New York, March 3, 2026, 09:56 EST — Regular session
- SolarEdge shares dropped early Tuesday, with investors pulling back from rate-sensitive solar stocks.
- The group swung on analysts’ targets and a barrage of quick macro headlines.
- Traders eye fresh company comments at upcoming investor events, plus the next results update.
SolarEdge Technologies, Inc. dropped 3.4% to $39.20 in early New York hours Tuesday, moving between $37.89 and $39.97 along the way. Shares finished Monday at $40.60.
Wall Street stumbled out of the gate, opening sharply in the red as investors weighed the inflationary and trade risks tied to escalating conflict in the Middle East. The Nasdaq Composite tumbled roughly 2% right at the bell, according to Reuters.
That’s a key issue for SolarEdge right now, since its shares tend to move like a long-duration play — and those get hit hard whenever markets see rates staying up. Crude’s up roughly 15% in just two days, and “the spike in oil prices has led to traders reassessing expectations of interest rate cuts,” Schwab’s Kathy Jones said. She added, “the U.S. is likely to be seen as a safe haven for investor funds.” Reuters
UBS lowered its price target for SolarEdge to $36 from $40 while maintaining a Neutral rating, according to MT Newswires on Monday.
SolarEdge shares sagged, moving in step with a wider downturn among solar and clean-energy stocks. Early trading saw Enphase Energy down roughly 4.9%, while First Solar retreated 2.5%.
SolarEdge is working to restore its margins following a tough slump in residential solar demand. For the first quarter, the company forecast revenue between $290 million and $320 million, with a non-GAAP gross margin expected in the 20% to 24% range. “In 2026 we are shifting decisively to offense,” CEO Shuki Nir said.
Non-GAAP numbers strip out things like stock-based comp and those one-off costs. The focus now: can SolarEdge push margins higher without sacrificing a lot of volume—especially if installers remain wary on placing new orders?
There’s a risk here: war-fueled energy prices could keep inflation stubborn, delaying any rate-cut hopes. That means pricier financing, which tends to chill rooftop solar demand—bad news for inverter makers looking to turn the corner toward a greener rebound.
Traders right now are watching for fresh cues from management following the company’s spot at Jefferies’ Power, Energy, Clean Energy and Utilities Conference on March 2. Next up, its presentation at the Roth Conference slated for March 23, per the company’s official events page.
SolarEdge’s Q1 report is the next major event for the stock, with market calendars pointing to early May—currently May 5, by estimates.
