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:
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.
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摩根士丹利分析師Andrew Percoco維持$SolarEdge Technologies (SEDG.US)$賣出評級，並將目標價從9美元上調至11美元。
根據TipRanks數據顯示，該分析師近一年總勝率為51.7%，總平均回報率為11.8%。
此外，綜合報道，$SolarEdge Technologies (SEDG.US)$近期主要分析師觀點如下：
SolarEdge面臨重大挑戰，包括流動性緊張、盈利前景艱難和競爭加劇。分析師認爲，由於更可實現的共識估計和更穩健的財務狀況，公用事業規模的公司可能會處於更好的狀態。人們對住宅太陽能行業採取了明顯的謹慎立場，這主要是因爲該行業嚴重依賴激勵措施，而且財務彈性相對較弱。
裁員和SolarEdge的幾項關鍵戰略協議略微改善了公司的股票前景。儘管如此，其轉機故事仍然存在一些風險。儘管如此，該公司最近的戰略舉措被視爲 「朝着正確方向邁出的一步」。
SolarEdge公佈了各種新舉措，預計將改善其財務前景。這涉及安全港協議，旨在幫助兩家主要的住宅太陽能金融家利用國內含量獎金、出售45倍的稅收抵免以及旨在減少運營開支的組織重組。預計從2025年開始，這些發展將成爲投資者的重要關注點。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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