$SEDG 0.58 Developing

Notable posts

• @StockSavvyShay neutral 421 eng

  The Trump administration is reportedly drafting a ban on foreign-made energy inverters over concerns China could use grid-connected equipment to disrupt U.S. power supplies. The proposed FCC rule would target new foreign inverter models used in solar and battery projects lifting U.S. exposed solar names premarket: • $ENPH +20% • $SEDG +15% • $RUN +10% • $SHLS +6% • $NXT +6% • $FSLR +5% • $TE +2%

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• @StockSavvyShay bullish 412 eng

  Trump is banning certain foreign-made transformers and grid equipment as U.S. moves to reduce reliance on Chinese power infrastructure. The order could push even more grid spending toward domestic suppliers just as the U.S. needs to build out capacity. $GEV, $TSLA, $ENPH, $SEDG, $TE, $EOSE

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• @wallstengine bullish 61 eng

  UBS Upgrades $SEDG to Buy, Raises PT to $42 from $36 Analyst comments: "SolarEdge is a key beneficiary of the U.S. FCC ban on new inverter model imports, in our view. We anticipate the ban will create a supply-constrained U.S. market, driving both share gains and potential pricing power for SEDG. We have increased our 2027/28E adj. EBITDA estimates to $110/$190mn from $101/$173mn previously. We find SEDG’s current valuation of 14x 2027E and 7x 2028E EV/EBITDA attractive given reaccelerating earnings growth, and based on our 13x target multiple, we see the market pricing in YE3Q28 EBITDA of $111mn, 31% below UBSe. On 28-Jul-2026, the U.S. FCC announced a ban on new foreign-produced power inverters. The ban applies to new models of foreign power inverters that connect to communication networks, impacting more than 50% of the U.S. inverter market, based on UBS Evidence Lab data. SEDG already has a prominent market position in C&I inverters, and we anticipate both share gains and potential pricing power will drive higher volume and margins in SEDG’s C&I segment. Furthermore, the ban likely creates a market opportunity for SEDG’s utility-scale inverter product (330kW TerraMax), which had seen limited market adoption prior to the ban, in our view. Prior to the FCC restrictions on imported inverters, SEDG had already moved its manufacturing to the U.S. SEDG's C&I manufacturing is consolidated in Florida, with residential inverters in Texas and storage in Utah." Analyst: Jon Windham

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• @ripster47 neutral 23 eng

  $ENPH $SEDG Back over 1 HR MTF clouds today Swing Watches

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• @ripster47 bullish 19 eng

  $ENPH $SEDG Good R/R Pickups @tenet_research

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