Geopolitics Alpha

SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops

Published . Updated .

Key takeaways

  • Solar power systems company SolarEdge (NASDAQ:SEDG) met Wall Street’s revenue expectations in Q3 2026, but revenue fell by 4.1% year on year to $326.1 million.
  • Exposed: DIA, QQQ, IWM, RSP, VTI
  • Market reaction: price tracking starts with the next trading session.

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SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops

Solar power systems company SolarEdge (NASDAQ:SEDG) met Wall Street’s revenue expectations in Q3 2026, but revenue fell by 4.1% year on year to $326.1 million. On the other hand, next quarter’s revenue guidance of $260 million was less impressive, coming in 18% below analysts’

Directly affected

  • SEDG Solaredge Technologies-3.5% 30d

    Named in this report.

Indirectly affected

  • TAN Invesco Solar ETF-6.4% 30d

    Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story.

  • ICLN iShares Global Clean Energy ETF-4.1% 18d

    iShares Global Clean Energy ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story.

  • FSLR First Solar-3.1% 30d

    First Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.

  • SEI Solaris Energy Infrastructure+2.9% 30d

    Solaris Energy Infrastructure (oil and gas field machinery and equipment): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.

  • NEE NextEra Energy+10.5% 30d

    NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.

  • ENPH Enphase Energy-14.5% 30d

    Enphase Energy (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SEDG-10.20%-8.52%baseafter closeafter closeafter closeafter close
TANNo price data for this ticker———————
ICLNNo price data for this ticker———————
FSLRNo price data for this ticker———————
SEINo price data for this ticker———————
NEENo price data for this ticker———————
ENPHNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops Yahoo Finance

Source: Yahoo Finance

The price since 4 Nov 2026: Spdr Dow Jones Industrial Average Etf Trust (DIA) versus the S&P 500

CompanyWhenMoveStatus
SEDGthree days earlier-8.52%final price
SEDGfive days earlier-10.20%final price

Congressional trades in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)

Companies mentioned with this story

  • DIA Spdr Dow Jones Industrial Average Etf Trust

    For “SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops,” Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence. Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story

  • QQQ Invesco Qqq Trust, Series 1

    For “SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story

  • IWM Ishares Tr

    In “SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story

  • RSP Invesco Exchange Traded Fd T

    For “SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops,” Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence. Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story

  • VTI Vanguard Index Fds

    For “SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops,” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story

Spdr Dow Jones Industrial Average Etf Trust (DIA)

Spdr Dow Jones Industrial Average Etf Trust (DIA) is the company in “SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops,” the 4 Nov 2026 this story story.

What ties Spdr Dow Jones Industrial Average Etf Trust (DIA) to the headline is this: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story

Also listed, Invesco Qqq Trust, Series 1 (QQQ): Invesco QQQ: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story

Price levels for Spdr Dow Jones Industrial Average Etf Trust (DIA)

DIA traded between 504.92 and 522.62 across 18 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.20. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32.

A simple score for Spdr Dow Jones Industrial Average Etf Trust (DIA)

40 out of 100

“SolarEdge’s (NASDAQ:SEDG) Q3 2026 earnings results: revenue in line with expectations but stock drops” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.