Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">SolarEdge Technologies: Color on Qtr (14.45)<ul><li><strong>Needham Research notes</strong> SEDG reported a slight 4Q16 (Dec) miss but provided better-than-expected 1Q17 (Mar) revenue guidance. Given the challenging U.S. residential solar market and increased pricing pressure in inverters,firm believes buy-side expectations were low going into print. However, management sounded confident on top-line growth in 2017 by share gains in the U.S. and international expansion. Despite fears on significant ASP erosion in 2017, SEDG has done a good job staying ahead on cost reduction, which firm believes will drive potential gross margin expansion. Reiterates Buy and maintain $22 tgt.</li><li><strong>FBR Capital notes</strong> SEDG delivered C4Q16 results that highlight challenges in its core U.S. residential solar market. Revenue can mostly be attributed to softness in the U.S. residential market, with muted growth in 2017. However, SEDG indicated strong growth in its U.S. commercial business. C1Q17 revenue guidance of $110M--$120M with 31%--33% gross margin indicates SEDG still prioritizes profitable growth over market share. Management still believes it is gaining market share in every geography in which it operates and expects continued gains. Firm remains on the sidelines until it sees evidence of a pickup in the U.S. market or significant international expansion.</li></ul><p><em>Shares of SEDG are up approx 4% in reaction to earnings. </em></p></td> </tr></table>"