800 VDC architectures.

The work builds on SolarEdge’s SST platform with Infineon SiC components, announced in November 2025, which is designed to convert medium-voltage (13.8–34.5 kV) directly to 800–1500 VDC at over 99% efficiency. Infineon reports about €14.7 billion revenue in fiscal 2025 and around 57,000 employees worldwide.

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SolarEdge (Nasdaq: SEDG) will host a webcast of its 2026 Investor Day on Thursday, September 10, 2026, starting at 10:00 AM ET. Management plans to present strategy, market trends, product roadmap (including Nexis, Storage, SST), and operational and financial outlook, plus a customer fireside chat.

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SolarEdge (Nasdaq: SEDG) reported second quarter 2026 GAAP revenue of $346.2 million, up 11.5% sequentially and 19.6% year-over-year, with GAAP gross margin improving to 27.5% and non-GAAP gross margin to 28.6%, including a $13.3 million IEEPA tariff-related benefit.

GAAP operating loss narrowed to $16.0 million from $55.0 million in Q1 2026, while non-GAAP operating income reached $10.2 million, and non-GAAP net income was $3.6 million (non-GAAP EPS diluted $0.05). Free cash flow was $3.1 million, and cash and investments net of debt increased to $264.6 million as of June 30, 2026.

For Q3 2026, SolarEdge guides revenue of $310–$340 million, non-GAAP gross margin of 22%–26%, and non-GAAP operating expenses of $86–$91 million, excluding additional IEEPA refunds, which the company notes could support non-GAAP operating profit at the midpoint when included.

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SolarEdge Technologies (NASDAQ: SEDG) will report its financial results for the second quarter ended June 30, 2026, before market open on Wednesday, August 5, 2026. Management will host a conference call at 8:00 A.M. ET the same day, accessible via U.S./Canada toll-free and international dial-in numbers using conference ID SEDG.

A live webcast and an archived replay (available for about 30 days) will be provided in the Investor Relations section of SolarEdge’s website, with investors encouraged to dial in 10 minutes early to avoid connection delays.

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SolarEdge (Nasdaq: SEDG) appointed Maoz Sigron as Chief Financial Officer, effective May 31, 2026, succeeding Asaf Alperovitz, who departs for another opportunity and will stay through June 9, 2026 for transition.

Sigron brings 20+ years of global finance experience, including senior roles at Perion Network, Allot, Tnuva and Stratasys.

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SolarEdge (Nasdaq: SEDG) reported Q1 2026 revenue of $310.5M (down 7.4% sequentially) and 46% year-over-year revenue growth. GAAP net loss was $57.4M; non-GAAP net loss was $26.3M. Cash and investments, net of debt, totaled $246.2M. Management reaffirmed product rollout priorities, citing the SolarEdge Nexis platform and an AI data-center power roadmap. Q2 guidance: revenue $325M–$355M, non-GAAP gross margin 23%–27%, and non-GAAP operating expenses $86M–$91M.

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FAQ

What is the current stock price of SolarEdge Technologies (SEDG)?

SolarEdge Technologies (SEDG) last closed at $32.36.

What is the market cap of SolarEdge Technologies (SEDG)?

The market cap of SolarEdge Technologies (SEDG) is approximately $2.0B.