SolarEdge Technologies Inc

SEDG: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$84.00	Zfrr	Xxzjbmhq

SolarEdge: Lowering Valuation to $147 Following Large Miss on Expectations

Brett Castelli

Oct 20, 2023

We lowered our fair value estimate for SolarEdge to $147 from $216 after the company announced weak third-quarter results. The driver of our lower valuation is lower long-term revenue and margin expectations. Our no-moat and Very High Uncertainty ratings are unchanged.

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