Morgan Stanley Forecasts Strong Price Appreciation for SolarEdge Technologies (NASDAQ:SEDG) Stock

SolarEdge Technologies (NASDAQ:SEDG) had its price objective upped by equities research analysts at Morgan Stanley from $33.00 to $40.00 in a research note issued to investors on Thursday,MarketScreener reports. The brokerage presently has an “equal weight” rating on the semiconductor company’s stock. Morgan Stanley’s price target would indicate a potential upside of 1.38% from the stock’s previous close.

A number of other research analysts have also issued reports on the company. UBS Group increased their target price on SolarEdge Technologies from $30.00 to $40.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. Royal Bank Of Canada decreased their price target on shares of SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating on the stock in a research note on Thursday. Raymond James Financial began coverage on SolarEdge Technologies in a research note on Tuesday, January 13th. They set a “market perform” rating for the company. Citigroup reduced their target price on SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating for the company in a report on Thursday, December 18th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of SolarEdge Technologies in a research note on Monday, December 29th. One investment analyst has rated the stock with a Buy rating, sixteen have issued a Hold rating and seven have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Reduce” and an average target price of $26.90.

SolarEdge Technologies Stock Performance

NASDAQ SEDG traded up $4.50 during trading hours on Thursday, reaching $39.46. The stock had a trading volume of 388,813 shares, compared to its average volume of 2,954,940. SolarEdge Technologies has a 52-week low of $11.00 and a 52-week high of $48.60. The company has a debt-to-equity ratio of 0.82, a quick ratio of 1.60 and a current ratio of 2.17. The stock has a market cap of $2.36 billion, a P/E ratio of -5.56 and a beta of 1.66. The stock has a fifty day moving average of $32.59 and a 200 day moving average of $33.66.

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. SolarEdge Technologies had a negative net margin of 34.23% and a negative return on equity of 45.54%. The business had revenue of $333.80 million for the quarter, compared to analysts’ expectations of $330.33 million. During the same quarter last year, the company earned ($3.52) EPS. The business’s revenue was up 70.9% on a year-over-year basis. Sell-side analysts predict that SolarEdge Technologies will post -4.54 earnings per share for the current year.

Institutional Investors Weigh In On SolarEdge Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of SEDG. Invesco Ltd. grew its stake in shares of SolarEdge Technologies by 28.6% in the 4th quarter. Invesco Ltd. now owns 2,169,822 shares of the semiconductor company’s stock valued at $62,599,000 after buying an additional 483,052 shares during the period. Mackenzie Financial Corp lifted its holdings in SolarEdge Technologies by 28.9% in the fourth quarter. Mackenzie Financial Corp now owns 7,055 shares of the semiconductor company’s stock valued at $204,000 after acquiring an additional 1,583 shares during the last quarter. Empowered Funds LLC purchased a new position in SolarEdge Technologies in the fourth quarter worth approximately $44,000. Polymer Capital Management US LLC acquired a new stake in SolarEdge Technologies during the fourth quarter worth $397,000. Finally, Moore Capital Management LP purchased a new stake in SolarEdge Technologies in the fourth quarter valued at $4,516,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: Q4 beat — SolarEdge reported EPS of ($0.14) vs. consensus ($0.19) and revenue of $333.8M (above estimates); shipments and cash flow improved, driving the near-term rally. Read More.
• Positive Sentiment: 2026 margin expansion & product rollout — management outlined margin-expansion targets, a global Nexis rollout and advancement of an AI/data-center power strategy, which supports medium-term profitability expectations. Read More.
• Positive Sentiment: Bullish analyst action — TD Cowen raised its price target to $43 with a Buy rating (largest upside among recent changes), signaling confidence from at least one major shop. (Coverage note: other analysts moved differently.)
• Positive Sentiment: Unusually high call-option activity — traders bought ~14,496 call contracts (≈25% above average), indicating speculative bullish positioning that can amplify intraday upside. Read More.
• Neutral Sentiment: Q1 guide roughly in line — management gave revenue guidance of $290M–$320M versus Street ~$292.1M, so guidance is broadly consistent with expectations (limits surprise). Read More.
• Neutral Sentiment: Goldman Sachs raised its target to $36 but kept a Neutral rating — a modest constructive signal but not a full endorsement. Read More.
• Negative Sentiment: RBC trimmed its target from $34 to $32 (sector perform) — a headwind that reflects some analyst caution on near-term upside. Read More.
• Negative Sentiment: Some profit-taking priced in — shares earlier dipped ~5.5% as investors had front-loaded expectations for a strong quarter, suggesting upside may be partially exhausted after the beat. Read More.

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.