SolarEdge Technologies (NASDAQ:SEDG) Stock Price Expected to Rise, Morgan Stanley Analyst Says

SolarEdge Technologies (NASDAQ:SEDG) had its target price lifted by Morgan Stanley from $33.00 to $40.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the semiconductor company’s stock. Morgan Stanley’s price target indicates a potential upside of 5.54% from the stock’s current price.

A number of other analysts have also recently issued reports on the company. Royal Bank Of Canada reduced their price objective on shares of SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating for the company in a report on Thursday. Barclays increased their price objective on SolarEdge Technologies from $36.00 to $39.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. UBS Group upped their target price on shares of SolarEdge Technologies from $30.00 to $40.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. Weiss Ratings reissued a “sell (d-)” rating on shares of SolarEdge Technologies in a research report on Monday, December 29th. Finally, Jefferies Financial Group reissued an “underperform” rating on shares of SolarEdge Technologies in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Buy rating, sixteen have given a Hold rating and seven have assigned a Sell rating to the stock. According to MarketBeat, SolarEdge Technologies has a consensus rating of “Reduce” and a consensus target price of $27.04.

SolarEdge Technologies Price Performance

NASDAQ SEDG opened at $37.90 on Thursday. The company has a current ratio of 2.17, a quick ratio of 1.60 and a debt-to-equity ratio of 0.82. The company has a 50-day moving average price of $32.76 and a two-hundred day moving average price of $33.74. SolarEdge Technologies has a 52 week low of $11.00 and a 52 week high of $48.60. The stock 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 results on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.19) by $0.05. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%.The firm had revenue of $333.80 million for the quarter, compared to analysts’ expectations of $330.33 million. During the same quarter last year, the business posted ($3.52) EPS. SolarEdge Technologies’s revenue was up 70.9% on a year-over-year basis. Analysts forecast that SolarEdge Technologies will post -4.54 EPS for the current year.

Institutional Investors Weigh In On SolarEdge Technologies

Institutional investors and hedge funds have recently made changes to their positions in the stock. Public Sector Pension Investment Board grew its holdings in shares of 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 valued at $8,569,000 after acquiring an additional 30,264 shares in the last quarter. Phoenix Financial Ltd. bought a new stake in SolarEdge Technologies in the 2nd quarter worth approximately $216,000. Convergence Investment Partners LLC bought a new position in shares of SolarEdge Technologies during the 3rd quarter valued at $3,033,000. SG Americas Securities LLC lifted 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 buying an additional 38,511 shares during the period. Finally, Menora Mivtachim Holdings LTD. increased its stake in shares of SolarEdge Technologies by 213.4% during the second 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 in the last quarter. Institutional investors and hedge funds own 95.10% of the company’s stock.

Trending Headlines about SolarEdge Technologies

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

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.