Solaredge Technologies Inc vs Shopify Inc. — how do they compare? Solaredge Technologies Inc trades at $32.37 (market cap $2.05B), while Shopify Inc. trades at $149.84 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 95.8× Solaredge Technologies Inc's market cap, and Shopify Inc. is trading nearer its 52-week high, Solaredge Technologies Inc nearer its low. Which is the better fit depends on your goals.
| SEDG | SHOP | |
|---|---|---|
Market Cap | $2.05B | $196.35B |
Sector | Technology | Technology |
52-Week High | $78.51 | $179.01 |
52-Week Low | $25.10 | $95.40 |
Enterprise Value | $1.91B | $191.59B |
Signals from Pluang's Aura AI — not financial advice
SolarEdge Technologies (SEDG) trades at $32.21, up 1.42% today, amid a volatile period following its Q2 2026 earnings beat but weak Q3 guidance. The technical outlook is bearish with key support at $30, while fundamentals show revenue of $1.18B in 2025 but a net loss of -$405M, reflecting margin pressures. Analyst sentiment is mixed with a $35.15 consensus target, but recent downgrades highlight execution risks.
The stock faces headwinds from U.S. residential market challenges and policy dependence, though European growth offers some upside. Risks include high debt and persistent losses, but cost controls and storage expansion could support a turnaround if execution improves.
Shopify (SHOP) trades at $155.18, up 2.38% today, following strong Q2 2026 earnings beats. The stock exhibits a bullish technical trend with support at $151 and resistance at $158. Revenue growth remains robust, with 2025 revenue reaching $11.56B, though valuation multiples like a P/E of 103.11 are elevated. Positive analyst sentiment is driven by AI commerce integration and expanding gross merchandise volume.
Outlook is positive given earnings momentum and AI-driven growth, but high valuation and competitive e-commerce pressures pose risks. The consensus price target of $166.39 suggests modest upside, supported by 65.62% of analysts rating it Buy. Investors should weigh growth prospects against premium pricing.
Trailing returns across standard periods
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →