SEDG SOLAREDGE TECHNOLOGIES, INC. Insider Trading

Director AVERY MORE buys 30,000 SEDG shares at $13.70; stock now $16.02 (+17% since trade). Company lost $1.2B in latest fiscal year.

AVERY MORE (Director) purchased 30,000 shares at $13.70 on 2025-03-04, bringing total holdings to 274,478 shares — a +12.3% increase in position size. The purchase price of $13.70 is 78.8% below the 52-week high of $75.72, reflecting a stock trading near its annual lows despite recent momentum (+15.3% in 30 days, +25.4% in 90 days). At SEDG specifically, the insider has a strong track record with 3 of 4 prior buys showing positive 90-day returns, and this most recent buy follows that pattern: the stock has already appreciated to $16.02 post-trade, consistent with his historical timing success at this ticker. However, the company's fundamentals are severely distressed—annual revenue declined 69.7% year-over-year to $260.9M and net income was negative $1.2B in the latest fiscal year—raising questions about the basis for conviction in a sharply unprofitable business trading at a $941.7M market cap.

Director Gani Marcel buys 20,000 shares of SEDG for $228,648.00 across 2 transactions, raising stake to 53.0K shares

Gani Marcel purchased 20,000 shares through 2 transactions on 2024-11-13 at prices of $11.37 and $12.15, increasing his holdings by 60.5% to 53.0K shares. The purchase occurs at a significant discount to the stock's 52-week high of $102.24 — current price of $12.83 is -87.4% from that peak and down -29.5% over the past 30 days. His prior buy at SEDG on 2023-11-09 showed a 90-day positive return of +3.7%, and his cross-ticker track record shows 1 prior buy with an average 90-day return of +3.7% and a 100% win rate, indicating some historical accuracy in timing. The company reported a $-1.2B net loss on $260.9M quarterly revenue, with annual revenue declining -4.3%, creating a fundamental backdrop of distress that contextualizes this director-level purchase decision.

Director AVERY MORE bought 156,000 shares of SEDG at $13.65 on 2024-11-11 (+176.3% holdings increase); stock now at $12.10, down 88.2% from 52-week high.

AVERY MORE, a Director, made a substantial open-market purchase of 156,000 shares at $13.65 on 2024-11-11, increasing his holdings from 88,478 shares to 244,478 shares (a 176.3% increase in stake size). The timing context is mixed: while his prior trade at this ticker on 2024-02-29 showed a -28.3% 90-day return, two other SEDG buys (2023-11-09) each delivered positive 90-day returns of +7.4% and +6.6%, indicating 66.67% accuracy in same-ticker buying decisions historically. However, the current price ($12.10) reflects severe deterioration, down 88.2% from the 52-week high of $102.24 and down 35.7% over the past 30 days alone, suggesting the purchase price of $13.65 may already be underwater relative to where the stock has moved post-transaction. The company reported a $-1.2B net loss in the latest quarter, annual revenue contracted 4.3%, and the P/E of 19.84 is elevated for a company in loss-making status, indicating significant operational headwinds that appear unresolved.