Posts on SEDG

Latest ideas and analyses related to SolarEdge Technologies Inc. Common Stock

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BKR , ENPH , SEDG , STEM , TSLA

+41 pts



Energy Reliability: How the US is faring through May; maintain bullish view on Battery Storage and Hydrogen

By ethonomics on Aug. 16, 2022, 3:25 p.m.
Tagged topics: hydrogen , battery storage , green energy

Views: 21, Votes: 6, Responses: 0, Attachments: 1
RUN , NOVA , ARRY , ENPH , SEDG , SPWR , SHLS , FSLR

+67 pts



Comin’ in Hot: Initiating on Solar

By mooreideas on Aug. 5, 2022, 11:22 a.m.
Tagged topics: deep dive , initiation report , solar power

Views: 48, Votes: 7, Responses: 1, Attachments: 1
PLUG , ENPH , SEDG

+17 pts



ENPH seems likely to grow fast in tandem with the acceleration in rooftop solar market. Especially in EU where gas prices is high and largely...

By sobrimustafa on Aug. 5, 2022, 2:58 a.m.
Tagged topics: clean energy , RePowerEU

Views: 20, Votes: 6, Responses: 0, Attachments: 0
SEDG

+38 pts



$SEDG FX drives most of the disappointment, but gross margin recovery likely easier setup from here as demand remains robust

By ethonomics on Aug. 3, 2022, 5:27 p.m.
Tagged topics: earnings results

Views: 15, Votes: 5, Responses: 1, Attachments: 1
ARRY , AY , SEDG

+58 pts



clean energy 2022 NTC conference Takeaways

By toastcrunch.info on May 19, 2022, 4:50 a.m.
Tagged topics: clean energy

Views: 20, Votes: 5, Responses: 0, Attachments: 1
SEDG , ENPH , PLUG

+37 pts



RePowerEU Largely as Advertised, but Highlights Potential for Rooftop Solar/H2

By CdnInvstr on May 18, 2022, 1:54 p.m.
Tagged topics: clean energy , RePowerEU

Views: 22, Votes: 3, Responses: 1, Attachments: 1
SEDG , ENPH , ARRY

+47 pts



Assessing the impact of volatile macro - oil, commodities & EU in focus; raise demand view thru 2025

By ethonomics on March 30, 2022, 5:25 p.m.
Tagged topics: clean energy

Views: 39, Votes: 3, Responses: 1, Attachments: 1
RUN , SPWR , PLUG , FSLR , AES , BE , NEE , SEDG

+44 pts



MS Energy & Power Conference - Takeaways for Clean Tech

By realmomobags on March 9, 2022, 8:10 a.m.
Tagged topics: clean energy , clean tech , renewables

Views: 62, Votes: 5, Responses: 0, Attachments: 1
SEDG

+34 pts



$SEDG - Demand robust heading into 2022; near-term margins disappointing but 2H22 normalization in sight

By ethonomics on Feb. 16, 2022, 4:34 p.m.
Tagged topics: earnings results

Views: 19, Votes: 2, Responses: 0, Attachments: 1
SEDG , ENPH , ARRY

+45 pts



Clean Tech - Expect mixed Q4 on supply/policy; focus on positive estimate revisions at $SEDG $ENPH $ARRY

By ethonomics on Feb. 1, 2022, 12:19 p.m.
Tagged topics: earnings preview , clean tech , upside to estimates

Views: 45, Votes: 7, Responses: 0, Attachments: 1
TSLA , ENPH , GNRC , SEDG , FLNC , NEE , STEM

+48 pts



Battery storage estimated to grow 20% CAGR to over $200bn TAM by 2030, US and China to represent the largest opportunities

By ethonomics on Nov. 30, 2021, 12:18 p.m.
Tagged topics: battery technology , deep dive

Views: 289, Votes: 9, Responses: 0, Attachments: 1
ENPH , STEM , SEDG , NOVA , SHLS , SPWR , FSLR , ARRY

+44 pts



$NOVA $RUN $SEDG - relative underperformance creates more attractive buying opportunities coming out of earnings

By ethonomics on Nov. 15, 2021, 3:35 p.m.
Tagged topics: buying opportunity , clean energy , solar power

Views: 189, Votes: 8, Responses: 1, Attachments: 1
ENPH , SEDG , NOVA , FSLR , RUN , STEM , CSIQ

+41 pts



Goldman sees waning #geopoliticalrisks and improving supply chain for solar, but some EPS risks, prefers $ENPH $SEDG $NOVA

By josiebe on Oct. 20, 2021, 10:27 a.m.
Tagged topics: Goldman Sachs , clean energy , solar power

Views: 214, Votes: 2, Responses: 1, Attachments: 2
SEDG

+34 pts



$SEDG - bull theses playing out in Q2's beat-and-raise, analysts see sustained strong demand

By josiebe on Aug. 3, 2021, 11:53 a.m.
Tagged topics: earnings results , beat and raise , Goldman Sachs , Morgan Stanley , Barclays , clean energy , solar power

Views: 366, Votes: 2, Responses: 0, Attachments: 6
ENPH , SEDG , STEM , SPWR , RUN , NOVA

+36 pts



Goldman says US residential demand for solar robust, and supply challenges at least not getting worse

By josiebe on June 18, 2021, 12:35 p.m.
Tagged topics: non deal roadshow , supply constrained , Goldman Sachs , clean energy , strong demand , solar power

Views: 258, Votes: 2, Responses: 0, Attachments: 8
ENPH , SEDG , GNRC , TSLA

+34 pts



Goldman highlights $ENPH, $SEDG, $GNRC to play the booming residential energy storage market (deep dive)

By josiebe on June 15, 2021, 9:49 a.m.
Tagged topics: battery technology , secular growth , deep dive , Goldman Sachs , clean energy , solar power

Views: 215, Votes: 3, Responses: 0, Attachments: 18
SEDG , SHLS , NOVA , RUN , ENPH , ARRY

+39 pts



$SEDG, $SHLS - Goldman upgrades to Buy on new products ramping up and earnings upside

By josiebe on May 20, 2021, 1:43 p.m.
Tagged topics: analyst upgrade , Goldman Sachs , clean energy , solar power , upside to estimates

Views: 198, Votes: 3, Responses: 2, Attachments: 29
RUN , SEDG , SPWR

+36 pts



$RUN - Goldman says strong results confirm strong demand growth for solar industry and indicate supply concerns overdone

By josiebe on May 6, 2021, 12:27 p.m.
Tagged topics: supply constrained , beat and raise , Goldman Sachs , strong demand , solar power , buy the dip , solar roof , concerns overblown

Views: 227, Votes: 2, Responses: 2, Attachments: 5
RUN , SEDG , SPWR , NOVA , ENPH

+30 pts



$RUN, $SEDG - Morgan Stanley says these two clean tech names are best positioned to address semi shortage issues and deliver on 2021 targets

By josiebe on May 3, 2021, 1:35 p.m.
Tagged topics: supply constrained , Morgan Stanley , clean energy , clean tech , semi shortage , solar power , battery storage

Views: 201, Votes: 1, Responses: 0, Attachments: 4
SPWR , RUN , SEDG , Clean Energy

+30 pts



Carbon Tracker says solar and wind energy potential is 100x as much as global energy demand (deep dive)

By josiebe on April 26, 2021, 2:51 p.m.
Tagged topics: deep dive , clean tech , decarbonization , cheap energy , fossil fuel era is over , Africa , Carbon Tracker

Views: 221, Votes: 1, Responses: 0, Attachments: 71