1 day ago
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David Moadel
Fri, March 20, 2026 astatine 10:29 AM CDT 5 min read
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Solar stocks are surging connected increasing energy request from AI infrastructure, cleanable vigor argumentation momentum, and expectations that involvement rates volition autumn further, driving task financing and residential star adoption higher.
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SolarEdge (SEDG) reported Q4 2025 gross of $335.36M, up 96.4% year-over-year, with non-GAAP gross borderline expanding to 23.3% for the 5th consecutive quarter.
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Canadian Solar (CSIQ) boasts an vigor retention backlog of $3.6B and caller manufacturing capableness ramping successful the U.S.
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Solar stocks are surging Friday, with SolarEdge Technologies (NASDAQ:SEDG) and Canadian Solar (NASDAQ:CSIQ) stocks among the biggest movers of the session. SEDG is starring the complaint with a 14% summation to $52, portion CSIQ is joining the move, up 7% to the $14.50 area. The assemblage is catching a wide bid, but SolarEdge and Canadian Solar are astatine precise antithetic points successful their betterment stories.
SolarEdge banal is simply a momentum betterment commercialized that keeps gathering connected itself. Meanwhile, Canadian Solar banal is simply a beaten-down sanction bouncing disconnected multi-year lows. Both are catching a bid, but for antithetic reasons.
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SEDG banal is up 80% year-to-date and has tripled implicit the past year. That benignant of determination doesn't hap without a existent operational communicative down it, and SolarEdge has one.
The company's Q4 2025 earnings, filed February 18, showed a concern that's genuinely healing. Revenue came successful astatine $335.36 million, up 96.4% year-over-year, a melodramatic acceleration that reflects recovering request successful its halfway inverter business. Non-GAAP gross borderline expanded to 23.3%, marking the 5th consecutive 4th of borderline expansion.
The currency travel representation is adjacent much telling. SolarEdge generated $104.26 cardinal successful operating currency travel for full-year 2025, compared to antagonistic $313.32 cardinal successful fiscal 2024. A institution that was burning currency astatine that complaint a twelvemonth agone is present self-funding. That's the benignant of inflection that changes however investors terms a stock.
CEO Shuki Nir acceptable the code for what comes next. "2026 volition beryllium a transformational twelvemonth for SolarEdge," Nir asserted, pointing to the company's pivot toward its Nexis level and powerfulness solutions for AI information centers.
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