SolarEdge Has The Right Product But The Market Is Pricing Too Much Growth And No Competition

SolarEdge's solution to maximize solar panel output is a success as it has a 60% market share of US residential clients. The company has experienced returns over 25% for the past 4 years, which will cause competitors to enter the market. In a scenario that competition intensifies and returns decline to the cost of capital by 2031, the stock should be worth $110.
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