what's going on with SEDG stock?

Is SolarEdge stock a buy or sell? It’s… complicated. Israeli solar inverter company, SolarEdge Technologies (SEDG) is seeing multi-year lows in its stock price after high interest rates have essentially wiped out the demand for residential solar projects in the U.S. and Europe. Their string inverter technology is also seeing intense competition from the microinverter technology developed by companies like Enphase Energy (ENPH). Please enjoy my deep dive analysis of SEDG stock.

00:00 Intro
00:26 What Does SolarEdge Do?
01:09 String Inverters vs Microinverters
02:26 SolarEdge Stock News
03:48 SolarEdge Financials
06:51 Is SolarEdge Going Bankrupt?
10:06 Is SEDG a Buy?

$SEDG $ENPH

[mojojojoart]

Subscribed. Great breakdown and analysis

[brianmalone]

Good breakdown. I own some ENPH. Hoping that when interest rates come down it will pop back up. Also when EV market rebounds hopefully people will also use products to power their EVs.

[sublyme]

As if on queue, SEDG announced a private offering of $300 million of convertible senior notes...

[MrGoodsalesman]

Sedg are more commercial business then residential business. The euro has already cut rates so that will take some time. The world need more clean energy these two are the only wants they have this kind of product. Enph is worth more so the fall is bigger. There a good risk to reward ratio here.

[blakeaaron]

Risk/reward looking more attractive w/ stock price in mid 20's?

[forrestgump]

Ok, ok sheesh calm down about Enphase. Biased much? SEDG still has a higher sell through with their inferior product and their forecast projects about a 23% gross margin by Q2/2025. The list of reasons why they are down is backwards. "Inferior product" story is simply not holding up when looking at sales/sell through.

[AndroidPCMMORAW]

None of that company look ok to me, I will stick with my SOUN stock .