EL7.AI
StocksMediumUpdated•Originally published 10 September 2026•Updated 10 September 2026•
2 min read

SolarEdge Shares Drop 9% as CEO Signals Sequential Fourth-Quarter Weakness

Key Facts

1SolarEdge shares fell 9% after management indicated that fourth-quarter 2026 results would be slightly below the third quarter.
2Third-quarter 2026 revenue guidance is $310 million to $340 million.
3Second-quarter 2026 revenue was $346.2 million, up 19.6% year over year.

SolarEdge shares fell 9% in Thursday trading after Chief Executive Shuki Nir said at the company’s investor day that fourth-quarter 2026 results were expected to be slightly below third-quarter levels. The company also reiterated its third-quarter 2026 guidance.

Nir’s comment provided a directional comparison between the two quarters, not a new numerical range for the fourth quarter. The published information therefore does not allow investors to calculate the expected decline or characterize the statement as a cut to earlier fourth-quarter guidance.

For the third quarter of 2026, SolarEdge expects revenue of $310 million to $340 million, a non-GAAP gross margin of 22% to 26%, and non-GAAP operating expenses of $86 million to $91 million.

The indication that fourth-quarter results will be slightly below the third quarter points to some sequential softening. Without a numerical fourth-quarter range, however, the available disclosures do not support a reliable comparison with analyst estimates or a calculation of the earnings effect.

The signal followed second-quarter 2026 revenue of $346.2 million, up 19.6% from a year earlier. GAAP gross margin was 27.5%, while non-GAAP operating income was $10.2 million.

In the previous session on September 9, 2026, SolarEdge (SEDG) closed at $35.21 after trading between $34.83 and $37.71. EL7’s data does not contain the percentage change for that session, so it cannot be inferred from those price levels alone.