SolarEdge Technologies, Inc (SEDG) (Q4FY23) – Lower visibility continues

Highlights of the report

Adoption of the NEM 3.0 program has been slow, and growth remains sluggish in other parts of the country, especially in regions with lower electricity prices. Sales of the company’s residential products in the U.S. experienced an overall decline of 8% in the fourth quarter.

SolarEdge (SEDG) Equity Report Q4FY23

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SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally.

 In Q4FY23, SEDG’s revenue declined by -65% to $316mn from $809.7mn in Q4FY22 and the COGS decreased by -50% to $312.7mn from $629.7 in the same period.

Over the past 3 years, SolarEdge Technologies generated returns of -75% where the stock price decreased from $295.23 in Mar 11, 2021 to $74.49 in Mar 11, 2024. The stock had a 200-Day Moving Average of $141.57 and a 50-Day Moving Average of $74.24.



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SolarEdge Technologies, Inc (SEDG) (Q4FY23) – Lower visibility continues



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