SolarEdge Guides Q3 Revenue Below Q2, Breaking Recovery Streak

SolarEdge posted Q2 2026 revenue of $346.2 million on August 5, up 11.5% sequentially and 19.6% year-over-year, citing strong demand in Europe and the U.S. Yet Q3 guidance landed at $310–$340 million, a midpoint of $325 million that implies roughly a 4% sequential decline — the first guided drop since SolarEdge's recovery from its 2023 trough began. The gap between the demand commentary and the guided pullback is the tension to watch.