SolarEdge (SEDG) Dips 5.5% as Strong Earnings Priced In

We recently published 10 Losing Stocks in an Otherwise Optimistic Market. SolarEdge Technologies Inc. (NASDAQ:SEDG) was one of the worst performers on Wednesday.

SolarEdge snapped a two-day winning streak on Wednesday, shedding 5.47 percent to finish at $35.10 apiece as investors appeared to have already priced in a strong earnings performance last year prior to the official release.

Earlier this month, several solar companies announced a stellar earnings performance for the fourth quarter and full-year 2025 period, spilling over to SolarEdge Technologies Inc. (NASDAQ:SEDG) prior to its official results.

For its part, SolarEdge Technologies Inc. (NASDAQ:SEDG) narrowed its net loss by 77 percent to $405 million from $1.8 billion in 2024, as revenues jumped by 31 percent to $1.18 billion from $901 million.

In the fourth quarter alone, net loss shrank by 54 percent to $132 million from $287 million in the same quarter a year earlier, while revenues climbed by 70 percent to $335 million from $196 million year-on-year.

Looking into the first quarter of the year, SolarEdge Technologies Inc. (NASDAQ:SEDG) is targeting revenues between $290 million and $320 million.

Non-GAAP gross margin is expected to be within the range of 20 to 24 percent.

“In 2026 we are shifting decisively to offense, focused on moving toward profitable growth and capturing global market share through the rollout of the SolarEdge Nexis platform. By leveraging our DC expertise, investing in high-growth adjacencies like AI data center power, and maintaining our rigorous cost discipline, we believe we are positioning 2026 to be a transformational year for SolarEdge,” CEO Shuki Nir said.

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Disclosure: None. This article is originally published at Insider Monkey.