SolarEdge shares surge as Q2 revenue beats expectations

Published 07/08/2025, 12:06
© Pavlo Gonchar / SOPA Images/Sipa via Reuters Connect

Investing.com -- SolarEdge Technologies Inc . (NASDAQ:SEDG) reported better-than-expected second quarter results on Thursday, sending shares soaring 10.5% as the smart energy technology company showed signs of a turnaround with revenue growth and improved margins.

The company posted a second quarter adjusted loss of $0.81 per share, beating analyst estimates of a $0.85 loss. Revenue came in at $289.41 million, surpassing the consensus expectation of $273.63 million and representing a 32% increase from the previous quarter.

"I’m proud of the steady progress we made in turning SolarEdge around this quarter," said Shuki Nir, CEO of SolarEdge. "This was our second consecutive quarter of year-over-year and sequential revenue growth, along with margin expansion."

The company’s non-GAAP gross margin improved to 13.1% from 7.8% in the prior quarter, despite approximately 1% negative impact from new tariffs. SolarEdge shipped 1,194 MW (AC) of inverters and 247 MWh of batteries for PV applications during the quarter.

Looking ahead, SolarEdge provided an upbeat outlook for the third quarter, projecting revenue between $315 million and $355 million, above the analyst consensus of $304.3 million. The midpoint of this guidance ($335 million) represents a 10.1% increase from the current quarter’s results.

The company also expects third quarter non-GAAP gross margin to be between 15% and 19%, including approximately 2% impact from new tariffs, showing continued improvement in profitability.

SolarEdge’s cash position strengthened during the period, with its cash and investments portfolio growing by $18.6 million to $131.8 million, net of debt, compared to $113.2 million at the end of December 2024.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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