RBC Capital analyst Chris Dendrinos maintains $SolarEdge Technologies (SEDG.US)$ with a hold rating, and adjusts the target price from $35 to $25.
According to TipRanks data, the analyst has a success rate of 43.6% and a total average return of 9.0% 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 projection for SolarEdge's earnings has been adjusted downwards for FY25 and FY26 due to a more cautious view on demand and alterations in assumptions regarding average selling prices. While SolarEdge continues to have a strong position with installers for increased adoption, there may be short-term competitive challenges from Tesla if the adoption of Tesla's Powerwall 3 outpaces the scaling of SolarEdge's domestic battery production.
The anticipation of third-quarter results within the Energy Transition & Infrastructure sector has been met with a recommendation for investors to proceed with caution, especially considering the timing of the U.S. elections. Investors are advised to prioritize 'relative value' instead of increasing their stakes or introducing new capital. Despite the low likelihood of the Inflation Reduction Act being fully repealed, policy uncertainty is expected to arise if there is a change in political leadership. Additionally, observations and discussions from both the U.S. and European markets suggest a continued stagnation in residential solar demand, which is crucial for the company's revenue growth.
Note:
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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.
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加皇資本市場分析師Chris Dendrinos維持$SolarEdge Technologies (SEDG.US)$持有評級，並將目標價從35美元下調至25美元。
根據TipRanks數據顯示，該分析師近一年總勝率為43.6%，總平均回報率為9.0%。
此外，綜合報道，$SolarEdge Technologies (SEDG.US)$近期主要分析師觀點如下：
由於對需求的看法更加謹慎，以及對平均銷售價格的假設發生了變化，對SolarEdge的25財年和26財年的收益預測已向下調整。儘管SolarEdge在安裝商中繼續佔據強勢地位，以提高採用率，但如果特斯拉的Powerwall 3的採用速度超過SolarEdge國內電池產量的規模，特斯拉可能會面臨短期的競爭挑戰。
能源轉型和基礎設施行業對第三季度業績的預期已得到滿足，建議投資者謹慎行事，特別是考慮到美國大選的時機。建議投資者優先考慮 「相對價值」，而不是增加股份或引入新資本。儘管《減少通貨膨脹法》被完全廢除的可能性很小，但如果政治領導層更換，預計將出現政策不確定性。此外，來自美國和歐洲市場的觀察和討論表明，住宅太陽能需求持續停滯，這對公司的收入增長至關重要。
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