SolarEdge Is Showing Early Signs Of A Turnaround

2026-03-11 19:28:30 ET

SolarEdge Technologies, Inc. ( SEDG ) heads into 2026 with a real shift in how people are talking about the company and where it stands in the market. The stock jumped more than 10% after Bank of America upgraded it, pointing out that it was “stabilized enough to materially reduce downside risk.” Investors, at least for now, seem open to giving SolarEdge another shot after a pretty rough stretch. Last year and the start of this year, the story was all about shrinking margins, writing off too much inventory, and everyone losing faith in anything solar. That mood seems to be changing....

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