Feed / SEDG

SolarEdge Technologies, Inc.

SEDG

Technology · 29.89 -0.7% today

Isolated · not yet confirmedMarket checked 25 Aug, 15:55 GMT-4

Jodie situation report

SolarEdge Technologies, Inc.'s current read is isolated; its market group is not confirming.

The latest filing is mixed. 0 of 25 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

What changed
  • Revenue increased 19.6% versus the comparable filing period.
  • Cash declined 18.0M versus the comparable period.
Company-0.7% todayVolume comparison unavailable
Market group0 of 25 activeSemiconductors · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • Battery megawatt hours recognized as revenues rose ~154 MWh (86.8%) from ~177 to ~331 MWh in the quarter, attributed to increased demand.
  • R&D net costs decreased $11.8M (19.1%) in Q1 2026 vs Q1 2025, primarily due to a $12.3M decrease in personnel costs from a workforce reduction plan.

Invalidation: The isolated read changes if SEDG's group or a disclosed connection begins moving with it.

Watch this read

Who this business touches

The relationships behind SEDG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

STLAStellantis N.V.customerFeb 25, 2026 ▾

“On January 13, 2025, Stellantis Europe S.p.A.”

FLEXFlex Ltd.partnerFeb 25, 2026 ▾

“We currently contract to have our solar products manufactured by two of the world’s leading global electronics manufacturing service providers, Jabil Inc.”

Depended on by

ENVXEnovix CorporationsupplierFeb 25, 2026 ▾

“In October 2023, we acquired Routejade, a manufacturer of lithium-ion batteries in South Korea, and in April 2025, acquired a second manufacturing facility in South Korea from SolarEdge.”

Filing peers

FSLRRUNGNRC

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

SEDG is currently a Follower in the organic co-movement group Semiconductors. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.