Equity Profile

SEDG

SolarEdge Technologies, Inc.

Information TechnologySemiconductor Materials & Equipment$3.2B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

SolarEdge Technologies, Inc. (SEDG) operates in the information technology sector, focusing on semiconductor materials and equipment for solar energy solutions....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well the company is expanding its market presence and meeting demand for solar solutions.

N/A

Gross Margin

Gross margin is essential for understanding the profitability of SolarEdge's products and overall financial health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SEDG Q2-2026 Earnings Preview

Context

Company Snapshot

SolarEdge Technologies, Inc. (SEDG) operates in the information technology sector, focusing on semiconductor materials and equipment for solar energy solutions. As the demand for renewable energy continues to grow, SolarEdge plays a crucial role in providing innovative technologies that enhance solar energy efficiency and integration.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-58.58%

Avg Stock Reaction

+1.59%

Last Quarter Recap

In Q1 2026, SolarEdge reported an EPS of -$0.43, which was better than the expected -$0.51, resulting in a positive surprise of 15.02%. However, the stock fell by 9.03% the following day, indicating market concerns despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about SolarEdge's upcoming earnings, especially given the company's recent ability to beat EPS estimates. However, the lack of revenue guidance raises concerns about future growth.

Bull Case

If SolarEdge continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to provide clear guidance or reports disappointing revenue figures, it may lead to further declines in stock price, especially given the recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate for the solar solutions segment?

This figure will be critical in assessing the company's ability to capitalize on the growing demand for renewable energy and could influence investor sentiment.

What are the gross margins for the latest quarter?

Gross margins will provide insight into the company's cost structure and pricing power, which are vital for long-term profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SolarEdge's ability to capture market share in the growing solar energy sector, leading to conservative revenue projections.

Supporting Evidence

Historical performance shows a consistent ability to beat EPS estimates, indicating stronger underlying demand than anticipated.

The options market is pricing a larger move than historical averages, suggesting that investors expect significant news or changes.

Recent trends in renewable energy adoption may not be fully reflected in analyst estimates.

Key Risk

If revenue growth exceeds 20%, it could challenge the current cautious consensus and lead to a reevaluation of the stock's potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether SolarEdge can sustain its growth trajectory and maintain healthy profit margins in a competitive market.

Bull Confirmed If

A revenue growth rate exceeding 20% would confirm strong demand and support a bullish outlook.

Bear Confirmed If

A gross margin below 30% would raise concerns about profitability and confirm a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±27.23%

Historical Avg

±12.4%

Pricing rich

The options market is pricing in a significant potential move for SolarEdge's stock, indicating heightened uncertainty or anticipation surrounding the earnings report.

Options are pricing ±27.2% while SEDG has averaged ±12.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

116.1%

Calls (483K)P/C Ratio: 0.35Puts (179K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SolarEdge beats expectations and raises guidance, history suggests the stock could rise by an average of 3.17%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may experience muted movement as investors reassess future growth prospects.

Miss

Should the company miss expectations, history indicates a potential decline of around 3.14%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements in solar solutions.
2Details on customer demand trends and market expansion efforts.
3Insights into cost management strategies and their impact on gross margins.
4Management's outlook on the competitive landscape and potential challenges.
5Any commentary on partnerships or collaborations that could drive future growth.

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Company Snapshot

SolarEdge Technologies, Inc. (SEDG) operates in the information technology sector, focusing on semiconductor materials and equipment for solar energy solutions....

Key Metrics to Watch

Revenue Growth

This metric will indicate how well the company is expanding its market presence and meeting demand for solar solutions.

N/A

Gross Margin

Gross margin is essential for understanding the profitability of SolarEdge's products and overall financial health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

SEDG Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

-58.58%

Avg Stock Reaction

+1.59%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If SolarEdge continues its trend of beating EPS estimates and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to provide clear guidance or reports disappointing revenue figures, it may lead to further declines in stock price, especially given the recent volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate for the solar solutions segment?

This figure will be critical in assessing the company's ability to capitalize on the growing demand for renewable energy and could influence investor sentiment.

What are the gross margins for the latest quarter?

Gross margins will provide insight into the company's cost structure and pricing power, which are vital for long-term profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate SolarEdge's ability to capture market share in the growing solar energy sector, leading to conservative revenue projections.

Supporting Evidence

Historical performance shows a consistent ability to beat EPS estimates, indicating stronger underlying demand than anticipated.

The options market is pricing a larger move than historical averages, suggesting that investors expect significant news or changes.

Recent trends in renewable energy adoption may not be fully reflected in analyst estimates.

Key Risk

If revenue growth exceeds 20%, it could challenge the current cautious consensus and lead to a reevaluation of the stock's potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether SolarEdge can sustain its growth trajectory and maintain healthy profit margins in a competitive market.

Bull Confirmed If

A revenue growth rate exceeding 20% would confirm strong demand and support a bullish outlook.

Bear Confirmed If

A gross margin below 30% would raise concerns about profitability and confirm a bearish outlook.

Pre-Earnings Positioning

Options Market

Implied Move

±27.23%

Historical Avg

±12.4%

Pricing rich

The options market is pricing in a significant potential move for SolarEdge's stock, indicating heightened uncertainty or anticipation surrounding the earnings report.

Options are pricing ±27.2% while SEDG has averaged ±12.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.2%

30d HV

116.1%

Calls (483K)P/C Ratio: 0.35Puts (179K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SolarEdge beats expectations and raises guidance, history suggests the stock could rise by an average of 3.17%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may experience muted movement as investors reassess future growth prospects.

Miss

Should the company miss expectations, history indicates a potential decline of around 3.14%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements in solar solutions.
2Details on customer demand trends and market expansion efforts.
3Insights into cost management strategies and their impact on gross margins.
4Management's outlook on the competitive landscape and potential challenges.
5Any commentary on partnerships or collaborations that could drive future growth.