在Q4结果强劲以及最高法院对关税做出有利裁决后, SolarEdge公司股票激增。
SolarEdge shares surged after strong Q4 results and a favorable Supreme Court ruling on tariffs.
在2月18日报告Q4收入高于预期后, SolarEdge Technologies(SEDG)在星期五中午交易中股票急剧上升,达到37.66美元,在2月18日报告其收入高于预期后,全年收入增长70.9%,达到3.338亿美元,经调整的EPS为1.4美元,击打估计数为0.05美元。
SolarEdge Technologies (SEDG) shares rose sharply in midday trading on Friday, reaching $37.66, after reporting stronger-than-expected Q4 earnings on February 18, with revenue up 70.9% year-over-year to $333.8 million and adjusted EPS of $0.14, beating estimates by $0.05.
这些结果,加上关于扩大差值和未来利润的积极指导,促使包括TD Cowen、Goldman Sachs和Morgan Stanley在内的几家公司提高价格目标,尽管分析家的情绪仍然好坏参半,一致的“降价”评级和平均目标为27美元。
The results, coupled with positive guidance on margin expansion and future profitability, prompted several firms—including TD Cowen, Goldman Sachs, and Morgan Stanley—to raise price targets, though analyst sentiment remains mixed, with a consensus "Reduce" rating and an average target of $27.
股价的势头也得到最高法院一项裁决的支持,该裁决宣布特朗普时代的紧急关税无效,从而降低了贸易不确定性。
The stock’s momentum was also supported by a Supreme Court ruling that invalidated Trump-era emergency tariffs, reducing trade uncertainty.
尽管净利润和股本回报为负数,但该公司扩大为能源储存和EV收费,加上强有力的机构所有权和高额的选择活动,都表明市场持续感兴趣。
Despite a negative net margin and return on equity, the company’s expansion into energy storage and EV charging, along with strong institutional ownership and elevated options activity, signal ongoing market interest.