SolarEdge (SEDG) Stock Update and Opinion

Due to several requests this is my update on SolarEdge (SEDG) stock. Overall I don’t think much changed since my last video so its more like adding a few more insights and trying to demonstrate how uncertain its fair value is, mid or long term.

00:00 - Intro
01:05 - Current Status
02:10 - Reiteration of Conclusion
08:10 - A Few More Insights
17:24 - Possible Price Target?

I am not a financial or investment advisor. Everything in this video is just my own rant about my investments so please don’t take it as any recommendation and use it at your own risk.

[alissakvyat]

Thanks for sharing your interesting insights on this! I enjoyed hearing your analysis.

[kayvan]

Thank you Alex for analysis. Am a bit more optimistic for effect of this 2 rounds of lay off, and eventual positive impact on profit margins. So a 7% might be within reach sooner. Hard on laid off employees, company will eventually benefit. $300M notes also might give SEDG time to re structure company and products, optimize production and contracting strategies with fabricators. Excellent analysis and I totally get it why this been seen speculative but it might pay off when interest rates head lower.🙏🌹

[SamEbby]

BUY BUY BUY BUY BUY TAKE OUT A MORTGAGE AND BUY IT

[blakeaaron]

Thank you for the updated remarks... it's a wild card for sure in the long-term.
I think if you want to trade in and out in the near-term, there will be some good margins to the upside.

[forrestgump]

Very objective, I like it. They did refinance about half of their debt with the new notes and they said their burn should disappear in 2025.

[AigarsLasmanis]

I have invested 1.5% of my total portfolio in SEDG. -75% atm @71$. Will buy some @12$ which is all time low. My fear is that demand will take longer to recover and SEDG wont survive it. Anyhow, I am not selling now, as risk/reward is favourable. I have lost already 75%, whats extra 25% gonna do to me :D

[lucharward]

just subscribed - good video - if you manage to make next videos even shorter, will be even better - but all good