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    SolarEdge (SEDG) Is Up 6.3% After Cash Flow Improvement And New Infineon Data Center Partnership

    Simply Wall St·12/25/2025 05:32:48
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    • Earlier this week, SolarEdge Technologies reported a smaller GAAP net loss alongside positive cash flow for the first nine months of the year, while highlighting its Nexis modular platform for residential clean energy installations.
    • Investors were also watching SolarEdge’s new collaboration with Infineon to develop energy infrastructure for data centers, which could broaden the company’s role in supplying power solutions to fast-growing compute facilities.
    • Next, we’ll examine how SolarEdge’s improving cash flow and Infineon data center collaboration may reshape its investment narrative and risk profile.

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    SolarEdge Technologies Investment Narrative Recap

    To own SolarEdge Technologies, you need to believe it can turn narrowing losses and improving cash generation into a sustainable recovery in solar and broader power electronics. The latest results, with a smaller GAAP net loss and positive nine‑month cash flow, support that cash improvement thesis in the near term, but do not remove the key risk around the company’s ability to restore consistent profitability after a period of deep losses.

    The new collaboration with Infineon on data center energy infrastructure looks most relevant here, as it potentially widens SolarEdge’s role beyond residential solar into power solutions for compute-heavy facilities. If this partnership translates into credible traction in data center projects, it could complement the Nexis platform rollout as a catalyst that gradually reshapes investor expectations around growth and diversification.

    However, against this improving cash flow story, investors should also be aware of the ongoing risk that SolarEdge’s still‑sizeable net losses and volatile share price could...

    Read the full narrative on SolarEdge Technologies (it's free!)

    SolarEdge Technologies' narrative projects $1.6 billion revenue and $11.8 million earnings by 2028. This requires 20.6% yearly revenue growth and an earnings increase of roughly $1.7 billion from current earnings of about -$1.7 billion.

    Uncover how SolarEdge Technologies' forecasts yield a $33.04 fair value, a 7% upside to its current price.

    Exploring Other Perspectives

    SEDG 1-Year Stock Price Chart
    SEDG 1-Year Stock Price Chart

    Fifteen fair value estimates from the Simply Wall St Community range from US$33.04 to US$90.47, showing how far apart individual views can be. You can weigh those opinions against SolarEdge’s recent move toward positive cash flow and its Infineon data center collaboration, which together may influence how the company’s recovery potential and risk profile are perceived over time.

    Explore 15 other fair value estimates on SolarEdge Technologies - why the stock might be worth just $33.04!

    Build Your Own SolarEdge Technologies Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.