SolarEdge Technologies, Inc. SEDG

Solar Stocks Take a Brutal Hit as U.S. Borrowing Costs Surge

A number of stocks fell in the afternoon session after the 10-year Treasury yield jumped to 5.14%, reaching levels last seen in 2007 and raising borrowing costs across the economy. U.S. stocks fell early Thursday, according to the Associated Press, as surging Treasury yields and rebounding energy prices weighed on financial markets.

Earlier this week, GLJ Research cut the price target on FSLR to $250 from $314.43 while keeping a buy rating.

Rising borrowing costs are hitting solar stocks harder than almost anything else in the market Thursday, and the reasons behind the selloff reveal deeper vulnerabilities across the entire renewable energy sector.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 4.5% has fallen short of the S&P 500’s 14% rise.

Solar stocks are surging Thursday with no earnings, no analyst upgrades, and no policy news to explain the move. The ordering of who is rising most reveals something specific about what this rally actually is.

On 9 September 2026, SolarEdge Technologies announced it had extended its collaboration with Infineon Technologies to use Infineon’s silicon carbide JFET devices in ultra-fast solid-state circuit breakers for 800 VDC distribution in AI and hyperscale data centers. This move highlights Infineon’s role in enabling DC-native, grid-to-rack power architectures for AI infrastructure, targeting faster fault protection, higher efficiency, and lower environmental impact in power-hungry data...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at SolarEdge (NASDAQ:SEDG) and the best and worst performers in the renewable energy industry.

On September 10, SolarEdge Technologies (NASDAQ:SEDG) said the medium-voltage to 800 VDC conversion stage of its data center power system is now running under load in its own labs, with full-path validation underway. Alongside that milestone, the company published a joint white paper with NVIDIA laying out how to protect and ground 800 volt direct […]

Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, announced the appointment of Mr. Yoram Tietz to the company's Board of Directors.

SolarEdge Technologies' (SEDG) outlook points to continued revenue and margin growth in its core sol

At its Investor Day, SolarEdge laid out a multi-year financial roadmap and showed further progress in its push into power infrastructure for AI data centers, per TheFly.

SolarEdge published an 800 VDC white paper co-authored with NVIDIA and hosted its Analyst Day, yet the stock fell while solar peers rallied. The market sent a clear message about what kind of disclosure it actually wants.

MILPITAS, Calif., September 10, 2026--SolarEdge's MV-to-800 VDC conversion stage now operating under load; joint white paper offered as framework for industry evaluation