Only one of our models could value this stock with confidence, so use it as a guide.
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Valued as a cyclical company: Discounted cash flow.
ACCE opinionSolarEdge Technologies Inc. Common Stock (SEDG)
Fair value (2 models)
Not available
ACCE price target
$35.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 16 Oct 2026, 00:00 CEST; previously $65.00 since 19 Apr 2026, 00:00 CEST.
Price used: $33.32 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
42
out of 100
Analysts
8% buy
25 covering
P/E
0.0x
forward 277.8x
1-year return
-11.9%
Dividend yield
0.00%
SolarEdge Technologies Inc. Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
SolarEdge makes power optimizers, string inverters and the SetApp monitoring software that sit between solar panels and the grid, and it sells residential battery storage and EV chargers alongside them. Its edge has been its module-level electronics, which let each panel be tuned independently and which installers have trusted for years, though that position is now contested by cheaper string-inverter rivals and by a sharp drop in European demand. Revenue grew 19.6% over the last year, which is the first sign of top-line recovery after a difficult cycle, but gross margin of 21.3% is still thin and operating margin is negative at -6.5%, with ROE at -58.4% showing how much equity the business has consumed. At a forward P/E of 57.5 the market is pricing in a margin recovery that the current figures do not yet show, and the stock carries a 42/100 score with no index membership. The case for a deeper look rests on whether gross margin can climb back toward the mid-30s as US battery and inverter volumes scale, and that is the number to test first.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Profitability collapse and negative margins
Net margin -20.3%, operating margin -6.5%, ROE -58.4%. Company is unprofitable despite 19.6% revenue growth. Earnings YoY +659.8% reflects recovery from deeper losses, not sustainable profitability.
high
ACCE score collapse
Score fell 20 points in 90 days (64 to 44). Quality and Momentum components particularly weak (26, 25). Fair value estimate $65 vs current $32.21 suggests model confidence has eroded sharply.
high
Elevated short interest and insider selling
Short interest 22.0% of float. Insiders sold $0.10M in last 10 disclosures with zero buys. Combination signals weak conviction from those closest to the business.
moderate
Revenue growth deceleration long-term
5-year revenue CAGR -27.5% despite recent +19.6% YoY and +11.5% QoQ. Suggests recovery from prior contraction, not durable growth trajectory. Valuation at 1.5x sales leaves little margin for error.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue rebounded with 19.6% year-over-year growth, signaling demand recovery after years of contraction.
Free cash flow of $114M and a 5.7% yield suggest the business generates cash despite current losses.
Analyst consensus targets $38.16, implying 18.5% upside from current $32.21 share price.
Why it could disappoint
Net margin of -20.3% and ROE of -58.4% show the company destroys shareholder value at current scale.
Forward P/E of 40.0x prices in recovery that has not yet materialized given five-year revenue decline of -27.5%.
Only 8% of analysts rate the stock Buy or Strong Buy, and latest earnings missed by 13.0%, undercutting confidence.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
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Valuation
INVESTOR
Where SEDG's valuation models land
Price
$33.32
Model fair valueConfidence: medium
$13.98
Model
Fair value
Upside
Discounted cash flow
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores
ACCE Clean Energy Index sits at NAV 1091.61. GEV leads at 16%, SEDG trails at 11%. Here's what the holdings reveal about the sector's direction in 2026.
SEDG revenue fell 64% and ENPH sits 31% below its peak, while NEE and FSLR kept growing. How the major solar and clean-energy stocks compare on fundamentals in 2026.
2026-05-04
Recommendation history, last 12 months
Date
Type
New
Previous
Price
16 Oct 2026, 00:00 CEST
ACCE price target
$35.00
$65.00
$31.43
6 Aug 2026, 00:00 CEST
Fair value
$25.32
$25.03
$48.32
4 Aug 2026, 00:00 CEST
Fair value
$25.03
$23.72
$43.92
2 Aug 2026, 00:00 CEST
Fair value
$23.72
$23.42
$41.71
1 Aug 2026, 00:00 CEST
Fair value
$23.42
$22.97
$41.71
29 Jul 2026, 00:00 CEST
Fair value
$22.97
$22.48
$41.68
22 Jul 2026, 00:00 CEST
Fair value
$22.48
$16.38
$49.78
15 Jul 2026, 00:00 CEST
Fair value
$16.38
$18.32
$52.58
8 Jul 2026, 00:00 CEST
Fair value
$18.32
$17.57
$56.49
30 Jun 2026, 00:00 CEST
Fair value
$17.57
first publication
$54.19
Price
-16.1% · 1Y
Ask anything about SEDG
Answered from SolarEdge Technologies Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.