SolarEdge Technologies, Inc. $SEDG Shares Sold by Wellington Management Group LLP

Wellington Management Group LLP reduced its holdings in shares of SolarEdge Technologies, Inc. (NASDAQ:SEDG) by 86.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 8,332 shares of the semiconductor company’s stock after selling 51,438 shares during the period. Wellington Management Group LLP’s holdings in SolarEdge Technologies were worth $487,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of SEDG. State of Wyoming acquired a new stake in shares of SolarEdge Technologies during the fourth quarter worth about $27,000. Allworth Financial LP purchased a new position in shares of SolarEdge Technologies during the second quarter worth about $31,000. Kestra Advisory Services LLC acquired a new position in SolarEdge Technologies in the 4th quarter valued at about $31,000. Canada Pension Plan Investment Board purchased a new stake in SolarEdge Technologies during the 2nd quarter valued at approximately $35,000. Finally, Altshuler Shaham Ltd purchased a new stake in SolarEdge Technologies during the 4th quarter valued at approximately $36,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

SolarEdge Technologies Price Performance

Shares of SEDG opened at $34.68 on Friday. SolarEdge Technologies, Inc. has a twelve month low of $28.21 and a twelve month high of $81.25. The stock’s 50 day moving average is $39.82 and its two-hundred day moving average is $46.32. The firm has a market capitalization of $2.13 billion, a PE ratio of -7.71 and a beta of 1.44. The company has a current ratio of 2.03, a quick ratio of 1.38 and a debt-to-equity ratio of 0.85.

SolarEdge Technologies (NASDAQ:SEDG) last issued its earnings results on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.02) by $0.07. The business had revenue of $346.20 million during the quarter, compared to the consensus estimate of $341.15 million. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The company’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same period in the prior year, the business posted ($0.81) EPS. Research analysts anticipate that SolarEdge Technologies, Inc. will post -1.23 earnings per share for the current year.

Key SolarEdge Technologies News

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

• Positive Sentiment: JPMorgan raised its price target from $37 to $44 while maintaining a neutral rating, citing potential upside relative to recent trading levels.
• Positive Sentiment: Mizuho lifted its target from $38 to $40 and kept a neutral rating, suggesting some analysts see value in the shares following their recent weakness.
• Positive Sentiment: SolarEdge’s Investor Day outlined a goal of approximately $2.4 billion in revenue by 2029, alongside plans to expand into power infrastructure for artificial-intelligence data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: The company advanced its collaboration with NVIDIA on an 800-volt direct-current framework for AI data centers and extended its Infineon partnership on solid-state protection technology. These initiatives could open a higher-growth market beyond residential solar. SolarEdge and NVIDIA 800 VDC framework
• Neutral Sentiment: RBC Capital Markets expects continued revenue and margin growth in SolarEdge’s core solar business, but maintained a sector-perform stance and raised its target only from $24 to $30—still below recent trading levels. RBC outlook for SolarEdge
• Neutral Sentiment: Unusually heavy call-option activity indicates increased speculative interest, but it does not establish a fundamental change in the company’s outlook.
• Negative Sentiment: Morgan Stanley cut its price target from $35 to $33 and maintained an equal-weight rating, signaling limited upside and ongoing concerns about execution or valuation.
• Negative Sentiment: The stock’s decline following Investor Day—despite the NVIDIA-related announcement—suggests investors may want more evidence that the data-center opportunity can translate into near-term revenue, margins, and earnings.

Analysts Set New Price Targets

Several brokerages have weighed in on SEDG. Weiss Ratings upgraded SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Friday, August 21st. Wells Fargo & Company started coverage on SolarEdge Technologies in a research note on Monday, June 29th. They set an “equal weight” rating and a $36.00 price target for the company. Morgan Stanley decreased their price target on SolarEdge Technologies from $35.00 to $33.00 and set an “equal weight” rating for the company in a report on Friday. JPMorgan Chase & Co. lifted their price objective on shares of SolarEdge Technologies from $37.00 to $44.00 and gave the company a “neutral” rating in a research report on Friday. Finally, The Goldman Sachs Group dropped their price objective 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, August 6th. Two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and an average price target of $39.00.

SolarEdge Technologies Company Profile

SolarEdge Technologies, Inc develops smart energy technology for solar power generation, energy storage and energy management. The company is best known for its DC-optimized inverter system, which uses power optimizers attached to individual solar modules to improve energy harvesting and provide module-level monitoring. Its platform is designed to support residential, commercial and utility-scale photovoltaic installations.

The company’s product portfolio includes power optimizers, inverters, monitoring and management software, batteries and energy storage systems, and related solutions for backup power and electric vehicle charging.