Susquehanna Cuts SolarEdge Technologies (NASDAQ:SEDG) Price Target to $38.00

SolarEdge Technologies (NASDAQ:SEDG) had its price objective reduced by Susquehanna from $56.00 to $38.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the semiconductor company’s stock. Susquehanna’s price target indicates a potential upside of 12.09% from the company’s previous close.

SEDG has been the topic of several other reports. Deutsche Bank Aktiengesellschaft reduced their price objective on SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating on the stock in a research note on Thursday, May 7th. JPMorgan Chase & Co. raised their price target on shares of SolarEdge Technologies from $32.00 to $35.00 and gave the company a “neutral” rating in a report on Thursday, April 16th. 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. Barclays boosted their price objective on shares of SolarEdge Technologies from $41.00 to $53.00 and gave the stock an “equal weight” rating in a research note on Friday, July 10th. Finally, TD Cowen cut their target price on shares of SolarEdge Technologies from $85.00 to $75.00 and set a “buy” rating on the stock in a research note on Monday, July 20th. One analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and six have given a Sell rating to the company. According to MarketBeat.com, SolarEdge Technologies currently has an average rating of “Reduce” and an average target price of $37.67.

SolarEdge Technologies Trading Down 30.5%

Shares of SEDG opened at $33.90 on Thursday. SolarEdge Technologies has a twelve month low of $23.01 and a twelve month high of $81.25. The firm has a market capitalization of $2.06 billion, a P/E ratio of -5.53 and a beta of 1.49. The company has a current ratio of 2.02, a quick ratio of 1.36 and a debt-to-equity ratio of 0.85. The stock’s fifty day simple moving average is $54.87 and its 200 day simple moving average is $46.76.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly 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 for the quarter, compared to analysts’ expectations of $305.49 million. SolarEdge Technologies had a negative net margin of 28.56% and a negative return on equity of 38.66%. SolarEdge Technologies’s revenue was up 41.5% on a year-over-year basis. During the same period last year, the firm posted ($1.14) EPS. On average, equities research analysts forecast that SolarEdge Technologies will post -1.1 earnings per share for the current year.

Institutional Investors Weigh In On SolarEdge Technologies

Several hedge funds have recently modified their holdings of the stock. UBS Group AG grew its position in SolarEdge Technologies by 18.5% in the fourth quarter. UBS Group AG now owns 4,210,429 shares of the semiconductor company’s stock valued at $121,471,000 after acquiring an additional 655,925 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of SolarEdge Technologies by 5.5% during 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 in the last quarter. Invesco Ltd. boosted its stake in shares of SolarEdge Technologies by 28.6% in the fourth quarter. Invesco Ltd. now owns 2,169,822 shares of the semiconductor company’s stock valued at $62,599,000 after purchasing an additional 483,052 shares during the period. Electron Capital Partners LLC grew its holdings in 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 purchasing an additional 898,802 shares in the last quarter. Finally, Artisan Partners Limited Partnership grew its holdings in SolarEdge Technologies by 13.5% during the 4th quarter. Artisan Partners Limited Partnership now owns 1,309,579 shares of the semiconductor company’s stock valued at $37,781,000 after purchasing an additional 155,624 shares in the last quarter. 95.10% of the stock is currently owned by hedge funds and other institutional investors.

More SolarEdge Technologies News

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

• Positive Sentiment: Second-quarter results exceeded expectations. Revenue increased approximately 20% year over year to about $346 million, ahead of analyst estimates, while non-GAAP earnings were approximately $0.05-$0.06 per share versus expectations for roughly $0.04. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: Profitability and margins improved. SolarEdge returned to non-GAAP operating profitability, supported by stronger European demand, higher battery sales and gross-margin expansion to 28.6%, marking the sixth consecutive quarter of improvement. The results suggest the company’s turnaround efforts are progressing. SolarEdge Technologies’ Q2 Earnings Top Estimates, Revenues Rise Year Over Year
• Neutral Sentiment: New product momentum provides a potential longer-term catalyst. SolarEdge’s Nexis home-energy system is being deployed with ConnectDER’s IslandDER meter collar, enabling whole-home backup functionality. However, the near-term earnings impact remains uncertain. ConnectDER’s IslandDER Meter Collar Powers Whole-Home Backup With New SolarEdge Nexis Home Energy System
• Negative Sentiment: Third-quarter guidance was the key disappointment. SolarEdge forecast revenue of $310 million to $340 million, with a midpoint of $325 million, substantially below analyst expectations of approximately $368 million to $372 million. The shortfall overshadowed the second-quarter beat and raised concerns that the recovery is losing momentum. SolarEdge Sinks After Q3 Revenue Guidance Misses Expectations
• Negative Sentiment: Demand remains pressured, particularly in residential solar. Management cited a challenging U.S. residential market and ongoing weakness in Europe. These conditions, along with elevated interest rates and uncertain solar demand, are limiting sales visibility and outweighing progress in AI-related initiatives. SolarEdge Forecasts Weaker Q3 as US Residential Market Remains Challenging

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.