Source: Financial Modeling Prep · peers by sector/industry
Valuation
Trading at 1.3× sales vs its 1.2× historical median P/S.
Fair value ≈ $51.94 · price $56.54 today
Overvalued · 9% above
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Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$ENPH $SEDG $TYGO $SMTGF
We will learn more from Badri on the Enphase earnings call next week.
SMA Solar owns the advantage.
Enphase and SolarEdge have the dark cloud of being of US or Israeli origins.
EU buyers are subconsciously avoiding both.
https://oilprice.com/Latest-Energy-News/World-News/Europes-Rooftop-Solar-Orders-Triple-As-Gas-Prices-Surge.html
$SMTGF $S92.DE Fake 8% pump is a trap! 🚨 No news, just algos. High silver prices ($100/oz) are crushing solar demand + Chinese dumping = Margin Death. 💀 SMA burned cash in 2025. This should be trading at €12 ($13), not €37. Retail is the exit liquidity for big funds. Don't get trapped! 📉 #Short #Solar #BullTrap
@Snorticus
2026 will see multiple rate cuts.
NatGas is trending higher.
The EU appears resolved to be free of Russian gas.
US LNG will displace the Russian supply and help correct the perceived trade imbalance with the US.
The drone threat to infrastructure will shift a greater energy policy awareness to distributed Solar and Storage.
EU political leadership is more inclined to double down on distributed energy production and harden against the drone threat.
EU rates are much lower than the US.
Conditions for Solar and Storage are optimal.
$SEDG has a leg up on $ENPH in the EU.
SMA Solar,($SMTGF) the EU is home turf.
California's new home construction mandates solar.
$SPWR and $ENPH should thrive in the California market.
Utility rates continue to reach higher.
+300 counties and cities in California are using the DOE SolarAPP+ to streamline permitting. Costs are trending lower in the SolarAPP+ subscribing geographies.
$SEDG $SMTGF SMA Solar and Solaredge are the 2 public non-Chinese string inverter options available to solar developers.
Both names could clean up the lost Chinese market share if the secret hidden inverter communications link to Moma China proves to be factual.
The screams for national security will ring the register for both
SEDG and SMA Solar.
Chinese inverters might be banned.
Over 50% market share will open up.
$SEDG $ENPH $SMTGF $TSLA
Impressive candle. Covers the prior 3-day closing prices.
20-day EMA setting up to cross the 200-day SMA
The 50-day EMA is poised to follow a week later.
LOL, the pivot point on the weekly chart is $40.93
Wouldn't that be great to see a recovery back to $40.
Aspirational thinking for the Longs
The Chinese inverter talking to moma back home and having a secret kill switch is scaring the crap out of solar developers and existing owners.
Names like SMA Solar and Solaredge could reap a windfall of new business.
Who knows how this plays out?
SEDG manufacturing is now 100% located in the US and will harvest 45X direct pay credits for every watt of production, including production set for export.
The moment the remaining EU inventory backlog is depleted, the new orders will come from the US production footprint.
Some are complaining that Solaredge is double-dipping the 45X credits for inverters and a separate credit for the optimizer.
I do not have an answer to that one.
Last look at tomorrow, glad $INTJ closed strong. Might pick up more in the .70's if possible early PM. Holding for $1 area.
Watching $SHNWF to see if there's a swing there, 5G will be a milestone.
$SMTGF depending on what Trump actually does with RX prices Americans may be better positioned to spend more on health and wellness rather than pumping all of their resources into their medicines.
$STRZ is trending. And $TSLA is giving trades. Always on my watch for flips with a few tucked away in the LTP.
Nite.
$ENPH $SEDG $SPRQF $TYGO $SMTGF
SMA Solar Q4 earnings thrust continues ...nearing a +100% move from November Q3 earnings low of $10.94
SMA Solar has worked through the industry wide inventory glut.
Large scale solar deployments continue grow and expand.
Residential and Commercial deployments were down in equal proportion to piers Solaredge Tech and Enphase Energy.
https://www.sma.de/en/investor-relations/corporate-news/detail/eqs-news-sma-group-publishes-preliminary-non-audited-figures-for-2024-as-a-whole-and-issues-guidance-for-the-2025-fiscal-year
$SMTGF ( strange no movement on the OTC)
SMA Solar is having a great day, 4X volume and 33% gain
ECB rates are trending down, and NatGas price is up, the future looks promising.
The EU is taking the Russia Ukraine impact on energy and defence seriously.
SMA Solar released Q4 earnings yesterday. I don't get it. Earning are typical for the group. LOSSES.
Better 2025 ...
https://www.sma.de/en/investor-relations/corporate-news/detail/eqs-news-sma-group-publishes-preliminary-non-audited-figures-for-2024-as-a-whole-and-issues-guidance-for-the-2025-fiscal-year
$SEDG $ENPH $TYGO $SPRQF no impact on the other names in the space.
Hoymiles, no movement
@TheOtherWatchdog @Sader The fund manager's point is from an investment return basis, renewables are uninvestable~Dead money.
SMA Solar $SMTGF might have a chance, the EU is looking at lower interest rates and higher NatGas pricing. The Russian threat is more front of mind. Energy security is a real thing.
If there was an Indian version of a RUN trading publicly I would seek it out and dip my finger.
Residential solar and storage in India is expected to go from zero to 100 miles an hour over the next 3 years.
JOI Mobility, a Reliance subsidiary and the largest cell phone service in the world is getting into residential solar. JOI is buying $SPRQF quad microinverters inverters. The order is large Reliance did a technology MoU and is making them internally.
There will be a few winners ...
$SEDG $ENPH $SMTGF
Solaredge - 46.8% 03/01/2015
SMA Solar - 39.4% 11/01/2014
Enphase +446% 11/01/2014
All these names are at multi-year lows.
SMA and Solaredge, are at all-time lows.
Solar is not going anywhere without Power Electronics.
There will be a fresh deployment wave.
When?
The market will come back to the Solar and electrify everything theme.
Do your DD
If you believe in the paradigm shift from dirty FF to clean renewable solar energy and storage, these three names will be winners over the long horizon.
The quant ranting will be "Four Star" before you realize it.
The buyer will be back :)
$ENPH $SEDG $SMTGF fear monger liar. According to their very latest Q3 report, due to the demand slowdown in Europe, their Europe sales account for only 25% and US 50%, and rest of world 15%. Stop spreading misinfo.
$ENPH $SEDG $SMTGF
SMA Solar earnings were announced yesterday.
Europe's solar recession lingers
SMA Solar is reducing its headcount by 1,100
This is more of a SEDG comparable than ENPH
SEDG revenues are 70% EU vs 25% ENPH
