SolarEdge Technologies to Benefit From Rising U.S. Solar Demand
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AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA AAPL TSLA AMZN META AMD NVDA PEP COST ADBE GOOG AMGN HON INTC INTU NFLX ADP SBUX MRNA Stocks SolarEdge Technologies to Benefit From Rising U.S.
Solar Demand December 17, 2025 — 07:56 am EST Written by Zacks Equity Research for Zacks-> SolarEdge Technologies SEDG has been taking significant steps to expand its manufacturing capacity in the United States. The company is benefiting from its optimized inverter solutions to address a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations.However, this Zacks Rank #3 (Hold) company faces risks related to higher U.S. tariffs and potential trade escalations.Factors Acting in Favor of SEDGSolarEdge Technologies’ optimized inverter solutions address a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. Thanks to the growing solar demand in recent times, as of Sept. 30, 2025, the company shipped approximately 60.1 GW of DC optimized inverter systems and approximately 3 GWh of its batteries for PV applications. Such a solid shipment count should boost the company’s future revenue growth.SEDG has also been enhancing its manufacturing capacities in the United States to reap the benefits of the long-term growth opportunities offered by this nation in terms of solid solar installation capabilities. As part of its efforts to streamline and centralize its manufacturing in the United States, SolarEdge has discontinued manufacturing in China, Mexico and Hungary. The company is also optimizing its U.S. manufacturing footprint, which now includes residential inverters in Texas, optimizers and commercial inverters in Florida, and batteries in Utah.In June 2025, SolarEdge announced the ramp-up of its new manufacturing site in Salt Lake City, UT. Following this ramp-up, SolarEdge will now produce its full U.S. residential inverter, Power Optimizer, and battery product suite on American soil. Such enhancement of SEDG’s manufacturing capacity should enable it to capture more shares of the expanding U.S. solar market. Challenges Faced by SEDGThe recently imposed higher tariffs by the U.S. government on the import of goods from foreign nations have created a significant uncertainty for global trade and companies operating worldwide, with SolarEdge Technologies being no exception. Although SEDG currently manufactures the vast bulk of its products in the United States, a minor portion is still manufactured in its Israel-based Sella 1 facility. Moreover, certain critical subcomponents for SolarEdge’s products are still sourced from outside the United States. Therefore, if these heightened tariffs remain or there’s any escalation in trade tensions in the near term — resulting in trade restrictions or other retaliatory measures on SolarEdge’s products or components or subcomponents originating from countries outside the United States — it could be detrimental to the company’s growth.SEDG’s Share Price PerformanceIn the past six months, shares of the company have risen 85.7% compared with the industry’s 58.2% growth. Image Source: Zacks Investment ResearchStocks to ConsiderSome better-ranked stocks from the same industry are Canadian Solar CSIQ, Tigo Energy, Inc. TYGO and FTC Solar FTCI, each carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.The Zacks Consensus Estimate for CSIQ’s 2025 EPS implies a decline of 121.4% from that recorded in 2024.
The Zacks Consensus Estimate for CSIQ’s 2025 sales implies a year-over-year decline of 3.8%.
The Zacks Consensus Estimate for TYGO’s 2025 EPS calls for an increase of 76% from that recorded in 2024.
The Zacks Consensus Estimate for TYGO’s 2025 sales implies a year-over-year increase of 91.9%.
The Zacks Consensus Estimate for FTCI’s 2025 EPS calls for an increase of 33.6% from that recorded in 2024.
The Zacks Consensus Estimate for FTCI’s 2025 sales implies a year-over-year improvement of 108.6%. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free reportCanadian Solar Inc. (CSIQ) : Free Stock Analysis ReportSolarEdge Technologies, Inc. (SEDG) : Free Stock Analysis ReportFTC Solar, Inc. (FTCI) : Free Stock Analysis ReportTigo Energy, Inc. (TYGO) : Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. Tags StocksInvesting Zacks Zacks is the leading investment research firm focusing on stock research, analysis and recommendations. In 1978, our founder discovered the power of earnings estimate revisions to enable profitable investment decisions. Today, that discovery is still the heart of the Zacks Rank. A wealth of resources for individual investors is available at www.zacks.com. More articles by this source-> Stocks mentioned CSIQ SEDG FTCI TYGO More Related Articles This data feed is not available at this time. Data is currently not available • Sign up for the TradeTalks newsletter to receive your weekly dose of trading news, trends and education. Delivered Wednesdays.