Northland Securities Comments on SEDG FY2026 Earnings

Posted by George Bondi on Nov 12th, 2026

SolarEdge Technologies, Inc. (NASDAQ:SEDG – Free Report) – Northland Securities reduced their FY2026 earnings per share (EPS) estimates for shares of SolarEdge Technologies in a research note issued on Wednesday, November 4th. Northland Securities analyst G. Richard now anticipates that the semiconductor company will post earnings of ($1.62) per share for the year, down from their previous estimate of ($1.58). The consensus estimate for SolarEdge Technologies’ current full-year earnings is ($1.21) per share. Northland Securities also issued estimates for SolarEdge Technologies’ Q4 2026 earnings at ($0.72) EPS, Q1 2027 earnings at ($0.71) EPS, Q2 2027 earnings at ($0.63) EPS, Q3 2027 earnings at ($0.54) EPS, Q4 2027 earnings at ($0.46) EPS and FY2027 earnings at ($2.33) EPS.

A number of other brokerages also recently weighed in on SEDG. UBS Group upgraded shares of SolarEdge Technologies from a “neutral” rating to a “buy” rating and increased their price target for the company from $36.00 to $42.00 in a research report on Wednesday, August 26th. Barclays lowered their price objective on shares of SolarEdge Technologies from $37.00 to $36.00 and set an “equal weight” rating for the company in a research report on Wednesday, October 7th. Morgan Stanley dropped their price objective on shares of SolarEdge Technologies from $35.00 to $33.00 and set an “equal weight” rating on the stock in a report on Friday, September 11th. Wall Street Zen cut shares of SolarEdge Technologies from a “hold” rating to a “sell” rating in a research report on Monday. Finally, Citigroup reduced their target price on shares of SolarEdge Technologies from $30.00 to $24.00 and set a “sell” rating for the company in a research note on Thursday, November 5th. Two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus price target of $36.93.

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SolarEdge Technologies Stock Performance

SEDG stock opened at $26.67 on Thursday. SolarEdge Technologies has a twelve month low of $25.25 and a twelve month high of $81.25. The business’s fifty day moving average is $32.34 and its 200-day moving average is $42.01. The company has a quick ratio of 1.40, a current ratio of 2.12 and a debt-to-equity ratio of 0.83. The company has a market cap of $1.65 billion, a P/E ratio of -7.02 and a beta of 1.31.

SolarEdge Technologies (NASDAQ:SEDG – Get Free Report) last released its earnings results on Wednesday, November 4th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.04 by $0.25. SolarEdge Technologies had a negative net margin of 17.34% and a negative return on equity of 19.80%. The company had revenue of $325.40 million for the quarter, compared to the consensus estimate of $326.78 million. During the same period in the prior year, the company posted ($0.31) EPS. The company’s revenue was down 4.2% compared to the same quarter last year.

Institutional Investors Weigh In On SolarEdge Technologies

A number of institutional investors and hedge funds have recently modified their holdings of the company. Allworth Financial LP acquired a new stake in shares of SolarEdge Technologies in the second quarter valued at approximately $31,000. Edmond DE Rothschild Holding S.A. bought a new position in SolarEdge Technologies during the third quarter worth about $32,000. Nykredit A S bought a new stake in SolarEdge Technologies in the 2nd quarter valued at about $36,000. State of Wyoming boosted its holdings in SolarEdge Technologies by 32.9% in the 1st quarter. State of Wyoming now owns 1,237 shares of the semiconductor company’s stock valued at $63,000 after purchasing an additional 306 shares during the period. Finally, Public Employees Retirement System of Ohio acquired a new position in shares of SolarEdge Technologies during the 2nd quarter worth approximately $72,000. 95.10% of the stock is owned by institutional investors.

SolarEdge Technologies Company Profile

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SolarEdge Technologies develops smart energy technologies for residential, commercial and utility-scale applications. Founded in 2006, the company is known for its DC-optimized inverter system, which combines power optimizers with inverters to help manage solar energy production at the panel level. Its product portfolio includes solar inverters and power optimizers, energy storage systems, monitoring and energy-management software, electric-vehicle charging equipment and related services. These offerings are designed to support the generation, storage and use of electricity from solar and other energy sources.