SEDG SolarEdge Technologies, Inc. - Common Stock
NASDAQ · Semiconductors · Ver em SEC EDGAR ↗ fechar Out 5, 2026 10-K/10-Q Ago 5, 2026
$34,38
· % da faixa de 52 semanas
· acima do mínimo
· para alta
$28,26mínima 52 sem
$81,25máxima 52 sem
Capitalização de Mercado (MRQ)
$2.11B
P/E (TTM)
-7.6
EPS (TTM)
$-4.50
Receita (TTM)
$1.33B
seus distintivos
Intervalo 52 Semanas
$28–$81
Classificação do Analista
HOLD
Preço-Alvo
$38
P/E
-7.6
ROE
-58.4%
Margem de Lucro Líquido
-20.3%
Sua barra de distintivos está vazia — fixe uma métrica em qualquer lugar desta página.
SEDG Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
Preço
$34.38
Capitalização de Mercado (MRQ)
$2.11B
P/E (TTM)
-7.6
EPS (TTM)
$-4.50
Receita (TTM)
$1.33B
ROE (TTM)
-58.4%
Intervalo 52 Semanas
$28–$81
SEDG Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
intervalo
barras
A granularidade da barra se adapta ao período selecionado — passe o mouse sobre o gráfico para ver a abertura/máxima/mínima/fechamento de uma barra.
Sobre SolarEdge Technologies, Inc. - Common Stock Visão geral da empresa da Wikipedia
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.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
setorTechnology
indústriaSemiconductors
funcionários3.576
paísIL
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Receita$1.18B2017-12-31 → 2025-12-31
EPS$-6.882017-12-31 → 2025-12-31
Fluxo de caixa livre$81M2017-12-31 → 2025-12-31
Margem líquida-20.3%2017-12-31 → 2025-12-31
Avaliação e Proporções
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | SEDG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | -7.6média 5A ≈82.9 | ≈82.9 | · | · | |
| P/S (TTM) | 1.6média 5A ≈3.4 | ≈3.4 | · | · | |
| P/B (MRQ) | 5.1média 5A ≈5.2 | ≈5.2 | · | · | |
| Preço / FCF (TTM) | 23.5média 5A ≈23.5 | ≈23.5 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 18.5média 5A ≈112.4 | ≈112.4 | · | · | |
| Preço / Valor Patrimonial Tangível (MRQ) | 5.2média 5A ≈5.8 | ≈5.8 | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | SEDG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Bruta (TTM) | 23.3%média 5A ≈0.42% | ≈0.42% | · | · | |
| Margem Operacional (TTM) | -11.6%média 5A ≈-39.5% | ≈-39.5% | · | · | |
| Margem EBITDA (TTM) | -9.7%média 5A ≈-37.3% | ≈-37.3% | · | · | |
| Margem de Impostos Pré-Tributação (TTM) | -19.8%média 5A ≈-40.9% | ≈-40.9% | · | · | |
| Margem de Lucro Líquido (TTM) | -20.3%média 5A ≈-32.1% | ≈-32.1% | · | · | |
| ROA (TTM) | -11.3%média 5A ≈-8.4% | ≈-8.4% | · | · | |
| ROE (TTM) | -58.4%média 5A ≈-45.0% | ≈-45.0% | · | · | |
| ROIC | -73.0%média 5A ≈-65.6% | ≈-65.6% | · | · |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | SEDG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Índice de liquidez corrente (MRQ) | 2.0média 5A ≈2.9 | ≈2.9 | · | · | |
| Índice de Liquidez Seca (MRQ) | 0.8média 5A ≈1.5 | ≈1.5 | · | · |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | SEDG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 31.4%média 5A ≈10.1% | ≈10.1% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | -27.5%média 5A ≈-7.9% | ≈-7.9% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | -4.1% | · | · | · | |
| EPS YoY | -63.6%média 5A ≈-31.6% | ≈-31.6% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | -92.2%média 5A ≈29.8% | ≈29.8% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | -39.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | -37.5% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | SEDG | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.5média 5A ≈0.6 | ≈0.6 | · | · | |
| Inventory Turnover (Giro de Estoque) | 1.6média 5A ≈2.7 | ≈2.7 | · | · | |
| Receivables Turnover (Giro de Contas a Receber) | 5.5média 5A ≈4.4 | ≈4.4 | · | · | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$331.2K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
Surpresa Média
5.7%
Próximo relatório
Nov 03, 2026
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 5, 2026 | $0.05 | $-0.00 | — |
| 31 de Março de 2026 | $-0.43 | $-0.29 | -50.1% | |
| 31 de Dezembro de 2025 | $-0.14 | $-0.27 | 47.5% | |
| 30 de Setembro de 2025 | $-0.31 | $-0.39 | 20.2% | |
| 30 de Junho de 2025 | $-0.81 | $-0.88 | 7.5% | |
| 31 de Março de 2025 | $-1.14 | $-1.18 | 3.7% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · | · |
Lucratividade
| Métrica | Tendência | 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% |
Liquidez e Solvência
| Métrica | Tendência | 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 | · | · | · |
Eficiência
| Métrica | Tendência | 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 |
Por Ação
| Métrica | Tendência | 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 |
Taxas de Crescimento
| Métrica | Tendência | 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% | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · |
Lucratividade
| Métrica | Tendência | 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% |
Liquidez e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | 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 |
Por Ação
| Métrica | Tendência | 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 |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $1.18B | $901M | $2.98B | $3.11B | $1.96B |
| Margem Bruta % | 16.6% | -97.3% | 23.6% | 27.2% | 32.0% |
| Margem Operacional % | -25.5% | -189.5% | 1.4% | 5.3% | 10.5% |
| Lucro líquido | $-405M | $-1.81B | $34M | $442M | $169M |
| EPS Diluído | $-6.88 | $-31.64 | $0.60 | $1.65 | $3.06 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 2.2 | 2.0 | 3.7 | 3.3 | 3.3 |
| Índice de Liquidez Seca | 0.9 | 0.7 | 1.7 | 2.2 | 2.2 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $81M | $-421M | $-351M | $-138M | $65M |
Investidores institucionais (13F) 417 declarantes · $4.3B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
Detentores
417
Valor detido
$4.3B
Novas posições
88
Posições encerradas
48
Atividade institucional — Q2 2026 vs trimestre anterior
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 88 (+5 vs trimestre anterior) | 48 (+9 vs trimestre anterior) | 121 (+25 vs trimestre anterior) | 124 (+2 vs trimestre anterior) | +4.1M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $559.775.280 | 9.578.632 | 13,00% | Ações |
| JANE STREET GROUP, LLC | $203.610.804 | 3.484.100 | 4,73% | Opção de compra |
| Invesco Ltd. | $151.702.584 | 2.595.869 | 3,52% | Ações |
| UBS Group AG | $144.367.371 | 2.470.352 | 3,35% | Ações |
| MENORA MIVTACHIM HOLDINGS LTD. | $139.929.963 | 2.394.421 | 3,25% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $129.503.040 | 2.216.000 | 3,01% | Opção de venda |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $126.337.462 | 2.161.832 | 2,93% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $115.769.640 | 1.981.000 | 2,69% | Opção de compra |
| JANE STREET GROUP, LLC | $114.220.980 | 1.954.500 | 2,65% | Opção de venda |
| WELLS FARGO & COMPANY/MN | $105.192.000 | 1.800.000 | 2,44% | Opção de compra |
| STATE STREET CORP | $102.965.494 | 1.761.901 | 2,39% | Ações |
| AMERICAN CENTURY COMPANIES INC | $100.171.770 | 1.714.096 | 2,33% | Ações |
| Migdal Insurance & Financial Holdings Ltd. | $98.841.910 | 1.691.340 | 2,29% | Ações |
| VANGUARD GROUP INC | $97.168.905 | 3.368.073 | 2,26% | Ações |
| CITADEL ADVISORS LLC | $76.749.252 | 1.313.300 | 1,78% | Opção de compra |
| Legal & General Group Plc | $76.094.899 | 1.302.103 | 1,77% | Ações |
| GOLDMAN SACHS GROUP INC | $75.291.773 | 1.288.360 | 1,75% | Ações |
| Grantham, Mayo, Van Otterloo & Co. LLC | $72.687.380 | 1.243.795 | 1,69% | Ações |
| FIRST TRUST ADVISORS LP | $71.283.241 | 1.219.768 | 1,65% | Ações |
| MORGAN STANLEY | $65.755.396 | 1.125.177 | 1,53% | Ações |
| CITADEL ADVISORS LLC | $64.564.512 | 1.104.800 | 1,50% | Opção de venda |
| VIKING GLOBAL INVESTORS LP | $63.610.128 | 1.088.469 | 1,48% | Ações |
| Artisan Partners Limited Partnership | $62.717.633 | 1.073.197 | 1,46% | Ações |
| ION Fund Management Ltd | $61.820.228 | 1.057.841 | 1,44% | Ações |
| MEITAV INVESTMENT HOUSE LTD | $52.998.652 | 906.890 | 1,23% | Ações |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $47.696.157 | 816.156 | 1,11% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $47.669.090 | 815.380 | 1,11% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $43.043.398 | 736.540 | 1,00% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $40.802.633 | 698.197 | 0,95% | Ações |
| Electron Capital Partners, LLC | $39.311.420 | 672.680 | 0,91% | Ações |
| TWO SIGMA ADVISERS, LP | $36.203.865 | 1.254.900 | 0,84% | Ações |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $32.526.827 | 556.585 | 0,76% | Ações |
| Erste Asset Management GmbH | $29.866.111 | 539.489 | 0,69% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.666.891 | 507.647 | 0,69% | Ações |
| FMR LLC | $29.103.923 | 498.014 | 0,68% | Ações |
| BARCLAYS PLC | $29.102.009 | 497.981 | 0,68% | Ações |
| Assenagon Asset Management S.A. | $28.855.510 | 493.763 | 0,67% | Ações |
| CITIGROUP INC | $25.845.849 | 442.263 | 0,60% | Ações |
| CAPITAL FUND MANAGEMENT S.A. | $25.237.956 | 431.861 | 0,59% | Ações |
| D. E. Shaw & Co., Inc. | $23.697.420 | 405.500 | 0,55% | Opção de compra |
| JPMORGAN CHASE & CO | $22.835.944 | 409.732 | 0,53% | Ações |
| TWO SIGMA INVESTMENTS, LP | $22.207.317 | 380.002 | 0,52% | Ações |
| Nuveen, LLC | $21.925.928 | 375.187 | 0,51% | Ações |
| WOLVERINE ASSET MANAGEMENT LLC | $21.710.460 | 371.500 | 0,50% | Opção de venda |
| Walleye Trading LLC | $21.441.636 | 366.900 | 0,50% | Opção de venda |
| Global Alpha Capital Management Ltd. | $20.255.421 | 346.602 | 0,47% | Ações |
| TUDOR INVESTMENT CORP ET AL | $19.899.580 | 340.513 | 0,46% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $19.271.700 | 329.769 | 0,45% | Ações |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $19.049.298 | 342.808 | 0,44% | Ações |
| NORTHERN TRUST CORP | $18.146.439 | 310.514 | 0,42% | Ações |
Executivos da empresa 29 insiders · 13 diretores · 15 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Yehoshua Nir | Chief Executive Officer | 1 de Janeiro de 2026 A | 349.936 | 0 | 0 | $0 |
| Ronen Faier | Interim CEO | 26 de Agosto de 2024 A | 134.210 | 0 | 0 | $0 |
| Zvi Lando | Chief Executive Officer | 4 de Janeiro de 2023 M | 85.051 | 0 | 0 | $0 |
| Guy Sella | CEO | 2 de Janeiro de 2019 A | 661.213 | 0 | 0 | $0 |
| Maoz Sigron | Chief Financial Officer | 31 de Maio de 2026 A | 13.984 | 0 | 0 | $0 |
| Asaf Alperovitz | Chief Financial Officer | 2 de Janeiro de 2026 A | 59.681 | 0 | 0 | $0 |
| Ariel Porat | Chief Financial Officer | 2 de Janeiro de 2025 A | 97.085 | 0 | 0 | $0 |
| Uri Bechor | Chief Operating Officer | 1 de Janeiro de 2026 A | 218.234 | 0 | 0 | $0 |
| Daniel Huber | Chief Revenue Officer | 2 de Janeiro de 2026 A | 100.441 | 0 | 0 | $0 |
| Rachel Prishkolnik | VP,GC&Corporate Secretary | 3 de Janeiro de 2024 A | 20.198 | 0 | 0 | $0 |
| Meir Adest | VP, Core Technologies | 6 de Fevereiro de 2023 M | 126.624 | 0 | 0 | $0 |
| Yoav Galin | VP Research & Development | 5 de Janeiro de 2023 A | 98.831 | 0 | 0 | $0 |
| Lior Handelsman | VP, Marketing&Product Strategy | 15 de Julho de 2020 M | 47.993 | 0 | 0 | $0 |
| Yoram Tietz | Conselheiro | 3 de Junho de 2026 A | 30.791 | 0 | 0 | $0 |
| Dana Rebecca Gross | Conselheiro | 3 de Junho de 2026 A | 19.931 | 0 | 0 | $0 |
| Gilad Almogy | Conselheiro | 3 de Junho de 2026 A | 27.653 | 0 | 0 | $0 |
| Betsy S Atkins | Conselheiro | 3 de Junho de 2026 A | 20.007 | 0 | 0 | $0 |
| Guy Gecht | Conselheiro | 3 de Junho de 2026 A | 27.323 | 0 | 0 | $0 |
| More Avery | Conselheiro | 3 de Junho de 2026 A | 304.686 | 0 | 2 | $-99.473 |
| Nadiv Zafrir | Conselheiro | 3 de Junho de 2025 A | 24.251 | 0 | 0 | $0 |
| Marcel Gani | Conselheiro | 13 de Novembro de 2024 P | 53.035 | 0 | 0 | $0 |
| Dirk Hoke | Conselheiro | 5 de Junho de 2024 A | 5.911 | 0 | 0 | $0 |
| Tal Payne | Conselheiro | 5 de Junho de 2024 A | 7.213 | 0 | 0 | $0 |
| Jonathan Cheifetz | Conselheiro | 23 de Maio de 2018 A | 22.902 | 0 | 0 | $0 |
| Dan Avida | Conselheiro | 23 de Maio de 2018 A | 2.534.032 | 0 | 0 | $0 |
| Doron Inbar | Conselheiro | 23 de Maio de 2018 A | 155.361 | 0 | 0 | $0 |
| Chester A. Farris | Conselheiro | 31 de Março de 2015 P | 0 | 0 | 0 | $0 |
| Opus Capital Venture Partners V, L.P. | Detentor de 10% | 8 de Fevereiro de 2016 J | 4.000.000 | 0 | 0 | $0 |
| GENESIS PARTNERS III LP | Detentor de 10% | 6 de Janeiro de 2016 S | 4.011.798 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 39 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| TAN · Invesco Exchange-Traded Fund Trust … | 3,72% | 1.066.896 SH | 2 de Outubro de 2026 | Diário |
| ICLN · iShares Trust | 2,06% | 1.203.409 SH | 11 de Setembro de 2026 | Diário |
| VCLN · Virtus ETF Trust II | 2,00% | 2.667 NS | 31 de Julho de 2026 | N-PORT |
| PBW · Invesco Exchange-Traded Fund Trust | 1,31% | 142.827 SH | 2 de Outubro de 2026 | Diário |
| PBD · Invesco Exchange-Traded Fund Trust … | 0,95% | 35.304 SH | 2 de Outubro de 2026 | Diário |
| PSCT · Invesco Exchange-Traded Fund Trust … | 0,78% | 136.052 SH | 2 de Outubro de 2026 | Diário |
| QQQS · Invesco Exchange-Traded Fund Trust … | 0,50% | 3.726 SH | 2 de Outubro de 2026 | Diário |
| IBAT · iShares Trust | 0,47% | 8.737 SH | 11 de Setembro de 2026 | Diário |
| ERTH · Invesco Exchange-Traded Fund Trust | 0,30% | 11.883 SH | 2 de Outubro de 2026 | Diário |
| POWR · iShares, Inc. | 0,30% | 37.223 SH | 11 de Setembro de 2026 | Diário |
| CCSO · Tidal Trust II | 0,26% | 2.884 NS | 31 de Julho de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,23% | 42.712 SH | 19 de Agosto de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,19% | 212.632 SH | 19 de Agosto de 2026 | Diário |
| NUSC · Nushares ETF Trust | 0,19% | 58.272 NS | 31 de Julho de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,16% | 52.911 SH | 19 de Agosto de 2026 | Diário |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,11% | 8.394 SH | 2 de Outubro de 2026 | Diário |
| MADE · iShares Trust | 0,11% | 1.730 SH | 11 de Setembro de 2026 | Diário |
| PDN · Invesco Exchange-Traded Fund Trust … | 0,10% | 11.180 SH | 2 de Outubro de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 16.180 NS | 31 de Julho de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,08% | 48.004 SH | 2 de Outubro de 2026 | Diário |
| ESML · iShares Trust | 0,06% | 44.906 SH | 11 de Setembro de 2026 | Diário |
| VGT · VANGUARD WORLD FUND | 0,05% | 1.480.102 SH | 19 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,04% | 698.197 SH | 19 de Agosto de 2026 | Diário |
| FTEC · FIDELITY COVINGTON TRUST | 0,04% | 187.087 NS | 31 de Julho de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 3.603 SH | 11 de Setembro de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,02% | 61.990 NS | 31 de Julho de 2026 | N-PORT |
| IGM · iShares Trust | 0,01% | 28.584 SH | 11 de Setembro de 2026 | Diário |
| TILT · FlexShares Trust | 0,01% | 4.212 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 2.984 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 79.879 SH | 11 de Setembro de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,00% | 15.322 NS | 31 de Julho de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 5.968 NS | 31 de Julho de 2026 | N-PORT |
| IJR · iShares Trust | · | 3.709.330 SH | 10 de Setembro de 2026 | Diário |
| IJT · iShares Trust | · | 341.618 SH | 9 de Setembro de 2026 | Diário |
| IJS · iShares Trust | · | 223.537 SH | 8 de Setembro de 2026 | Diário |
| XJR · iShares Trust | · | 8.387 SH | 31 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | · | 2.656 SH | 11 de Setembro de 2026 | Diário |
| ISCV · iShares Trust | · | 13.304 SH | 11 de Setembro de 2026 | Diário |
| SMLF · iShares Trust | · | 38.360 SH | 11 de Setembro de 2026 | Diário |
SEDG Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
classificação · 32 analistas
MANTER
Alvo mediano
$35.00
+1,8%
0 0,0%
Compra forte
2 6,2%
Compra
21 65,6%
Manter
6 18,8%
Venda
3 9,4%
Venda forte
Preço-alvo de 12 meses
19 analistas · 2026-10-04Alvo médio $38.16 +11,0%
Agora
Preço atual $34.38
Mín$26.00
Média$38.16
Máx$100.00
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
Últimas notícias Notícias recentes mencionando esta empresa
TD Cowen Raises Price Target on SolarEdge (SEDG) Following Product Momentum
Yahoo Finance · 4 meses atrás
SolarEdge (SEDG) Atinge Máxima de 2 Anos em Função de Fortes Expectativas para o 2º Trimestre
Yahoo Finance · 4 meses, 2 semanas atrás
SolarEdge (SEDG) Dispara 11% Antes dos Resultados
Yahoo Finance · 5 meses, 1 semana atrás
SolarEdge (SEDG) Dispara 38,7% com Jefferies Elevando Preço-Alvo
Yahoo Finance · 6 meses, 1 semana atrás
Por que as ações da Solaredge Technologies subiram 13% hoje
Nasdaq · 6 meses, 2 semanas atrás
SolarEdge (SEDG) Relata Partida do CFO
Yahoo Finance · 6 meses, 2 semanas atrás
Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos
Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.
Sua seleção é salva e acompanha você em todos os tickers.
Fonte: SEC 10-Q arquivado Ago 5, 2026