SEDG · Solaredge Technologies, Inc.
2 customers — 28.8% of revenue (three months ended June 30, 2026)
“For the three months ended June 30, 2026, two major customers accounted for approximately 28.8% of our total revenues.”
One customer — 16.8% of revenue (six months ended June 30, 2026)
“For the six months ended June 30, 2026, one major customer accounted for approximately 16.8% of our total revenues.”
2 customers — 24% of revenue (six months ended June 30, 2025)
“For the six months ended June 30, 2025, two major customers accounted for approximately 24.0% of our total revenues.”
One customer — 16.4% of revenue (three months ended June 30, 2025)
“For the three months ended June 30, 2025, one major customer accounted for approximately 16.4% of our total revenues.”
2 customers — 26.3% of receivables (As of June 30, 2026)
“As of June 30, 2026, two major customers accounted for approximately 26.3% of our consolidated trade receivables, net balance.”
2 customers — 22.5% of receivables (As of June 30, 2025)
“As of June 30, 2025, two major customers accounted for approximately 22.5% of our consolidated trade receivables, net balance.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Cash and investments portfolio, net of debt | 264.6M | As of June 30, 2026 | — |
| Free cash flow non-GAAP | 3.1M | Q2 2026 | — |
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| Non-GAAP gross margin non-GAAP | 28.6% | Q2 2026 | — |
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| Non-GAAP operating expenses non-GAAP | 88.5M | Q2 2026 | — |
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| Non-GAAP operating income non-GAAP | 10.2M | Q2 2026 | — |
| batteries for PV applications recognized as revenue | 331 | Q1 2026 | — |
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| inverters recognized as revenue | 50.5K | Q1 2026 | — |
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| Non-GAAP operating loss non-GAAP | $24.8M | Q1 2026 | — |
| optimizers recognized as revenue | 2.4M | Q1 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Solar — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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SEDG
this stock
Solaredge Technologies, Inc.
|
$1.84B | +13.0% | +31.4% | — | 18.0% |
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FSLR
First Solar, Inc.
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$23.90B | -14.9% | +24.1% | 13.7 | 9.5% |
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NXT
Nextpower Inc.
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$15.03B | +5.8% | +20.3% | 25.6 | 5.5% |
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ENPH
Enphase Energy, Inc.
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$5.09B | +22.8% | +10.7% | 38.2 | 17.5% |
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RUN
Sunrun Inc.
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$2.28B | -46.7% | +13.0% | 6.4 | 26.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SEDG | +1.8% | -31.9% | -19.3% | -20.9% | +13.0% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +2.3% | -34.8% | -30.9% | -23.8% | +0.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.