Overview

• SolarEdge reported Q4 2024 revenue of $196.2 million, surpassing the consensus estimate of $189.25 million but marking a 17% year-over-year decline.
• The company posted an adjusted loss of $3.52 per share, significantly wider than the expected $1.50 loss per share, driven by impairment charges and write-offs.
• SolarEdge shares rose as much as 28% in intraday trading, reflecting investor optimism fueled by revenue performance and in-line Q1 guidance.
• Q1 2025 guidance projects revenue between $195 million and $215 million, with a non-GAAP gross margin of 6% to 10%, signaling cautious optimism for operational improvement.
• The solar sector continues to face headwinds, including high interest rates, inventory challenges, and policy uncertainty under President Trump's administration.