What Happened?
Shares of solar power systems company SolarEdge (NASDAQ: SEDG) jumped 4.6% in the morning session after the company unveiled Nexis, a new all-in-one residential solar and modular battery system.
The system featured an integrated inverter and a stackable, modular battery designed for flexibility and easy installation. Its “simple-click” design meant additional battery modules could be added without complex electrical work, allowing homeowners to scale their energy storage up to 19.6 kWh. This new product supported various uses, including whole-home backup and self-consumption. The announcement built on positive momentum from the previous week, when SolarEdge began its first international shipments from its U.S. manufacturing facility and J.P. Morgan analysts raised their price target on the stock.
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What Is The Market Telling Us
SolarEdge’s shares are extremely volatile and have had 95 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 3 days ago when the stock gained 1.6% on the news that the company announced it began its first international shipments of U.S.-manufactured residential solar technology, a major step in its global manufacturing strategy.
This move marked a landmark achievement for the smart energy technology leader. The first exports of its American-made products for the residential solar market were sent to customers in Australia. SolarEdge also signaled that it expected to expand shipments to other international markets in the fourth quarter of 2025. The company noted that its commercial and industrial solar products were on track for international shipments during the same period. This initiative is part of a broader U.S. manufacturing plan with facilities in Florida, Texas, and Utah. The company’s CEO, Shuki Nir, stated that exporting U.S.-made products showed customers that SolarEdge was prepared to meet the growing demand for American quality and innovation around the world.
SolarEdge is up 152% since the beginning of the year, and at $37.37 per share, has set a new 52-week high. Investors who bought $1,000 worth of SolarEdge’s shares 5 years ago would now be looking at an investment worth $201.78.
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