On Nov 08, major Wall Street analysts update their ratings for $SolarEdge Technologies (SEDG.US)$, with price targets ranging from $9 to $23.
Morgan Stanley analyst Andrew Percoco maintains with a hold rating, and maintains the target price at $23.
Goldman Sachs analyst Brian K. Lee maintains with a sell rating, and sets the target price at $10.
J.P. Morgan analyst Mark Strouse maintains with a buy rating, and adjusts the target price from $29 to $18.
BofA Securities analyst Dimple Gosai maintains with a sell rating, and adjusts the target price from $14 to $10.
UBS analyst Jon Windham maintains with a hold rating, and adjusts the target price from $75 to $18.
Furthermore, according to the comprehensive report, the opinions of $SolarEdge Technologies (SEDG.US)$'s main analysts recently are as follows:
SolarEdge's reported Q4 revenue and subsequent guidance fell short of expectations. Following recent political events, there is an anticipation that investor attention will shift towards the most reputable companies within the alternative energy sector.
SolarEdge's current forecast is tempered by a reduction in European demand, a decline in selling prices to clear inventory, and projections of a sustained lower EBITDA margin at least until 2026. This outlook is further clouded by the potential changes in tax credits and growth prospects in the U.S. under a potential second term for President Trump. The limited insight into when demand in Europe might recover, the timeline for positive EBITDA, and current valuation assessments have contributed to a less optimistic outlook on the company's performance.
The recent guidance for Q4 indicated a miscalculation in the anticipated revenue and margin lows for SolarEdge, particularly as the European market's conditions continue to deteriorate. With a significant debt maturity approaching in September 2025 and following another quarter marked by a reduction in cash reserves, including a decline in free cash flow, the forthcoming months are crucial for the company.
The outlook for SolarEdge is being challenged by ongoing difficulties in Europe, with guidance for the fourth quarter significantly trailing behind consensus expectations.
Here are the latest investment ratings and price targets for $SolarEdge Technologies (SEDG.US)$ from 7 analysts:
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美东时间11月8日，多家华尔街大行更新了$SolarEdge Technologies (SEDG.US)$的评级，目标价介于9美元至23美元。
摩根士丹利分析师Andrew Percoco维持持有评级，维持目标价23美元。
高盛集团分析师Brian K. Lee维持卖出评级，目标价10美元。
摩根大通分析师Mark Strouse维持买入评级，并将目标价从29美元下调至18美元。
美银证券分析师Dimple Gosai维持卖出评级，并将目标价从14美元下调至10美元。
瑞士银行分析师Jon Windham维持持有评级，并将目标价从75美元下调至18美元。
此外，综合报道，$SolarEdge Technologies (SEDG.US)$近期主要分析师观点如下：
SolarEdge报告的第四季度营业收入和随后的指引均未达预期。在最近的政治事件之后，人们预计投资者的注意力将转向替代能源板块内最值得信赖的公司。
SolarEdge目前的预测受到欧洲需求减少、销售价格下降以清理库存，以及预计至少到2026年持续较低EBITDA利润率的影响。这一展望进一步受到税收抵免和特朗普总统潜在连任下美国增长前景可能发生的变化所蒙上阴影。欧洲需求何时恢复、正面EBITDA的时间表以及目前估值评估的有限信息共同导致了对公司业绩的不太乐观展望。
最近对第四季度的指引显示了SolarEdge在预期营收和利润率方面的错误估计，特别是随着欧洲市场状况继续恶化。随着2025年9月临近的重要债务到期日以及紧随其后的又一个季度的现金储备减少，包括自由现金流下降，未来几个月对公司至关重要。
SolarEdge的展望受到欧洲持续困难的挑战，第四季度的指引明显落后于共识预期。
以下为今日7位分析师对$SolarEdge Technologies (SEDG.US)$的最新投资评级及目标价：
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