SEDG Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $33.09

Capitalizzazione di Mercato (MRQ) $2.04B

P/E (TTM) -7.4

EPS (TTM) $-4.50

Ricavi (TTM) $1.33B

ROE (TTM) -58.4%

Intervallo 52 sett. $28–$81

SEDG Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Informazioni su SolarEdge Technologies, Inc. - Common Stock Panoramica della società da Wikipedia

05 · wikidata

SolarEdge Technologies, Inc. is an Israeli company that produces DC optimized inverter systems. SolarEdge was founded in 2006, began mass production in 2009, and completed an initial public offering on the Nasdaq in March 2015. In 2023, SolarEdge became the most losing stock in the S&P 500 for the year, which resulted in its removal from the index.

## History

SolarEdge was established in 2006 by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov. The company was backed by venture capital from GE Energy Financial Services, Norwest Venture Partners, Lightspeed Venture Partners, ORR Partners, Genesis Partners, Walden International, Vertex Ventures Israel, JP Asia Capital and Opus Capital Ventures.

The company started mass production of its products by contract manufacturer Flex at the end of 2009.

In March 2015, SolarEdge had an initial public offering of 7,000,000 shares of its common stock at a price to the public of $18.00 per share, raising $126 million. The shares began trading on the NASDAQ Global Select Market under the ticker symbol “SEDG.” Goldman Sachs and Deutsche Bank acted as joint book-running managers for the offering.

In May 2015, SolarEdge partnered with Tesla Energy to develop an inverter that could charge the Tesla Powerwall home energy storage battery that was unveiled in April 2015. The SolarEdge inverter manages both the conversion of energy from solar panels along with charging and discharging of the Powerwall. Over time, Tesla phased out its partnership with SolarEdge, with Tesla adding an inverter to its Powerwall 2 that was introduced in October 2016, and introducing its own solar inverter in January 2021.

In October 2018, SolarEdge announced agreements to acquire a major stake in Kokam, a South Korean provider of lithium-ion battery cells, batteries and energy storage solutions. In January 2019, SolarEdge announced the acquisition of a majority stake in SMRE – an Italian EV powertrain manufacturer. In 2019 SolarEdge announced the acquisition of Gamatronic, a UPS manufacturer, and established its Critical Power division.

In January 2023, SolarEdge announced the acquisition of Hark Systems – a European-Based Energy Analytics and IoT Company.

Following a battle with cancer, founder Guy Sella died in 2019. Former vice president of global sales Zvi Lando, was appointed as CEO.

In November 2024, SolarEdge announced that it was closing its Energy Storage division impacting approximately 500 employees most of whom are located in South Korea.

In December 2024, Shuki Nir was appointed as the new CEO, replacing interim CEO, Ronen Faier.

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaSemiconductors dipendenti3.576 paeseIL

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$1.18B

2017-12-31 → 2025-12-31

EPS$-6.88

2017-12-31 → 2025-12-31

Flusso di cassa libero$81M

2017-12-31 → 2025-12-31

Margine netto-20.3%

2017-12-31 → 2025-12-31

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	SEDG	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	-7.4media 5 anni ≈82.9	≈82.9	·	·
P/S (TTM)	1.5media 5 anni ≈3.4	≈3.4	·	·
P/B (MRQ)	4.9media 5 anni ≈5.2	≈5.2	·	·
Prezzo / FCF (TTM)	22.6media 5 anni ≈23.5	≈23.5	·	·
Prezzo / Flusso di cassa (TTM)	17.8media 5 anni ≈112.4	≈112.4	·	·
Prezzo / Valore contabile tangibile (MRQ)	5.0media 5 anni ≈5.8	≈5.8	·	·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica	SEDG	media 5 anni	Mediana dei peer	Verdetto
Margine lordo (TTM)	23.3%media 5 anni ≈0.42%	≈0.42%	·	·
Margine Operativo (TTM)	-11.6%media 5 anni ≈-39.5%	≈-39.5%	·	·
Margine EBITDA (TTM)	-9.7%media 5 anni ≈-37.3%	≈-37.3%	·	·
Margine ante imposte (TTM)	-19.8%media 5 anni ≈-40.9%	≈-40.9%	·	·
Margine di Profitto Netto (TTM)	-20.3%media 5 anni ≈-32.1%	≈-32.1%	·	·
ROA (TTM)	-11.3%media 5 anni ≈-8.4%	≈-8.4%	·	·
ROE (TTM)	-58.4%media 5 anni ≈-45.0%	≈-45.0%	·	·
ROIC	-73.0%media 5 anni ≈-65.6%	≈-65.6%	·	·

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	Tendenza 5 anni	SEDG	media 5 anni	Mediana dei peer	Verdetto
Rapporto corrente (MRQ)		2.0media 5 anni ≈2.9	≈2.9	·	·
Quick Ratio (MRQ)		0.8media 5 anni ≈1.5	≈1.5	·	·

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	SEDG	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	31.4%media 5 anni ≈10.1%	≈10.1%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	-27.5%media 5 anni ≈-7.9%	≈-7.9%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	-4.1%	·	·	·
EPS YoY	-63.6%media 5 anni ≈-31.6%	≈-31.6%	·	·
Net Income YoY (Utile Netto YoY)	-92.2%media 5 anni ≈29.8%	≈29.8%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-39.1%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-37.5%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	SEDG	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$-6.88media 5 anni ≈$-6.64	≈$-6.64	·	·
Revenue / Share (Ricavi / Azione)	$20.09media 5 anni ≈$35.30	≈$35.30	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$1.77media 5 anni ≈$-0.50	≈$-0.50	·	·
Cash / Share (Liquidità / Azione)	$7.54media 5 anni ≈$8.44	≈$8.44	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	SEDG	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.5media 5 anni ≈0.6	≈0.6	·	·
Inventory Turnover (Rotazione delle scorte)	1.6media 5 anni ≈2.7	≈2.7	·	·
Receivables Turnover (Rotazione dei crediti)	5.5media 5 anni ≈4.4	≈4.4	·	·
Revenue / Employee (Ricavi / Dipendente)	≈$331.2K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media 5.7%

Prossimo report Nov 03, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 5, 2026	$0.05	$-0.00	—
31 Marzo 2026		$-0.43	$-0.29	-50.1%
31 Dicembre 2025		$-0.14	$-0.27	47.5%
30 Settembre 2025		$-0.31	$-0.39	20.2%
30 Giugno 2025		$-0.81	$-0.88	7.5%
31 Marzo 2025		$-1.14	$-1.18	3.7%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 18

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue	$1.18B	$901M	$2.98B	$3.11B	$1.96B	$1.46B	$1.43B	$937M	$607M	·	$325M
Cost of Revenue	$988M	$1.78B	$2.27B	$2.27B	$1.33B	$998M	$946M	$618M	$392M	·	$243M
Gross Profit	$196M	$-877M	$704M	$845M	$629M	$461M	$479M	$319M	$215M	·	$82M
R&D Expense	$221M	$277M	$321M	$290M	$220M	$163M	$121M	$82M	$55M	·	$22M
SG&A Expense	$101M	$147M	$147M	$112M	$82M	$63M	$49M	$29M	$19M	·	$7M
Operating Expenses	$498M	$831M	$664M	$679M	$422M	$319M	$289M	$180M	$124M	·	$54M
Operating Income	$-302M	$-1.71B	$40M	$166M	$207M	$143M	$190M	$139M	$91M	·	$28M
Interest Expense	·	$1M	$1M	$2M	$605.0K	$5M	$5M	$3M	·	·	·
Interest Income	$11M	$16M	$7M	$3M	$788.0K	$67.0K	·	·	·	·	·
Other Non-op	$-17M	$15M	$-318.0K	$7M	$99.0K	$-21M	$-11M	$-2M	$9M	·	$-5M
Pretax Income	$-391M	$-1.71B	$81M	$177M	$187M	$164M	$179M	$137M	$100M	·	$23M
Income Tax	$13M	$96M	$46M	$83M	$18M	$23M	$34M	$9M	$16M	·	$2M
Net Income	$-405M	$-1.81B	$34M	$442M	$169M	$140M	$147M	$129M	$84M	·	$21M
EPS (Basic)	$-6.88	$-31.64	$0.61	$1.70	$3.24	$2.79	$3.06	$2.85	$1.99	·	$0.30
EPS (Diluted)	$-6.88	$-31.64	$0.60	$1.65	$3.06	$2.66	$2.90	$2.69	$1.85	·	$0.27
Shares (Basic)	58,954,380	57,082,182	56,557,106	55,087,770	52,202,182	50,217,330	47,918,938	45,235,310	42,209,238	·	11,902,911
Shares (Diluted)	58,954,380	57,082,182	57,237,518	58,100,649	55,971,030	52,795,476	50,195,661	47,980,002	45,425,307	·	15,269,448
EBITDA	$-271M	$-1.65B	$97M	$166M	$207M	$143M	$190M	$139M	$91M	·	$28M

Stato Patrimoniale 27

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Cash & Equivalents	$455M	$275M	$338M	$783M	$530M	$827M	$224M	$188M	$163M	$105M	$145M
Short-term Investments	$38M	$311M	$522M	$241M	$168M	$144M	$92M	$119M	$77M	$74M	·
Receivables	$267M	$160M	$622M	$905M	$456M	$219M	$298M	$174M	$110M	$71M	$35M
Inventory	$553M	$646M	$1.44B	$729M	$380M	$332M	$171M	$142M	$83M	$67M	$74M
Prepaid Expense	$342M	$523M	$378M	$241M	$177M	$198M	$115M	$45M	$42M	$21M	$33M
Current Assets	$1.74B	$2.05B	$3.30B	$2.90B	$1.71B	$1.72B	$933M	$677M	$477M	$340M	$290M
PP&E (Net)	$269M	$343M	$615M	$544M	$410M	$303M	$177M	$119M	$51M	$36M	$15M
PP&E (Gross)	$476M	$534M	$850M	$728M	$561M	$424M	$269M	$191M	$71M	$49M	$22M
Accum. Depreciation	$207M	$190M	$235M	$185M	$150M	$121M	$92M	$72M	$20M	$13M	$7M
Goodwill	$50M	$48M	$43M	$31M	$130M	$140M	$130M	$35M	·	·	·
Intangibles	$7M	$10M	$35M	$20M	$59M	$68M	$74M	$39M	$1M	$1M	·
Other Non-current Assets	$68M	$65M	$35M	$19M	$34M	$5M	$10M	$6M	$862.0K	$489.0K	·
Total Assets	$2.18B	$2.65B	$4.59B	$4.27B	$2.90B	$2.44B	$1.49B	$964M	$641M	$425M	$306M
Accounts Payable	$272M	$108M	$386M	$460M	$252M	$162M	$157M	$107M	$69M	$34M	$81M
Accrued Liabilities	$211M	$167M	$142M	$118M	$57M	$48M	$40M	$15M	$15M	$4M	$5M
Current Liabilities	$803M	$1.06B	$893M	$890M	$525M	$436M	$437M	$226M	$130M	$70M	$106M
Capital Leases	$37M	$30M	$45M	$46M	$39M	$35M	$30M	·	·	·	·
Deferred Tax	·	·	·	·	·	$9M	$4M	$1M	·	·	·
Other Non-current Liabilities	$3M	$8M	$18M	$16M	$20M	$23M	$12M	$9M	$19M	$2M	·
Common Stock	$6.0K	$6.0K	$6.0K	$6.0K	$5.0K	$5.0K	$5.0K	$5.0K	$4.0K	$4.0K	$4.0K
Paid-in Capital	$1.87B	$1.81B	$1.68B	$1.51B	$687M	$604M	$476M	$372M	$332M	$307M	$287M
Retained Earnings	$-1.43B	$-1.03B	$778M	$744M	$650M	$478M	$338M	$191M	$66M	$-18M	$-120M
Treasury Stock	$0	$50M	$0	·	·	·	·	·	·	·	·
AOCI	$-12M	$-76M	$-47M	$-73M	$-27M	$4M	$-2M	$-524.0K	$-611.0K	$-324.0K	$-222.0K
Stockholders' Equity	$427M	$658M	$2.41B	$2.18B	$1.31B	$1.09B	$812M	$562M	$397M	$289M	$167M
Liabilities + Equity	$2.18B	$2.65B	$4.59B	$4.27B	$2.90B	$2.44B	$1.49B	$964M	$641M	$425M	$306M
Shares Outstanding	60,360,154	58,027,126	57,123,437	56,133,404	52,815,395	51,560,936	48,898,062	46,052,802	43,812,601	41,259,391	39,297,539

Flusso di cassa 16

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
D&A	$31M	$60M	$57M	$50M	$40M	·	$17M	$11M	$7M	·	$2M
Stock-based Comp	$93M	$137M	$150M	$146M	$103M	$67M	$60M	$31M	$18M	·	$3M
Deferred Tax	$-761.0K	$79M	$-43M	$-11M	$-12M	$-3M	$-6M	$-7M	$-5M	·	·
Amort. of Intangibles	$3M	$8M	$8M	$9M	$10M	$9M	$10M	$1M	$144.0K	·	·
Other Non-cash	$387M	$665M	$-379M	·	·	·	·	·	·	·	·
Operating Cash Flow	$104M	$-313M	$-180M	$31M	$214M	$223M	$259M	$189M	$137M	·	$12M
CapEx	$23M	$108M	$171M	$169M	$149M	$127M	$73M	$39M	$21M	·	$12M
Investing Cash Flow	$380M	$416M	$-269M	$-417M	$-484M	$-237M	$-153M	$-157M	$-85M	·	$-14M
Net Debt Issued	·	·	·	·	·	·	·	·	·	·	$-6M
Stock Repurchased	$0	$50M	$0	$0	·	·	·	·	·	·	·
Net Stock Activity	$0	$-50M	·	·	·	·	·	·	·	·	·
Financing Cash Flow	$-349M	$-20M	$-12M	$655M	$-15M	$640M	$-73M	$-8M	$7M	·	$137M
Net Change in Cash	$130M	$71M	$-445M	$253M	·	·	·	·	·	·	·
Taxes Paid	$32M	$17M	$138M	$75M	$46M	$39M	$41M	$15M	$3M	·	$4M
Free Cash Flow	$81M	$-421M	$-351M	$-138M	$65M	$96M	$186M	$150M	$115M	·	$289.0K
Levered FCF	·	$-423M	$-351M	·	$59M	$91M	$183M	$148M	·	·	·

Redditività 8

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Gross Margin	16.6%	-97.3%	23.6%	27.2%	32.0%	31.6%	33.6%	34.1%	35.4%	·	25.2%
Operating Margin	-25.5%	-189.5%	1.4%	5.3%	10.5%	9.8%	13.3%	14.9%	15.0%	·	8.7%
Net Margin	-34.2%	-139.2%	1.1%	3.0%	8.6%	9.6%	10.3%	13.8%	13.9%	·	6.5%
Pretax Margin	-33.0%	-189.5%	2.7%	5.7%	9.5%	11.2%	12.5%	14.6%	16.5%	·	7.1%
EBITDA Margin	-22.9%	-182.9%	3.3%	5.3%	10.5%	9.8%	13.3%	14.9%	15.0%	·	8.7%
ROA	-16.8%	-34.8%	0.78%	2.6%	6.3%	7.1%	11.9%	16.1%	15.8%	·	11.1%
ROE	-86.2%	-157.9%	1.4%	4.4%	13.3%	14.0%	19.0%	23.4%	24.5%	·	133.5%
ROIC	-73.0%	-274.1%	0.71%	4.0%	14.3%	11.3%	19.0%	23.2%	19.2%	·	15.5%

Liquidità e Solvibilità 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Current Ratio	2.2	2.0	3.7	3.3	3.3	3.9	2.1	3.0	3.7	·	2.8
Quick Ratio	0.9	0.7	1.7	2.2	2.2	2.7	1.4	2.1	2.7	·	1.7
Interest Coverage	·	-1477.8	31.7	·	32.5	26.7	39.5	55.0	·	·	·

Efficienza 3

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Asset Turnover	0.5	0.2	0.7	0.9	0.7	0.7	1.2	1.2	1.1	·	1.7
Inventory Turnover	1.6	1.7	2.1	4.1	3.7	4.0	6.1	5.5	5.2	·	4.9
Receivables Turnover	5.5	2.3	3.9	4.6	5.8	5.6	6.0	6.6	6.7	·	11.9

Per Azione 5

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Book Value / Share	$7.08	$11.35	$42.22	$38.77	$24.80	$21.06	$16.60	$12.21	$9.07	·	$4.25
Revenue / Share	$20.09	$15.79	$52.00	$53.53	$35.09	$27.64	$28.40	$19.53	$13.36	·	$21.29
Cash Flow / Share	$1.77	$-5.49	$-3.15	$0.54	$3.83	$4.22	$5.16	$3.94	$3.01	·	$0.79
Cash / Share	$7.54	$4.73	$5.93	$13.95	$10.04	$16.04	$4.58	$4.16	$3.72	·	$3.68
EPS (TTM)	$-6.88	$-31.64	$0.60	$1.65	$3.06	$2.66	$2.90	$2.69	$1.85	·	$0.27

Tassi di Crescita 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue YoY	31.4%	-69.7%	-4.3%	58.4%	34.6%	·	·	·	·	·	·
Revenue CAGR 3Y	-27.5%	-22.9%	26.8%	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	-4.1%	·	·	·	·	·	·	·	·	·	·
EPS YoY	·	·	-63.6%	-46.1%	15.0%	·	·	·	·	·	·
EPS CAGR 3Y	·	·	-39.1%	·	·	·	·	·	·	·	·
Net Income YoY	·	·	-92.2%	161.1%	20.6%	·	·	·	·	·	·
Net Income CAGR 3Y	·	·	-37.5%	·	·	·	·	·	·	·	·

Valutazione (TTM) 10

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue TTM	$1.18B	$901M	$2.98B	$3.11B	$1.96B	$1.46B	$1.43B	$937M	$607M	·	$325M
Net Income TTM	$-405M	$-1.81B	$34M	$442M	$169M	$140M	$147M	$129M	$84M	·	$21M
Market Cap	$1.74B	$789M	$5.35B	$15.90B	$14.82B	$16.45B	$4.65B	$1.62B	$1.65B	·	$1.43B
P/E	-4.2	-0.4	156.0	171.7	91.7	120.0	32.8	13.0	20.3	·	134.6
P/S	1.5	0.9	1.8	5.1	7.5	11.3	3.3	1.7	2.7	·	4.4
P/B	4.1	1.2	2.2	7.3	11.3	15.2	5.7	2.9	4.1	·	8.6
P / Tangible Book	4.7	1.3	2.3	7.5	13.2	18.8	·	·	·	·	·
P / Cash Flow	16.7	-2.5	-29.7	508.3	69.2	73.9	18.0	8.5	12.0	·	118.5
P / FCF	21.6	-1.9	-15.2	-115.2	228.4	171.6	24.9	10.7	14.3	·	4942.8
Earnings Yield	-23.8%	-232.6%	0.64%	0.58%	1.1%	0.83%	3.0%	7.7%	4.9%	·	0.74%

Conto Economico 16

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue	$346M	$311M	$335M	$340M	$289M	$219M	$196M	$235M	$265M	$204M	$316M	$725M	$991M	$944M	$891M	$837M
Cost of Revenue	$251M	$242M	$261M	$268M	$257M	$202M	$308M	$963M	$276M	$231M	$372M	$582M	$674M	$644M	$630M	$615M
Gross Profit	$95M	$68M	$74M	$72M	$32M	$18M	$-112M	$-728M	$-11M	$-26M	$-56M	$143M	$317M	$300M	$261M	$222M
R&D Expense	$53M	$50M	$52M	$54M	$53M	$62M	$62M	$70M	$69M	$75M	$75M	$80M	$87M	$80M	$79M	$70M
SG&A Expense	$25M	$36M	$24M	$27M	$20M	$30M	$36M	$41M	$39M	$31M	$35M	$39M	$36M	$37M	$30M	$28M
Operating Expenses	$111M	$123M	$123M	$107M	$148M	$120M	$151M	$383M	$149M	$148M	$181M	$160M	$167M	$156M	$266M	$138M
Operating Income	$-16M	$-55M	$-48M	$-35M	$-115M	$-103M	$-264M	$-1.11B	$-160M	$-174M	$-238M	$-17M	$150M	$144M	$-5M	$84M
Other Non-op	$0	$0	$-7M	$-15M	$4M	$148.0K	$-76.0K	$-4M	$19M	$0	$291.0K	$-484.0K	$0	$-125.0K	$19M	$8M
Pretax Income	$-28M	$-56M	$-133M	$-47M	$-119M	$-93M	$-276M	$-1.11B	$-142M	$-181M	$-215M	$-25M	$154M	$168M	$51M	$59M
Income Tax	$2M	$1M	$-564.0K	$3M	$6M	$6M	$11M	$121M	$-12M	$-24M	$-53M	$36M	$34M	$29M	$30M	$34M
Net Income	$-31M	$-57M	$-132M	$-50M	$-125M	$-99M	$-287M	$-1.23B	$-131M	$-157M	$-162M	$-61M	$120M	$138M	$369M	$25M
EPS (Basic)	$-0.50	$-0.95	$-2.21	$-0.84	$-2.13	$-1.70	$-5.00	$-21.58	$-2.31	$-2.75	$-2.89	$-1.08	$2.12	$2.46	$0.37	$0.44
EPS (Diluted)	$-0.50	$-0.95	$-2.21	$-0.84	$-2.13	$-1.70	$-5.00	$-21.58	$-2.31	$-2.75	$-2.70	$-1.08	$2.03	$2.35	$0.36	$0.43
Shares (Basic)	61,045,194	60,517,248	·	59,278,269	58,567,394	58,121,502	·	57,029,983	56,687,006	57,140,126	·	56,671,504	56,415,636	56,215,490	·	55,730,328
Shares (Diluted)	61,045,194	60,517,248	·	59,278,269	58,567,394	58,121,502	·	57,029,983	56,687,006	57,140,126	·	56,671,504	59,183,666	59,193,831	·	58,747,538
EBITDA	$-16M	$-49M	·	$-35M	$-115M	$-91M	·	$-1.09B	$-160M	$-159M	·	$-17M	$150M	$158M	·	$84M

Stato Patrimoniale 26

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Cash & Equivalents	$527M	$512M	$455M	$440M	$545M	$401M	$275M	$304M	$259M	$214M	$338M	$551M	$558M	$728M	$783M	$678M
Short-term Investments	$20M	$29M	$38M	$59M	$213M	$250M	$311M	$375M	$430M	$466M	·	$477M	$493M	$411M	·	$203M
Receivables	$212M	$223M	$267M	$286M	$217M	$133M	$160M	$239M	$296M	$404M	·	$940M	$1.15B	$970M	·	$785M
Inventory	$600M	$597M	$553M	$531M	$529M	$637M	$646M	$798M	$1.51B	$1.55B	·	$1.18B	$984M	$874M	·	$561M
Prepaid Expense	$455M	$415M	$342M	$404M	$440M	$27M	$523M	$38M	$403M	$355M	·	$218M	$264M	$260M	·	$224M
Current Assets	$1.87B	$1.82B	$1.74B	$1.77B	$1.97B	$1.99B	$2.05B	$2.12B	$2.89B	$2.99B	·	$3.36B	$3.45B	$3.24B	·	$2.45B
PP&E (Net)	$254M	$265M	$269M	$318M	$327M	$340M	$343M	$424M	$596M	$605M	·	$605M	$581M	$556M	·	$491M
PP&E (Gross)	·	·	$476M	·	·	·	$534M	$611M	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$207M	·	·	·	$190M	$187M	·	·	·	·	·	·	·	·
Goodwill	$50M	$50M	$50M	$51M	$51M	$49M	$48M	$52M	$52M	$41M	$43M	$41M	$42M	$30M	$31M	$109M
Intangibles	$6M	$6M	$7M	$8M	$8M	$9M	$10M	$11M	$37M	$33M	·	$42M	$44M	$18M	·	$46M
Other Non-current Assets	$76M	$73M	$68M	$46M	$64M	$55M	$65M	$112M	$65M	$48M	·	$36M	$29M	$25M	·	$16M
Total Assets	$2.30B	$2.26B	$2.18B	$2.23B	$2.49B	$2.53B	$2.65B	$2.82B	$3.95B	$4.17B	·	$4.65B	$4.70B	$4.50B	·	$3.90B
Accounts Payable	$460M	$405M	$272M	$284M	$179M	$135M	$108M	$95M	$134M	$171M	·	$399M	$435M	$409M	·	$312M
Accrued Liabilities	$155M	$175M	$211M	$185M	$199M	$153M	$167M	$138M	$99M	$126M	·	$124M	$108M	$127M	·	$112M
Current Liabilities	$920M	$897M	$803M	$775M	$1.02B	$974M	$1.06B	$904M	$567M	$659M	·	$877M	$898M	$900M	·	$694M
Capital Leases	$42M	$39M	$37M	$30M	$32M	$33M	$30M	$31M	$37M	$41M	·	$47M	$47M	$51M	·	$46M
Other Non-current Liabilities	$11M	$11M	$3M	$15M	$26M	$24M	$8M	$14M	$16M	$18M	·	$17M	$16M	$15M	·	$16M
Common Stock	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	$6.0K	·	$6.0K	$6.0K	$6.0K	·	$6.0K
Paid-in Capital	$1.93B	$1.90B	$1.87B	$1.86B	$1.84B	$1.85B	$1.81B	$1.78B	$1.74B	$1.72B	·	$1.63B	$1.60B	$1.55B	·	$1.46B
Retained Earnings	$-1.52B	$-1.49B	$-1.43B	$-1.30B	$-1.25B	$-1.13B	$-1.03B	$-715M	$490M	$621M	·	$941M	$1.00B	$882M	·	$723M
Treasury Stock	·	·	$0	$16M	$16M	$50M	$50M	$50M	$50M	$33M	·	·	·	·	·	·
AOCI	$9M	$5M	$-12M	$-64M	$-58M	$-75M	$-76M	$-57M	$-78M	$-67M	$-47M	$-84M	$-77M	$-77M	$-73M	$-128M
Stockholders' Equity	$412M	$411M	$427M	$480M	$513M	$594M	$658M	$956M	$2.11B	$2.24B	$2.41B	$2.49B	$2.52B	$2.35B	$2.18B	$2.05B
Liabilities + Equity	$2.30B	$2.26B	$2.18B	$2.23B	$2.49B	$2.53B	$2.65B	$2.82B	$3.95B	$4.17B	·	$4.65B	$4.70B	$4.50B	·	$3.90B
Shares Outstanding	61,512,619	60,817,930	60,360,154	59,559,546	59,134,050	58,290,453	58,027,126	57,182,072	56,952,022	56,792,795	·	56,810,559	56,556,340	56,343,164	·	55,894,106

Flusso di cassa 13

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
D&A	$6M	$6M	$7M	$7M	$4M	$12M	$13M	$17M	$15M	$15M	$15M	$15M	$13M	$13M	$12M	$13M
Stock-based Comp	$20M	$20M	$20M	$22M	$19M	$31M	$24M	$37M	$39M	$38M	$35M	$37M	$39M	$39M	$39M	$36M
Deferred Tax	·	·	$215.0K	$-196.0K	$249.0K	$-1M	$-622.0K	$131M	$-9M	$-42M	$-25M	$-11M	$-4M	$-4M	$-7M	$-3M
Amort. of Intangibles	·	·	·	·	·	·	$1M	$3M	$2M	·	$2M	$3M	$2M	·	$1M	$2M
Other Non-cash	·	$56M	·	·	·	$90M	·	·	·	$-70M	·	·	·	$-179M	·	·
Operating Cash Flow	$11M	$24M	$53M	$26M	$-8M	$34M	$38M	$-89M	$-45M	$-217M	$-140M	$41M	$-89M	$8M	$111M	$6M
CapEx	$8M	$4M	$9M	$3M	$1M	$10M	$12M	$47M	$22M	$26M	$40M	$46M	$46M	$38M	$44M	$33M
Investing Cash Flow	$2M	$-20M	$8M	$236M	$69M	$68M	$72M	$101M	$94M	$149M	$-81M	$-44M	$-77M	$-68M	$-37M	$-55M
Stock Repurchased	·	·	$0	$0	$0	$0	$-121.0K	$300.0K	$17M	$33M	$0	$0	$0	$0	·	·
Net Stock Activity	·	·	·	·	·	$0	·	·	·	$-33M	·	·	·	·	·	·
Financing Cash Flow	$9M	$2M	$647.0K	$-343M	$-373.0K	$-6M	$-256.0K	$31M	$303.0K	$-51M	$-651.0K	$-1M	$-5M	$-5M	$7M	$-1M
Net Change in Cash	$29M	$14M	$53M	$-86M	$67M	$96M	$106M	$44M	$45M	$-124M	$-213M	$-7M	$-170M	$-55M	·	·
Free Cash Flow	·	$21M	·	·	·	$24M	·	·	·	$-243M	·	·	·	$-30M	·	·

Redditività 8

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Gross Margin	27.5%	22.0%	·	21.2%	11.1%	8.0%	·	-269.2%	-4.1%	-12.8%	·	19.7%	32.0%	31.8%	·	26.5%
Operating Margin	-4.6%	-17.7%	·	-10.3%	-39.9%	-46.8%	·	-416.0%	-60.4%	-85.0%	·	-2.3%	15.2%	15.3%	·	10.1%
Net Margin	-8.9%	-18.5%	·	-14.7%	-43.1%	-44.9%	·	-462.0%	-49.3%	-77.0%	·	-8.4%	12.1%	14.7%	·	3.0%
Pretax Margin	-8.2%	-18.1%	·	-13.9%	-41.0%	-42.1%	·	-415.3%	-53.7%	-88.4%	·	-3.5%	15.5%	17.8%	·	7.0%
EBITDA Margin	-4.6%	-15.8%	·	-10.3%	-39.9%	-41.3%	·	-416.0%	-60.4%	-77.6%	·	-2.3%	15.2%	16.7%	·	10.1%
ROA	-1.3%	-2.4%	·	-2.0%	-3.9%	-2.9%	·	-32.3%	-3.0%	-3.6%	·	-1.4%	2.8%	3.4%	·	0.75%
ROE	-6.7%	-11.4%	·	-7.0%	-9.5%	-7.0%	·	-69.9%	-5.7%	-6.9%	·	-2.7%	5.3%	6.3%	·	1.5%
ROIC	-4.2%	-13.7%	·	-7.7%	-23.6%	-18.4%	·	-126.2%	-7.0%	-6.7%	·	-1.6%	4.6%	5.1%	·	1.7%

Liquidità e Solvibilità 2

Metrica	Tendenza	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Current Ratio		2.0	2.0	·	2.3	1.9	2.0	·	2.3	5.1	4.5	·	3.8	3.8	3.6	·	3.5
Quick Ratio		0.8	0.9	·	1.0	1.0	0.8	·	1.0	1.7	1.6	·	2.2	2.5	2.3	·	2.4

Efficienza 3

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Asset Turnover	0.1	0.1	·	0.1	0.1	0.1	·	0.1	0.1	0.0	·	0.2	0.2	0.2	·	0.3
Inventory Turnover	0.4	0.4	·	0.4	0.3	0.2	·	1.0	0.2	0.2	·	0.7	0.9	1.0	·	1.4
Receivables Turnover	1.6	1.7	·	1.3	1.1	0.8	·	0.4	0.4	0.3	·	0.8	1.1	1.1	·	1.4

Per Azione 5

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Book Value / Share	$6.70	$6.75	·	$8.06	$8.68	$10.19	·	$16.72	$36.98	$39.45	·	$43.84	$44.56	$41.72	·	$36.71
Revenue / Share	$5.67	$5.13	·	$5.74	$4.94	$3.78	·	$4.57	$4.68	$3.58	·	$12.80	$16.75	$15.95	·	$14.24
Cash Flow / Share	·	$0.40	·	·	·	$0.58	·	·	·	$-3.80	·	·	·	$0.13	·	·
Cash / Share	$8.57	$8.42	·	$7.38	$9.22	$6.89	·	$5.31	$4.56	$3.77	·	$9.70	$9.86	$12.92	·	$12.14
EPS (TTM)	$-4.50	$-6.13	·	$-9.67	$-30.41	$-30.59	·	$-29.34	$-8.84	$-4.50	·	$3.66	$5.17	$3.40	·	$2.02

Valutazione (TTM) 9

Metrica	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q1 2023	Q4 2022	Q3 2022
Revenue TTM	$1.33B	$1.28B	·	$1.05B	$941M	$917M	·	$1.02B	$1.51B	$2.24B	·	$3.55B	$3.66B	$3.40B	·	$2.77B
Net Income TTM	$-270M	$-364M	·	$-561M	$-1.74B	$-1.75B	·	$-1.68B	$-512M	$-261M	·	$565M	$651M	$547M	·	$114M
Market Cap	$3.59B	$3.10B	·	$2.20B	$1.21B	$943M	·	$1.31B	$1.44B	$4.03B	·	$7.36B	$15.22B	$17.13B	·	$12.94B
P/E	-13.0	-8.3	·	-3.8	-0.7	-0.5	·	-0.8	-2.9	-15.8	·	35.4	52.0	89.4	·	114.6
P/S	2.7	2.4	·	2.1	1.3	1.0	·	1.3	1.0	1.8	·	2.1	4.2	5.0	·	4.7
P/B	8.7	7.6	·	4.6	2.4	1.6	·	1.4	0.7	1.8	·	3.0	6.0	7.3	·	6.3
P / Tangible Book	10.1	8.8	·	5.2	2.7	1.8	·	1.5	0.7	1.9	·	3.1	6.3	7.4	·	6.8
P / Cash Flow	·	127.1	·	·	·	27.9	·	·	·	-18.6	·	·	·	2161.5	·	·
Earnings Yield	-7.7%	-12.0%	·	-26.1%	-149.1%	-189.1%	·	-128.1%	-35.0%	-6.3%	·	2.8%	1.9%	1.1%	·	0.87%

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$1.18B	$901M	$2.98B	$3.11B	$1.96B
Margine Lordo %	16.6%	-97.3%	23.6%	27.2%	32.0%
Margine Operativo %	-25.5%	-189.5%	1.4%	5.3%	10.5%
Utile netto	$-405M	$-1.81B	$34M	$442M	$169M
EPS Diluito	$-6.88	$-31.64	$0.60	$1.65	$3.06

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Rapporto corrente	2.2	2.0	3.7	3.3	3.3
Quick Ratio	0.9	0.7	1.7	2.2	2.2

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$81M	$-421M	$-351M	$-138M	$65M

Proprietari istituzionali (13F) 417 filer · $4.3B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 417

Valore detenuto $4.3B

Nuove posizioni 88

Posizioni chiuse 48

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
88 (+5 vs trimestre precedente)	48 (+9 vs trimestre precedente)	121 (+25 vs trimestre precedente)	124 (+2 vs trimestre precedente)	+4.1M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione	Valore	Azioni	% di 13F tracciati	Tipo
BlackRock, Inc.	$559.775.280	9.578.632	13,00%	Azioni
JANE STREET GROUP, LLC	$203.610.804	3.484.100	4,73%	Opzione Call
Invesco Ltd.	$151.702.584	2.595.869	3,52%	Azioni
UBS Group AG	$144.367.371	2.470.352	3,35%	Azioni
MENORA MIVTACHIM HOLDINGS LTD.	$139.929.963	2.394.421	3,25%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$129.503.040	2.216.000	3,01%	Opzione Put
VANGUARD PORTFOLIO MANAGEMENT LLC	$126.337.462	2.161.832	2,93%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$115.769.640	1.981.000	2,69%	Opzione Call
JANE STREET GROUP, LLC	$114.220.980	1.954.500	2,65%	Opzione Put
WELLS FARGO & COMPANY/MN	$105.192.000	1.800.000	2,44%	Opzione Call
STATE STREET CORP	$102.965.494	1.761.901	2,39%	Azioni
AMERICAN CENTURY COMPANIES INC	$100.171.770	1.714.096	2,33%	Azioni
Migdal Insurance & Financial Holdings Ltd.	$98.841.910	1.691.340	2,29%	Azioni
VANGUARD GROUP INC	$97.168.905	3.368.073	2,26%	Azioni
CITADEL ADVISORS LLC	$76.749.252	1.313.300	1,78%	Opzione Call
Legal & General Group Plc	$76.094.899	1.302.103	1,77%	Azioni
GOLDMAN SACHS GROUP INC	$75.291.773	1.288.360	1,75%	Azioni
Grantham, Mayo, Van Otterloo & Co. LLC	$72.687.380	1.243.795	1,69%	Azioni
FIRST TRUST ADVISORS LP	$71.283.241	1.219.768	1,65%	Azioni
MORGAN STANLEY	$65.755.396	1.125.177	1,53%	Azioni
CITADEL ADVISORS LLC	$64.564.512	1.104.800	1,50%	Opzione Put
VIKING GLOBAL INVESTORS LP	$63.610.128	1.088.469	1,48%	Azioni
Artisan Partners Limited Partnership	$62.717.633	1.073.197	1,46%	Azioni
ION Fund Management Ltd	$61.820.228	1.057.841	1,44%	Azioni
MEITAV INVESTMENT HOUSE LTD	$52.998.652	906.890	1,23%	Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC	$47.696.157	816.156	1,11%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$47.669.090	815.380	1,11%	Azioni
RENAISSANCE TECHNOLOGIES LLC	$43.043.398	736.540	1,00%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$40.802.633	698.197	0,95%	Azioni
Electron Capital Partners, LLC	$39.311.420	672.680	0,91%	Azioni
TWO SIGMA ADVISERS, LP	$36.203.865	1.254.900	0,84%	Azioni
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$32.526.827	556.585	0,76%	Azioni
Erste Asset Management GmbH	$29.866.111	539.489	0,69%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$29.666.891	507.647	0,69%	Azioni
FMR LLC	$29.103.923	498.014	0,68%	Azioni
BARCLAYS PLC	$29.102.009	497.981	0,68%	Azioni
Assenagon Asset Management S.A.	$28.855.510	493.763	0,67%	Azioni
CITIGROUP INC	$25.845.849	442.263	0,60%	Azioni
CAPITAL FUND MANAGEMENT S.A.	$25.237.956	431.861	0,59%	Azioni
D. E. Shaw & Co., Inc.	$23.697.420	405.500	0,55%	Opzione Call
JPMORGAN CHASE & CO	$22.835.944	409.732	0,53%	Azioni
TWO SIGMA INVESTMENTS, LP	$22.207.317	380.002	0,52%	Azioni
Nuveen, LLC	$21.925.928	375.187	0,51%	Azioni
WOLVERINE ASSET MANAGEMENT LLC	$21.710.460	371.500	0,50%	Opzione Put
Walleye Trading LLC	$21.441.636	366.900	0,50%	Opzione Put
Global Alpha Capital Management Ltd.	$20.255.421	346.602	0,47%	Azioni
TUDOR INVESTMENT CORP ET AL	$19.899.580	340.513	0,46%	Azioni
VANGUARD FIDUCIARY TRUST CO	$19.271.700	329.769	0,45%	Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$19.049.298	342.808	0,44%	Azioni
NORTHERN TRUST CORP	$18.146.439	310.514	0,42%	Azioni

Mostra tutti i 417 proprietari istituzionali →

Insider aziendali 29 insider · 13 dirigenti · 15 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Yehoshua Nir	Chief Executive Officer	01 Gennaio 2026 A	349.936	0	$0
Ronen Faier	Interim CEO	26 Agosto 2024 A	134.210	0	$0
Zvi Lando	Chief Executive Officer	04 Gennaio 2023 M	85.051	0	$0
Guy Sella	CEO	02 Gennaio 2019 A	661.213	0	$0
Maoz Sigron	Chief Financial Officer	31 Maggio 2026 A	13.984	0	$0
Asaf Alperovitz	Chief Financial Officer	02 Gennaio 2026 A	59.681	0	$0
Ariel Porat	Chief Financial Officer	02 Gennaio 2025 A	97.085	0	$0
Uri Bechor	Chief Operating Officer	01 Gennaio 2026 A	218.234	0	$0
Daniel Huber	Chief Revenue Officer	02 Gennaio 2026 A	100.441	0	$0
Rachel Prishkolnik	VP,GC&Corporate Secretary	03 Gennaio 2024 A	20.198	0	$0
Meir Adest	VP, Core Technologies	06 Febbraio 2023 M	126.624	0	$0
Yoav Galin	VP Research & Development	05 Gennaio 2023 A	98.831	0	$0
Lior Handelsman	VP, Marketing&Product Strategy	15 Luglio 2020 M	47.993	0	$0
Yoram Tietz	Direttore	03 Giugno 2026 A	30.791	0	$0
Dana Rebecca Gross	Direttore	03 Giugno 2026 A	19.931	0	$0
Gilad Almogy	Direttore	03 Giugno 2026 A	27.653	0	$0
Betsy S Atkins	Direttore	03 Giugno 2026 A	20.007	0	$0
Guy Gecht	Direttore	03 Giugno 2026 A	27.323	0	$0
More Avery	Direttore	03 Giugno 2026 A	304.686	2	$-99.473
Nadiv Zafrir	Direttore	03 Giugno 2025 A	24.251	0	$0
Marcel Gani	Direttore	13 Novembre 2024 P	53.035	0	$0
Dirk Hoke	Direttore	05 Giugno 2024 A	5.911	0	$0
Tal Payne	Direttore	05 Giugno 2024 A	7.213	0	$0
Jonathan Cheifetz	Direttore	23 Maggio 2018 A	22.902	0	$0
Dan Avida	Direttore	23 Maggio 2018 A	2.534.032	0	$0
Doron Inbar	Direttore	23 Maggio 2018 A	155.361	0	$0
Chester A. Farris	Direttore	31 Marzo 2015 P	0	0	$0
Opus Capital Venture Partners V, L.P.	Proprietario del 10%	08 Febbraio 2016 J	4.000.000	0	$0
GENESIS PARTNERS III LP	Proprietario del 10%	06 Gennaio 2016 S	4.011.798	0	$0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 39 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo	Peso	Unità	Aggiornato al	Fonte
TAN · Invesco Exchange-Traded Fund Trust …	3,78%	1.066.896 SH	01 Ottobre 2026	Giornaliero
ICLN · iShares Trust	2,06%	1.203.409 SH	11 Settembre 2026	Giornaliero
VCLN · Virtus ETF Trust II	2,00%	2.667 NS	31 Luglio 2026	N-PORT
PBW · Invesco Exchange-Traded Fund Trust	1,35%	142.952 SH	01 Ottobre 2026	Giornaliero
PBD · Invesco Exchange-Traded Fund Trust …	0,98%	35.304 SH	01 Ottobre 2026	Giornaliero
PSCT · Invesco Exchange-Traded Fund Trust …	0,82%	136.052 SH	01 Ottobre 2026	Giornaliero
QQQS · Invesco Exchange-Traded Fund Trust …	0,51%	3.726 SH	01 Ottobre 2026	Giornaliero
IBAT · iShares Trust	0,47%	8.737 SH	11 Settembre 2026	Giornaliero
ERTH · Invesco Exchange-Traded Fund Trust	0,31%	11.883 SH	01 Ottobre 2026	Giornaliero
POWR · iShares, Inc.	0,30%	37.223 SH	11 Settembre 2026	Giornaliero
CCSO · Tidal Trust II	0,26%	2.884 NS	31 Luglio 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,23%	42.712 SH	19 Agosto 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,19%	212.632 SH	19 Agosto 2026	Giornaliero
NUSC · Nushares ETF Trust	0,19%	58.272 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,16%	52.911 SH	19 Agosto 2026	Giornaliero
QVMS · Invesco Exchange-Traded Fund Trust …	0,11%	8.394 SH	01 Ottobre 2026	Giornaliero
MADE · iShares Trust	0,11%	1.730 SH	11 Settembre 2026	Giornaliero
PDN · Invesco Exchange-Traded Fund Trust …	0,10%	11.136 SH	01 Ottobre 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,10%	16.180 NS	31 Luglio 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,08%	47.920 SH	01 Ottobre 2026	Giornaliero
ESML · iShares Trust	0,06%	44.906 SH	11 Settembre 2026	Giornaliero
VGT · VANGUARD WORLD FUND	0,05%	1.480.102 SH	19 Agosto 2026	Giornaliero
VXF · VANGUARD INDEX FUNDS	0,04%	698.197 SH	19 Agosto 2026	Giornaliero
FTEC · FIDELITY COVINGTON TRUST	0,04%	187.087 NS	31 Luglio 2026	N-PORT
WSML · iShares Trust	0,02%	3.603 SH	11 Settembre 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,02%	61.990 NS	31 Luglio 2026	N-PORT
IGM · iShares Trust	0,01%	28.584 SH	11 Settembre 2026	Giornaliero
TILT · FlexShares Trust	0,01%	4.212 NS	31 Luglio 2026	N-PORT
DCOR · Dimensional ETF Trust	0,00%	2.984 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	79.879 SH	11 Settembre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,00%	15.322 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,00%	5.968 NS	31 Luglio 2026	N-PORT
IJR · iShares Trust	·	3.709.330 SH	10 Settembre 2026	Giornaliero
IJT · iShares Trust	·	341.618 SH	09 Settembre 2026	Giornaliero
IJS · iShares Trust	·	223.537 SH	08 Settembre 2026	Giornaliero
XJR · iShares Trust	·	8.387 SH	31 Agosto 2026	Giornaliero
ISCB · iShares Trust	·	2.656 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	13.304 SH	11 Settembre 2026	Giornaliero
SMLF · iShares Trust	·	38.360 SH	11 Settembre 2026	Giornaliero

SEDG Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 32 analisti MANTIENI

Target mediano $35.00 +5,8%

0 0,0% Acquisto forte

2 6,2% Compra

21 65,6% Mantieni

6 18,8% Vendi

3 9,4% Vendita forte

Target Price a 12 Mesi

20 analisti · 2026-09-27

Target medio $39.50 +19,4%

Ora Prezzo attuale $33.09

Basso$26.00 Media$39.50 Alto$100.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
SEDG	$1.74B	-4.2	31.4%	-34.2%	-86.2%	16.6%
NVMI	$10.44B	41.3	·	29.4%	23.1%	57.4%
CAMT	$4.87B	102.3	·	10.2%	8.7%	50.5%

Ultime notizie Notizie recenti che menzionano questa società

23

TD Cowen Raises Price Target on SolarEdge (SEDG) Following Product Momentum Yahoo Finance · 3 mesi, 4 settimane fa danger— Yahoo Finance · 4 mesi, 2 settimane fa SolarEdge (SEDG) Sale del 11% Prima degli Utili Yahoo Finance · 5 mesi, 1 settimana fa SolarEdge (SEDG) sale del 38,7% mentre Jefferies aumenta il target price Yahoo Finance · 6 mesi, 1 settimana fa Perché il titolo di Solaredge Technologies è salito del 13% oggi Nasdaq · 6 mesi, 1 settimana fa SolarEdge (SEDG) Annuncia le Dimissioni del CFO Yahoo Finance · 6 mesi, 1 settimana fa

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

La tua selezione è salvata e ti segue su tutti i ticker.

SEDG SolarEdge Technologies, Inc. - Common Stock

SEDG Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

SEDG Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Informazioni su SolarEdge Technologies, Inc. - Common Stock Panoramica della società da Wikipedia

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Proprietari istituzionali (13F) 417 filer · $4.3B totale · Aggiornato al 30 Settembre 2026

Insider aziendali 29 insider · 13 dirigenti · 15 direttori

Proprietà ETF Posseduti da 39 ETF

SEDG Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

Target Price a 12 Mesi

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ultime notizie Notizie recenti che menzionano questa società

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi