SolarEdge Technologies stock falls 7.57 percent as guidance holds

Published on 09/24/2026 at 03:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SolarEdge Technologies stock stood at USD 33.35 on September 23, 2026, within a USD 28.21 to USD 81.25 yearly range. Q2 revenue reached USD 346.245 million.

SOI, US83417M1045, Illustration mit AI erstellt.

SolarEdge Technologies (ISIN US83417M1045) stock fell 7.57 percent to USD 33.35 at the Nasdaq close on September 23, 2026. The company had reiterated third quarter 2026 revenue guidance of USD 310 million to USD 340 million on September 10, 2026, according to MarketScreener.

Third quarter guidance stays quantified

The guidance range places the next quarter below SolarEdge's second quarter revenue of USD 346.245 million. That comparison matters because the upper end of the outlook is USD 6.245 million below the second quarter result, while the lower end is USD 36.245 million lower.

The guidance also gives the market a concrete operating checkpoint after the stock's 7.57 percent decline. The next reported quarter must show whether the company can turn the second quarter revenue recovery into sustained growth.

Quarterly revenue gains ground

SolarEdge reported USD 346.2 million of second quarter 2026 revenue, compared with USD 289.4 million in the second quarter of 2025, according to TS2. The 19.6 percent year-over-year increase was accompanied by a GAAP operating loss of USD 16.0 million, down from USD 115.5 million a year earlier.

The figures show a clear split in the recovery. Revenue expanded, but the company still reported a GAAP loss, so future margin performance remains as important as the top line.

AI data center strategy expands

SolarEdge and Infineon Technologies expanded their collaboration on solid-state circuit protection for 800-volt direct-current systems in AI and hyperscale data centers on September 9, 2026, MarketScreener reported. This adds a data center application to a company whose core business remains solar power electronics.

Stock stays above yearly low

At USD 33.35 on September 23, 2026, SolarEdge stock was USD 5.14 above its 52-week low of USD 28.21 and USD 47.90 below its 52-week high of USD 81.25. The USD 2.03 billion market capitalization puts the quarterly revenue trend and the USD 310 million to USD 340 million outlook at the center of the valuation debate.