Financial PerformanceAccess to domestic content bonus credits should provide a substantial boost to SolarEdge’s margin profile as manufacturing ramps up in Florida and Texas.
Leadership And Strategic ManagementThe selection of a full-time CEO represents a relative de-risking event to SolarEdge’s stock, providing some clarity to investors on the turnaround strategy.
Operational StrategyExiting the Energy Storage division is an opportunity for the company to liquidate non-core assets, cut operational expenses, and continue down a path back to profitability.