Solar stocks plummet after Trump's tax bill advances in US House
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2025
0mins
Should l Buy SEDG?
Source: Reuters
Impact of Trump's Tax Bill on Solar Companies: Shares of U.S. solar companies plummeted after the House advanced President Trump's tax and spending bill, which proposes to eliminate green-energy subsidies, including the 30% federal tax credit for solar rooftop installations.
Industry Response and Future Outlook: Clean energy stakeholders are now focusing on the Senate to lobby against the proposed changes, as the new bill accelerates the timeline for tax credits, requiring solar or wind projects to begin construction within 60 days of enactment.
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Analyst Views on SEDG
Wall Street analysts forecast SEDG stock price to fall
18 Analyst Rating
1 Buy
12 Hold
5 Sell
Hold
Current: 34.410
Low
6.90
Averages
32.56
High
44.00
Current: 34.410
Low
6.90
Averages
32.56
High
44.00
About SEDG
SolarEdge Technologies, Inc. offers an inverter solution for a solar photovoltaic (PV) system. The Company's products include SolarEdge Power Optimizer, SolarEdge Inverter, StorEdge Solutions and SolarEdge Monitoring Software. Its product roadmap consists of categories, including power optimizers, inverters, monitoring services, energy storage and smart energy management. The Company's power optimizers provide module-level maximum power point (MPP) tracking and real-time adjustments of current and voltage to the optimal working point of each individual PV module. The Company's solution consists of a direct current (DC) power optimizer, an inverter and a cloud-based monitoring platform that operates as a single integrated system.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Product Planning: The upcoming SolarEdge Nexis solution will feature the single SKU concept, and future commercial and industrial inverter models will also be designed to incorporate fewer SKUs, further enhancing market adaptability and flexibility.
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- Future Product Planning: SolarEdge plans to incorporate fewer SKUs in future commercial and industrial inverter models, further enhancing product line simplification and ensuring adaptability and flexibility in global markets.
- Technological Innovation: The residential inverter systems from SolarEdge are designed with backup functionality and support for SolarEdge ONE EMS, integrating EV charging and smart energy features, showcasing the company's ongoing innovation and leadership in smart energy solutions.
See More
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- Criticism of U.S. Tariffs: Musk's direct criticism of U.S. solar tariffs as 'artificial barriers' that inflate deployment costs signals a potential shift towards technological competition rather than protectionism, which could reshape market dynamics and benefit companies like First Solar.
- Space Solar Prospects: Musk predicted that the lowest-cost energy for AI would soon come from space-based solar satellites launched by SpaceX, aiming for viability within two to three years, a visionary outlook that could revolutionize the energy landscape.
See More
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