SolarEdge Technologies Stock: Why Wall Street Can’t Look Away in 2025
SolarEdge's stock surge isn't just hot air—it's a full-blown solar flare scorching short-sellers.
The catalyst? Institutional money chasing renewables like crypto degens chase memecoins (but with marginally better due diligence).
Behind the surge: Microinverters outperforming legacy systems, tax credit extensions juicing demand, and that sweet spot where ESG meets FOMO.
Reality check: This isn't your 2020 solar bubble—efficiency gains are real, even if Wall Street's sudden 'green awakening' reeks of opportunism. Remember when these guys called Tesla overvalued at $50B?
One thing's certain: When the sun sets on fossil fuels, SolarEdge investors plan to be sipping margaritas by the glow of their portfolio charts.
Image source: Getty Images.
Investors are lit up about SolarEdge's new deal
In an effort to expedite the deployment of solar power systems on both large-scale commercial and industrial rooftops, SolarEdge has signed an agreement with Solar Landscape, a leading developer of commercial rooftop solar systems.
The deal will see SolarEdge supply Solar Landscape with solar technology to support the development of more than 500 commercial rooftop projects, located in several states, to be built through 2026.
Investors are enthused today about the announcement due to the scope of the agreement. Commenting on the deal, RBC Capital suggested that the deal represents about 630 megawatts (MW) of solar power capacity. To put this in perspective, SolarEdge reported commercial shipments of 2,319 MW in all of 2024.
Is now a good time to warm up to SolarEdge stock?
Bulls aren't solely looking at the deal today as a positive in and of itself. Instead, they're interpreting it as a sign that the SUN hasn't set on the solar industry, despite the fact that nuclear energy is gaining the lion's share of attention right now as a leading alternative energy source.
Although the deal with Solar Landscape is encouraging, SolarEdge had seen revenue drop from $3.1 billion in 2022 to $900.5 million in 2024. Similarly, net income plunged from $93.8 million in 2022 to a net loss of $1.8 billion in 2024. At this point, solar investors may want to wait for the company's finances to show some improvement before jumping into an investment.
