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:
Note:
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美東時間11月8日，多家華爾街大行更新了$SolarEdge Technologies (SEDG.US)$的評級，目標價介於9美元至23美元。
摩根士丹利分析師Andrew Percoco維持持有評級，維持目標價23美元。
高盛集團分析師Brian K. Lee維持賣出評級，目標價10美元。
摩根大通分析師Mark Strouse維持買入評級，並將目標價從29美元下調至18美元。
美銀證券分析師Dimple Gosai維持賣出評級，並將目標價從14美元下調至10美元。
瑞士銀行分析師Jon Windham維持持有評級，並將目標價從75美元下調至18美元。
此外，綜合報道，$SolarEdge Technologies (SEDG.US)$近期主要分析師觀點如下：
SolarEdge報告的第四季度營業收入和隨後的指導未達預期。在最近的政治事件之後，預計投資者的注意力將轉向替代能源板塊中最值得信賴的公司。
受歐洲需求減少、銷售價格下降以清理庫存、以及至少到2026年持續較低的EBITDA利潤率預測影響，SolarEdge目前的預測被抑制。這一展望進一步受到了在美國總統特朗普有可能連任的情況下，稅收抵免和增長前景發生變化的影響。對歐洲需求何時恢復、正面EBITDA的時間表以及當前估值評估的有限了解，導致對公司業績持謹慎態度。
最近對第四季度的指導顯示了對SolarEdge預期營業收入和利潤率的誤判，特別是隨着歐洲市場條件繼續惡化。隨着2025年9月一筆重要的債務到期日臨近，加上另一個季度現金儲備減少的情況，包括自由現金流下降，未來幾個月對公司至關重要。
SolarEdge的前景受到歐洲持續困難的挑戰，第四季度的指導明顯落後於共識預期。
以下爲今日7位分析師對$SolarEdge Technologies (SEDG.US)$的最新投資評級及目標價：
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