2026-05-16 Multiple sources confirm rally; pivot to power business narrative emerges
2026-05-18 Multiple independent traders note solar sector rotation, SEDG in Stage 2 uptrend with high short interest
2026-05-19 Anatole 13F shows new SEDG position in Q1; another trader bought today, reinforcing prior bull-bear attention after 2-week 50%+ rally.
2026-05-22 Multiple independent X accounts flag SEDG as a high-beta leader with institutional money flow, and a bull notes adding to position, extending the prior hedge-fund-holding event line.
2026-05-27 New highs and ETF inclusion add fresh facts to ongoing institutional inflow theme
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +1.2% · +5d +32.2%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -9.0% · +5d +5.3%
Earnings
Earnings report
D1 -9.0% · +5d +5.3%
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Event thread
Key events, in time order
9 items
Earnings
Earnings report
D1 -3.6% · +5d -1.5%
Earnings
SolarEdge Q2 Beat, Weak Q3 Guide Sends Shares Down
Q2 beat on earnings and revenue, but Q3 revenue guide misses on Europe challenges, stock plunges
D1 -30.5% · +5d -5.5%
›2 waves of this story
2026-08-05 Q2 earnings and revenue beat, but Q3 revenue forecast misses, stock falls ~24%
2026-08-05 Q2 beat on earnings and revenue, but Q3 revenue guide misses on Europe challenges, stock plunges
8-K filing
8-K: Item 2.02, Item 9.01
D1 -30.5% · +5d -5.5%
Earnings
Earnings report
D1 -30.5% · +5d -5.5%
8-K filing
8-K: Item 5.02
D1 +4.3% · +5d +1.0%
4 earlier events›
CapitalBull
Solar group hits 3-yr highs; SEDG added to REX ETF portfolio
New highs and ETF inclusion add fresh facts to ongoing institutional inflow theme
2026-05-16 Multiple sources confirm rally; pivot to power business narrative emerges
2026-05-18 Multiple independent traders note solar sector rotation, SEDG in Stage 2 uptrend with high short interest
2026-05-19 Anatole 13F shows new SEDG position in Q1; another trader bought today, reinforcing prior bull-bear attention after 2-week 50%+ rally.
2026-05-22 Multiple independent X accounts flag SEDG as a high-beta leader with institutional money flow, and a bull notes adding to position, extending the prior hedge-fund-holding event line.
2026-05-27 New highs and ETF inclusion add fresh facts to ongoing institutional inflow theme
8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +1.2% · +5d +32.2%
8-K filing
8-K: Item 2.02, Item 9.01
D1 -9.0% · +5d +5.3%
Earnings
Earnings report
D1 -9.0% · +5d +5.3%
$SEDG — what investors on X are saying · SpikePanel
$SEDG — investor discussion on X
About the company
SolarEdge makes the brains of solar panels—DC-optimized inverters that squeeze more power from each panel and monitor the system via cloud software.
Revenue comes from selling inverters, optimizers, and monitoring services to solar installers and distributors. Gross margin was 22.16% TTM, but the company is loss-making, with net margin at -20.29%.
SolarEdge's power optimizers and cloud monitoring create switching costs for installers, but competition from Enphase Energy and Huawei is intense, and the company's financial losses suggest its edge is weakening.
Most active voices on $SEDG
@wealthyreadings · The Few Bets That Matter · 28 mentions · 13.9K followers
