SolarEdge Technologies (NASDAQ:SEDG – Get Free Report) had its price objective decreased by equities research analysts at Barclays from $53.00 to $37.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the semiconductor company’s stock. Barclays‘s price objective indicates a potential upside of 16.50% from the company’s previous close.
A number of other brokerages have also weighed in on SEDG. TD Cowen cut their target price on shares of SolarEdge Technologies from $85.00 to $75.00 and set a “buy” rating for the company in a research report on Monday, July 20th. Weiss Ratings raised shares of SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 24th. The Goldman Sachs Group dropped their price target on shares of SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating on the stock in a research note on Thursday. Citigroup cut their price objective on shares of SolarEdge Technologies from $30.00 to $27.00 and set a “sell” rating for the company in a report on Thursday, May 7th. Finally, Susquehanna reduced their price objective on shares of SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating for the company in a research note on Thursday. One equities research analyst has rated the stock with a Buy rating, twelve have issued a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Reduce” and an average target price of $36.20.
View Our Latest Report on SEDG
SolarEdge Technologies Price Performance
SolarEdge Technologies (NASDAQ:SEDG – Get Free Report) last released its earnings results on Wednesday, May 6th. The semiconductor company reported ($0.43) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.23) by ($0.20). The firm had revenue of $309.90 million during the quarter, compared to analysts’ expectations of $305.49 million. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The business’s quarterly revenue was up 41.5% compared to the same quarter last year. During the same period in the prior year, the business earned ($1.14) earnings per share. Sell-side analysts forecast that SolarEdge Technologies will post -1.1 EPS for the current year.
Institutional Trading of SolarEdge Technologies
Hedge funds and other institutional investors have recently bought and sold shares of the company. Handelsbanken Fonder AB increased its stake in shares of SolarEdge Technologies by 28.6% in the fourth quarter. Handelsbanken Fonder AB now owns 846,148 shares of the semiconductor company’s stock worth $24,411,000 after buying an additional 188,086 shares during the period. Vanguard Group Inc. grew its holdings 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 during the last quarter. UBS Group AG grew its holdings in 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 during the last quarter. ING Groep NV purchased a new position in shares of SolarEdge Technologies in the fourth quarter valued at about $13,848,000. Finally, Kingsview Wealth Management LLC bought a new position in shares of SolarEdge Technologies during the fourth quarter valued at about $957,000. Institutional investors own 95.10% of the company’s stock.
SolarEdge Technologies News Summary
Here are the key news stories impacting SolarEdge Technologies this week:
- Positive Sentiment: SolarEdge reported second-quarter revenue of approximately $346 million, up 20% year over year, while gross margin expanded to 28.6% and the company returned to non-GAAP operating profitability. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
- Positive Sentiment: New U.S. import restrictions on certain China-linked polysilicon products lifted solar-sector sentiment in premarket trading. The policy could support domestic solar manufacturing and reduce competition, although SolarEdge’s direct benefit is limited because it primarily sells power-electronics and inverter products. Solar stocks shine after Trump extends China tariffs to polysilicon products
- Neutral Sentiment: Analyst sentiment is mixed. Barclays, Susquehanna and RBC lowered their price targets but retained neutral or equal-weight ratings, while Goldman Sachs cut its target to $30 and maintained a sell rating. The reductions reflect caution rather than a broad upgrade or downgrade consensus.
- Negative Sentiment: SolarEdge’s third-quarter revenue outlook fell short of Wall Street expectations, raising concerns that the recovery is stalling and prompting investors to reassess near-term demand and earnings prospects. SolarEdge sinks after Q3 revenue guidance misses expectations
- Negative Sentiment: The earnings beat did not prevent a selloff because forward guidance carries greater weight than the quarter’s headline results. Commentary described the shares as unattractive for dip buyers amid continued uncertainty over demand, profitability and the pace of recovery. SolarEdge Beat Q2 Earnings Estimates. SEDG Stock Plummeted Anyway.
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.
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