Wellington Management Group LLP Cuts Position in SolarEdge Technologies, Inc. $SEDG

Wellington Management Group LLP decreased its stake in SolarEdge Technologies, Inc. (NASDAQ:SEDG) by 86.1% in the 2nd quarter, Holdings Channel reports. The firm owned 8,332 shares of the semiconductor company’s stock after selling 51,438 shares during the quarter. Wellington Management Group LLP’s holdings in SolarEdge Technologies were worth $487,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. State of Wyoming purchased a new position in SolarEdge Technologies in the fourth quarter valued at about $27,000. Allworth Financial LP acquired a new stake in shares of SolarEdge Technologies during the 2nd quarter valued at approximately $31,000. Kestra Advisory Services LLC purchased a new stake in shares of SolarEdge Technologies during the 4th quarter worth approximately $31,000. Canada Pension Plan Investment Board purchased a new stake in shares of SolarEdge Technologies during the 2nd quarter worth approximately $35,000. Finally, Altshuler Shaham Ltd acquired a new stake in shares of SolarEdge Technologies in the 4th quarter worth approximately $36,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

SolarEdge Technologies Trading Down 5.6%

Shares of SEDG opened at $34.68 on Friday. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.38. SolarEdge Technologies, Inc. has a 1-year low of $28.21 and a 1-year high of $81.25. The stock has a market cap of $2.13 billion, a price-to-earnings ratio of -7.71 and a beta of 1.44. The firm has a 50 day simple moving average of $39.82 and a 200-day simple moving average of $46.32.

SolarEdge Technologies (NASDAQ:SEDG) last posted its earnings results on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.02) by $0.07. The firm had revenue of $346.20 million for the quarter, compared to analyst estimates of $341.15 million. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.SolarEdge Technologies’s revenue was up 19.6% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.81) EPS. Equities analysts forecast that SolarEdge Technologies, Inc. will post -1.23 EPS for the current fiscal year.

Wall Street Analyst Weigh In

SEDG has been the subject of several research analyst reports. Morgan Stanley dropped their price objective on SolarEdge Technologies from $35.00 to $33.00 and set an “equal weight” rating for the company in a research note on Friday. Barclays decreased their target price on SolarEdge Technologies from $53.00 to $37.00 and set an “equal weight” rating on the stock in a research report on Thursday, August 6th. Glj Research restated a “sell” rating on shares of SolarEdge Technologies in a research report on Thursday, June 11th. JPMorgan Chase & Co. raised their price target on SolarEdge Technologies from $37.00 to $44.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Wells Fargo & Company assumed coverage on SolarEdge Technologies in a research note on Monday, June 29th. They set an “equal weight” rating and a $36.00 price target for the company. Two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and five have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Reduce” and a consensus target price of $39.00.

SolarEdge Technologies News Summary

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

• Positive Sentiment: JPMorgan raised its price target from $37 to $44 while maintaining a neutral rating, citing potential upside relative to recent trading levels.
• Positive Sentiment: Mizuho lifted its target from $38 to $40 and kept a neutral rating, suggesting some analysts see value in the shares following their recent weakness.
• Positive Sentiment: SolarEdge’s Investor Day outlined a goal of approximately $2.4 billion in revenue by 2029, alongside plans to expand into power infrastructure for artificial-intelligence data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: The company advanced its collaboration with NVIDIA on an 800-volt direct-current framework for AI data centers and extended its Infineon partnership on solid-state protection technology. These initiatives could open a higher-growth market beyond residential solar. SolarEdge and NVIDIA 800 VDC framework
• Neutral Sentiment: RBC Capital Markets expects continued revenue and margin growth in SolarEdge’s core solar business, but maintained a sector-perform stance and raised its target only from $24 to $30—still below recent trading levels. RBC outlook for SolarEdge
• Neutral Sentiment: Unusually heavy call-option activity indicates increased speculative interest, but it does not establish a fundamental change in the company’s outlook.
• Negative Sentiment: Morgan Stanley cut its price target from $35 to $33 and maintained an equal-weight rating, signaling limited upside and ongoing concerns about execution or valuation.
• Negative Sentiment: The stock’s decline following Investor Day—despite the NVIDIA-related announcement—suggests investors may want more evidence that the data-center opportunity can translate into near-term revenue, margins, and earnings.

SolarEdge Technologies Company Profile

SolarEdge Technologies, Inc develops smart energy technology for solar power generation, energy storage and energy management. The company is best known for its DC-optimized inverter system, which uses power optimizers attached to individual solar modules to improve energy harvesting and provide module-level monitoring. Its platform is designed to support residential, commercial and utility-scale photovoltaic installations.

The company’s product portfolio includes power optimizers, inverters, monitoring and management software, batteries and energy storage systems, and related solutions for backup power and electric vehicle charging.