Company Analysis

SolarEdge Technologies, Inc. (SEDG)

Nasdaq: SEDG · Semiconductors & Related Devices · filing with the SEC since 2007
Grade4.3
◀ Past 6.2● Present 2.2▶ Future 4.9
1 est.

The grade of SolarEdge Technologies, Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.3/10
◀ Past6.235% of the headline
● Present2.238% of the headline
▶ Future4.928% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

6.2/1035% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
7.6/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 39% of this tense · 76th percentile among 99 sector filers · read for itself

From the record

SolarEdge Technologies, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.3/10

What has it actually done, year after year?

+9.7% a year over 10 filed years; profitable in 8 of 10.

weight 39% of this tense · 53rd percentile among 93 sector filers · read for its customers

From the record

SolarEdge Technologies, Inc.'s 10 filed years say what it did: revenue went from $490 million in fiscal 2016 to $1.2 billion in fiscal 2025, up 9.7% a year; it rose in 7 of 9 years; the deepest fall was 71% from fiscal 2022 to fiscal 2024; net income was positive in 8 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span9.7%top 35% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 39% of its family
  • the deepest fall from a revenue peak71.0%bottom 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
5.5/10

How has it treated the people who own it?

SI estimate 5.5/10, confidence 35 of 100 (one part).

weight 22% of this tense · 55th percentile among 94 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Read from one part only, the share count over the years, which ranks in the top 45% of 94 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
one part: the share count over the years, the one part on file, ranked among 94 in its family.
Confidence
35 of 100
What would change it
A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: SolarEdge Technologies, Inc.'s shareholder treatment is put at 5.5 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the top 45% of 94 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

2.2/1038% of the headline grade · 3 of 3 filed

Financial health

as filed
1.9/10

Is it financially healthy right now?

ROE -95%: lost 95¢ per shareholder dollar. Leverage 80%: owes 80¢ per asset dollar.

weight 45% of this tense · 19th percentile among 95 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, SolarEdge Technologies, Inc. lost about 95 cents for every dollar of shareholders' money, and gross profitability: its products earned about 9 cents per dollar of everything the company owns. Leverage: it owed about 80 cents per dollar of assets, and net share issuance: its share count grew 3.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 10% of its family
  • return on equitybottom 7% of its family
  • gross profit against assetsbottom 20% of its family
  • the share count against the year beforebottom 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.1/10

How strong is its position in its industry?

bottom 31% of 97 in its family; net margin -34.2%.

weight 33% of this tense · 31st percentile among 97 sector filers · read for its customers

From the record

SolarEdge Technologies, Inc.'s standing among 97 graded names in its industry family: revenue of $1.2 billion in fiscal 2025 ranks in the top 38% by size; a net margin of -34.2% ranks in the bottom 24%; revenue growth of -27.5% a year over the last 3 filed years ranks in the bottom 7% (its annual reports).

What it rests on

  • revenue against the family$1.18Btop 38% of its family
  • net margin-34.2%bottom 24% of its family
  • three-year revenue growth-27.5%bottom 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
1.4/10

What are the people in charge doing?

bottom 14% of 67 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 14th percentile among 67 sector filers · read for its shareholders

From the record

SolarEdge Technologies, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Nir, Yehoshua (Chief Executive Officer, as filed), filing under that title since 2024-12-06, 1.9 years (bottom 34% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 1.9 years (bottom 1%); 13 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 6%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge13 in three years among 11 peoplebottom 6% of its family
  • the median years the people in charge have filed1.9 yearsbottom 1% of its family
  • the chief executive's years on the record1.9 yearsbottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.9/1028% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.8/10

How much room does it have to grow?

bottom 48% of 94 in its family for room to expand.

weight 34% of this tense · 48th percentile among 94 sector filers · read for itself

From the record

SolarEdge Technologies, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $455 million against no long-term debt tagged leaves 20.9% of its assets as net cash, top 29% of its family; cash from operations less capital spending is 6.8% of revenue (top 45%); a gross margin of 16.6% (bottom 17%); research spending of 18.7% of revenue (bottom 48%) (its annual report).

What it rests on

  • cash less debt against assets20.9%top 29% of its family
  • cash from operations less capital spending against revenue6.8%top 45% of its family
  • gross margin16.6%bottom 17% of its family
  • research spending against revenue18.7%bottom 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.3/10

What could actually drive growth from here?

bottom 23% of 93 in its family for growth drivers.

weight 33% of this tense · 23rd percentile among 93 sector filers · read for its customers

From the record

SolarEdge Technologies, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -27.5% a year over the last three filed years against 9.7% over all 10, slowing (bottom 5% of its family); the newest year grew 31.4% (top 27%); research spending grew -8.6% a year (bottom 12%); capital spending grew -48.2% a year (bottom 2%) (its annual reports). SolarEdge Technologies, Inc. reported 7 product lines in fiscal 2025: Optimizers at $490 million (41%), Inverters at $334 million (28%), Batteries for Pv Applications at $285 million (24%), and 4 more; 4 of 7 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-37.2 points a yearbottom 5% of its family
  • the newest year's revenue growth31.4%top 27% of its family
  • three-year growth of research spending-8.6%bottom 12% of its family
  • three-year growth of capital spending-48.2%bottom 2% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.7/10

Did its newest year beat what its own record pointed to?

top 23% of 88 in its family for expectations against reality.

weight 34% of this tense · 77th percentile among 88 sector filers · read for its shareholders

From the record

SolarEdge Technologies, Inc.'s newest year against its own record: revenue of $1.2 billion in fiscal 2025 came in 144% above the $486 million its prior three years' pace pointed to (top 7% of its family); net income of $405 million against a prior three-year average of $443 million (top 43%); a net margin of -34.2% against -61.7% before (top 19%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace144.0%top 7% of its family
  • net income against the prior three years' average+9%top 43% of its family
  • net margin against its prior average+27.4 pointstop 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SEDG · research, not advice