Solaredge Technologies Inc vs STMicroelectronics NV — how do they compare? Solaredge Technologies Inc trades at $32.64 (market cap $2.00B), while STMicroelectronics NV trades at $53.6 (market cap $48.14B). The key difference: STMicroelectronics NV is far larger — about 24.1× Solaredge Technologies Inc's market cap, and STMicroelectronics NV pays a 0.68% dividend while Solaredge Technologies Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Solaredge Technologies Inc for 34 Days and STMicroelectronics NV for 66 Days on average.
| SEDG | STM | |
|---|---|---|
Market Cap | $2.00B | $48.14B |
Volume | 2,739,860 | 9,776,015 |
Sector | Energy | Technology |
52-Week High | $78.51 | $79.91 |
52-Week Low | $28.47 | $21.20 |
Typical Hold Time | 34 Days | 66 Days |
Enterprise Value | $1.86B | $45.66B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
SolarEdge Technologies (SEDG) trades at $33.16, down 2.59% with bearish technical signals and mixed fundamentals. The company shows revenue recovery to $1.18B in 2025 but continues posting significant losses with a -20.29% net margin. Recent news highlights legal investigations and AI data center initiatives, while analyst sentiment remains cautious with a $37.75 consensus target.
The outlook remains challenging with persistent profitability issues and legal overhangs, though the AI data center expansion offers long-term potential. Key risks include ongoing losses, high debt levels, and solar industry headwinds. The stock presents speculative appeal for investors betting on a turnaround, but requires careful risk assessment given the current financial strain.
STM trades at $56.18, down 4.33% on the day, amid a mixed technical and fundamental backdrop. The stock shows a bullish technical signal with support near $56, but faces headwinds from recent earnings misses and negative net income margins. Revenue has declined from $17.3B in 2023 to $11.8B in 2025, though AI data-center growth offers a potential catalyst, with the company targeting over $2B in AI revenue by 2027 according to Reuters on 2026-09-09.
The outlook is cautiously optimistic, driven by analyst consensus favoring a Buy rating and a $77.31 price target, implying significant upside. However, risks include volatile profitability, high P/E of 101.89, and dependence on cyclical semiconductor demand. Near-term performance hinges on Q3 2026 earnings versus the $0.40 EPS expectation.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →