SolarEdge Technologies, Inc (SEDG) Fair Value & Analysis
Technology · US · Market cap $3.4B
SolarEdge Technologies, Inc
SEDG · US
Fair value as of: Jul 16, 2026
From 7 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from $21.09 to $19.18 (−9.1%) since Jun 24, 2026. Share price −39.4% over the past month.
A solid business, but screening 40% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($24.37). The favourable scenario is already priced in.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (52/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $10.47 – $368.33 · fair‑value band $14.00 – $24.37 · the $31.76 price screens above the $19.18 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
SolarEdge Technologies, Inc (SEDG) currently trades at $31.76, while our model-based Fair Value estimate is $19.18, implying the stock looks roughly 39.6% overvalued today. The Quality Score stands at 52/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).
Over the trailing twelve months, SolarEdge Technologies, Inc generated revenue of $1.3B at a net margin of -28.6%. Revenue grew 41.5% year over year. It earns a return on equity of -72.5%. The balance sheet holds a net cash position of $116M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $14.00 (bear case) to $24.37 (bull case); at $31.76, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 61% below its 52-week high and 131% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -7% fair-value upside, at -40%, SEDG screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 7 models by family
Widest divergence: DCF Models ($34.55) versus Asset-Based ($4.71). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 50 · Market factors (momentum, volatility) 37
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally.
Full company description
SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally. The company offers power optimizers and DC-to-AC inverters; Storage Solutions, such as home battery 400V and CSS-OD solution; EV chargers for residential and commercial applications; SolarEdge ONE, an energy optimization system; and cloud-based monitoring platform. It also provides mySolarEdge app, which enables system owners to track their real-time system production and household energy consumption; SolarEdge Go app, a mobile application for SolarEdge installers, integrating installation, management, and service capabilities; designer platform, a web-based tool; and mapper application for registering the physical layout of new PV sites. In addition, the company offers SetApp application to activate and configure SolarEdge inverters; grid services; and pre-sales support, ongoing trainings, and technical support before, during, and after installation based on its operation structure. It serves solar installers, solar distributors, and electrical equipment wholesalers, as well as providers of PV systems to residential and commercial end users through distributors and electrical equipment wholesalers, and directly to solar installers and engineering, procurement, and construction firms, or EPCs. SolarEdge Technologies, Inc. was incorporated in 2006 and is headquartered in Herzliya Pituach, Israel.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
SolarEdge Technologies, Inc reported revenue of $1.2B in FY2025 versus $2.0B in FY2021, a compound −11.9%/yr. Reported net income was −$405M in FY2025.
SEDG screens 40% overvalued. Compare with First Solar, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- SolarEdge Beat Q2 Earnings Estimates. SEDG Stock Plummeted Anyway.
- Why SolarEdge Stock Crashed After Earnings
- Solar Stocks Tumble After SolarEdge Posts Weak Q3 Outlook
Peer Group
Solar · 118 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Solar median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Solar stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| First Solar, Inc FSLR | $221.03 | $284.45 | +29% |
| Nextpower Inc NXT | $111.50 | $69.61 | -38% |
| Waaree Energies Limited WAAREEENER | ₹2,923 | ₹3,613 | +24% |
| Tongwei Co 600438 | ¥13.08 | ¥12.13 | -7% |
| Jinko Solar Co 688223 | ¥4.39 | ¥4.75 | +8% |
| Hengdian Group 002056 | ¥21.64 | ¥22.76 | +5% |
| CSI Solar Co 688472 | ¥10.11 | ¥7.01 | -31% |
| Enphase Energy, Inc ENPH | $44.83 | $22.20 | -50% |
| Premier Energies Limited PREMIERENE | ₹1,086 | ₹912.32 | -16% |
| Trina Solar Co 688599 | ¥12.98 | ¥7.97 | -39% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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