SEDG
Market read
The latest filing is mixed. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SEDG's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Other operating expenses, net, decreased by $26.2 million, in the six months ended June 30, 2026, compared to the six months ended June 30, 2025, primarily due to: • a decrease of $36.7 million as the prior-year period included an impairment related to an ass…”10-Q · Aug 5, 2026 ↗
“The megawatt hours of batteries recognized as revenues increased by approximately 154 megawatt hours, or 86.8% from approximately 177 in the three months ended March 31, 2025 to approximately 331 megawatt hours in the three months ended March 31, 2026 as a re…”10-Q · May 7, 2026 ↗
“SOLAREDGE TECHNOLOGIES INC.”10-Q · May 7, 2026 ↗
“SOLAREDGE TECHNOLOGIES INC.”10-Q · Aug 5, 2026 ↗
Valuation discipline
Price/sales 1.8× · EV/sales 1.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:10 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SEDG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-07.
Capital and cash conversion
Capital-spending intensity declined while free-cash-flow margin improved.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“Cost of revenues increased by $34.1 million, or 7.4%, in the six months ended June 30, 2026 compared to the six months ended June 30, 2025, primarily due to: an increase in direct cost of revenues sold of $26.3 million, associated primarily with an increase in the volume of products sold, which was partially offset by the AMPTC and IEEPA refunds recognized; excluding such AMPTC incentives would have caused us to transition into a gross loss, for both periods presented; and • an increase of $25.6 million in indirect costs of revenues primarily related to inventory write-down accruals.”
“Other operating expense, net Three months ended June 30, 2026 to 2025 Six months ended June 30, 2026 to 2025 2026 2025 Change 2026 2025 Change (In thousands) Other operating expense, net $ 6,643 $ 45,724 $ (39,081 ) (85.5) % $ 15,941 $ 42,149 $ (26,208 ) (62.2) % Other operating expenses, net, decreased by $39.1 million in the three months ended June 30, 2026, compared to the three months ended June 30, 2025, primarily due to: • a decrease of $36.7 million as the prior-year period included an impairment related to an asset classified as held-for-sale; and • a decrease of $17.9 million as the prior-year period included a sale of the PV tracker business line.”
“SOLAREDGE TECHNOLOGIES INC. | 2026 Form 10-Q | 11 Cost of Revenues and Gross Profit Three months ended June 30, 2026 to 2025 Six months ended June 30, 2026 to 2025 2026 2025 Change 2026 2025 Change (In thousands) Cost of revenues $ 251,093 $ 257,298 $ (6,205 ) (2.4) % $ 493,313 $ 459,242 $ 34,071 7.4 % Gross profit $ 95,152 $ 32,131 $ 63,021 196.1 % $ 163,433 $ 49,667 $ 113,766 229.1 % Cost of revenues decreased by $6.2 million, or 2.4%, in the three months ended June 30, 2026, compared to the three months ended June 30, 2025, primarily due to a decrease in the direct cost of revenues sold of $34.2 million associated mainly with an increase in AMPTC and IEEPA refunds recognized; excluding s...”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
“In October 2023, we acquired Routejade, a manufacturer of lithium-ion batteries in South Korea, and in April 2025, acquired a second manufacturing facility in South Korea from SolarEdge.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
SEDG is currently a Follower in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.