SolarEdge Technologies, Inc. (NASDAQ:SEDG) Receives $25.45 Consensus Target Price from Brokerages

SolarEdge Technologies, Inc. (NASDAQ:SEDG) has been given an average recommendation of “Reduce” by the twenty-five research firms that are presently covering the stock, Marketbeat reports. Eight analysts have rated the stock with a sell rating, sixteen have assigned a hold rating and one has assigned a buy rating to the company. The average 1-year price target among analysts that have covered the stock in the last year is $25.45.

Several research firms have recently commented on SEDG. Citigroup lowered their price target on shares of SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating for the company in a research report on Thursday, December 18th. TD Cowen raised shares of SolarEdge Technologies from a “hold” rating to a “buy” rating and boosted their target price for the company from $34.00 to $38.00 in a research note on Friday, January 9th. Weiss Ratings restated a “sell (d-)” rating on shares of SolarEdge Technologies in a research note on Monday, December 29th. UBS Group lifted their price target on SolarEdge Technologies from $30.00 to $40.00 and gave the company a “neutral” rating in a report on Friday, November 14th. Finally, Barclays boosted their price objective on SolarEdge Technologies from $36.00 to $39.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. UBS Group AG lifted its holdings in SolarEdge Technologies by 18.5% in the fourth quarter. UBS Group AG now owns 4,210,429 shares of the semiconductor company’s stock worth $121,471,000 after purchasing an additional 655,925 shares during the period. Vanguard Group Inc. increased its stake in SolarEdge Technologies by 5.5% during the 4th quarter. Vanguard Group Inc. now owns 3,368,073 shares of the semiconductor company’s stock valued at $97,169,000 after buying an additional 175,582 shares during the period. Menora Mivtachim Holdings LTD. raised its position in shares of SolarEdge Technologies by 41.1% during the 3rd quarter. Menora Mivtachim Holdings LTD. now owns 2,103,521 shares of the semiconductor company’s stock worth $77,830,000 after buying an additional 612,884 shares in the last quarter. Electron Capital Partners LLC lifted its stake in shares of SolarEdge Technologies by 107.8% in the 3rd quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company’s stock worth $64,105,000 after acquiring an additional 898,802 shares during the period. Finally, Invesco Ltd. boosted its holdings in shares of SolarEdge Technologies by 14.9% in the third quarter. Invesco Ltd. now owns 1,686,770 shares of the semiconductor company’s stock valued at $62,410,000 after acquiring an additional 218,935 shares in the last quarter. 95.10% of the stock is owned by institutional investors and hedge funds.

SolarEdge Technologies Trading Down 5.5%

Shares of NASDAQ SEDG opened at $35.10 on Thursday. SolarEdge Technologies has a 12-month low of $11.00 and a 12-month high of $48.60. The company has a market cap of $2.10 billion, a price-to-earnings ratio of -3.63 and a beta of 1.66. The company has a current ratio of 2.28, a quick ratio of 1.60 and a debt-to-equity ratio of 0.78. The stock’s 50 day simple moving average is $32.53 and its 200 day simple moving average is $33.65.

SolarEdge Technologies (NASDAQ:SEDG) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported ($0.14) EPS for the quarter, topping analysts’ consensus estimates of ($0.19) by $0.05. The firm had revenue of $333.80 million during the quarter, compared to the consensus estimate of $330.33 million. SolarEdge Technologies had a negative return on equity of 77.21% and a negative net margin of 53.65%.The firm’s revenue was up 70.9% on a year-over-year basis. During the same period in the prior year, the business earned ($3.52) EPS. Equities research analysts expect that SolarEdge Technologies will post -4.54 EPS for the current year.

Trending Headlines about SolarEdge Technologies

Here are the key news stories impacting SolarEdge Technologies this week:

• Positive Sentiment: Q4 results beat expectations: revenue rose ~70.9% YoY to $333.8M and EPS loss narrowed to ($0.14), beating estimates — signals revenue recovery and improving operating performance. SolarEdge Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management outlined 2026 margin-expansion targets, a global rollout for its Nexis product and an AI data-center power strategy — strategic moves that could drive higher long-term margins and new revenue streams. SolarEdge outlines 2026 margin expansion targets and Nexis global rollout while advancing AI
• Positive Sentiment: Q1 revenue guidance band ($290M–$320M) implies a midpoint above consensus, suggesting modest near-term demand stability despite seasonality. SolarEdge Technologies Inc (SEDG) Q4 2025 Earnings Call Highlights: Robust Revenue Growth Amid …
• Positive Sentiment: Elevated call-option buying activity shows increased bullish/speculative interest from traders, which can amplify short-term upside if sentiment flips.
• Neutral Sentiment: Management hosted an earnings call with detailed remarks and Q&A (transcript available) — useful for parsing assumptions behind guidance and margin targets. SolarEdge Technologies, Inc. (SEDG) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Operational indicators (shipments, cash flow) reportedly improved, supporting the recovery story but not yet translating into sustained GAAP profitability. SolarEdge Technologies Q4 Earnings Top Estimates, Revenues Rise Y/Y
• Negative Sentiment: Profitability remains a key concern: the company still reports a large negative net margin and negative ROE, and analysts model a deeply negative FY EPS — reasons investors may be selling into the rally. SolarEdge Press Release PDF

About SolarEdge Technologies

SolarEdge Technologies (NASDAQ: SEDG) is a global provider of solar energy solutions focused on optimizing photovoltaic (PV) power generation. The company’s core offerings include power optimizers, inverters and cloud-based monitoring platforms designed to maximize energy output and improve safety across residential, commercial and utility-scale installations. By coupling module-level electronics with centralized inverters, SolarEdge’s technology enables real-time performance monitoring and rapid fault detection to enhance system reliability.

In recent years, SolarEdge has expanded its product portfolio beyond solar PV to include energy storage systems, electric vehicle (EV) charging solutions and smart energy management tools.