On Nov 08, major Wall Street analysts update their ratings for $SolarEdge Technologies (SEDG.US)$, with price targets ranging from $9 to $23.
Morgan Stanley analyst Andrew Percoco maintains with a hold rating, and maintains the target price at $23.
Goldman Sachs analyst Brian K. Lee maintains with a sell rating, and sets the target price at $10.
J.P. Morgan analyst Mark Strouse maintains with a buy rating, and adjusts the target price from $29 to $18.
BofA Securities analyst Dimple Gosai maintains with a sell rating, and adjusts the target price from $14 to $10.
UBS analyst Jon Windham maintains with a hold rating, and adjusts the target price from $75 to $18.
Furthermore, according to the comprehensive report, the opinions of $SolarEdge Technologies (SEDG.US)$'s main analysts recently are as follows:
SolarEdge's reported Q4 revenue and subsequent guidance fell short of expectations. Following recent political events, there is an anticipation that investor attention will shift towards the most reputable companies within the alternative energy sector.
SolarEdge's current forecast is tempered by a reduction in European demand, a decline in selling prices to clear inventory, and projections of a sustained lower EBITDA margin at least until 2026. This outlook is further clouded by the potential changes in tax credits and growth prospects in the U.S. under a potential second term for President Trump. The limited insight into when demand in Europe might recover, the timeline for positive EBITDA, and current valuation assessments have contributed to a less optimistic outlook on the company's performance.
The recent guidance for Q4 indicated a miscalculation in the anticipated revenue and margin lows for SolarEdge, particularly as the European market's conditions continue to deteriorate. With a significant debt maturity approaching in September 2025 and following another quarter marked by a reduction in cash reserves, including a decline in free cash flow, the forthcoming months are crucial for the company.
The outlook for SolarEdge is being challenged by ongoing difficulties in Europe, with guidance for the fourth quarter significantly trailing behind consensus expectations.
Here are the latest investment ratings and price targets for $SolarEdge Technologies (SEDG.US)$ from 7 analysts:
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美東時間11月8日，多家華爾街大行更新了$SolarEdge Technologies (SEDG.US)$的評級，目標價介於9美元至23美元。
摩根士丹利分析師Andrew Percoco維持持有評級，維持目標價23美元。
高盛集團分析師Brian K. Lee維持賣出評級，目標價10美元。
摩根大通分析師Mark Strouse維持買入評級，並將目標價從29美元下調至18美元。
美銀證券分析師Dimple Gosai維持賣出評級，並將目標價從14美元下調至10美元。
瑞士銀行分析師Jon Windham維持持有評級，並將目標價從75美元下調至18美元。
此外，綜合報道，$SolarEdge Technologies (SEDG.US)$近期主要分析師觀點如下：
SolarEdge的第四季營業收入和隨後的指引低於預期。在最近的政治事件後，有預期投資者的注意力將轉向可再生能源板塊內最有信譽的公司。
SolarEdge目前的預測受到歐洲需求減少、降低銷售價格以清理庫存、以及至少持續到2026年的較低EBITDA利潤率預期影響。這一展望進一步受到對稅收抵免和美國在特朗普總統可能第二個任期下的增長前景變化的潛在影響。對歐洲需求何時恢復、正的EBITDA的時間表，以及目前的估值評估缺乏深入了解，導致對公司績效的看法較爲悲觀。
最近針對第四季的指引表明SolarEdge對預期營收和邊際低估了，尤其是隨着歐洲市場狀況持續惡化。隨着2025年9月臨近的重大債務到期，又經歷了現金儲備減少的另一個季度，包括自由現金流下降，未來幾個月對公司至關重要。
SolarEdge的前景正受到歐洲持續困難的挑戰，第四季的指引明顯落後於共識預期。
以下爲今日7位分析師對$SolarEdge Technologies (SEDG.US)$的最新投資評級及目標價：
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