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SolarEdge downgraded to Underweight from Equal Weight at Morgan Stanley

Morgan Stanley analyst Andrew Percoco downgraded SolarEdge (SEDG) to Underweight from Equal Weight with a price target of $10, down from $18. The firm cites worsening end market demand, potential negative impacts to earnings from tariffs, and the company’s heightened exposure to potential changes to the Inflation Reduction Act for the downgrade. Additionally, SolarEdge’s “tight” liquidity position and upcoming debt maturity “requires near-perfect execution,” which is a “considerable risk given the current environment,” the analyst tells investors in a research note.

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