SolarEdge Technologies Inc. (SEDG)


June 30, 2023

SolarEdge’s “Milk” is Souring… But it Hasn’t Yet Gone Fully Bad (i.e., We Believe Cons. has Set the 2Q23E Hurdle Low, After Which Things Become Much More Difficult)

By Gordon L. Johnson II

SolarEdge is Still Seen as Being in the Driver’s Seat as it Relates to the Global Solar Inverter Arms Race, a Thesis We Think Will Change (to the Downside) in 2H23. In this note, we…

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June 9, 2023

Four Separate “Fire Side” Chats w/ Contacts in China, the EU (Ahead of the SNEC Conf. in Munich), & the U.S. Shed Light on State of Solar Industry

By Gordon L. Johnson II

Burning the Midnight Oil Last Night Provided us an Opportunity to Catch up with Long-Time Contacts in China and the EU, as Well as the U.S. In this note, we provide four separate “fire side”…

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