Shares of Fervo Energy Company surged 24.4% on Tuesday after the firm announced its biggest power deal to date. The stock traded at $19.14 at 10:42:32 EDT. Trading volume hit 16.1 million shares, based on consolidated Nasdaq data.
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Source: Yahoo Finance, consolidated U.S. exchange data. Prices are snapshots, not live.
Bar scale: 1,000 MW. The expansion is an option, not binding capacity.
Source: Fervo's September 1 SEC exhibit. Option capacity depends on later conditions.
June 30 balance sheet; H2 capex shown at the $875 million guidance midpoint.
Source: Fervo June 30 Form 10-Q and August 12 guidance. Cash also funds operating and development costs.
Market snapshot: August 26, 2026, 20:15 EDT (August 27, 00:15 UTC). Fundamentals: quarter ended June 30, 2026.
SolarEdge added about $197 million in quoted value. Volume reached 6.53 million shares, or 2.1× the three-month average.
UBS upgraded SEDG to Buy and lifted its target to $42. The broker says FCC restrictions touch more than half the U.S. inverter market, creating a share, pricing and margin opening for U.S.-made products.
Q3 midpoint is 6.1% below Q2. Guided gross margin is 22%–26%.
| Measure | Old | New | Change |
|---|---|---|---|
| Price target | $36 | $42 | +16.7% |
| 2027 adj. EBITDA | $101M | $110M | +8.9% |
| 2028 adj. EBITDA | $173M | $190M | +9.8% |
The $197 million one-day value gain equals 1.79× UBS's 2027 estimate and 1.04× its 2028 estimate.
| Q2 revenue | $346.2M | +19.6% YoY |
| Q2 gross margin | 27.5% | +16.4 pts YoY |
| Battery shipments | 426 MWh | +104% YoY |
| Inverter shipments | 62,600 | -27.4% YoY |
| Free cash flow | $3.1M | Q2 2026 |
| Cash / inventory | $527M / $600M | June 30 |
| Company | Price | Day | Market cap |
|---|---|---|---|
| SolarEdge | $33.08 | +10.74% | $2.02B |
| Shoals | $7.31 | +6.10% | $1.24B |
| Enphase | $38.42 | +2.78% | $5.19B |
| First Solar | $205.93 | -0.48% | $22.19B |
Latest available quotes: August 26, 2026, 20:15 EDT.
$39.15 average target implies 18.4% upside. The range spans $24 to $100. UBS's $42 target sits 7.3% above the mean.
Consensus snapshot: August 26, 2026.
FCC implementation may be delayed, narrowed or exempt products. Financing costs can restrain residential installations. SolarEdge also must reduce inventory while defending price and converting U.S. capacity into profitable volume.
NASDAQ:SEDG · August 26, 2026, 11:06 EDT
| UBS | Buy · $42 |
| Consensus mix | 2 Buy / 10 Hold / 4 Sell |
| Average target | $35.13 · +9.2% |
| High / low | $65 / $6.90 |
| 52-week range | $28.21–$81.25 |
| Beta | 1.49 |
| Metric | Q2 2026 | Q2 2025 |
|---|---|---|
| Revenue | $346.2m | $289.4m |
| GAAP gross margin | 27.5% | 11.1% |
| GAAP operating loss | -$16.0m | -$115.5m |
| Adjusted operating income | $10.2m | -$48.3m |
| Free cash flow | $3.1m | -$9.1m |
| Q3 revenue guide | $310m–$340m |
| Midpoint vs Q2 | -6.1% |
| Adjusted GM guide | 22%–26% |
| Adjusted opex | $86m–$91m |
| Net cash/investments | $264.6m |
Risks: residential demand remains soft; pricing gains are an analyst forecast, not booked revenue; GAAP losses continue; policy and eligible supply can change.
Sources: SolarEdge Q2 2026 release; Google Finance; Yahoo Finance; UBS upgrade reported August 26, 2026. All market figures timestamped 11:06 EDT.
