SolarEdge Jumps 5.6% as Analysts Tout It for 100% Inverter Tariff Gains
SEDG•SolarEdge Technologies shares climbed 5.6% on July 1 after three Wall Street analysts identified it as the leading solar stock to benefit from a proposed 100% tariff on imported inverters set to begin February 2027. NexTracker and Enphase Energy also rose 7.7% and 1.9% respectively on expectations of increased demand for U.S.-made inverters.
1. Proposed Inverter Import Tariffs
The administration’s draft plan calls for a 100% duty on all imported solar inverters larger than 2.5 kW, effective February 2027, to bolster domestic manufacturing and curb reliance on Chinese suppliers.
2. Analyst Endorsements for SolarEdge
Three major Wall Street firms upgraded SolarEdge to top pick status, citing its leading U.S. inverter production capacity, strong R&D pipeline and diversified channel partnerships as advantages under new trade barriers.
3. Stock Price Reaction
On July 1, SolarEdge shares rallied 5.56% in early trading, while NexTracker surged 7.66% and Enphase Energy gained 1.86% as investors priced in a shift toward U.S.-made inverters.
