SolarEdge Plunges 5.5% After Net Loss Narrows 77% and Revenues Rise 31%
SolarEdge shares dropped 5.5% to $35.10 after full-year net loss narrowed 77% to $405m on 31% revenue growth to $1.18b, and Q4 net loss fell 54% to $132m as revenues rose 70% to $335m. It targets Q1 revenues of $290m-$320m with 20%-24% non-GAAP gross margin guidance.
1. Earnings Performance
SolarEdge narrowed its full-year net loss by 77% to $405 million from $1.8 billion in 2024 on revenues of $1.18 billion, up 31% year-on-year. In Q4, the net loss shrank 54% to $132 million as revenues climbed 70% to $335 million.
2. Stock Market Reaction
Shares of SolarEdge fell 5.47% to $35.10, ending a two-day rally, as investors appeared to have already priced in the strong earnings results before the official release.
3. Outlook and Strategic Initiatives
The company forecasts Q1 revenues between $290 million and $320 million with a 20%-24% non-GAAP gross margin. Management plans to roll out the SolarEdge Nexis platform to capture AI data center power opportunities and drive profitable growth throughout 2026.