Why SolarEdge (SEDG) And Shoals (SHLS) Are Climbing

Insider Monkey12-21 05:03

SolarEdge (SEDG) stock is soaring 15% today. The shares appear to be rallying due to residual momentum from a rare double upgrade of the shares by Goldman Sachs earlier this week. Meanwhile, another ...

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The shares appear to be rallying due to residual momentum from a rare double upgrade of the shares by Goldman Sachs earlier this week. Meanwhile, another ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-solaredge-sedg-shoals-shls-210325181.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823414478.USD","symbol_name":"法巴经典能源转换基金","start_time":0,"source_url":"https://finance.yahoo.com/news/why-solaredge-sedg-shoals-shls-210325181.html","article_id":"2493285477","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/mUJD.DswOFjG0ZRn5ORUww--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/438966179187ea0c1fd0a2dbe22670b5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2493285477","pubTimestamp":1734728605,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"SolarEdge  stock is soaring 15% today. The shares appear to be rallying due to residual momentum from a rare double upgrade of the shares by Goldman Sachs earlier this week. Meanwhile, another name in the sector, Shoals , is also rising sharply today after it was upgraded by Morgan Stanley on Tuesday.A photovoltaic field at dawn, its solar panels shimmering in the light of a new day.On Dec. 17, Goldman Sachs raised its rating on SolarEdge to Buy from Sell. Moreover, the investment bank hiked its price target on the shares to $19 from $10. According to Goldman, the risk-reward ratio of SEDG stock is positive. That's because worries about the company's ability to make $350 million of debt payments in 2025 are overdone, according to the bank.While we acknowledge the potential of SEDG and SHLS, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more pr","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4127":"投资银行业与经纪业","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","CAGR":"California Grapes International, Inc.","LU1548497426.USD":"安联环球人工智能AT Acc","LU0971096721.USD":"富达环球金融服务 A","BK4516":"特朗普概念","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","SEDG":"SolarEdge Technologies, Inc.","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","SHLS":"Shoals Technologies Group","BK4147":"半导体设备","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0106831901.USD":"贝莱德世界金融基金A2","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4159":"经销商","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","BK4581":"高盛持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4552":"Archegos爆仓风波概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4096":"电气部件与设备"},"translate_title":"为什么SolarEdge(SEDG)和Shoals(SHLS)正在攀升","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SHLS":1,"SEDG":1,"CAGR":1},"content_text":"SolarEdge (SEDG) stock is soaring 15% today. The shares appear to be rallying due to residual momentum from a rare double upgrade of the shares by Goldman Sachs earlier this week. Meanwhile, another name in the sector, Shoals (SHLS), is also rising sharply today after it was upgraded by Morgan Stanley on Tuesday.\nSolarEdge manufactures solar inverters that convert power from solar panels into usable electricity, while Shoals develops and markets electrical balance of systems that enable the safe and efficient transportation of electricity from the solar panels to their destinations.\n A photovoltaic field at dawn, its solar panels shimmering in the light of a new day. \nOn Dec. 17, Goldman Sachs raised its rating on SolarEdge to Buy from Sell. Moreover, the investment bank hiked its price target on the shares to $19 from $10. According to Goldman, the risk-reward ratio of SEDG stock is positive. That's because worries about the company's ability to make $350 million of debt payments in 2025 are overdone, according to the bank.\nMoreover, SolarEdge's cost-cutting efforts and more favorable product mix should combine to lift its free cash flow, margins, and bottom line, Goldman believes.\nAlso importantly, Goldman expects the U.S. and European rooftop solar markets to resume expanding in 2025, and it believes that the utility-scale solar sector could also grow next year. What's more, the increased demand for electricity in the U.S. may make investors more bullish on solar stocks, according to Goldman.\nAlso on Dec. 17, Morgan Stanley upgraded Shoals to Overweight from Equal Weight. Writing that SHLS stock had reached \"an attractive entry point,\" the investment bank predicted that the company's revenue would increase about 10% in 2025. And from 2024 to 2027, Morgan Stanley predicts that the company's sales will increase at a compound annual growth rate (CAGR) of 12%.\nWhile we acknowledge the potential of SEDG and SHLS, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SEDG and SHLS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD ALSO 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: The writer owns shares of SHLS and has no intention of trading them in the next 48 hours. This article is originally published at Insider Monkey.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493285477"}