SolarEdge Technologies Inc. (SEDG)

February 18, 2021

Many Have Yet To Capitulate, But In the Famous Words of Porky Pig… “Th-Th-Th-That’s All Folks!”

By Gordon L. Johnson II

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December 22, 2020

Is the 2yr ITC Extension Set to “Ravage” SEDG’s & ARRY’s Fundamentals, Unbeknownst to Solar Bulls?

By Gordon L. Johnson II

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November 3, 2020

Top Line Miss + Weak Guide-Negative FCF + Share Loss + Massive Inventory Build + Storage Late = SELL

By Gordon L. Johnson II

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August 4, 2020

First-Ever Shift in Gross Margin Guide to Non-GAAP Basis Implies “Shoddy” Write Down Likely in 3Q20

By Gordon L. Johnson II

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May 7, 2020

“Down Goes Frazier”… Or in This Case, SEDG as the “Undisputed Resi Inverter Champion of the World”

By Gordon L. Johnson II

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May 6, 2020

1Q20 Enphase Results – Readthrough for SolarEdge Tilted Negative, Barring 2Q Inventory Stuffing

By Gordon L. Johnson II

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April 7, 2020

Is Liquidity at America’s Largest Resi Rooftop (RUN+VSLR+NOVA) Installers ~50% Below Stated Levels?

By Gordon L. Johnson II

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February 7, 2020

What Does Wednesday’s Nov. ’19 California Solar Initiative Data Say About SEDG’s U.S. Market Share?

By Gordon L. Johnson II

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January 27, 2020

Does SEDG Expect 1:6 of its Inverters to Fail & are SEDG-ENPH, Alone, Over-Shipping US Resi Demand?

By Gordon L. Johnson II

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November 25, 2019

German Court Finds Huawei Did Not Infringe Upon Any of SolarEdge’s European Inverter Patent(s)

By Gordon L. Johnson II

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November 25, 2019

EP 348 Patent Case Dismissed + EP 839 Patent Revoked + EP 348 Ruled Not Infringed Upon = Negative

By Gordon L. Johnson II

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November 7, 2019

3Q19 REVIEW: Flattish 4Q19 Rev Guide Despite “Big” Safe Harbor Benefit + 3Q19 EU MWs -3% QoQ = SELL

By Gordon L. Johnson II

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November 5, 2019

Did SolarEdge Have Its “Wile E. Coyote Moment” in 2Q19 At the Hands of Huawei?

By Gordon L. Johnson II

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