We Upgrade SolarEdge to HOLD from SELL on: (a) Recent Collapse in Share Price + (b) Risk that Senate Budget Bill Language Favors Resi Solar = Risk of N-Term/Swift Move Higher in Shares; L-Term, we Still See Core Business as Structurally Flawed (due to SEDG’s microinveters being too expensive/its lack of innovation in the battery storage market)

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