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    Hannah Vilauskas

    Research Analyst at Jefferies

    Hannah Vilauskas is an Equity Research Analyst at Jefferies, specializing in the coverage of the food and beverage sector with a particular focus on packaged foods, meat producers, and agricultural companies. She covers leading companies such as Tyson Foods, Conagra Brands, Pilgrim’s Pride, and Lamb Weston, and is recognized for her in-depth industry insights and data-driven investment recommendations. Since joining Jefferies in 2021 after previous experience with BNP Paribas, Vilauskas has demonstrated strong analytical skills and cultivated positive client feedback, with her published research frequently cited in industry media and investor circles. She holds FINRA Series 7 and 63 licenses, reflecting a solid foundation in securities analysis and compliance.

    Hannah Vilauskas's questions to SOLAREDGE TECHNOLOGIES (SEDG) leadership

    Hannah Vilauskas's questions to SOLAREDGE TECHNOLOGIES (SEDG) leadership • Q1 2025

    Question

    Hannah Vilauskas, on for Julien Dumoulin-Smith, asked how the 90-day tariff pause was factored into margin guidance and about the company's view on potential changes to the transferability of 45X tax credits.

    Answer

    CEO Yehoshua Nir clarified that the margin guidance assumes no extended tariff pauses. CFO Asaf Alperovitz added that if 45X transferability faces timing issues, the company is confident it could secure a refund via direct pay or obtain bridge financing, given the credits are federally backed.

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