TD Cowen Forecasts Strong Price Appreciation for SolarEdge Technologies (NASDAQ:SEDG) Stock

SolarEdge Technologies (NASDAQ:SEDG) had its target price increased by stock analysts at TD Cowen from $38.00 to $43.00 in a research report issued to clients and investors on Thursday, MarketBeat Ratings reports. The firm presently has a “buy” rating on the semiconductor company’s stock. TD Cowen’s price objective suggests a potential upside of 13.46% from the company’s current price.

Other equities analysts also recently issued research reports about the company. Barclays lifted 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. BMO Capital Markets upped their price target on shares of SolarEdge Technologies from $19.00 to $25.00 and gave the stock an “underperform” rating in a research report on Thursday, November 6th. Weiss Ratings reissued a “sell (d-)” rating on shares of SolarEdge Technologies in a report on Monday, December 29th. Citigroup dropped their target price 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. Finally, Morgan Stanley upgraded shares of SolarEdge Technologies from an “underweight” rating to an “equal weight” rating and upped their target price for the stock from $27.00 to $33.00 in a research report on Tuesday, December 16th. One equities research analyst has rated the stock with a Buy rating, sixteen have given a Hold rating and seven have given a Sell rating to the company’s stock. According to MarketBeat.com, SolarEdge Technologies currently has a consensus rating of “Reduce” and an average target price of $27.04.

SolarEdge Technologies Price Performance

NASDAQ:SEDG opened at $37.90 on Thursday. The company has a quick ratio of 1.60, a current ratio of 2.17 and a debt-to-equity ratio of 0.82. The firm has a market cap of $2.27 billion, a PE ratio of -5.51 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 company’s 50-day moving average price is $32.76 and its two-hundred day moving average price is $33.74.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share 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 net margin of 34.23% and a negative return on equity of 45.54%. The company’s revenue was up 70.9% on a year-over-year basis. During the same quarter last year, the business posted ($3.52) earnings per share. On average, equities analysts anticipate 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 boosted its position in SolarEdge Technologies by 15.0% during 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 purchasing an additional 30,264 shares during the last quarter. Phoenix Financial Ltd. bought a new stake in shares of SolarEdge Technologies during the 2nd quarter worth approximately $216,000. Convergence Investment Partners LLC acquired a new stake in shares of SolarEdge Technologies in the 3rd quarter valued at approximately $3,033,000. SG Americas Securities LLC boosted its holdings in shares of SolarEdge Technologies by 59.7% in the 3rd 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 last quarter. Finally, Menora Mivtachim Holdings LTD. grew its stake in shares of 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 valued at $30,409,000 after buying an additional 1,015,017 shares in the last quarter. Institutional investors own 95.10% of the company’s stock.

Key Stories Impacting 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

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.