A Look at SolarEdge Technologies's Valuation as New Battery System Gains Traction in Germany

Simply Wall St.11-28

SolarEdge Technologies (SEDG) just marked its first commercial battery installations in Germany with the rollout of the new CSS-OD storage system. Demand has increased rapidly, with over 150 orders ...

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Demand has increased rapidly, with over 150 orders ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-sedg/solaredge-technologies/news/a-look-at-solaredge-technologiess-valuation-as-new-battery-s\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look at SolarEdge Technologies's Valuation as New Battery System Gains Traction in Germany</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look at SolarEdge Technologies's Valuation as New Battery System Gains Traction in Germany\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-28 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-sedg/solaredge-technologies/news/a-look-at-solaredge-technologiess-valuation-as-new-battery-s><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SolarEdge Technologies (SEDG) just marked its first commercial battery installations in Germany with the rollout of the new CSS-OD storage system. Demand has increased rapidly, with over 150 orders ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-sedg/solaredge-technologies/news/a-look-at-solaredge-technologiess-valuation-as-new-battery-s\">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":"LU2249611893.SGD","symbol_name":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-sedg/solaredge-technologies/news/a-look-at-solaredge-technologiess-valuation-as-new-battery-s","article_id":"2586878813","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8211000-choice2-main-header/1585186947894"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-sedg/solaredge-technologies/news/a-look-at-solaredge-technologiess-valuation-as-new-battery-s","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586878813","pubTimestamp":1764314368,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"SolarEdge Technologies (SEDG) just marked its first commercial battery installations in Germany with the rollout of the new CSS-OD storage system. Demand has increased rapidly, with over 150 orders from PV installers in only a few weeks.\nSee our latest analysis for SolarEdge Technologies.\nSolarEdge’s momentum has picked up alongside the positive demand signals for its new storage system. While short-term share price returns have been modest, the stock’s year-to-date jump of 139.7% stands out...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4585":"ETF&股票定投概念","TPO.AU":"TIAN POH RESOURCES LTD","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","BK4147":"半导体设备","LU0823414478.USD":"法巴经典能源转换基金","BK7095":"多种金属与采矿","SEDG":"SolarEdge Technologies, Inc.","BK4519":"光伏太阳能","BK4588":"碎股"},"translate_title":"随着新型电池系统在德国受到关注，SolarEdge Technologies的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SEDG":1.5,"TPO.AU":1},"content_text":"SolarEdge Technologies (SEDG) just marked its first commercial battery installations in Germany with the rollout of the new CSS-OD storage system. Demand has increased rapidly, with over 150 orders from PV installers in only a few weeks. See our latest analysis for SolarEdge Technologies. SolarEdge’s momentum has picked up alongside the positive demand signals for its new storage system. While short-term share price returns have been modest, the stock’s year-to-date jump of 139.7% stands out. However, the three- and five-year total shareholder returns remain deeply negative. This pattern suggests investors are revisiting the company’s prospects and recalibrating risk in light of stronger adoption and recent commercial milestones. If this surge in clean energy innovation has you looking further afield, now’s the perfect chance to discover other high-potential tech and AI stocks making waves. See the full list for free. With sentiment turning, the key question for investors is clear: is SolarEdge undervalued given its momentum, or is the recent rally a sign that the market is already pricing in the company’s future growth potential? AdvertisementMost Popular Narrative: 6.8% Overvalued Compared to its last close at $35.47, the most-followed narrative estimates SolarEdge Technologies’ fair value at $33.22, indicating a premium being paid by the market as expectations surge. Investors are watching whether ambitious growth assumptions will be met or if sentiment has moved too far ahead of fundamentals.  The rally in SolarEdge's stock appears to be pricing in robust future revenue growth driven by U.S. policy support (extension of manufacturing and storage credits). However, risks are rising as the elimination of the 25D residential solar tax credit is expected to cause a substantial drop in U.S. residential demand in 2026. This is only partially offset by third-party owned (TPO) shifts, which could potentially constrain topline growth.  Read the complete narrative. Curious what bold moves this narrative is banking on? The fair value hinges on aggressive revenue projections, profitability swings, and a future market multiple that defies today’s reality. How do all the moving parts add up to this valuation? Uncover the full breakdown behind these surprising targets. Result: Fair Value of $33.22 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, shifts in U.S. policy or surging battery adoption could spur renewed earnings momentum and challenge assumptions that SolarEdge's rebound cannot be sustained. Find out about the key risks to this SolarEdge Technologies narrative. Another View: Discounted Cash Flow Suggests Upside While the market's favorite approach points to SolarEdge being overvalued, the SWS DCF model offers a challenge. According to our DCF estimate, SolarEdge’s shares are trading 8.6% below fair value, which suggests undervaluation. Is the market underestimating a potential turnaround, or are near-term risks still too great? Look into how the SWS DCF model arrives at its fair value. SEDG Discounted Cash Flow as at Nov 2025 Build Your Own SolarEdge Technologies Narrative If you want to test your own assumptions or see how the numbers stack up with your perspective, you can quickly craft a narrative to suit your own view. Do it your way A great starting point for your SolarEdge Technologies research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for More Investment Ideas? There's a world of opportunity beyond SolarEdge. Use the Simply Wall Street Screener and you could spot brilliant companies before they make headlines. Don’t wait while others get ahead.  Uncover market gems with strong financials by tapping into these 3579 penny stocks with strong financials that stand out for disciplined growth and resilience in volatile markets. Tap into tomorrow's biggest tech trends by reviewing these 25 AI penny stocks set to benefit from major advances in artificial intelligence and automation. Start building generational wealth by searching through these 932 undervalued stocks based on cash flows that offer standout long-term upside potential based on real cash flow strength.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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