Equity Profile

SEDG

SolarEdge Technologies, Inc.

Information TechnologySemiconductor Materials & Equipment$3.8B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

SolarEdge Technologies, Inc. (SEDG) operates in the technology sector, focusing on semiconductor materials and equipment, particularly for solar energy solutions....

Key Metrics to Watch

Revenue Growth

Revenue growth is essential to gauge the company's ability to capitalize on the expanding solar market.

Expected to show improvement compared to previous quarters.

Earnings Per Share (EPS)

EPS indicates the company's profitability and is a key measure for investors.

Analysts are looking for a narrower loss compared to prior quarters.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SEDG Q2-2026 Earnings Preview

Context

Company Snapshot

SolarEdge Technologies, Inc. (SEDG) operates in the technology sector, focusing on semiconductor materials and equipment, particularly for solar energy solutions. As the demand for renewable energy grows, SolarEdge plays a crucial role in the solar industry by providing innovative products that enhance energy efficiency and management.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-58.58%

Avg Stock Reaction

+1.59%

Last Quarter Recap

In Q1 2026, SolarEdge reported an EPS of -$0.43, beating estimates by 15%. However, the stock dropped 9.03% the following day, indicating market disappointment despite the earnings surprise.

Management Promises & Guidance

Commitment to improving operational efficiency.
Focus on expanding product offerings in the renewable energy sector.
Plans to enhance customer support and service.

Expectations

Wall Street Expectations

Overall, expectations are mixed as investors weigh the company's recent performance against broader market trends in renewable energy.

Bull Case

If SolarEdge can demonstrate strong revenue growth and improved margins, it could signal a robust recovery and increased investor confidence.

Bear Case

Conversely, if the company fails to show significant improvement in earnings or revenue, it may lead to further declines in stock price.

Key Metrics to Watch

Revenue Growth

Expected to show improvement compared to previous quarters.

Revenue growth is essential to gauge the company's ability to capitalize on the expanding solar market.

Earnings Per Share (EPS)

Analysts are looking for a narrower loss compared to prior quarters.

EPS indicates the company's profitability and is a key measure for investors.

Gross Margin

Expected to stabilize or improve from previous levels.

Gross margin reflects the efficiency of production and pricing strategy, crucial for profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue for Q2-2026?

Revenue is a critical indicator of the company's growth trajectory and its ability to capture market share in the solar industry.

How will the gross margin compare to previous quarters?

Gross margin trends will provide insights into cost management and pricing strategies, which are vital for long-term profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for SolarEdge to leverage new product innovations that could drive significant revenue growth this quarter.

Supporting Evidence

Recent trends in solar adoption suggest a stronger market than previously anticipated.

Options pricing indicates a high level of uncertainty, which could reflect a mispricing of risk.

The company's history of beating EPS estimates suggests it may outperform expectations again.

Key Risk

If revenue growth exceeds 15%, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers around whether SolarEdge can capitalize on the growing demand for renewable energy while managing costs effectively.

Bull Confirmed If

Revenue growth of at least 15% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or gross margin below 25% would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±27.23%

Historical Avg

±12.4%

Pricing rich

The options market is pricing in a significant potential move, indicating uncertainty about the upcoming earnings report.

Options are pricing ±27.2% while SEDG has averaged ±12.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

116.1%

Calls (483K)P/C Ratio: 0.35Puts (179K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SolarEdge beats expectations, history suggests a potential stock increase of around 3.17%, confirming a positive outlook.

In-Line / Cautious

An in-line report may lead to muted reactions as investors await further clarity on future guidance.

Miss

If the company misses expectations, history indicates a likely drop of about 3.14%, reflecting ongoing concerns about profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on new product launches and their expected impact on revenue.
2Any updates on partnerships or contracts that could enhance market position.
3Insights into cost management strategies and their effect on gross margins.
4Management's outlook on the solar market and competitive landscape.
5Responses to any potential regulatory changes affecting the renewable energy sector.

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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

SolarEdge Technologies, Inc. (SEDG) operates in the technology sector, focusing on semiconductor materials and equipment, particularly for solar energy solutions....

Key Metrics to Watch

Revenue Growth

Revenue growth is essential to gauge the company's ability to capitalize on the expanding solar market.

Expected to show improvement compared to previous quarters.

Earnings Per Share (EPS)

EPS indicates the company's profitability and is a key measure for investors.

Analysts are looking for a narrower loss compared to prior quarters.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SEDG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-58.58%

Avg Stock Reaction

+1.59%

Last Quarter Recap

In Q1 2026, SolarEdge reported an EPS of -$0.43, beating estimates by 15%. However, the stock dropped 9.03% the following day, indicating market disappointment despite the earnings surprise.

Management Promises & Guidance

Commitment to improving operational efficiency.
Focus on expanding product offerings in the renewable energy sector.
Plans to enhance customer support and service.

Expectations

Wall Street Expectations

Overall, expectations are mixed as investors weigh the company's recent performance against broader market trends in renewable energy.

Bull Case

If SolarEdge can demonstrate strong revenue growth and improved margins, it could signal a robust recovery and increased investor confidence.

Bear Case

Conversely, if the company fails to show significant improvement in earnings or revenue, it may lead to further declines in stock price.

Key Metrics to Watch

Revenue Growth

Expected to show improvement compared to previous quarters.

Revenue growth is essential to gauge the company's ability to capitalize on the expanding solar market.

Earnings Per Share (EPS)

Analysts are looking for a narrower loss compared to prior quarters.

EPS indicates the company's profitability and is a key measure for investors.

Gross Margin

Expected to stabilize or improve from previous levels.

Gross margin reflects the efficiency of production and pricing strategy, crucial for profitability.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue for Q2-2026?

Revenue is a critical indicator of the company's growth trajectory and its ability to capture market share in the solar industry.

How will the gross margin compare to previous quarters?

Gross margin trends will provide insights into cost management and pricing strategies, which are vital for long-term profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for SolarEdge to leverage new product innovations that could drive significant revenue growth this quarter.

Supporting Evidence

Recent trends in solar adoption suggest a stronger market than previously anticipated.

Options pricing indicates a high level of uncertainty, which could reflect a mispricing of risk.

The company's history of beating EPS estimates suggests it may outperform expectations again.

Key Risk

If revenue growth exceeds 15%, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers around whether SolarEdge can capitalize on the growing demand for renewable energy while managing costs effectively.

Bull Confirmed If

Revenue growth of at least 15% year-over-year would confirm the bull case.

Bear Confirmed If

A revenue decline or gross margin below 25% would support the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±27.23%

Historical Avg

±12.4%

Pricing rich

The options market is pricing in a significant potential move, indicating uncertainty about the upcoming earnings report.

Options are pricing ±27.2% while SEDG has averaged ±12.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

116.1%

Calls (483K)P/C Ratio: 0.35Puts (179K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SolarEdge beats expectations, history suggests a potential stock increase of around 3.17%, confirming a positive outlook.

In-Line / Cautious

An in-line report may lead to muted reactions as investors await further clarity on future guidance.

Miss

If the company misses expectations, history indicates a likely drop of about 3.14%, reflecting ongoing concerns about profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on new product launches and their expected impact on revenue.
2Any updates on partnerships or contracts that could enhance market position.
3Insights into cost management strategies and their effect on gross margins.
4Management's outlook on the solar market and competitive landscape.
5Responses to any potential regulatory changes affecting the renewable energy sector.