Solaredge Technologies Inc vs TeraWulf Inc — how do they compare? Solaredge Technologies Inc trades at $35.22 (market cap $2.24B), while TeraWulf Inc trades at $17.13 (market cap $8.91B). The key difference: TeraWulf Inc is far larger — about 4× Solaredge Technologies Inc's market cap, and TeraWulf Inc is trading nearer its 52-week high, Solaredge Technologies Inc nearer its low. Which is the better fit depends on your goals.
| SEDG | WULF | |
|---|---|---|
Market Cap | $2.24B | $8.91B |
Sector | Technology | Technology |
52-Week High | $78.51 | $28.98 |
52-Week Low | $28.47 | $10.49 |
Enterprise Value | $2.10B | $11.53B |
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.
WULF trades at $17.86, up 8.18% today, amid a bullish technical signal despite mixed moving averages. The company reported a net loss of $661.42M in 2025 with a negative net margin of -1,179.94%, though revenue was $168.46M. Recent news highlights its pivot to AI data centers, including a Kentucky power agreement approval (GlobeNewsWire, 2026-08-24).
Analyst consensus is strongly bullish with a $35.94 price target, but high valuation ratios and persistent losses pose risks. Investment opportunity hinges on successful execution of AI infrastructure expansion, while risks include cash burn and competitive pressures in the data center space.
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 →TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →