SolarEdge Technologies (NASDAQ:SEDG) Given New $36.00 Price Target at Wells Fargo & Company

SolarEdge Technologies (NASDAQ:SEDG) had its price objective upped by Wells Fargo & Company from $33.00 to $36.00 in a report issued on Friday,Benzinga reports. They currently have an equal weight rating on the semiconductor company’s stock.

Other research analysts also recently issued reports about the stock. TD Cowen lifted their target price on shares of SolarEdge Technologies from $38.00 to $43.00 and gave the stock a “buy” rating in a research note on Thursday. Citigroup decreased their price objective on shares of SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating on the stock in a research report on Thursday, December 18th. Jefferies Financial Group reaffirmed an “underperform” rating on shares of SolarEdge Technologies in a research note on Wednesday, January 21st. BMO Capital Markets increased their target price on shares of SolarEdge Technologies from $19.00 to $25.00 and gave the stock an “underperform” rating in a report on Thursday, November 6th. Finally, UBS Group boosted 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. One analyst has rated the stock with a Buy rating, sixteen have given a Hold rating and seven have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Reduce” and an average target price of $27.04.

SolarEdge Technologies Stock Up 8.4%

Shares of NASDAQ:SEDG opened at $37.90 on Friday. The stock has a market capitalization of $2.27 billion, a P/E ratio of -5.51 and a beta of 1.66. The stock’s 50-day moving average price is $32.76 and its 200-day moving average price is $33.74. The company has a current ratio of 2.17, a quick ratio of 1.60 and a debt-to-equity ratio of 0.82. SolarEdge Technologies has a 12-month low of $11.00 and a 12-month high of $48.60.

SolarEdge Technologies (NASDAQ:SEDG) last issued its earnings results on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share for the quarter, beating the consensus estimate of ($0.19) by $0.05. The company had revenue of $333.80 million during the quarter, compared to analysts’ expectations of $330.33 million. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%.SolarEdge Technologies’s quarterly revenue was up 70.9% compared to the same quarter last year. During the same period in the prior year, the business posted ($3.52) EPS. On average, equities analysts anticipate that SolarEdge Technologies will post -4.54 earnings per share for the current year.

Institutional Trading of SolarEdge Technologies

Several large investors have recently bought and sold shares of SEDG. UBS Group AG raised its position in shares of SolarEdge Technologies by 18.5% in the 4th quarter. UBS Group AG now owns 4,210,429 shares of the semiconductor company’s stock worth $121,471,000 after acquiring an additional 655,925 shares in the last quarter. Vanguard Group Inc. grew its stake in SolarEdge Technologies by 5.5% in the fourth quarter. Vanguard Group Inc. now owns 3,368,073 shares of the semiconductor company’s stock worth $97,169,000 after purchasing an additional 175,582 shares during the period. Invesco Ltd. raised its holdings in SolarEdge Technologies by 28.6% in the fourth quarter. Invesco Ltd. now owns 2,169,822 shares of the semiconductor company’s stock worth $62,599,000 after purchasing an additional 483,052 shares in the last quarter. Menora Mivtachim Holdings LTD. lifted its position in 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 valued at $77,830,000 after buying an additional 612,884 shares during the period. Finally, Electron Capital Partners LLC boosted its holdings in shares of 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. 95.10% of the stock is owned by institutional investors.

SolarEdge Technologies News Roundup

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

• Positive Sentiment: Q4 results surprised to the upside and triggered a gap-up in trading; management reiterated margin-expansion targets and outlined a global rollout for its Nexis platform and AI-focused data-center power strategy — this operational progress supports upside expectations. SolarEdge outlines 2026 margin expansion targets and Nexis global rollout
• Positive Sentiment: TD Cowen raised its price target to $43 and gave a Buy rating — the most bullish analyst move among recent reports and a clear vote of confidence on the company’s recovery.
• Positive Sentiment: Morgan Stanley lifted its target to $40 (maintaining an equal-weight rating), signaling more constructive near-term expectations from a major bank. Morgan Stanley raises SolarEdge price target to $40
• Neutral Sentiment: Unusually high options volume and elevated share turnover indicate rising speculative and hedging activity — this can amplify moves in either direction, increasing short-term volatility. SolarEdge Sees Unusually High Options Volume
• Neutral Sentiment: Goldman Sachs and Wells Fargo both raised targets to $36 (Goldman: neutral; Wells Fargo: equal weight) — modestly constructive but still imply limited upside from current levels. Analyst target updates (Benzinga)
• Neutral Sentiment: Barclays reaffirmed a Hold rating, and press coverage highlights conflicting analyst sentiment — reinforces that the street is divided on how much of the recovery is priced in. Analysts Have Conflicting Sentiments
• Negative Sentiment: RBC cut its target to $32 (sector perform), and some investors took profits after the earnings run — historical intraday dips show strong earnings can be “priced in,” limiting further near-term upside. RBC lowers target (Benzinga)
• Negative Sentiment: Short-term pullbacks occurred after a previous rally (coverage noted a ~5.5% dip when gains were seen as priced in), underscoring risk that momentum can reverse quickly. SolarEdge dips as strong earnings priced in

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.