SolarEdge Technologies (NASDAQ:SEDG) Shares Gap Down Following Weak Earnings

SolarEdge Technologies, Inc. (NASDAQ:SEDG) gapped down prior to trading on Wednesday after the company announced weaker than expected quarterly earnings. The stock had previously closed at $44.64, but opened at $40.86. SolarEdge Technologies shares last traded at $38.6770, with a volume of 2,278,082 shares trading hands.

The semiconductor company reported ($0.43) EPS for the quarter, missing the consensus estimate of ($0.23) by ($0.20). SolarEdge Technologies had a negative net margin of 28.56% and a negative return on equity of 38.66%. The business had revenue of $309.90 million for the quarter, compared to analysts’ expectations of $305.49 million. During the same period in the previous year, the company earned ($1.14) EPS. SolarEdge Technologies’s revenue for the quarter was up 41.5% compared to the same quarter last year.

SolarEdge Technologies News Summary

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

• Positive Sentiment: SolarEdge said Q1 results beat some expectations and highlighted progress toward breakeven as its U.S. manufacturing ramp continues, which may reassure investors that margins and execution are improving. SolarEdge hits Q1 beat, targets breakeven as U.S. manufacturing ramps up
• Positive Sentiment: UBS raised its price target on SolarEdge to $41 and kept a neutral stance, signaling improved expectations even though the firm still sees limited upside from current levels. UBS price target update
• Neutral Sentiment: Several firms published post-earnings commentary on SEDG, keeping the stock in focus as investors assess whether the recent rally is justified after a strong one-year run. Analyst Estimates: Here’s What Brokers Think Of SolarEdge Technologies, Inc. (NASDAQ:SEDG) After Its First-Quarter Report
• Neutral Sentiment: SolarEdge’s earnings transcript and valuation coverage suggest the market is still digesting management’s transformation plan and the company’s path to profitable growth. SolarEdge (SEDG) Q1 2026 Earnings Transcript
• Negative Sentiment: More cautious analyst actions are limiting enthusiasm: Citigroup cut its price target to $27 with a sell rating, while BMO Capital also issued a sell view, underscoring concerns about valuation and near-term upside. SolarEdge Technologies (SEDG) Gets a Sell from BMO Capital

Wall Street Analyst Weigh In

Several research firms have recently commented on SEDG. UBS Group upped their price target on shares of SolarEdge Technologies from $36.00 to $41.00 and gave the company a “neutral” rating in a research report on Thursday. Barclays upped their price target on SolarEdge Technologies from $39.00 to $41.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 8th. Wells Fargo & Company upped their price target on SolarEdge Technologies from $33.00 to $36.00 and gave the stock an “equal weight” rating in a research report on Friday, February 20th. Susquehanna increased their target price on shares of SolarEdge Technologies from $37.00 to $45.00 and gave the stock a “neutral” rating in a report on Thursday, April 9th. Finally, Deutsche Bank Aktiengesellschaft reduced their target price on shares of SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating for the company in a report on Thursday. One equities research analyst has rated the stock with a Buy rating, sixteen have given a Hold rating and seven have given a Sell rating to the stock. Based on data from MarketBeat, SolarEdge Technologies has a consensus rating of “Reduce” and an average target price of $30.40.

Institutional Investors Weigh In On SolarEdge Technologies

Several hedge funds and other institutional investors have recently added to or reduced their stakes in SEDG. UBS Group AG increased its holdings in SolarEdge Technologies by 234.8% in the 3rd quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company’s stock worth $131,517,000 after acquiring an additional 2,492,776 shares in the last quarter. Electron Capital Partners LLC grew its holdings in SolarEdge Technologies by 107.8% during the 3rd quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company’s stock valued at $64,105,000 after buying an additional 898,802 shares in the last quarter. Meitav Investment House Ltd. grew its holdings in SolarEdge Technologies by 541.6% during the 1st quarter. Meitav Investment House Ltd. now owns 1,017,551 shares of the semiconductor company’s stock valued at $51,946,000 after buying an additional 858,954 shares in the last quarter. ION Fund Management Ltd purchased a new stake in SolarEdge Technologies during the 4th quarter valued at approximately $22,965,000. Finally, PGGM Investments purchased a new stake in SolarEdge Technologies during the 3rd quarter valued at approximately $24,438,000. 95.10% of the stock is owned by hedge funds and other institutional investors.

SolarEdge Technologies Stock Performance

The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.48 and a current ratio of 2.02. The business’s fifty day simple moving average is $42.79 and its 200-day simple moving average is $37.22. The firm has a market capitalization of $2.51 billion, a PE ratio of -6.74 and a beta of 1.18.

SolarEdge Technologies Company Profile

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.