Solaredge Technologies, Inc. · Brief

Next report

4 days

Nov 4 · before openest.Q3 FY26

Earnings

Expected move

Inputs

±6.9%implied · report alone

27.9732.13

straddle ±12.3%

spot 30.05exp Nov 6ATM strike 30ATM straddle 4.37IV 132%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

—≥ implied

Nov 6 '24—▲+1.40%—

Feb 19 '25—▲+15.95%—

May 6 '25—▲+11.22%—

Aug 7 '25—▼−5.31%—

Q3 FY25—▲+28.91%—

Feb 18 '26—▼−5.47%—

Q1 FY26—▼−9.03%—

Q2 FY26±12.8%▼−30.48%×2.39

quarterimplied−35%0+35%realized×

Q2 FY26±12.8%▼−30.48%×2.39

Q1 FY26—▼−9.03%—

Feb '26—▼−5.47%—

Q3 FY25—▲+28.91%—

Aug '25—▼−5.31%—

May '25—▲+11.22%—

2 older reports

Feb '25—▲+15.95%—

Nov '24—▲+1.40%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 4 report · est.

—

Linked exposure

SEDG report session

Customers 1

ENVXEnovix×0.30

× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 22impliedImplied move: ±16.4% into Nov 4 earnings (Oct 22 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.