The company gave big 2029 revenue and margin targets and an AI data-center plan, but its 2026 revenue guide missed Wall Street estimates, leaving the story balanced for SEDG.
SolarEdge announced big 2029 revenue and margin targets and an AI data-center powertrain tie to NVIDIA. It also trimmed its 2026 revenue guide below Wall Street estimates, and reported mixed quarterly results. Those positives and negatives roughly counterbalance each other, so I treat the report as balanced for SEDG.
SolarEdge said it is advancing an 800 VDC powertrain for AI data centers under a framework published with NVIDIA, which signals broader adoption of NVIDIA’s data-center ecosystem.
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