New York, February 25, 2026, 09:50 (EST) — Regular session
- Stock climbs roughly 2% at the open, adding to yesterday’s strong advance
- Investors dig into the annual 10‑K, weighing cash flow, margins, and where demand might be heading.
- The company’s next quarterly update, coming up in early May, is the next catalyst.
Shares of SolarEdge Technologies Inc climbed another 1.8% to $43.83 early Wednesday, adding to Tuesday’s 9.4% surge. (investing.com)
Solar-inverter manufacturer dropped its Form 10-K annual report with the U.S. Securities and Exchange Commission early Wednesday. The filing offers a comprehensive look at its yearly performance. (sec.gov)
Timing is key here. SolarEdge, a name known for its sharp swings, often sees the annual filing refocus investors on both the real progress and lingering issues after a hefty shift in the stock.
SolarEdge reported fourth-quarter revenue of $335.4 million, posting a non-GAAP gross margin of 23.3%. For the first quarter, the company is guiding revenue between $290 million and $320 million, with the margin projected somewhere in the 20% to 24% range. Free cash flow for 2025 came in at $76.9 million—cash generated after capital expenditures. CEO Shuki Nir said SolarEdge is “shifting decisively to offense” in 2026.
Solar names have been reacting to their peers’ numbers and forecasts. First Solar tumbled hard, missing earnings expectations and cutting its outlook—a reminder, per AP, of just how quickly the mood can sour in the sector. (apnews.com)
Enphase Energy shares hovered near $50, with Sunrun changing hands close to $20, according to Barchart data. (barchart.com)
Still, SolarEdge’s rally has tightened the margin for mistakes. According to a TradingView read on the latest 10‑K, the company faces a mix of risks: demand volatility, shifts in tax policy, tighter credit timelines, rate sensitivity, supply chain reliance, and its business ties to Israel. (tradingview.com)
Eyes are on SolarEdge’s ability to keep margins north of 20%—all while managing inventories and costs. Traders are also watching if the company’s latest products lead to more consistent order flow, rather than just occasional spikes.
Investors now have their eyes on the upcoming earnings report and call, slated for May 5 per Public.com. They’re hoping to see proof that first-quarter revenue is lining up with guidance—and that margins aren’t drifting. (public.com)
