3 customers — 32.3% of revenue (For the three months ended September 30, 2026)
“For the three months ended September 30, 2026, three major customers accounted for approximately 32.3% of our total revenues.”
2 customers — 24% of revenue (For the nine months ended September 30, 2026)
“For the nine months ended September 30, 2026, two major customer accounted for approximately 24.0% of our total revenues.”
2 customers — 32.4% of revenue (For the nine months ended September 30, 2025)
“For the nine months ended September 30, 2025, two major customers accounted for approximately 32.4% of our total revenues.”
One customer — 23.1% of revenue (For the three months ended September 30, 2025)
“For the three months ended September 30, 2025, one major customer accounted for approximately 23.1% of our total revenues.”
2 customers — 27.2% of receivables (As of September 30, 2026)
“As of September 30, 2026, two major customers accounted for approximately 27.2% of our consolidated trade receivables, net balance.”
3 customers — 45.5% of receivables (As of December 31, 2025)
“As of December 31, 2025, three major customers accounted for approximately 45.5% of our consolidated trade receivables, net balance.”
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SolarEdge reported third-quarter revenue of $326.1 million and a fifth consecutive quarter of positive free cash flow, but forecast fourth-quarter revenue of $245 million to $275 million, below its prior target.
SolarEdge Technologies, Inc. reported third-quarter revenue of $326.1 million and free cash flow of $7.8 million, marking a fifth consecutive quarter of positive free cash flow. Fourth-quarter revenue guidance was $245 million – $275 million.
Daniel Huber notified SolarEdge Technologies, Inc.’s Board on October 1, 2026 of his decision to resign as Chief Revenue Officer, with employment ending effective as of March 31, 2027. His 2026 annual bonus will be based on management’s average percentage of target achievement.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Cash and investments portfolio, net of debt | $264.6M | As of June 30, 2026 | — |
| Free cash flow non-GAAP | $3.1M | Q2 2026 | — |
| Free cash flow (deficit) (Non-GAAP) non-GAAP | $3.13M | Three months ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by (used in) operating activities (GAAP) 11.42M
-8.28M Purchases of property and equipment
= Free cash flow (deficit) (Non-GAAP) 3.13M
|
|||
| Inverters recognized as revenue | 62.6K | Three Months Ended June 30, 2026 filing | — |
| Megawatt hours recognized as revenue - batteries | 426 | Three Months Ended June 30, 2026 filing | — |
| Non-GAAP gross margin non-GAAP | 28.6% | Q2 2026 | — |
| Non-GAAP operating income non-GAAP | $10.2M | Q2 2026 | — |
| Power optimizers recognized as revenue | 2.49M | Three Months Ended June 30, 2026 filing | — |
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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SEDG
this stock
Solaredge Technologies, Inc.
|
$1.48B | -17.3% | +31.4% | — | 16.7% |
|
FSLR
First Solar, Inc.
|
$18.42B | -34.4% | +24.1% | 9.9 | 10.4% |
|
NXT
Nextpower Inc.
|
$14.31B | +9.1% | +20.3% | 23.9 | 6.8% |
|
ENPH
Enphase Energy, Inc.
|
$3.45B | -18.7% | +10.7% | 38.9 | 20.7% |
|
RUN
Sunrun Inc.
|
$2.09B | -53.1% | +13.0% | 4.4 | 29.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SEDG | -13.3% | -24.0% | -66.3% | -20.6% | -17.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -15.9% | -22.8% | -66.8% | -20.5% | -28.0% |
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.
