SEDG
Solaredge Technologies, Inc.2 customers — 41.4% of revenue (three months ended March 31, 2025)
“For the three months ended March 31, 2025, two major customers accounted for approximately 41.4% of our total revenues.”
3 customers — 35.9% of receivables (As of March 31, 2025)
“As of March 31, 2025, three major customers jointly accounted for approximately 35.9% of our consolidated trade receivables, net balance.”
2 customers — 22.5% of receivables (As of March 31, 2026)
“As of March 31, 2026, two major customers accounted for approximately 22.5% of our consolidated trade receivables, net balance.”
One customer — 16.4% of revenue (three months ended March 31, 2026)
“For the three months ended March 31, 2026, one major customer accounted for approximately 16.4% of our total revenues.”
Price & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| batteries for PV applications recognized as revenue | 331 | Q1 2026 | — |
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| Free cash flow non-GAAP | $20.7M | Q1 2026 | — |
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| inverters recognized as revenue | 50.5K | Q1 2026 | — |
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| Non-GAAP gross margin non-GAAP | 23.5% | Q1 2026 | — |
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| optimizers recognized as revenue | 2.4M | Q1 2026 | — |
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| Non-GAAP operating expenses non-GAAP | $350.7M | Full Year 2025 | — |
| Non-GAAP operating loss non-GAAP | -$155.5M | Full Year 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Solar — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SEDG
this stock
Solaredge Technologies, Inc.
|
$3.10B | +89.2% | -4.3% | — | 17.1% |
|
FSLR
First Solar, Inc.
|
$22.85B | -14.3% | +26.7% | 13.7 | 7.7% |
|
NXT
Nextpower Inc.
|
$16.06B | +25.3% | +20.3% | 27.8 | 4.7% |
|
ENPH
Enphase Energy, Inc.
|
$5.41B | +37.4% | +10.7% | 40.7 | 17.9% |
|
RUN
Sunrun Inc.
|
$2.89B | -30.6% | +13.0% | 5.7 | 27.3% |
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 | +4.1% | -8.0% | +63.7% | -6.6% | +89.2% |
| SPY | +1.3% | -0.2% | +10.1% | +1.1% | +10.7% |
| vs SPY | +2.9% | -7.9% | +53.6% | -7.7% | +78.5% |
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.