Solaredge Technologies Inc vs Seagate Technology Holdings PLC — how do they compare? Solaredge Technologies Inc trades at $35.2 (market cap $2.24B), while Seagate Technology Holdings PLC trades at $886.43 (market cap $205.65B). The key difference: Seagate Technology Holdings PLC is far larger — about 91.8× Solaredge Technologies Inc's market cap, and Seagate Technology Holdings PLC pays a 0.33% dividend while Solaredge Technologies Inc pays none. Which is the better fit depends on your goals.
| SEDG | STX | |
|---|---|---|
Market Cap | $2.24B | $205.65B |
Sector | Technology | Technology |
52-Week High | $78.51 | $1.09K |
52-Week Low | $28.47 | $193.04 |
Enterprise Value | $2.10B | $207.80B |
Dividend Yield | — | 0.33% |
Signals from Pluang's Aura AI — not financial advice
SolarEdge Technologies (SEDG) trades at $36.43, up 6.52% with a bullish technical signal despite negative profitability metrics. The stock shows mixed earnings performance with recent beats but faces significant challenges including a -20.29% net income margin and negative ROE. Recent news highlights collaboration with Infineon for AI data center technology and positive analyst upgrades from UBS citing 40% upside potential.
The outlook remains challenging with persistent losses and high debt levels, though recent technical strength and AI infrastructure developments offer potential catalysts. Key risks include execution challenges, policy dependency, and competitive pressures in the solar sector. Analyst consensus is mixed with 23% buy ratings but a $36.13 price target slightly below current levels.
Seagate Technology (STX) trades at $904.38, up 6.49% today, with strong momentum driven by AI infrastructure demand. The stock shows bullish technical signals with support at $868 and resistance at $933. Recent earnings beats and robust 2026 revenue guidance of $12.2B highlight fundamental strength, though valuation ratios remain elevated with P/E at 65.06. Analyst consensus is bullish with a $1,130 price target, supported by institutional accumulation and positive media coverage of HAMR technology adoption.
Outlook: STX benefits from AI-driven storage demand and operational execution, but faces risks from high debt and competitive pressures. The stock's premium valuation requires sustained growth to justify upside. Near-term catalysts include Q3 earnings and product ramps, while macroeconomic volatility and execution missteps pose headwinds. Investor sentiment remains positive, but caution is warranted given rich multiples.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →