Economic data for SEDG
Full calendarRecently released
- November 10, 2026USDCore CPI y/y●●●Forecast 2.8%Previous 2.6%
- November 10, 2026USDCPI y/y●●●Forecast 4.2%Previous 3.7%
- November 10, 2026USDCore CPI m/m●●●Forecast 0.2%Previous 0.3%
- November 10, 2026USDCPI●●●Forecast 338.683Previous 336.298
- November 10, 2026USDCPI m/m●●●Forecast 0.5%Previous 0.6%
- November 10, 2026USDCore CPI n.s.a. m/m●●●Previous 0.4%
- November 10, 2026USDCore CPI●●●Forecast 339.796Previous 338.896
Coming up
- TomorrowUSDInitial Jobless Claims●●●in 1 day
- TomorrowUSDEIA Crude Oil Stocks Change●●●in 1 day
- November 13, 2026USDCore PPI m/m●●●Forecast 0.4%Previous 0.7%in 2 days
- November 13, 2026USDPPI m/m●●●Forecast 0.4%Previous 1.3%in 2 days
- November 17, 2026USDRetail Sales m/m●●●Forecast 0.3%Previous 0.8%in 6 days
- November 17, 2026USDCore Retail Sales m/m●●●Forecast 0.7%Previous 0.9%in 6 days
All times UTC. Assessed against the consensus forecast, otherwise against the previous value.
Both worlds over time
Technical and news signals of the last 90 days on one timeline.
SEDG fundamental outlook
From news analysis — different time windows than the trading horizons above · as of 10.09.2026
- SEDG fell 4% on September 10 as its Analyst Day revealed no contracted volume or revenue timeline for the NVIDIA-co-authored 800 VDC AI data center power architecture.
- A September 9 analyst rating downgraded SEDG to Reduce, citing rising Treasury yields and a tepid U.S. residential market that neutralized Iran conflict-driven solar demand.
- Huawei's $11 billion clean energy unit is directly threatening SEDG's margins and market share through aggressive international expansion with low-cost products.
- European residential solar growth, a prior tailwind for inverter demand, is being overshadowed by competitive and macro pressures in recent signals.
- The company reported 20% core revenue growth, but the market is discounting this improvement due to the absence of commercial validation for its AI data center pivot.
- Successful engineering lab load testing of the medium-voltage to 800 VDC conversion stage failed to impress investors, who are demanding firm customer contracts.
- Rising Treasury yields are compressing SEDG's valuation multiples, adding a macro headwind to the stock's fundamental challenges.
SolarEdge Technologies (SEDG) faces mounting headwinds as of mid-September 2026, with the most recent signals painting a decisively bearish picture. On September 10, shares slipped 4% intraday after the company's Analyst Day failed to provide concrete revenue timing or customer contracts for its new AI data center power architecture, co-developed with NVIDIA. Despite demonstrating successful load testing of an 800 VDC conversion stage, the market prioritized commercial proof over laboratory validation, punishing the stock. This negative reaction compounds a September 9 Reduce rating driven by rising Treasury yields and a tepid U.S. residential market, which offset any early demand boost from the Iran conflict. Earlier in August, a bullish signal highlighted European residential solar growth benefiting inverter makers, but that tailwind has been overshadowed by competitive threats. In July, Huawei's $11 billion clean energy unit expansion was flagged as a direct margin and market share risk for SolarEdge. The cumulative effect is a stock caught between a promising but unproven AI pivot and deteriorating macro and competitive conditions. The 20% core revenue growth mentioned at Analyst Day is insufficient to counter the lack of AI-related backlog, rising rates, and Huawei's aggressive push. The narrative has shifted from European demand optimism to skepticism about execution and valuation, with the market demanding tangible orders before re-rating the stock.
61 days ago · Based on 4 signals
📝 Overview Generated automatically
SEDG has been the subject of 4 signals across 4 articles in the last 365 days. Sentiment skews Bearish (75%).
Breakdown: 1 bullish, 3 bearish, 0 neutral.
Most-cited catalysts: Huawei's clean energy unit targeting international expansion with competitive products (1×), European residential solar growth fueling inverter purchases (1×), Demand for power optimizers in low-light environments (1×). Most-cited risk factors: SolarEdge's diversified product portfolio and strong commercial/industrial focus (1×), Potential anti-dumping duties or policy actions against Chinese solar equipment (1×), Supply chain disruptions affecting component delivery (1×).
Related assets
Same category or comparable signal picture — each card opens the full cockpit.