RBC Capital analyst Chris Dendrinos maintains $SolarEdge Technologies (SEDG.US)$ with a hold rating, and adjusts the target price from $35 to $25.
According to TipRanks data, the analyst has a success rate of 43.6% and a total average return of 9.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SolarEdge Technologies (SEDG.US)$'s main analysts recently are as follows:
The projection for SolarEdge's earnings has been adjusted downwards for FY25 and FY26 due to a more cautious view on demand and alterations in assumptions regarding average selling prices. While SolarEdge continues to have a strong position with installers for increased adoption, there may be short-term competitive challenges from Tesla if the adoption of Tesla's Powerwall 3 outpaces the scaling of SolarEdge's domestic battery production.
The anticipation of third-quarter results within the Energy Transition & Infrastructure sector has been met with a recommendation for investors to proceed with caution, especially considering the timing of the U.S. elections. Investors are advised to prioritize 'relative value' instead of increasing their stakes or introducing new capital. Despite the low likelihood of the Inflation Reduction Act being fully repealed, policy uncertainty is expected to arise if there is a change in political leadership. Additionally, observations and discussions from both the U.S. and European markets suggest a continued stagnation in residential solar demand, which is crucial for the company's revenue growth.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
加皇资本市场分析师Chris Dendrinos维持$SolarEdge Technologies (SEDG.US)$持有评级，并将目标价从35美元下调至25美元。
根据TipRanks数据显示，该分析师近一年总胜率为43.6%，总平均回报率为9.0%。
此外，综合报道，$SolarEdge Technologies (SEDG.US)$近期主要分析师观点如下：
由于对需求的看法更加谨慎，以及对平均销售价格的假设发生了变化，对SolarEdge的25财年和26财年的收益预测已向下调整。尽管SolarEdge在安装商中继续占据强势地位，以提高采用率，但如果特斯拉的Powerwall 3的采用速度超过SolarEdge国内电池产量的规模，特斯拉可能会面临短期的竞争挑战。
能源转型和基础设施行业对第三季度业绩的预期已得到满足，建议投资者谨慎行事，特别是考虑到美国大选的时机。建议投资者优先考虑 “相对价值”，而不是增加股份或引入新资本。尽管《减少通货膨胀法》被完全废除的可能性很小，但如果政治领导层更换，预计将出现政策不确定性。此外，来自美国和欧洲市场的观察和讨论表明，住宅太阳能需求持续停滞，这对公司的收入增长至关重要。
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
