Trump's Crypto Blueprint Unveils This Infrastructure Powerhouse

One blockchain token sits at the heart of Washington's pro-crypto agenda. Institutions are loading up while it still trades at a discount. Here's how to get in for $3.

SolarEdge Earnings Beat Expectations But Tariffs Weigh On Profitability, Analyst Warns

Lekha Gupta
May 07, 2025

JPMorgan analyst Mark Strouse cut the price forecast on SolarEdge Technologies, Inc. (NASDAQ:SEDG) following first-quarter earnings results reported on Tuesday.

The analyst revised the price forecast from $20 to $18, while retaining an Overweight rating.

The company reported revenues of $219.5 million. That’s up 12% sequentially. It also beat the consensus of $203.66 million and reported an adjusted loss per share of $1.14, beating the Street View for a loss of $1.16.

For the second quarter, the company expects revenue of $265 million-$285 million (versus consensus of $247.96 million. It also anticipates adjusted gross margin of 8% – 12%.

The analyst says that the results slightly beat expectations, and its second-quarter revenue guidance is also slightly above expectations.

Nevertheless, the gross margin guidance just met consensus, including a 200 bps US tariff headwind, adds the analyst.

Strouse notes that SEDG expects increased tariff impact in the second half of FY25 and projects free cash flow to break even (down from positive due to tariffs), but they can likely repay September convertible debt with cash.

Europe remains soft, but channel destocking should normalize by the end of the second quarter, and SEDG believes its regional market share has improved, says the analyst.

The analyst revised FY25 adjusted EPS estimate to $(2.49) from $(1.63).

On Wednesday, the company unveiled its new solar-powered EV charging solution for businesses, which is available immediately.

Businesses using SolarEdge solar systems can now utilize “power-optimized” solar energy to charge their EV fleets, leading to significant reductions in energy expenses, with an early beta customer reporting roughly a 70% decrease in EV charging costs.

Investors can gain exposure to the stock via ProShares S&P Kensho Cleantech ETF (NYSE:CTEX) and SPDR S&PKensho Clean Power ETF (NYSE:CNRG).

Price Action: SolarEdge shares are up 2.02% at $14.66 at the last check on Wednesday.

Read Next:

  • Enphase Energy Q1 Earnings: Revenue Miss, EPS Miss, Cautious Guidance, Shares Sink

Image: Shutterstock

Continue Reading...

Popular

Shaq Rolls Up In A Cybertruck — Elon Musk Has This One-Word Response

Elon Musk gave a one-word response to NBA legend Shaquille O'Neal's customized Tesla Cybertruck.

Cathie Wood's Ark Invest Shuffles Portfolio: Trades Include Intuitive Machines, Oklo, And More

Cathie Wood-led Ark Invest made significant trades, selling shares of Block and Cameco Corp, and buying shares of BWX Technologies.

The Cross-Chain Giant Set for 1,000%+ Gains - Ad

This multi-chain protocol's volume is exploding while its price is still under the radar. Institutions are moving in fast-get our urgent report before retail wakes up.

In Spain, a homelessness crisis unfolds in Madrid's airport

MADRID (AP) — Every morning at 6 a.m., Teresa sets out in search of work, a shower and a bit of exercise before she returns home. For around six months, that has been Terminal 4 of .

Donald Trump Jr. Says We Are 'Seriously Long' Bitcoin And After TMTG Reveals Treasury Strategy

Donald Trump Jr., the executive vice president of The Trump Organization, said Monday that the conglomerate is “seriously long” on Bitcoin (CRYPTO: BTC) following the Trump Media & Technology Group’s (NASDAQ:

A Better Hedge Than Gold? - Ad

While the whole world is piling into gold as a hedge... White House documents reveal Trump is betting big on a completely under-the-radar resource. This little-known resource is minting 1,600 millionaires every single day... And investors have a rare opportunity to take advantage before everyone else catches on.

Trump Takes Aim at Taylor Swift: 'No Longer Hot' — Slams 'Washed Up' Bruce Springsteen

In a social media outburst this week, President Trump targeted music icons Taylor Swift and Bruce Springsteen, as well as the Supreme Court.

Elon Musk Drops Stunning Bombshell? - Ad

Behind closed doors, Musk revealed a game-changing breakthrough technology that could shake the tech world & crush major companies. Why is no one talking about it? Luckily, we had a man on the inside - watch now to see the details & how to profit!

AST SpaceMobile Shares Are Facing Selling Pressure Today: What's Going On?

AST SpaceMobile Inc. (NASDAQ: ASTS) shares are trading lower Monday, adding to losses since the company reported first-quarter earnings last week that included revenue and earnings below expectations despite strong operational updates.

AI-Powered Cyber Stock Attacks the Real Threat - Human Error - Ad

88% of breaches happen from human mistakes. This company's IC360 platform is using AI to stop them.

Coinbase, Rigetti, Nvidia, Meta, And Tesla: Why These 5 Stocks Are On Investors' Radars Today

U.S. stock markets experienced a robust rally today, with the Nasdaq surging over 4% and the S&P 500 climbing by 3.26%. The Dow Jones Industrial Average also saw a significant rise of 2.8%. These are the top stocks that gained the attention of retail traders and investors throughout the day:

FDA approves Novavax COVID-19 shot but with unusual restrictions

WASHINGTON (AP) — The Food and Drug Administration has issued a but with unusual restrictions.

The Next Big Thing in AI: Musk's Secret Supplier - Ad

Nvidia soared 500% in the first AI wave. Now, Elon Musk's xAI is igniting the second. With Trump's backing and policy shifts, xAI is poised to dominate generative AI. One small company behind its tech could explode in value-this may be your second chance to ride the AI boom.

Here's the late changes Republicans made to Trump's big bill

WASHINGTON (AP) — Republicans made several eleventh-hour changes to their massive as they tried to win over GOP holdouts and pass the bill through the House.

Former Zillow Execs Target $1.3T Market - Ad

One co-founded Zillow. The other sold his company to Zillow for $125M. Now they're transforming a $1.3T market via co-ownership. Pacaso's already earned $110M+ in gross profit and reserved the Nasdaq ticker PCSO. But no need to wait.

RFK Jr.'s MAHA report raises concerns about vaccines, American foods and prescription drugs

WASHINGTON (AP) — A government report released on Thursday covering wide swaths of American health and wellness reflects some of the most contentious views on vaccines, the nation's food supply, pesticides and prescription drugs held by U.S. Health and Human Services Secretary .

Cathie Wood Just Spent $8.4 Million On This Top Chip Stock (And It's Not NVIDIA)

Ark Invest acquired $8.4 million worth of TSMC shares on Tuesday, May 20, 2025, reflecting confidence in the company's future potential. Other key trades included selling UiPath and buying Nextdoor and Blade Air Mobility.

No.1 Opportunity for 2025 [Take Action Now!] - Ad

Starlink's potential IPO Could Be the Biggest in History--Silicon Valley insider James Altucher has uncovered a way to profit BEFORE the IPO--with as little as $50. Musk's $180B giant is set to launch--will you miss out? Claim your spot before it's too late.

Foot Locker Stock Soars On Potential Dick's Sporting Goods Deal: Report

Foot Locker shares are running after the market close on Wednesday following reports that Dick's Sporting Goods is nearing a deal to buy the footwear and apparel retailer.

Abigail Disney urges donors to be braver about their giving and shouldering more risk

MIAMI BEACH, Florida (AP) — Activist and philanthropist Abigail Disney urged donors and the leaders of major foundations and nonprofits to be braver with their giving, especially at a time when more are fearful about speaking their minds.

Major Copper-Nickel Discovery on the Move - Ad

Copper is called the new oil, with prices hitting decade highs. One junior has two strategic copper-nickel assets already producing high-grade results. Institutions and strategic investors are all in.

3 Key Drivers Behind Ethereum's 65% Rally: Bernstein

Ethereum (CRYPTO: ETH) has surged 65% over the past month, sharply outperforming other digital assets after a prolonged stretch of underperformance relative to Bitcoin.

10 sources of emergency cash, ranked from best to worst

If unanticipated expenses exceed your emergency fund, here’s a look at where to go next.

This Could Be the Perfect Copper Play Right Now - Ad

Copper prices surge as global supply cracks. One junior mine developer controls 24.7M tonnes of high-grade copper-nickel (Inferred) at its flagship mine-backed by big money and aggressive drilling.

CoreWeave, Super Micro Computer And Coinbase Are Among Top 11 Large-Cap Gainers Last Week (May 12-May 16): Are The Others In Your Portfolio?

Large-cap stocks surged in the last week. CoreWeave, Super Micro, Coinbase, NRG Energy, Astera Labs, First Solar, Exelixis, Rocket Lab, Hims & Hers, On Holding and Gap were the top performers.

Why Institutions Are Backing This Copper-Nickel Play - Ad

Amid a copper crisis, this overlooked junior is fully funded with institutional backing. They're drilling aggressively on two high-grade past-producing mines.

Coinbase Stock Jumps Nearly 11% After-Hours Monday: Here's Why

Coinbase Global Inc., America's largest crypto exchange, is set to join the S&P 500, replacing Discover Financial Services (NYSE: DFS) in the benchmark index, according to a Monday announcement.

High-Grade Copper Find Set to Surge - Institutions Moving In - Ad

Copper-nickel shortages are creating a rare setup. This junior mine developer with institutional backing has 68.9 million Inferred tonnes defined-and massive drilling underway.

A look at the leading candidates for Poland's next president

WARSAW, Poland (AP) — Poland holds Sunday as the conservative incumbent Andrzej Duda nears the end of his second and final term. If none of the 13 wins at least 50% of the vote, a runoff will be held June 1 between the top two. All signs indicate it will be a showdown between Warsaw Mayor Rafał Trzaskowski and conservative historian Karol Nawrocki.

A second crypto investor is charged with kidnapping and torturing a man in a posh NYC apartment

NEW YORK (AP) — A second cryptocurrency investor has surrendered to police in the who told authorities he was brutally beaten and held for weeks inside an upscale Manhattan townhouse by captors seeking the password to access his Bitcoin.

Tight Chart. AI Defense. Undervalued Cybersecurity Setup. - Ad

Chart is coiling. Float is lean. No analyst coverage. A $10M AI-powered human firewall is emerging.

House Republicans unveil Medicaid cuts that Democrats warn will leave millions without care

WASHINGTON (AP) — House Republicans have unveiled the cost-saving centerpiece of President Donald Trump's at least $880 billion in cuts largely to Medicaid to help cover the cost of $4.5 trillion in tax breaks.

Nvidia Is About to Shock the World: July 23rd - Ad

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%, is warning everyone to... Mark this date on your calendar: July 23rd! That's when Nvidia could help send shares of this Elon Musk supplier skyrocketing higher.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright activatrade.ca
Privacy Policy | Terms of Service