SolarEdge: Recovering from a 70% revenue drop to double-digit growth

Two weeks ago, we reported here about First Solar as potentially the biggest beneficiary of the renewed confidence in the solar sector due to the continued tax incentives from the US government until 2028. In addition, I covered SolarEdge as one of five solar companies that could particularly benefit from the new US regulations in our stock rankings. The signs are increasingly pointing in this direction. Since August 14th, the stock has risen by 39% to its highest level since June 2024. Building on a revenue increase of 32% compared to the previous...