SolarEdge Technologies Nasdaq l SEDG 6.6 MW, Goundmount, Windach, Germany Installed by Feneco Safe Harbor Use of Forward-Looking Statements and Non-GAAP Measures ...

Shares of SolarEdge Technologies Inc. dropped more than 14% in the extended session Tuesday after the maker of inverters and other solar-power equipment reported quarterly sales that fell more than 60% and guided for even lower sales, the latest reminder of the ongoing downdraft for the solar industry. Lower demand amid high interest rates and regulatory changes in California, as well as rising inventories, have pummeled solar-power and related industries, and SolarEdge just last month embarked on a cost-cu ...

A SolarEdge Technologies logo is seen on a smartphone and a PC. SolarEdge's stock plummeted Tuesday after the company gave weak guidance for the first quarter. SolarEdge expects revenues of $175 million to $215 million for the quarter, well below Wall Street's expectations of $406 million. Here's what SolarEdge reported for the fourth quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG, formerly known as Refinitiv: Loss per share: 92 cents adjusted, vs. $1.17 expected ...

业绩总结 - SolarEdge公司2024年第一季度指引远低于市场预期，收入为1.75亿 - 2.15亿美元，非GAAP利润率为-3%至1%[2] - SolarEdge公司第四季度收入为3.16亿美元，略低于预期，主要受欧洲太阳能部门推动，毛利率为3.3%[4] 市场展望 - 欧洲住宅太阳能市场可能在第一季度触底，商业市场前景更乐观，但美国住宅太阳能市场前景不容乐观[3] 评级系统 - 海通国际采用相对评级系统，包括优于大市、中性和弱于大市三种评级[14] - 优于大市评级表示未来12-18个月内预期相对基准指数涨幅在10%以上[15] - 中性评级表示未来12-18个月内预期相对基准指数变化不大[16] - 弱于大市评级表示未来12-18个月内预期相对基准指数跌幅在10%以上[17] - 海通国际股票研究评级分布中，优于大市占89.4%，中性占9.6%，弱于大市占1.0%[23] 其他信息 - 盟浪义利（FIN-ESG）数据由盟浪可持续数字科技评估，仅供参考使用，不构成投资建议[35] - 未经盟浪事先许可，不得将数据用于任何营利性目的，不得修改、复制、编译等[37] - 本报告由海通国际证券集团有限公司发行，涵盖印度证券和非印度证券[44][45]

SolarEdge Technologies Inc. - SolarEdge Technologies Inc. 最近在美国首次安装了其新的高功率直流（DC）优化330千瓦（kW）逆变器系统[1] - 该逆变器系统可以在社区和地面安装的太阳能项目中部署，具有UL1741-SB认证[1] - 该项目预计每年可产生157.5万千瓦时的太阳能，有望通过减少碳排放约1018吨每年来实现清洁能源目标[3] - SolarEdge的330kW逆变器与H1300功率优化器相结合，有助于克服社区太阳能项目中遮挡和不均匀地形带来的挑战[4] - 逆变器具有99%的效率，200%的DC超容量，高温下100%的功率，集成PID整流器以及BoS成本降低50%，有助于降低能源的水平化成本[5] 太阳光伏（PV）逆变器市场 - Mordor Intelligence公司的报告估计，太阳光伏（PV）逆变器市场规模在2024年至2029年间将以4.73%的复合年增长率增长，北美市场将占据主要份额[7] 公司业务扩展 - SolarEdge在2023年第三季度全球发货了27万台逆变器，同比增长3.5%，这次安装是公司扩大业务的又一努力[9] - Enphase Energy和Canadian Solar等行业内的其他太阳能公司也在扩大业务以满足太阳能逆变器市场的增长需求[10] 股票排名 - SolarEdge Technologies目前的Zacks排名为3（持有），而同行业中排名更好的股票是Nextracker Inc.，排名为1[15]

SolarEdge Technologies, Inc. (SEDG)业绩预测 - SEDG将于2月20日在收盘后公布2023年第四季度和全年业绩[1] - SEDG第四季度的营收Zacks共识估计为3.227亿美元，较去年同期下降63.8%[5] - 第四季度的Zacks共识估计为每股亏损1.47美元，较去年同期的盈利有显著恶化[7] SEDG市场趋势 - SEDG上一季度的盈利惊喜为负180.88%，过去四个季度的平均盈利惊喜为13.23%[2] - SEDG在2023年第三季度开始出现市场需求放缓，加上其分销商面临的财务挑战，导致公司大量订单取消[3] - 预计在第四季度，美国利息支出的影响以及全球太阳能模块供需不平衡将继续影响SEDG的业绩，可能影响其订单增长和营收表现[4] SEDG盈利预期 - 公司预计与墨西哥的生产停止相关的费用在第四季度将进一步恶化，可能影响其盈利[6] - Zacks模型不确定地预测此次SolarEdge的盈利将超过预期。具有正面盈利预期差异和Zacks排名1（强烈买入）、2（买入）或3（持有）的组合会增加盈利超预期的机会，但这次情况并非如此[8] - SolarEdge的盈利预期差异为-11.90%[9] - SolarEdge目前的Zacks排名为3[10]

SolarEdge Technologies, Inc.新产品发布 - SolarEdge Technologies, Inc.宣布其新的高功率直流优化SolarEdge 330kW逆变器系统已获得UL1741-SB认证，并已在美国首位客户处部署[1] - SolarEdge的330kW逆变器和其配套的H1300功率优化器可帮助克服社区太阳能、农业光伏、停车棚和中小型公用事业光伏应用中常见的遮挡和不均匀地形等挑战[2] - SolarEdge的技术不仅满足了严格的安全标准，还赢得了当地公用事业公司的信任，符合客户对创新、安全和运营效率的承诺[3]

Wall Street expects a year-over-year decline in earnings on lower revenues when SolarEdge Technologies (SEDG) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on February 20, 2024, might help the stock move higher if these key numbers are b ...

SolarEdge Technologies (SEDG) closed at $75.51 in the latest trading session, marking a -0.88% move from the prior day. This change lagged the S&P 500's daily gain of 0.06%. At the same time, the Dow added 0.13%, and the tech-heavy Nasdaq gained 0.24%. Coming into today, shares of the photovoltaic products maker had lost 5.96% in the past month. In that same time, the Oils-Energy sector lost 1.2%, while the S&P 500 gained 6.45%. Analysts and investors alike will be keeping a close eye on the performance of ...

The latest trading session saw SolarEdge Technologies (SEDG) ending at $68.01, denoting a -1.82% adjustment from its last day's close. This move lagged the S&P 500's daily gain of 1.07%. Meanwhile, the Dow experienced a rise of 0.35%, and the technology-dominated Nasdaq saw an increase of 1.74%. Prior to today's trading, shares of the photovoltaic products maker had lost 16.34% over the past month. This has lagged the Oils-Energy sector's loss of 0.76% and the S&P 500's gain of 2.93% in that time. The inves ...