
• Reported GAAP EPS of -$0.95 up 44.12% YoY • Reported revenue of $310.5M up 41.47% YoY • SolarEdge expects Q2 2026 revenues between $325M and $355M, with Non-GAAP gross margin projected to be 23% to 27%, and Non-GAAP operating expenses between $86M and $91M.
Bullish
SolarEdge achieved its sixth consecutive quarter of Non-GAAP gross margin expansion to 23.5% and grew its cash and investments portfolio. The company is advancing its Nexis platform and AI data-center power roadmap.
Bearish
SolarEdge experienced a sequential revenue decline to $310.5M, alongside increased GAAP and Non-GAAP operating losses. The company also faces a rapidly evolving and competitive solar industry.