J.P. Morgan analyst Mark Strouse maintains $SolarEdge Technologies (SEDG.US)$ with a buy rating, and adjusts the target price from $29 to $18.
According to TipRanks data, the analyst has a success rate of 47.1% and a total average return of 8.1% 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's recent performance has been influenced by several headwinds, including diminished demand in Europe, reduced selling prices referred to as 'fire-sale' levels, and expectations of a narrower EBITDA margin continuing at least until 2026. Additionally, there is concern regarding the potential loss of tax credits and a slowing of U.S. growth in the event of a second term for President Trump. The forecast for the company is further clouded by limited visibility into the recovery of demand in Europe and a definitive timeline for achieving positive EBITDA.
The assessment of SolarEdge's financial outlook has been adjusted due to a weaker than expected Q4 guidance, indicating an underestimation of the revenue and margin bottom, particularly as conditions in the European market continue to deteriorate. The upcoming period is pivotal for SolarEdge, considering the approaching debt maturity in September 2025 coupled with a recent quarter showing a decline in free cash flow amounting to $111M.
The outlook for SolarEdge is being challenged by ongoing issues in Europe, with expectations for the fourth quarter falling significantly short of consensus.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Mark Strouse维持$SolarEdge Technologies (SEDG.US)$买入评级，并将目标价从29美元下调至18美元。
根据TipRanks数据显示，该分析师近一年总胜率为47.1%，总平均回报率为8.1%。
此外，综合报道，$SolarEdge Technologies (SEDG.US)$近期主要分析师观点如下：
SolarEdge最近的表现受到了几股逆风影响，包括欧洲市场需求下降、售价降至“火卖”水平，以及预计至少持续到2026年的较窄EBITDA利润率。此外，人们还担心特朗普总统第二个任期可能导致税收抵免的潜在损失，以及美国增长放缓的预期。公司的预测进一步受限于无法明确了解欧洲需求恢复的情况，以及实现正面EBITDA的明确时间表。
由于Q4指引低于预期，SolarEdge的财务展望已经调整，特别是在欧洲市场状况继续恶化的背景下，低估了营收和利润底部。未来时期对SolarEdge至关重要，考虑到2025年9月到期的债务以及最近一个季度自由现金流下降达到11100万美元。
SolarEdge的前景受到欧洲持续问题的挑战，第四季度预期显著低于共识。
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