SolarEdge Surges 21.50% on Earnings, Infineon Pact, Storage Milestone

SolarEdge Technologies Inc. (SEDG) reached its highest level since this month on Nov. 11, surging 21.50% intraday, as a combination of strong earnings, strategic partnerships, and energy storage milestones fueled investor optimism.

The stock’s rally followed a 9.89% jump on Nov. 10 after the company reported third-quarter revenue of $340.2 million, a 44.5% year-over-year increase, exceeding estimates. Despite a narrower-than-expected non-GAAP net loss, the results highlighted improved cost management and robust demand for solar inverters and storage solutions. A partnership with Infineon Technologies to develop Solid-State Transformer technology for data centers further bolstered sentiment, positioning SolarEdge in the high-growth AI infrastructure sector. Additionally, the company surpassed 500 MWh of virtual power plant (VPP) storage capacity, reinforcing its role in decentralized energy solutions.

While SolarEdge’s conservative Q4 revenue guidance of $310–$340 million reflected macroeconomic headwinds, including tariff pressures, its 18.8% gross margin and positive cash flow signaled financial discipline. The stock, up 206% year-to-date, has attracted investors seeking exposure to renewable energy and AI-driven infrastructure. However, policy risks, such as the expiration of U.S. residential solar incentives, remain a near-term concern. Analysts have upgraded the stock amid its resilience, though volatility persists due to its exposure to regulatory and supply chain dynamics. SolarEdge’s ability to balance strategic innovation with operational efficiency appears central to its sustained momentum.