SolarEdge Signals Lower Sales Next Quarter Despite Strong Quarter

SolarEdge reported $346.2 million in Q2 revenue on August 5, up 11.5% from the prior quarter and 19.6% from a year ago, citing strong demand in Europe and the U.S. Yet management expects Q3 revenue of $310–$340 million — roughly a 4% drop, the first since its post-2023 slump recovery began. The clash between strong demand talk and a weaker forecast stands out.