SolarEdge's Q3 Guidance Falls Short of Q2, Snapping Recovery Trend

SolarEdge posted Q2 revenue of $346.2 million on August 5, up 11.5% quarter-over-quarter and 19.6% year-over-year, driven by European and U.S. demand. But Q3 guidance came in at $310–$340 million — a ~4% sequential decline and the first since the company's 2023 trough recovery began. The gap between upbeat demand talk and a guided pullback is the tension to watch.