SolarEdge Technologies Inc

SEDG: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$72.00	Qjwn	Crhkjcrt

SolarEdge Earnings: European Excess Channel Inventories to Continue Into 2025

Brett Castelli

Aug 8, 2024

We lower our fair value estimate for no-moat SolarEdge to $33 per share from $40 following the company’s second-quarter results. Our reduced valuation is driven by reduced long-term margin estimates. We expect shares to remain volatile in the near-term, but believe shares are approaching a bottom as operating results rebound in 2025.

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