SolarEdge Technologies, Inc., together with its subsidiaries, operates as an energy technology company in the United States, Europe, and internationally.
Screened 2026-07-19 · the tape above runs as of 22:40 UTC · 24 Jul · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markup label.
SolarEdge Technologies, Inc. holds its Markup at $53.47. Consolidating, no directional conviction, held for 8 days.
As held on the ledger · 2026-07-19
Phase
Markup
Quantitative state
Consolidating, no directional conviction, held for 8 days
Price at the screen
$53.47
Valuation
N/A trailing · 34.13 forward price to earnings
Values screen
PASS· score 70.0
Beta
1.45
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
0.00%
Below 5%
Only 0.0% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Conscience Overlay
Conscience flag · BDS Movement
The quantitative screen above is arithmetic and this name passes it. Separately, community boycott lists cite this company: Cited by BDS movement as an Israeli-founded solar energy technology company with R&D and manufacturing operations in Israel. The desk records that flag here without folding it into the verdict: the screen measures the balance sheet, the overlay informs the conscience, and they are different judgements that belong to different owners. The second one is yours.
Fair value range in USD, drawn from the 2026-07-19 screen. The gold marker is the market price at the same screen. The price runs 25.4% above the base estimate.
Third-party analyst targets: 21 covering, consensus Hold. The average target sits −27% from the screen price.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-07-19 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
SolarEdge turns sunlight into power but not profit
Picture a homeowner in Tel Aviv or California adding panels to the roof. The optimisers and inverters from SolarEdge sit between those panels and the grid, converting DC to usable AC while promising better yields than plain string systems. Revenue is still climbing 42 percent, yet the company is losing money fast.
We pass. Forward earnings sit at 34 times while profit margins run at minus 29 percent and return on equity at minus 73 percent. The shares trade at 53 dollars against our fair value of 40, leaving no margin of safety and an opportunity rating of none. Analysts see the same picture and cluster around a 39 dollar target.
The solar sector moves with subsidy cycles, interest rates and Chinese competition. A business burning cash at this pace can stay expensive for longer than investors expect. Ethical screen clears, but the numbers do not.
The risks · The things to watch: it already moves more than the market on an average day; its business and earnings are exposed to Israel and to currency swings.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
SEDG trades on Nasdaq (the company is based in Israel). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-07-18Markup$60.80+0.0%Entry 3
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it A. Technically it is holding around 93% above its long-term trend line with momentum reading overbought. Over the past year the shares are up 161%. Our forward projection puts the odds of a 10% gain over the next month near 36%. The street (21 analysts) rates it hold, with a mean price target of $42.
2026-07-03Markup$60.80+0.0%Entry 2
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
2026-07-02Markup$60.80Entry 1
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: PASS with passing ethical screen (70). The risk-adjusted return profile shows good risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.