What Happened?
Shares of solar power systems company SolarEdge (NASDAQ:SEDG) jumped 1.6% in the morning session after the company announced it began its first international shipments of U.S.-manufactured residential solar technology, a major step in its global manufacturing strategy.
This move marked a landmark achievement for the smart energy technology leader. The first exports of its American-made products for the residential solar market were sent to customers in Australia. SolarEdge also signaled that it expected to expand shipments to other international markets in the fourth quarter of 2025. The company noted that its commercial and industrial solar products were on track for international shipments during the same period.
This initiative is part of a broader U.S. manufacturing plan with facilities in Florida, Texas, and Utah. The company’s CEO, Shuki Nir, stated that exporting U.S.-made products showed customers that SolarEdge was prepared to meet the growing demand for American quality and innovation around the world.
After the initial pop the shares cooled down to $36.31, up 4.7% from previous close.
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What Is The Market Telling Us
SolarEdge’s shares are extremely volatile and have had 95 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 10 days ago when the stock dropped 11.4% on the news that concerns about the health of the U.S. economy grew following a significant downward revision of job market data.
The Labor Department reported that employers added 911,000 fewer jobs from April 2024 through March than initially estimated. These "benchmark revisions" are issued annually to more accurately account for new and defunct businesses. The report detailed that the leisure and hospitality sector added 176,000 fewer jobs, professional and business services 158,000 fewer, and retailers 126,000 fewer. This weaker-than-expected data has fueled investor anxiety, as it suggests businesses may be becoming more reluctant to hire amid economic uncertainty. The numbers issued are preliminary, with final revisions scheduled for February 2026.
JPMorgan Chase CEO Jamie Dimon added that the U.S. economy is "weakening," though he stopped short of predicting a recession. "Whether it's on the way to recession or just weakening, I don't know," he said. Dimon's remarks are closely watched, given his influence as head of one of the nation's largest banks.
SolarEdge is up 145% since the beginning of the year, and at $36.31 per share, has set a new 52-week high. Investors who bought $1,000 worth of SolarEdge’s shares 5 years ago would now be looking at an investment worth $190.68.
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