SEDG · SolarEdge Technologies
The AI's read
That shows the recovery is reaching profit, not just higher sales. Sales have grown from a year earlier since early 2025, and more of each sales dollar remained after product costs for 6 quarters in a row. Expected lower sales next quarter and continued weakness in the U.S. are real concerns. Still, the return to operating profit after nearly 3 years, alongside repeated sales growth, supports improvement.