Breaking News Instant updates and real-time market news.

SEDG

SolarEdge

$41.84

-0.73 (-1.71%)

08:33
11/30/18
11/30
08:33
11/30/18
08:33

SolarEdge price target cut to $50 from $60 at Roth Capital

After hosting meetings with SolarEdge's CFO, Ronen Faier, Roth Capital analyst Philip Shen lowered his price target to $50 from $60. In a research note to investors, Shen says investors were focused on Huawei, recent margin weakness due to warranty servicing, margin impact due to tariffs and manufacturing capacity inversion, and getting more details on the Kokam acquisition. Although Shen maintains a Buy given the company's near-term cash generation potential, he acknowledges the Huawei risk around the corner.

SEDG SolarEdge
$41.84

-0.73 (-1.71%)

10/24/18
VERF
10/24/18
NO CHANGE
Target $29
VERF
Sell
SolarEdge U.S. market share to see 'significant hit,' says Vertical Group
Vertical Group analyst Gordon Johnson learned last night via channel checks in Europe that Sunnova has added Huawei's Fusion Home power-optimizer inverters to its approved-vendor-list in the U.S. residential market for 2019. Sunnova is the second largest solar third-party-operator in the U.S., Johnson tells investors in an intraday research note. The analyst believes a number of distributors will imminently add Huawei to their list of residential inverter suppliers beginning in Q1 of 2019. As such, SolarEdge Technologies (SEDG) is about to see a "significant hit" to its U.S. market share, predicts Johnson. He recommends "aggressively adding" to short positions in the stock. The analyst keeps a Sell rating on SolarEdge with a $29 price target. The stock in afternoon trading is down 4%, or $1.56, to $38.28.
10/11/18
VERF
10/11/18
NO CHANGE
Target $29
VERF
Sell
SolarEdge 'materially' overpaid for Kokam, says Vertical Group
Vertical Group analyst Gordon Johnson believes Solaredge Technologies is "materially overpaying" for Kokam. The company this morning announced the $88M acquisition of the South Korean provider of lithium-ion battery cells. Kokam is an "also-ran," over-leveraged asset in a "grossly overpopulated industry," Johnson tells investors in a research note. The analyst adds that he fails to understand, "at a very basic level," the justification for the acquisition since the battery industry is "known to be capital intensive." Johnson believes SolarEdge is "losing its foothold as the world's preeminent roof-top inverter supplier" and reiterates a Sell rating on the shares with a $29 price target.
09/19/18
JPMS
09/19/18
NO CHANGE
Target $63
JPMS
Overweight
SolarEdge tariff risk already priced into shares, says JPMorgan
JPMorgan analyst Mark Strouse trimmed his near-term estimates for SolarEdge Technologies to reflect the United States Trade Representative's announced Section 301 tariffs. The analyst, however, believes SolarEdge has a relative advantage over some of its competitors which also manufacture in China, creating potential upside to out-year estimates, depending on the duration of the tariffs and how quickly competitors respond. He lowered his price target for the shares to $63 from $66 but believes tariff risk has already been priced into the stock. As such, Strouse keeps an Overweight rating on SolarEdge.
09/18/18
VERF
09/18/18
NO CHANGE
VERF
Latest tariffs incremenally negative for SolarEdge, Enphase, says Vertical Group
Vertical Group analyst Gordon Johnson said the latest round of tariffs being imposed by the U.S. on Chinese imports are an incremental negative for solar inverter companies with owned and/or outsourced manufacturing capacity in China, such as SolarEdge (SEDG) and Enphase Energy (ENPH). He also thinks the escalating U.S. trade war with China offers a competitive advantage to European-based manufacturers that have recently converted their technology, such as ABB (ABB). At the very least, inverter prices are set to increase at least 10% if distributors do not shift demand over to more traditional string-based suppliers, Johnson tells investors.

TODAY'S FREE FLY STORIES

DDAIF

Daimler AG

$0.00

(0.00%)

06:20
11/14/19
11/14
06:20
11/14/19
06:20
Hot Stocks
Breaking Hot Stocks news story on Daimler AG »

Daimler Chairman:…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

EW

Edwards Lifesciences

$242.37

3.04 (1.27%)

06:20
11/14/19
11/14
06:20
11/14/19
06:20
Recommendations
Edwards Lifesciences analyst commentary  »

Edwards Lifesciences…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DDAIF

Daimler AG

$0.00

(0.00%)

06:20
11/14/19
11/14
06:20
11/14/19
06:20
Hot Stocks
Daimler says Daimler Mobility sees ROE of over 12% in 2020 »

Mercedes-Benz Trucks…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DDAIF

Daimler AG

$0.00

(0.00%)

06:19
11/14/19
11/14
06:19
11/14/19
06:19
Hot Stocks
Daimler seeks EUR1B in savings at Mercedes-Benz by cutting jobs »

Daimler presented a new…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CSCO

Cisco

$48.44

0.06 (0.12%)

06:16
11/14/19
11/14
06:16
11/14/19
06:16
Recommendations
Cisco analyst commentary  »

Cisco price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 09

    Dec

  • 10

    Dec

  • 12

    Feb

UBS

UBS

$12.16

-0.17 (-1.38%)

06:15
11/14/19
11/14
06:15
11/14/19
06:15
Hot Stocks
UBS fined SGD$11.2M over deceptive bond trades »

The Monetary Authority of…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 09

    Dec

CYDY

CytoDyn

$0.00

(0.00%)

06:15
11/14/19
11/14
06:15
11/14/19
06:15
Hot Stocks
CytoDyn names Craig Eastwood as CFO »

CytoDyn announced the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CPE

Callon Petroleum

$4.47

-0.175 (-3.77%)

, CRZO

Carrizo Oil & Gas

$7.73

-0.21 (-2.64%)

06:13
11/14/19
11/14
06:13
11/14/19
06:13
Hot Stocks
Callon Petroleum, Carrizo Oil & Gas announce amendment to merger agreement »

Callon Petroleum (CPE)…

CPE

Callon Petroleum

$4.47

-0.175 (-3.77%)

CRZO

Carrizo Oil & Gas

$7.73

-0.21 (-2.64%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Nov

  • 14

    Nov

GECC

Great Elm Capital

$8.23

-0.02 (-0.24%)

06:13
11/14/19
11/14
06:13
11/14/19
06:13
Earnings
Great Elm Capital reports Q3 NII 26c, consensus 25c »

Net assets on September…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Nov

CSCO

Cisco

$48.44

0.06 (0.12%)

, SANM

Sanmina

$32.76

0.26 (0.80%)

06:13
11/14/19
11/14
06:13
11/14/19
06:13
Recommendations
Cisco, Sanmina, Flex, Jabil analyst commentary  »

Cisco results negative…

CSCO

Cisco

$48.44

0.06 (0.12%)

SANM

Sanmina

$32.76

0.26 (0.80%)

FLEX

Flex

$12.33

0.39 (3.27%)

JBL

Jabil

$39.27

0.28 (0.72%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 09

    Dec

  • 10

    Dec

  • 12

    Feb

BCLI

BrainStorm

$3.88

0.05 (1.31%)

06:12
11/14/19
11/14
06:12
11/14/19
06:12
Earnings
BrainStorm reports Q3 EPS (25c), consensus (22c) »

"On October 11, 2019…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Nov

  • 11

    Dec

RMBL

RumbleON

$1.50

-0.83 (-35.62%)

06:11
11/14/19
11/14
06:11
11/14/19
06:11
Recommendations
RumbleON analyst commentary  »

RumbleON price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Nov

AXNX

Axonics

$25.49

0.53 (2.12%)

06:09
11/14/19
11/14
06:09
11/14/19
06:09
Hot Stocks
Axonics announces FDA approval of Axonics r-SNM System »

Axonics announced the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Nov

  • 21

    Nov

EPAM

Epam Systems

$200.74

0.85 (0.43%)

06:09
11/14/19
11/14
06:09
11/14/19
06:09
Initiation
Epam Systems initiated  »

Epam Systems initiated…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 21

    Nov

FENG

Phoenix New Media

$3.04

0.04 (1.33%)

06:07
11/14/19
11/14
06:07
11/14/19
06:07
Hot Stocks
Phoenix New Media declares 17.14c per share special cash dividend »

The company also…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

ATHX

Athersys

$1.37

0.04 (3.01%)

06:07
11/14/19
11/14
06:07
11/14/19
06:07
Hot Stocks
Athersys: Healios receives orphan designation for ARDS clinical program »

Athersys announced that…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CSCO

Cisco

$48.44

0.06 (0.12%)

06:06
11/14/19
11/14
06:06
11/14/19
06:06
Recommendations
Cisco analyst commentary  »

Piper stays on sidelines…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 09

    Dec

  • 10

    Dec

GRUB

GrubHub

$36.63

-0.7 (-1.88%)

06:05
11/14/19
11/14
06:05
11/14/19
06:05
Periodicals
GrubHub to create 'task force' after NYC Council threatens action, NYP says »

GrubHub will create a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

WTT

Wireless Telecom Group Inc

$1.50

0.04 (2.74%)

06:05
11/14/19
11/14
06:05
11/14/19
06:05
Hot Stocks
Wireless Telecom Group Inc to Acquire Holzworth Instrumentation »

Wireless Telecom Group…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Nov

FVRR

Fiverr

$22.55

0.99 (4.59%)

06:04
11/14/19
11/14
06:04
11/14/19
06:04
Upgrade
Fiverr rating change  »

Fiverr upgraded to Buy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 09

    Dec

  • 12

    Dec

ROLL

RBC Bearings

$165.06

-1.19 (-0.72%)

06:04
11/14/19
11/14
06:04
11/14/19
06:04
Downgrade
RBC Bearings rating change  »

RBC Bearings downgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SWK

Stanley Black & Decker

$155.38

-2.295 (-1.46%)

06:04
11/14/19
11/14
06:04
11/14/19
06:04
Upgrade
Stanley Black & Decker rating change  »

Stanley Black &…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 18

    Nov

NRZ

New Residential

$16.06

-0.07 (-0.43%)

06:03
11/14/19
11/14
06:03
11/14/19
06:03
Downgrade
New Residential rating change  »

New Residential…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

NBEV

New Age Beverages

$2.50

0.04 (1.63%)

06:02
11/14/19
11/14
06:02
11/14/19
06:02
Earnings
New Age Beverages reports Q3 EPS (14c), consensus (4c) »

Reports Q3 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Nov

SFTBF

SoftBank

$0.00

(0.00%)

, SFTBY

SoftBank

$0.00

(0.00%)

06:02
11/14/19
11/14
06:02
11/14/19
06:02
Periodicals
SoftBank's Yahoo Japan in talks to merge with Naver's Line, Nikkei reports »

SoftBank's Yahoo…

SFTBF

SoftBank

$0.00

(0.00%)

SFTBY

SoftBank

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.