Research Analysts Set Expectations for SEDG Q2 Earnings

SolarEdge Technologies, Inc. (NASDAQ:SEDG) – Northland Securities issued their Q2 2027 EPS estimates for SolarEdge Technologies in a research note issued on Thursday, February 19th. Northland Securities analyst G. Richard forecasts that the semiconductor company will post earnings per share of ($0.20) for the quarter. The consensus estimate for SolarEdge Technologies’ current full-year earnings is ($4.54) per share.

SolarEdge Technologies (NASDAQ:SEDG) last released its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.19) by $0.05. SolarEdge Technologies had a negative net margin of 34.23% and a negative return on equity of 45.54%. The company had revenue of $333.80 million for the quarter, compared to the consensus estimate of $330.33 million. During the same quarter in the prior year, the firm earned ($3.52) earnings per share. SolarEdge Technologies’s revenue was up 70.9% on a year-over-year basis.

Several other research analysts have also commented on the company. Jefferies Financial Group reiterated an “underperform” rating on shares of SolarEdge Technologies in a research report on Wednesday, January 21st. Morgan Stanley raised their price objective on SolarEdge Technologies from $33.00 to $40.00 and gave the company an “equal weight” rating in a research note on Thursday, February 19th. Barclays boosted their target price on SolarEdge Technologies from $36.00 to $39.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. Weiss Ratings restated a “sell (d-)” rating on shares of SolarEdge Technologies in a report on Monday, December 29th. Finally, The Goldman Sachs Group raised their price target on SolarEdge Technologies from $32.00 to $36.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. One investment analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and seven have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $27.28.

SolarEdge Technologies Stock Performance

SolarEdge Technologies stock opened at $39.38 on Monday. The company’s 50-day moving average price is $32.98 and its 200-day moving average price is $33.96. The company has a quick ratio of 1.48, a current ratio of 2.17 and a debt-to-equity ratio of 0.82. The company has a market cap of $2.35 billion, a PE ratio of -5.72 and a beta of 1.66. SolarEdge Technologies has a twelve month low of $11.00 and a twelve month high of $48.60.

Institutional Trading of SolarEdge Technologies

A number of large investors have recently made changes to their positions in the stock. UBS Group AG lifted its holdings in SolarEdge Technologies by 18.5% during the 4th quarter. UBS Group AG now owns 4,210,429 shares of the semiconductor company’s stock valued at $121,471,000 after buying an additional 655,925 shares in the last quarter. Vanguard Group Inc. grew its stake in SolarEdge Technologies by 5.5% in the 4th quarter. Vanguard Group Inc. now owns 3,368,073 shares of the semiconductor company’s stock worth $97,169,000 after acquiring an additional 175,582 shares in the last quarter. Invesco Ltd. increased its position in shares of SolarEdge Technologies by 28.6% during the fourth quarter. Invesco Ltd. now owns 2,169,822 shares of the semiconductor company’s stock worth $62,599,000 after acquiring an additional 483,052 shares during the period. Menora Mivtachim Holdings LTD. increased its position in shares of SolarEdge Technologies by 41.1% during the third quarter. Menora Mivtachim Holdings LTD. now owns 2,103,521 shares of the semiconductor company’s stock worth $77,830,000 after acquiring an additional 612,884 shares during the period. Finally, Electron Capital Partners LLC raised its stake in shares of SolarEdge Technologies by 107.8% during the third quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company’s stock valued at $64,105,000 after acquiring an additional 898,802 shares in the last quarter. 95.10% of the stock is owned by hedge funds and other institutional investors.

SolarEdge Technologies News Summary

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

• Positive Sentiment: Analyst upgrade and note that SEDG is trading sharply higher after the upgrade — this short-term momentum is a direct driver of today’s uptick. SolarEdge Technologies (NASDAQ:SEDG) Trading 11.9% Higher on Analyst Upgrade
• Positive Sentiment: One outlet reports multiple price-target raises (including a $43 PT), which supports higher valuation expectations from some brokers. SolarEdge Technologies (NASDAQ:SEDG) Price Target Raised to $43.00
• Positive Sentiment: Additional reported price-target increase to $36 signals incremental analyst confidence in recovery/upside. SolarEdge Technologies (NASDAQ:SEDG) Price Target Raised to $36.00
• Positive Sentiment: Media piece highlighting SolarEdge’s potential to target data-center/AI power markets — a new revenue avenue that analysts cite as a multi-year growth lever. This Basing Israeli Solar Stock Is Set to Go On The AI Offensive In 2026
• Neutral Sentiment: Coverage framing SEDG as an accessible sub-$50 pick — useful retail headline but not a fundamental catalyst by itself. 1 Stock Under $50 Worth Your Attention and 2 We Turn Down
• Neutral Sentiment: Analyst note summarizing wide spread of Street views and a small move in assessed fair value; highlights ongoing debate on margins, FCF and execution — keeps volatility likely. How The SolarEdge (SEDG) Story Is Shifting As Analysts Reassess Turnaround Prospects
• Neutral Sentiment: Model/forecast piece on expected Q2 results from Northland — investors should watch upcoming guidance/quarterly cadence for confirmation. What is Northland Securities’ Forecast for SEDG Q2 Earnings?
• Negative Sentiment: Deutsche Bank cut its price target to $33, signaling less confidence from a large sell-side firm and adding downward pressure on consensus valuation. Deutsche Bank Aktiengesellschaft Cuts SolarEdge Technologies (NASDAQ:SEDG) Price Target to $33.00
• Negative Sentiment: Royal Bank of Canada trimmed its target to $32, another downside signal that contributes to mixed analyst sentiment and keeps a cap on upside until execution/ margins improve. Royal Bank Of Canada Cuts SolarEdge Technologies (NASDAQ:SEDG) Price Target to $32.00

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.