Morgan Stanley analyst Andrew Percoco maintains $SolarEdge Technologies (SEDG.US)$ with a sell rating, and adjusts the target price from $9 to $11.
According to TipRanks data, the analyst has a success rate of 51.7% and a total average return of 11.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SolarEdge Technologies (SEDG.US)$'s main analysts recently are as follows:
SolarEdge faces significant challenges including tight liquidity, a challenging earnings outlook, and heightened competition. Analysts suggest that utility-scale companies might be better poised, owing to more attainable consensus estimates and sturdier financial health. There is a noted cautious stance on the residential solar sector, primarily because of its heavy reliance on incentives and relatively weaker financial resilience.
The headcount reduction and several critical strategic agreements at SolarEdge have slightly improved the outlook for the company's shares. Despite this, there are still some risks to its turnaround story. Nonetheless, recent strategic initiatives by the company are seen as 'steps in the right direction'.
SolarEdge has unveiled various new initiatives expected to enhance its financial outlook. This involves safe harbor agreements intended to aid two major residential solar financiers in capitalizing on the domestic content bonus, the sale of 45X tax credits, and an organizational restructuring aimed at reducing operating expenses. These developments are projected to become significant points of interest for investors starting in 2025.
Note:
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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.
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摩根士丹利分析师Andrew Percoco维持$SolarEdge Technologies (SEDG.US)$卖出评级，并将目标价从9美元上调至11美元。
根据TipRanks数据显示，该分析师近一年总胜率为51.7%，总平均回报率为11.8%。
此外，综合报道，$SolarEdge Technologies (SEDG.US)$近期主要分析师观点如下：
SolarEdge面临重大挑战，包括流动性紧张、盈利前景艰难和竞争加剧。分析师认为，由于更可实现的共识估计和更稳健的财务状况，公用事业规模的公司可能会处于更好的状态。人们对住宅太阳能行业采取了明显的谨慎立场，这主要是因为该行业严重依赖激励措施，而且财务弹性相对较弱。
裁员和SolarEdge的几项关键战略协议略微改善了公司的股票前景。尽管如此，其转机故事仍然存在一些风险。尽管如此，该公司最近的战略举措被视为 “朝着正确方向迈出的一步”。
SolarEdge公布了各种新举措，预计将改善其财务前景。这涉及安全港协议，旨在帮助两家主要的住宅太阳能金融家利用国内含量奖金、出售45倍的税收抵免以及旨在减少运营开支的组织重组。预计从2025年开始，这些发展将成为投资者的重要关注点。
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