SolarEdge Technologies (NASDAQ:SEDG) Price Target Raised to $40.00

SolarEdge Technologies (NASDAQ:SEDG) had its target price upped by stock analysts at Morgan Stanley from $33.00 to $40.00 in a report released 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 brokerages have also weighed in on SEDG. TD Cowen boosted their price objective on shares of SolarEdge Technologies from $38.00 to $43.00 and gave the stock a “buy” rating in a report on Thursday. Barclays lifted their price objective on SolarEdge Technologies from $36.00 to $39.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. Citigroup decreased their price target on shares of SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating for the company in a research note on Thursday, December 18th. Weiss Ratings reiterated a “sell (d-)” rating on shares of SolarEdge Technologies in a research note on Monday, December 29th. 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 issued a Hold rating and seven have issued a Sell rating to the stock. According to data from MarketBeat.com, SolarEdge Technologies currently has an average rating of “Reduce” and an average price target of $26.90.

SolarEdge Technologies Price Performance

NASDAQ:SEDG traded up $4.50 during mid-day trading on Thursday, hitting $39.46. 388,813 shares of the stock traded hands, compared to its average volume of 2,954,940. The company has a market cap of $2.36 billion, a PE ratio of -5.56 and a beta of 1.66. SolarEdge Technologies has a 12-month low of $11.00 and a 12-month high of $48.60. The business’s 50-day moving average price is $32.59 and its 200 day moving average price is $33.66. The company has a quick ratio of 1.60, a current ratio of 2.17 and a debt-to-equity ratio of 0.82.

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 the consensus estimate of ($0.19) by $0.05. The company had revenue of $333.80 million during the quarter, compared to analyst estimates 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 revenue was up 70.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($3.52) earnings per share. On average, analysts expect that SolarEdge Technologies will post -4.54 EPS for the current fiscal year.

Institutional Investors Weigh In On SolarEdge Technologies

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Public Sector Pension Investment Board grew its stake in SolarEdge Technologies by 15.0% in the third quarter. Public Sector Pension Investment Board now owns 231,604 shares of the semiconductor company’s stock worth $8,569,000 after purchasing an additional 30,264 shares in the last quarter. Phoenix Financial Ltd. purchased a new stake in shares of SolarEdge Technologies during the 2nd quarter worth $216,000. Convergence Investment Partners LLC purchased a new stake in shares of SolarEdge Technologies during the 3rd quarter worth $3,033,000. SG Americas Securities LLC boosted its position in SolarEdge Technologies by 59.7% during the third quarter. SG Americas Securities LLC now owns 103,033 shares of the semiconductor company’s stock valued at $3,812,000 after purchasing an additional 38,511 shares in the last quarter. Finally, Menora Mivtachim Holdings LTD. raised its holdings in SolarEdge Technologies by 213.4% in the second quarter. Menora Mivtachim Holdings LTD. now owns 1,490,637 shares of the semiconductor company’s stock worth $30,409,000 after purchasing an additional 1,015,017 shares in the last quarter. Institutional investors own 95.10% of the company’s stock.

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.