SolarEdge Technologies

Sources - 24

Every claim above cites one of these, or states the reasoning that derived it. The quote is frozen at the date it was read: a link can rot, and an agent fetch returns a reading of a page rather than the page. Backs counts the whole claim ledger, so it can name a claim this page does not surface.

1. S01primarycompany filing2026-02-25
   SolarEdge FY2025 Form 10-K
   Item 1 business and competition, the 45X and H.R.1 discussion including the gross-loss sentence and the 2031 phase-out expectation, customer concentration at 18.6% and 35.8%, the single-segment statement, the FY2025 revenue, gross margin and net loss, and the government-grant accounting policy
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2. S02primarycompany filing2026-08-05
   SolarEdge Q2 2026 Form 10-Q
   the gross-loss-without-the-credit sentence repeated for Q2 2026 and Q2 2025, the Performance Measures unit table, the geographic revenue split, the inventory and prepaid-expense notes including the $234.6M government-authorities receivable, the convertible note terms and conversion trigger, and the legal-claims provision
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3. S03primarycompany release2026-08-05
   SolarEdge Q2 2026 results release, Exhibit 99.1 to the 8-K
   the GAAP and non-GAAP summary table, the $13.3M IEEPA benefit, Q3 2026 guidance, the condensed statements of loss, balance sheet and cash flows including the $188.3M payables movement, and the non-GAAP reconciliation with the FY2023 to FY2025 gross-profit history
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4. S04primarytranscript2026-08-05
   SolarEdge Q2 2026 earnings call transcript
   management's answers on the Q3 gross margin, channel inventory, safe-harbour strategy, the FCC Covered List, the 50% commercial and industrial share claim and the solid-state transformer timeline; and six analysts' questions, which are a separate origin from the answers - the sequential-decline and guidance questions came from the analysts, not the company

   Where we're going from here is we're going to spend the next few months until the end of the year to get the proof-of-concept prototype fully working at the full 3-phase 34.5 kilovolt voltage. And then 2026 will be pilots in -- at the data centers -- sorry, 2027 will be pilots at the data centers so that we could have a meaningful revenue in 2028. ... We have actually -- in the last report, we've actually gained share in the C&I market to the point of 50% of the rooftop C&I installations in that quarter. ... there have been 3 leaders in the C&I market: SMA, Chint and SolarEdge. The other 2, to the best of our knowledge, are not complying with both.

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5. S05primaryvendor data2026-09-11
   SolarEdge research pack, frozen at content/SEDG/research-pack.json
   price, market capitalisation and enterprise value, the volatility bucket and returns, the analyst split and estimates to 2030, the earnings history with filed GAAP earnings beside the adjusted actual, FINRA short interest across six settlements, insider filings, the measured news reactions, and the vendor annual and quarterly series with the cross-checks against the filings
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6. S06primaryregulator2024-10-28
   26 CFR 1.45X-3 - Eligible components (inverter credit amounts) US Department of the Treasury and Internal Revenue Service
   the statutory credit rate per alternating-current watt for each inverter type, and that a DC optimized inverter system qualifies as a microinverter where the inverter and the optimizers are sold together as a combined end product

   the credit amount is equal to the product of 11 cents multiplied by the total rated capacity of the microinverter ... the credit amount is equal to the product of 2 cents multiplied by the total rated capacity of the commercial inverter ... the credit amount is equal to the product of 1.5 cents multiplied by the total rated capacity of the utility inverter ... the credit amount is equal to the product of 0.25 cents multiplied by the total rated capacity of the central inverter

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7. S07primaryindustry data2026-09-11
   NVIDIA 800 V HVDC architecture technical blog NVIDIA
   the 800 VDC timeline - 1 MW racks from 2027 and full-scale production coinciding with Kyber in 2027 - the 200 kilowatt limit on 54-volt distribution, the named partner categories which omit SolarEdge, and the statement that the solid-state transformer approach is still under study

   NVIDIA and its partners are actively studying the CapEx and, OpEx, and safety implications of both traditional transformer-based and solid-state transformer (SST) approaches. ... NVIDIA is leading the transition to 800 VDC data center power infrastructure to support 1 MW IT racks and beyond, starting in 2027. ... Full-scale production of 800 VDC data centers will coincide with NVIDIA Kyber rack-scale systems in 2027. ... Traditional 54 V in-rack power distribution, designed for kilowatt (KW)-scale racks, isn't designed to support the megawatt (MW)-scale racks coming soon. ... As racks exceed 200 kilowatts, this approach begins to hit physical limits.

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8. S08primarycompany filing2026-02-17
   Enphase Energy FY2025 Form 10-K ENPH
   the closest listed rival's own competition section, which names SolarEdge first in both the inverter and the storage markets and describes the substitution in its own words; and the absence of any megawatts-shipped disclosure, which is why the prize does not compose
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9. S09primarygovernment data2026-09-11
   EIA - Electricity generation, capacity, and sales in the United States US Energy Information Administration
   the installed base of United States distributed solar measured outside the industry - the base factor in the prize

   at the end of 2025, the United States had 59,506 MW of small-scale solar PV generation capacity ... about 93 billion kWh were generated by small-scale PV systems

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10. S10secondarycompany release2026-09-10
    SolarEdge Investor Day release: 'SolarEdge Advances Full DC Powertrain for AI Data Centers, Publishes 800 VDC Protection Framework With NVIDIA'
    the development status of the 800 VDC conversion stage, the absence of any named customer or order, the joint NVIDIA white paper described as a technology-neutral framework, and the $2.4B 2029 revenue target. Read through a reproduction because solaredge.com returns HTTP 403 on every path, so it is graded secondary rather than primary

    These AI data center products are under development and validation, and are not yet generally available.

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11. S11primaryindustry data2026-09-11
    NVIDIA 800 VDC architecture product page NVIDIA
    a second NVIDIA page checked for SolarEdge's presence, which also does not name it, and confirmation that the standard is set jointly with Google, Microsoft and the Open Compute Project rather than by NVIDIA alone

    With Google, Microsoft, and OCP, NVIDIA sets the 800 VDC standard to scale AI compute.

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12. S12primarycompany release2026-02-18
    SolarEdge fourth quarter and full year 2025 results release, Exhibit 99.1 to the 8-K
    the full-year unit counts - 465.7 thousand inverters, 10.8 million optimizers and 928 MWh of batteries - which let the credit inference be cross-checked bottom-up; the FY2025 non-GAAP net loss of $140.3M and non-GAAP loss per share of $2.38 against $6.88 GAAP; the filed GAAP operating loss of $301.7M, which corroborates the filer's XBRL against the vendor; Q4 2025's $70.5M non-cash currency charge on the Korean liquidation; and the chief executive's framing of 2026 as a transformational year investing in AI data centre power
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13. S13primaryother2026-08-26
    In re SolarEdge Technologies, Inc. Securities Litigation, No. 1:23-cv-09748-GHW (S.D.N.Y.) - Final Order and Judgment, ECF No. 177, via CourtListener's RECAP archive United States District Court for the Southern District of New York
    final approval of the $55M settlement on August 26, 2026 after the August 24 hearing, dismissal with prejudice, attorneys' fees of $13,750,000 and expenses of $750,000 paid from the settlement fund, and the objection of Avrohom Senderovic overruled as untimely; the docket index beside it records his notice of appeal from the separate order denying his objector service award (ECF 178).

    Accordingly, the Settlement is hereby approved in all respects (including, without limitation: the amount of the Settlement; the releases provided for in the Stipulation; and the dismissal with prejudice of the claims asserted against Defendants)

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14. S14secondarynews2026-09-28
    Latitude Media - Does the market finally have an opening for solid-state transformers? (reporting a Jefferies equity research note) Latitude Media, reporting Jefferies
    a bank's forecast of the US data-centre SST market in 2030 and today, the price range per watt, the 2027-2029 adoption window, and the rival pilots (DG Matrix, GE Vernova, Amperesand, Enphase) with DG Matrix's 11 active units and $700-900 million of orders it says it is closing; the note itself is paywalled, so this is a reporter's account of it; read through ir_fetch

    In a recent equity research note, Jefferies analysts wrote that the SST market for U.S. data centers could reach $4.3 billion in 2030, up from $37 million today. ... At the moment, SST prices vary from $30 cents to $1 per watt, which is the equivalent of $300,000 to $1 million per megawatt, according to Jefferies ... Analysts believe SST adoption at scale will start happening between 2027 and 2029

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15. S15primaryindustry data2026-07-01
    MarketsandMarkets press release - Solid-state Transformers Market for US Data Centers worth $154.0 million by 2030 MarketsandMarkets
    a market-research firm's forecast of the same US data-centre SST market, about 28 times below Jefferies' for the same year, with renewable integration rather than 800 VDC racks its largest application; the publication date is the PR Newswire/GlobeNewswire release date; read through ir_fetch

    The solid-state transformers market for US data centers is expected to reach USD 154.0 million by 2030 from USD 40.3 million in 2025, at a CAGR of 30.8% during the forecast period.

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16. S16primarycompany filing2026-07-28
    Enphase Energy second-quarter 2026 results release (Form 8-K Exhibit 99.1) ENPH
    a direct rival's solid-state transformer progress: RFI and RFP stages with a potential multi-gigawatt pipeline, a 15-module series stack at 4.16 kV, and a full-system demonstration later in 2026; with the Q1 2026 release (1.25 MW IQ SST, 342 power modules, native 800 V DC) found by EDGAR full-text search
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17. S17secondarynews2026-04-29
    pv magazine USA - Enphase announces distributed solid-state transformer for AI data centers, targets 2028 for volume deliveries pv magazine USA
    the rival's own sizing of the US addressable market; FMP's transcript of the same Q1 2026 call reads 'exceed 11 gigawatts by 2021', an evident transcription error for 2031, which this report and the call's context settle; read through ir_fetch

    Enphase said its engineers have built functioning samples of the power modules and that it intends to conduct full system demonstrations later this year, with customer pilots in 2027 and volume shipments in 2028. On the earnings call, Kothandaraman said he expects the addressable market for the IQ SST to reach 11 GW by 2031.

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18. S18primarycompany filing2026-07-31
    Eaton Q2 2026 Form 10-Q, Note 2 Acquisitions ETN
    Eaton's acquisition of Resilient Power Systems, a solid-state transformer developer, on 6 August 2025 for $86 million into Electrical Americas, so an incumbent on NVIDIA's partner list owns SST technology
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19. S19primarycompany filing2026-07-27
    Navitas Semiconductor second-quarter 2026 earnings presentation (Form 8-K Exhibit 99.2) NVTS
    a power-semiconductor supplier's own timetable for 800 V content: SiC power supplies from 2H26, 800 V sidecars mid-2027, native 800 V trays mid/late 2027 to 2028, and solid-state transformers '2028+'
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20. S20secondarynews2026-09-13
    MarketBeat via Yahoo Finance - SolarEdge Targets $2.4B by 2029, Bets on AI Data Center Power Growth (Investor Day account) MarketBeat
    management's own Investor Day sizing of the AI-factory market and its 2029 revenue target for it, the split of the $2.4 billion 2029 target ($1.8 billion core, $600 million AI factory) that C21 did not carry; an automated account of the webcast, so graded secondary, and the company's own claim, so grouped with S10; read through ir_fetch

    It projected the total addressable market for its AI-factory power products could increase from $200 million in 2027 to $4.1 billion in 2030. ... It forecast $600 million in AI-factory revenue in 2029, while acknowledging during the question-and-answer session that it does not yet have firm purchase orders or customer agreements for the products.

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21. S21primaryvendor data2026-10-01
    FMP key metrics (TTM) and annual analyst revenue estimates for VRT, ETN, GEV, HUBB, POWL and ENPH, fetched 2026-10-01 Financial Modeling Prep
    each peer's enterprise value and consensus 2028 revenue, giving forward EV/sales, read through scripts/api/fmp.py
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22. S22primarycompany filing2026-04-23
    SolarEdge proxy statement (DEF 14A), filed April 23, 2026, for the June 3, 2026 meeting
    beneficial ownership as of April 6, 2026, director and executive officer biographies, the CEO and CFO succession, the 2025 bonus plan's measures, weights and payout, the PSU and RSU design, and the outcome of the 2023 and 2024 PSUs
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23. S23primarycompany filing2026-05-11
    SolarEdge Form 8-K, Item 5.02, filed May 11, 2026: appointment of Maoz Sigron as chief financial officer
    Asaf Alperovitz leaving the CFO role on May 31, 2026, Maoz Sigron's appointment from that date, his record at Perion, and his pay terms including PSUs on total shareholder return against the Solar Index
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24. S24primaryvendor data2026-10-04
    FMP earnings calendar for the roster, saved by scripts/earnings_calendar.py at content/calendar/2026-10-04.json Financial Modeling Prep
    the date of the Q3 2026 print

    "SEDG": {"archived": false, "next": {"date": "2026-11-04", "eps_actual": null, "eps_estimated": 0.02, "revenue_actual": null, "revenue_estimated": 330971400}

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