SEDG

SolarEdge Technologies is developing 800 VDC technology for AI data center power delivery in collaboration with NVIDIA. The technology aims to improve power efficiency for next-generation AI computing systems. SEDG stock trades at a discount (1.35X forward sales vs. industry 1.84X) after a 41.7% decline in three months, though analysts project significant earnings growth for 2026-2027.

The article discusses using the Zacks Earnings ESP (Expected Surprise Prediction) tool to identify stocks poised to beat earnings estimates. Two energy stocks highlighted are SolarEdge Technologies (SEDG) with a +60% ESP ahead of November 4 earnings, and Oneok Inc. (OKE) with a +1.74% ESP before October 27 earnings. Both stocks hold a Zacks Rank #3 (Hold) and positive ESPs, suggesting potential for earnings beats.

SolarEdge Technologies (SEDG) declined 6.18% to $30.52, underperforming the S&P 500's 1.11% loss. The stock has dropped 7.74% over the past month, lagging the sector's gains.

While the company is forecasted to report EPS of $0.01 (up 103.23% YoY), revenue is expected to decline 3.25% to $329.11 million. SEDG holds a Zacks Rank #3 (Hold) rating, with the Solar industry ranking in the bottom 15% of all industries.