SEDG SolarEdge Technologies, Inc. Loading... : Bullish and Bearish Analyst Opinions
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11:59
Aug 26
Aug 26
Macro and earnings brief covering Treasury pressure, Hormuz risk, and Nvidia options mispricing.
Macro and earnings brief covering Treasury pressure, Hormuz risk, and Nvidia options mispricing, but all views are analytical observations without explicit author positions or forward calls.
11:51
Aug 26
Aug 26
Pre-market movers show Intuit plunging on weak guidance.
Pre-market movers show Intuit plunging on weak guidance, Zoom and Kohl's falling on soft outlooks, while ANF and SJM rise on strong results and guidance, with SEDG upgraded and NVDA flat ahead of earnings.
11:48
Aug 26
Aug 26
Premarket movers report shows mixed stock reactions to earnings and guidance.
Premarket movers report shows mixed stock reactions to earnings and guidance, with Nvidia and Mag 7 mostly higher ahead of Wednesday's earnings, while several companies like Intuit, Kohl's, and Zoom fall on weak forecasts and others like Photronics and Semtech rise on beats.
11:07
Aug 26
Aug 26
Wall Street analysts issued a broad batch of upgrades and downgrades across multiple sectors.
Wall Street analysts issued a broad batch of upgrades and downgrades across multiple sectors, with price target adjustments for companies including DTM, ARGX, NEOG, SEDG, TYGO, RNW, TJX, EPAM, TRUP, DKS, NKE, GDDY, INTU, and CNM.
11:28
Aug 15
Aug 15
The author lists a large basket of tickers without any explicit position language.
The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.
LOW
23:10
Aug 05
Aug 05
SolarEdge CEO Shuki Nir says uncertainty over new tax credit rules for home solar equipment has.
SolarEdge CEO Shuki Nir says uncertainty over new tax credit rules for home solar equipment has made financing harder and softened customer demand for panels.
18:36
Jul 28
Jul 28
Buy SEDG as a domestic inverter manufacturer positioned to benefit from the Trump.
Buy SEDG as a domestic inverter manufacturer positioned to benefit from the Trump administration's planned ban on Chinese imports.
MED
00:05
Jul 23
Jul 23
Higher rates crush solar stock prospects.
Solar stocks are struggling in the current environment of higher interest rates, which makes financing and project economics difficult. There is no reason to be in them right now.
LOW
12:04
Jun 30
Jun 30
Author lists domestic BESS and solar companies in reply to a question about beneficiaries.
Author lists domestic BESS and solar companies in reply to a question about beneficiaries, making this a research watchlist rather than a personal position.
LOW
19:52
Jun 21
Jun 21
Named by author as fitting the 800V power architecture thematic narrative.
Named by author as fitting the 800V power architecture thematic narrative; listed as a secondary basket pick, not an explicit position disclosure.
MED
20:05
Jun 18
Jun 18
Author names these tickers on a personal focus/watchlist alongside a portfolio update.
Author names these tickers on a personal focus/watchlist alongside a portfolio update; no explicit position language or directional thesis attached to any individual name.
LOW
19:47
Jun 11
Jun 11
Author reports closing short-term SEDG call options before a sell-off.
Author reports closing short-term SEDG call options before a sell-off, a past exit with no current position or directional view.
LOW
13:36
Jun 11
Jun 11
Speaker highlights Data Center Power theme as attractive and lists names.
Speaker highlights Data Center Power theme as attractive and lists names, but no explicit personal position or catalyst.
LOW
13:35
Jun 11
Jun 11
Speaker includes SEDG in a broad bullish mention of the Data Center Power theme at current.
Speaker includes SEDG in a broad bullish mention of the Data Center Power theme at current prices, no explicit personal position or catalyst.
LOW
06:51
Jun 08
Jun 08
Watch this crowdsourced community basket of 800V DC power-related names.
Watch this crowdsourced community basket of 800V DC power-related names. The list was compiled from crowd submissions, not the author's own picks — author explicitly distances themselves ("your favorite ideas," "we'll see how your highest conviction ideas do"). No author ownership implied.
MED
06:23
Jun 08
Jun 08
Adjacent/tangential names to the 800V DC theme included by community suggestion — Enphase.
Adjacent/tangential names to the 800V DC theme included by community suggestion — Enphase, SolarEdge, AMSC, Hyliion, FuelCell, Eos Energy. Author explicitly flags uncertainty ("idk it's great exposure"), reinforcing these are watches, not convictions.
MED
18:24
Jun 05
Jun 05
Author trimmed a losing position and closed solar calls before a meltdown.
Author trimmed a losing position and closed solar calls before a meltdown, but the tweet is a past-tense trade recap without a forward-looking bearish call.
LOW
14:58
Jun 04
Jun 04
Author sold June expiry calls on SEDG and ENPH for a decent profit but acknowledges it was not.
Author sold June expiry calls on SEDG and ENPH for a decent profit but acknowledges it was not peak profit, indicating a neutral-to-bearish outlook on further upside.
LOW
13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate.
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
18:33
May 29
May 29
Author discloses current long exposure via June calls in SEDG.
Author discloses current long exposure via June calls in SEDG; no explicit catalyst stated beyond an ongoing rotation trade context with WOLF.
MED
01:31
May 29
May 29
Author endorses a deep dive on 800VDC power semi revolution and lists beneficiary tickers.
Author endorses a deep dive on 800VDC power semi revolution and lists beneficiary tickers; speaker note indicates rhetorical ticker lists are watch, not trade ideas.
LOW
18:58
May 27
May 27
The author discloses a large portfolio of long positions in small-cap tech and energy stocks.
The author discloses a large portfolio of long positions in small-cap tech and energy stocks, with numbered holdings by size and a focus list, expressing personal conviction and gratitude for support toward making trading a full-time career.
LOW
13:59
May 26
May 26
SolarEdge Technologies is finally catching up to sector peers.
SolarEdge Technologies is finally catching up to sector peers, suggesting the author sees upside momentum and a potential breakout in the stock.
17:20
May 21
May 21
Long SolarEdge as author discloses a current position.
Long SolarEdge as author discloses a current position; thesis supported by global energy security demand driven by the SoH conflict pushing European nations toward solar, with potential upside from renewed US solar incentives if Democrats take the House.
MED
16:13
May 21
May 21
Buy SEDG as a laggard expected to rally following ENPH's upward momentum.
MED
21:24
May 15
May 15
Long $SEDG calls — picked up calls today; longer term chart supports upside.
HIGH
18:05
May 15
May 15
SEDG running with ENPH on solar momentum - paired with ENPH thesis on residential solar.
SEDG running with ENPH on solar momentum - paired with ENPH thesis on residential solar recovery.
MED
13:22
May 15
May 15
Both ENPH and SEDG trade at reasonable forward P/E ratios with consensus way out of touch.
Both ENPH and SEDG trade at reasonable forward P/E ratios with consensus way out of touch on 2027/2028 EPS - undervalued thesis on focus list.
LOW
02:08
May 15
May 15
The author praises an interview for engineering insights on power semiconductors and mentions.
The author praises an interview for engineering insights on power semiconductors and mentions WOLF as a degen favorite while noting the need for SSTs in DCs, but expresses no explicit forward-looking directional view.
HIGH
12:38
May 07
May 07
Bearish view on solar inverter and consumer durables names as AOSL reports continued.
Bearish view on solar inverter and consumer durables names as AOSL reports continued sluggishness in these end markets with no near-term recovery signs.
HIGH
About SEDG Analyst Coverage
Buzzberg tracks SEDG (SolarEdge Technologies, Inc.) across 17 sources. 6 bullish vs 0 bearish calls from 18 analysts. Sentiment: predominantly bullish (17%). 36 total trade ideas tracked. Latest voices: ces921, Newsquawk, zerohedge.