Solaredge Technologies Inc Stock Price, News & Analysis

SolarEdge (NASDAQ: SEDG) and Infineon announced a collaboration to advance a modular 2–5 MW Solid‑State Transformer (SST) for AI and hyperscale data centers on November 5, 2025.

The SST design targets direct medium‑voltage (13.8–34.5 kV) to 800–1500V DC conversion at >99% efficiency, using Infineon silicon carbide (SiC) switching and SolarEdge DC conversion and control topology to reduce size, weight and CO₂ footprint while supporting DC‑based data‑center power architectures.

SolarEdge (Nasdaq: SEDG) reported third quarter 2025 results for the period ended September 30, 2025, with revenues of $340.21M (up 18% sequentially) and non-GAAP revenues of $339.7M (up 21% sequentially). The company recognized ~92.7k inverters, 2.95M optimizers and 230 MWh of batteries as revenue and shipped 1,471 MW (AC) of inverters and 269 MWh of batteries in the quarter. GAAP gross margin rose to 21.2% from 11.1% prior quarter; non-GAAP gross margin was 18.8% (prior 13.1%). GAAP net loss was $50.1M (GAAP EPS -$0.84); non-GAAP net loss was $18.3M (non-GAAP EPS -$0.31). Operating cash flow was $25.6M and free cash flow $22.8M. Cash and investments net of debt increased by $77.0M to $208.8M. Q4 2025 guidance: revenues $310M–$340M; non-GAAP gross margin 19%–23% (including ~2% tariff impact); non-GAAP Opex $85M–$90M.

SolarEdge (NASDAQ: SEDG) announced it has enrolled more than 500 MWh of residential battery storage in Virtual Power Plant (VPP) programs across 16 U.S. states and Puerto Rico, expanding its distributed energy and grid services footprint globally.

Key program details include utility incentives such as $110/kW (APS), $120/kW (Tucson Electric Power), up to $624/year in South Carolina programs, and New York programs that complement NYSERDA’s $6,250 per system storage incentive. The company says >40% of its U.S. battery sites participate in incentive programs.

SolarEdge (NASDAQ: SEDG) will report financial results for the third quarter ended September 30, 2025 before market open on Wednesday, November 5, 2025.

Management will host a conference call on November 5, 2025 at 8:00 A.M. ET. Live dial-in numbers are US/Canada toll free +1 800-225-9448 and International +1 203-518-9708 with Conference ID: SEDG. A live webcast will be available in the company Investor Relations event calendar. A replay will be posted approximately two hours after the call and remain available for about 30 calendar days.

SolarEdge Technologies (NASDAQ: SEDG) has achieved a significant milestone by initiating its first international shipments of U.S.-manufactured residential solar technology. The company has begun exporting to Australia, with plans to expand to additional international markets in Q4 2025.

The company's U.S. manufacturing facilities in Florida, Texas, and Utah produce residential solar and storage solutions, as well as Commercial & Industrial (C&I) solar products. These facilities also serve U.S. customers seeking to qualify for clean energy tax credits through domestically manufactured, non-PFE technology.

SolarEdge Technologies (Nasdaq: SEDG) reported its Q2 2025 financial results, showing signs of recovery with revenues of $289.41 million, up 32% from the previous quarter. The company shipped 1,194 MW (AC) of inverters and 247 MWh of batteries for PV applications.

GAAP gross margin improved to 11.1% from 8.0% in Q1, while non-GAAP gross margin reached 13.1%. The company reported a GAAP net loss of $124.7 million ($2.13 per share). For Q3 2025, SolarEdge expects revenues between $315-355 million with non-GAAP gross margins of 15-19%.

SolarEdge Technologies (NASDAQ: SEDG) has announced a strategic partnership with Schaeffler to implement EV charging infrastructure across Schaeffler's European facilities. The collaboration aims to deploy approximately 2,300 charging points by 2030.

The initial deployment begins at Schaeffler's Technology Center in Herzogenaurach, Germany, featuring SolarEdge's Wevo technology integrated into their ONE for C&I energy optimization platform. The solution includes a custom app for Schaeffler employees and fleet vehicle drivers, providing a seamless charging experience.

This partnership expands on an existing relationship where SolarEdge's solar technology has been powering Schaeffler's rooftop installations.

SolarEdge Technologies (NASDAQ: SEDG) and Solar Landscape have announced a strategic multi-year agreement for the supply of U.S.-manufactured solar technology. The partnership will support over 500 commercial rooftop projects across multiple states in 2025 and 2026.

Solar Landscape, which leased 40 million square feet of commercial rooftop space in 2024, aims to generate enough solar capacity to power 80,000 households. The company has expanded its network to include over 80 partners owning more than 2 billion square feet of commercial real estate nationwide.

SolarEdge's domestic manufacturing operations have created approximately 2,000 American jobs while ensuring a resilient local supply chain for partners.

SolarEdge Technologies (Nasdaq: SEDG), a global leader in smart energy technology, has scheduled its second quarter 2025 financial results announcement for Thursday, August 7, 2025, before market open.

The company will host a conference call at 8:00 A.M. ET on the same day to discuss the results. Investors can join via phone using toll-free number +1 833-316-1983 (US/Canada) or international toll number +1 785-838-9310 with Conference ID: SEDG. A live webcast will be available on SolarEdge's Investor Relations website, with a replay accessible for approximately 30 days after the call.