SolarEdge Technologies Inc

SEDG: XNAS (USA)
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SolarEdge Earnings: Shifting to Offense in 2026; Shares Fairly Valued

SolarEdge reported fourth-quarter revenue of $334 million, up 70% year over year, and non-GAAP gross margin of 23.3%, exceeding the top end of guidance. First-quarter 2026 guidance is for revenue of $305 million (midpoint) and non-GAAP gross margin of 22%.

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