Solar stocks have taken quite a hit. There are several reasons for that, the biggest is high interest rates. Solar companies (installers) often sell solar by having the end-customer finance the up front cost of the system. When interest rates sky-rocketed post-covid, that made it a lot harder to sell solar for many solar companies, the ones who built their entire business model around financed solar. Several solar companies went belly up who owed Solaredge a lot of money. This pushed the stock down even further.
Solaredge is #1 or #2 in many market segments GLOBALLY. They make a good product and are constantly improving it.
If the US removes the tax credit for residential solar, which it looks like it will, the stock will take another tumble but I do not expect it'll ever go below $16/share again.
My best guess would be that the stock is strong the rest of 2025, while there's a huge rush the get as much residential solar installed as possible before the U.S. residential tax credit (25D) expires, then 2026 will be a slow year, then democrats take over Congress and re-enact the solar tax credit which would send the stock back into the $300/share range. We'll see :)
Solaredge is #1 or #2 in many market segments GLOBALLY. They make a good product and are constantly improving it.
If the US removes the tax credit for residential solar, which it looks like it will, the stock will take another tumble but I do not expect it'll ever go below $16/share again.
My best guess would be that the stock is strong the rest of 2025, while there's a huge rush the get as much residential solar installed as possible before the U.S. residential tax credit (25D) expires, then 2026 will be a slow year, then democrats take over Congress and re-enact the solar tax credit which would send the stock back into the $300/share range. We'll see :)
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.