SolarEdge Technologies (NASDAQ:SEDG) Shares Up 11.9% After Analyst Upgrade

Shares of SolarEdge Technologies, Inc. (NASDAQ:SEDG) shot up 11.9% during mid-day trading on Friday after Wells Fargo & Company raised their price target on the stock from $33.00 to $36.00. Wells Fargo & Company currently has an equal weight rating on the stock. SolarEdge Technologies traded as high as $36.93 and last traded at $39.1190. 388,813 shares were traded during mid-day trading, a decline of 87% from the average session volume of 2,954,940 shares. The stock had previously closed at $34.96.

Other research analysts have also issued research reports about the company. Citigroup decreased their target price on SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating on the stock in a research report on Thursday, December 18th. Barclays raised their price target on shares of SolarEdge Technologies from $36.00 to $39.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. The Goldman Sachs Group raised their target price on SolarEdge Technologies from $32.00 to $36.00 and gave the company a “neutral” rating in a research report on Thursday. BMO Capital Markets lifted their price target on SolarEdge Technologies from $19.00 to $25.00 and gave the stock an “underperform” rating in a research note on Thursday, November 6th. Finally, Morgan Stanley increased their price objective on SolarEdge Technologies from $33.00 to $40.00 and gave the company an “equal weight” rating in a research note on Thursday. One investment analyst has rated the stock with a Buy rating, sixteen have issued a Hold rating and seven have given a Sell rating to the company. According to MarketBeat.com, SolarEdge Technologies has an average rating of “Reduce” and an average target price of $27.04.

Key SolarEdge Technologies News

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

• Positive Sentiment: Q4 results surprised to the upside and triggered a gap-up in trading; management reiterated margin-expansion targets and outlined a global rollout for its Nexis platform and AI-focused data-center power strategy — this operational progress supports upside expectations. SolarEdge outlines 2026 margin expansion targets and Nexis global rollout
• Positive Sentiment: TD Cowen raised its price target to $43 and gave a Buy rating — the most bullish analyst move among recent reports and a clear vote of confidence on the company’s recovery.
• Positive Sentiment: Morgan Stanley lifted its target to $40 (maintaining an equal-weight rating), signaling more constructive near-term expectations from a major bank. Morgan Stanley raises SolarEdge price target to $40
• Neutral Sentiment: Unusually high options volume and elevated share turnover indicate rising speculative and hedging activity — this can amplify moves in either direction, increasing short-term volatility. SolarEdge Sees Unusually High Options Volume
• Neutral Sentiment: Goldman Sachs and Wells Fargo both raised targets to $36 (Goldman: neutral; Wells Fargo: equal weight) — modestly constructive but still imply limited upside from current levels. Analyst target updates (Benzinga)
• Neutral Sentiment: Barclays reaffirmed a Hold rating, and press coverage highlights conflicting analyst sentiment — reinforces that the street is divided on how much of the recovery is priced in. Analysts Have Conflicting Sentiments
• Negative Sentiment: RBC cut its target to $32 (sector perform), and some investors took profits after the earnings run — historical intraday dips show strong earnings can be “priced in,” limiting further near-term upside. RBC lowers target (Benzinga)
• Negative Sentiment: Short-term pullbacks occurred after a previous rally (coverage noted a ~5.5% dip when gains were seen as priced in), underscoring risk that momentum can reverse quickly. SolarEdge dips as strong earnings priced in

Institutional Investors Weigh In On SolarEdge Technologies

Hedge funds have recently modified their holdings of the company. Public Sector Pension Investment Board increased its holdings in shares of SolarEdge Technologies by 15.0% during the 3rd quarter. Public Sector Pension Investment Board now owns 231,604 shares of the semiconductor company’s stock worth $8,569,000 after buying an additional 30,264 shares during the last quarter. Phoenix Financial Ltd. purchased a new position in SolarEdge Technologies in the second quarter worth approximately $216,000. Convergence Investment Partners LLC acquired a new stake in SolarEdge Technologies during the third quarter worth $3,033,000. SG Americas Securities LLC raised its position in SolarEdge Technologies by 59.7% in 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 during the period. Finally, Menora Mivtachim Holdings LTD. lifted its stake in shares of SolarEdge Technologies by 213.4% in the 2nd quarter. Menora Mivtachim Holdings LTD. now owns 1,490,637 shares of the semiconductor company’s stock valued at $30,409,000 after purchasing an additional 1,015,017 shares during the last quarter. Hedge funds and other institutional investors own 95.10% of the company’s stock.

SolarEdge Technologies Trading Up 8.4%

The company has a 50 day moving average price of $32.76 and a 200 day moving average price of $33.74. The company has a debt-to-equity ratio of 0.82, a quick ratio of 1.60 and a current ratio of 2.17. The firm has a market cap of $2.27 billion, a price-to-earnings ratio of -5.51 and a beta of 1.66.

SolarEdge Technologies (NASDAQ:SEDG) last issued its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.19) by $0.05. The firm had revenue of $333.80 million for the quarter, compared to analyst estimates of $330.33 million. SolarEdge Technologies had a negative net margin of 34.23% and a negative return on equity of 45.54%. SolarEdge Technologies’s revenue was up 70.9% on a year-over-year basis. During the same period in the previous year, the firm earned ($3.52) EPS. On average, research analysts expect that SolarEdge Technologies, Inc. will post -4.54 earnings per share for the current year.

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.