SolarEdge Q4 revenue up 70%, beats analyst estimates

Solaredge Technologies

18/02/2026 12:39

Overview

Smart energy firm's Q4 revenue grew 70% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company's adjusted operating profit for Q4 beat analyst estimates

Outlook

Solaredge expects Q1 2026 revenue between $290 mln and $320 mln

Company anticipates Q1 2026 non-GAAP gross margin of 20% to 24%

Solaredge forecasts Q1 2026 non-GAAP operating expenses of $88 mln to $93 mln

Result Drivers

REVENUE GROWTH - SolarEdge achieved 70% yr/yr revenue growth, marking four consecutive quarters of growth

MARGIN IMPROVEMENT - Co reported margin expansion for the fifth consecutive quarter

PRODUCT REVENUE - Revenue included 98.8k inverters, 2.87 mln optimizers, and 280 MWh of batteries

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$335.40 mln
$329.002 mln (23 Analysts)
Q4 Adjusted EPS
Beat
-$0.14
-$0.26 (20 Analysts)
Q4 EPS
-$2.21
Q4 Adjusted Net Income
Beat
-$8.20 mln
-$15.24 mln (17 Analysts)
Q4 Net Income
-$132.10 mln
Q4 Gross Margin
22.20%
Q4 Adjusted Operating Profit
Beat
-$11 mln
-$19.87 mln (13 Analysts)
Q4 Adjusted Gross Margin
23.30%
Q4 Operating Profit
-$48.30 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 21 "hold" and 7 "sell" or "strong sell"

The average consensus recommendation for the renewable energy equipment & services peer group is "buy."

Wall Street's median 12-month price target for Solaredge Technologies Inc is $33.00, about 11.1% below its February 17 closing price of $37.13

Press Release: ID:nBw82Dtbma

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)