Truist Financial analyst Jordan Levy maintains $SolarEdge Technologies (SEDG.US)$ with a hold rating, and adjusts the target price from $20 to $15.
According to TipRanks data, the analyst has a success rate of 32.5% and a total average return of -16.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SolarEdge Technologies (SEDG.US)$'s main analysts recently are as follows:
SolarEdge's recent financial performance has been impacted by diminished demand in Europe, reduced selling prices, and expectations of a decreased EBITDA margin continuing at least until 2026. Potential changes in tax credits and growth opportunities in the U.S. during a possible second term for President Trump also contribute to the company's challenges. The firm notes that SolarEdge's future in terms of European market demand recovery and a clear timeline for achieving positive EBITDA remains uncertain.
SolarEdge's outlook has been affected as the firm's Q4 guidance fell short of expectations, indicating a misjudgment in the anticipated scale and timing of the trough in revenue and margins, particularly as conditions in the European market have deteriorated further. The coming months are pivotal for SolarEdge due to the approach of a significant debt maturity in September 2025, especially in light of another quarter marked by a reduction in free cash flow.
Challenges in Europe persist, affecting projections, as the guidance for the fourth quarter was reported to be significantly below the consensus.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
儲億銀行分析師Jordan Levy維持$SolarEdge Technologies (SEDG.US)$持有評級，並將目標價從20美元下調至15美元。
根據TipRanks數據顯示，該分析師近一年總勝率為32.5%，總平均回報率為-16.6%。
此外，綜合報道，$SolarEdge Technologies (SEDG.US)$近期主要分析師觀點如下：
SolarEdge最近的財務業績受到歐洲需求減少、銷售價格下降以及預計息稅折舊攤銷前利潤率下降至少持續到2026年的影響。在特朗普總統可能的第二個任期內，美國稅收抵免和增長機會的潛在變化也加劇了該公司面臨的挑戰。該公司指出，就歐洲市場需求復甦和實現正息稅折舊攤銷前利潤的明確時間表而言，SolarEdge的未來仍不確定。
由於該公司第四季度的預期低於預期，SolarEdge的前景受到影響，這表明對收入和利潤率低谷的預期規模和時機存在錯誤判斷，尤其是在歐洲市場狀況進一步惡化的情況下。未來幾個月對SolarEdge來說至關重要，因爲2025年9月將有大量債務到期，尤其是考慮到又一個季度將以自由現金流減少爲標誌。
歐洲的挑戰依然存在，影響了預測，因爲據報道，第四季度的指導遠低於市場預期。
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