Citi analyst Vikram Bagri downgrades $SolarEdge Technologies (SEDG.US)$ to a sell rating, and adjusts the target price from $19 to $9.
According to TipRanks data, the analyst has a success rate of 22.4% and a total average return of -24.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $SolarEdge Technologies (SEDG.US)$'s main analysts recently are as follows:
The company is grappling with tight liquidity, a challenging earnings outlook, and increased competition. Utility-scale companies, in comparison, are viewed as better positioned thanks to more achievable consensus estimates and stronger financial health. Concern persists around residential solar, largely attributed to its reliance on incentives and lesser financial flexibility.
A reassessment of SolarEdge reflects a modestly more positive outlook due to headcount reductions and several key strategic agreements. Despite this, there are ongoing risks to its turnaround efforts. The company's recent strategic initiatives represent "steps in the right direction."
SolarEdge's outlook has been enhanced by several new initiatives. These include safe harbor agreements supporting two major residential solar financiers in securing domestic content bonuses, the sale of 45X tax credits, and a restructuring aimed at reducing operating expenses. These positive developments are expected to be a focal point for investors starting in 2025.
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花旗分析師Vikram Bagri下調$SolarEdge Technologies (SEDG.US)$至賣出評級，並將目標價從19美元下調至9美元。
根據TipRanks數據顯示，該分析師近一年總勝率為22.4%，總平均回報率為-24.0%。
此外，綜合報道，$SolarEdge Technologies (SEDG.US)$近期主要分析師觀點如下：
該公司正在努力應對流動性緊張、盈利前景艱難和競爭加劇的問題。相比之下，公用事業規模的公司被認爲處於更有利的地位，這要歸功於更可實現的共識估計和更強的財務狀況。人們對住宅太陽能的擔憂仍然存在，這主要歸因於其對激勵措施的依賴和較少的財務靈活性。
由於裁員和幾項關鍵戰略協議，對SolarEdge的重新評估反映了略爲樂觀的前景。儘管如此，其轉型工作仍然存在風險。該公司最近的戰略舉措代表着 「朝着正確方向邁出的一步」。
多項新舉措增強了SolarEdge的前景。其中包括支持兩家主要住宅太陽能金融機構獲得國內內容獎勵的安全港協議、出售45倍的稅收抵免以及旨在減少運營開支的重組。預計從2025年開始，這些積極的事態發展將成爲投資者的焦點。
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