Solaredge Technologies Inc vs Global X Defense Tech ETF — how do they compare? Solaredge Technologies Inc trades at $31.9 (market cap $2.00B), while Global X Defense Tech ETF trades at $59.61 (market cap $6.29B). The key difference: Global X Defense Tech ETF is far larger — about 3.1× Solaredge Technologies Inc's market cap, and Solaredge Technologies Inc is more actively traded (2,739,860 versus 1,133,252). Which is the better fit depends on your goals — on Pluang, investors hold Solaredge Technologies Inc for 34 Days and Global X Defense Tech ETF for 44 Days on average.
| SEDG | SHLD | |
|---|---|---|
Market Cap | $2.00B | $6.29B |
Volume | 2,739,860 | 1,133,252 |
Sector | Energy | Sector/Thematic |
52-Week High | $78.51 | $78.02 |
52-Week Low | $28.47 | $58.20 |
Typical Hold Time | 34 Days | 44 Days |
Enterprise Value | $1.86B | — |
Signals from Pluang's Aura AI — not financial advice
SolarEdge Technologies (SEDG) trades at $33.16, down 2.59% on the day, amid a bearish technical signal and mixed earnings history. The company reported a net loss of $405.45 million in 2025, with a negative net margin of -34.24%, though revenue improved to $1.18 billion. Recent news highlights an ongoing fraud investigation by Pomerantz Law Firm and ambitious long-term revenue targets of $2.4 billion by 2029, alongside new AI data center initiatives developed with NVIDIA.
The outlook remains challenging due to persistent losses and high debt, but analyst consensus suggests modest upside with a $37.75 price target. Key risks include execution on growth targets, competitive pressures, and macroeconomic headwinds affecting solar project financing. Institutional sentiment is cautious, with 56.25% hold ratings.
SHLD, the Global X Defense Tech ETF, trades at $58.74, down 2.2% on the day amid a bearish technical signal. The ETF focuses on defense technology and cybersecurity, with recent institutional buying interest noted in filings. However, key financial ratios like P/E and P/S are not available for this ETF, and the overall technical picture is negative, with moving averages and oscillators signaling bearish momentum.
The outlook for SHLD is mixed, with potential tailwinds from rising global defense spending and institutional accumulation, but weighed down by bearish technicals and the absence of clear valuation metrics. Risks include geopolitical shifts and ETF-specific performance versus peers. The investment case hinges on sustained defense budget growth and SHLD's ability to capture tech-driven defense innovation.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
No sentiment data available yet.
Latest headlines on both assets
SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers. Additionally, the company has nonsolar products targeting energy storage and e-mobility.
Read more on SEDG →SHLD tracks the Global X Defense Tech Index, targeting companies that lead the technological transformation of the defense sector. It focuses on pure-play innovators in cybersecurity, artificial intelligence, robotics, and advanced military systems, excluding traditional commercial aerospace to maintain a high level of thematic purity.
Read more on SHLD →