$SEDG

Solaredge Technologies Inc

$SEDG

Solaredge Technologies Inc

Past 12mo:23mentions11voices

All voices4 calls since Feb 2026show all

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About this stock

$SEDG received 23 mentions from 11 distinct FinTwit voices over a 12-month period from January 15, 2026 to June 30, 2026. The most active voice discussing the ticker was @investmentguru_ (InvestmentGuru) with 10 mentions, followed by @tradableastro (Tradable Astronaut) with 3 mentions and @moninvestor (mon) with 2 mentions. Discussion of $SEDG primarily focused on long research, with the company's optimizer and inverter technology positioning it within solar and energy storage narratives.

The most recent activity around $SEDG occurred on June 30, 2026, when multiple voices highlighted the stock's premarket movement amid reports of a Trump administration proposal to ban foreign-made energy inverters over national security concerns. Earlier discussion on June 20, 2026 characterized $SEDG as a "turnaround story" within the broader context of solar and battery storage as a bridge solution to meet AI data center power demands before long-term nuclear capacity comes online.

AI-generated from tracked posts · updated Aug 31, 2026

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4 calls

@investmentguru_May 21, 2026 · 11:02 AM

$ENPH and $SEDG Both spent years solving one brutal engineering problem: taking unstable power and converting it into clean, regulated energy at scale. That’s exactly what AI data centers need right now.

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@investmentguru_May 16, 2026 · 12:30 PM

$SEDG +49% in two days. $ENPH +65% in a month. Everyone’s calling it a solar rally — and they’re half right. The real story is what these two companies are quietly pivoting into. Both spent years solving one brutal engineering problem: taking unstable power and converting it into clean, regulated energy at scale. That’s exactly what AI data centers need right now. With load spikes so violent that PyTorch has a literal “Power Plant No Blow Up” flag, solid state transformers are becoming critical infrastructure — and $SEDG and $ENPH have been building the skillset for years on rooftops. The market priced them as broken solar companies. The next rerating could price them as AI power infrastructure plays. Not financial advice.

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@dustinhuntwnMar 20, 2026 · 4:18 PM

$PATH can do an $SEDG move in the future. The charts look a like, and UiPath is becoming profitable like it never had been before. They will generate new revenue from the companies they have purchased, who are already winning awards for their work. One month, they will have a rocket candle like SolarEdge had this month. Building up months beforehand like they had done, after a massive sell off, to then begin their own recovery. UiPath will do the same. Be grateful that you were here adding at their ATL last month!

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@kaizen_investorFeb 18, 2026 · 12:37 PM

$SEDG stock has jumped 2% as the company signals a decisive turnaround. After a challenging period, they delivered their fourth straight quarter of revenue growth, soaring 70% year-over-year—and improved profit margins for the fifth consecutive time. CEO Shuki Nir announced a major shift from defense to offense, declaring the stabilization phase complete. The future growth strategy now centers on rolling out the new Nexis platform and an exciting entry into the booming AI data center power market. Financially, the ship has steadied: they are generating healthy cash flow and building reserves. With cost discipline restored and innovation accelerating, management views 2026 as a transformational year to recapture global market share.

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Frequently asked

Who mentions $SEDG most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $SEDG most — 10 mentions in the past 12 months.

When was $SEDG first mentioned on Surfaced?

The earliest tracked mention of $SEDG in the Surfaced archive was on Jan 15, 2026.

How many voices track $SEDG?

11 FinTwit voices have mentioned $SEDG 23 times in the past 12 months.

What kind of voices mention $SEDG most?

$SEDG is mentioned most by Long Research voices on Surfaced.