What is Northland Securities’ Estimate for SEDG Q2 Earnings?

SolarEdge Technologies, Inc. (NASDAQ:SEDG) – Research analysts at Northland Securities issued their Q2 2027 earnings estimates for SolarEdge Technologies in a research note issued on Thursday, February 19th. Northland Securities analyst G. Richard forecasts that the semiconductor company will earn ($0.20) per share for the quarter. The consensus estimate for SolarEdge Technologies’ current full-year earnings is ($4.54) per share.

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, topping the consensus estimate of ($0.19) by $0.05. The firm had revenue of $333.80 million during the quarter, compared to the consensus estimate of $330.33 million. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%.The company’s quarterly revenue was up 70.9% compared to the same quarter last year. During the same period in the previous year, the firm posted ($3.52) EPS.

A number of other analysts have also recently commented on the company. Royal Bank Of Canada dropped their price objective on SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating for the company in a research report on Thursday. Deutsche Bank Aktiengesellschaft decreased their price target on shares of SolarEdge Technologies from $35.00 to $33.00 and set a “hold” rating on the stock in a research note on Friday. Weiss Ratings reiterated a “sell (d-)” rating on shares of SolarEdge Technologies in a report on Monday, December 29th. UBS Group upped their price objective on shares of SolarEdge Technologies from $30.00 to $40.00 and gave the company a “neutral” rating in a research note on Friday, November 14th. Finally, TD Cowen raised their target price on shares of SolarEdge Technologies from $38.00 to $43.00 and gave the stock a “buy” rating in a research report on Thursday. One investment analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and seven have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Reduce” and an average price target of $27.28.

SolarEdge Technologies Stock Performance

SolarEdge Technologies stock opened at $37.90 on Monday. SolarEdge Technologies has a fifty-two week low of $11.00 and a fifty-two week high of $48.60. The company has a market capitalization of $2.27 billion, a price-to-earnings ratio of -5.51 and a beta of 1.66. The stock has a fifty day moving average of $32.76 and a two-hundred day moving average of $33.85. The company has a debt-to-equity ratio of 0.82, a quick ratio of 1.48 and a current ratio of 2.17.

Institutional Trading of SolarEdge Technologies

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Accent Capital Management LLC acquired a new position in SolarEdge Technologies in the third quarter valued at $25,000. Whittier Trust Co. purchased a new position in shares of SolarEdge Technologies in the 3rd quarter worth about $27,000. Hantz Financial Services Inc. lifted its stake in shares of SolarEdge Technologies by 352.5% in the 3rd quarter. Hantz Financial Services Inc. now owns 733 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 571 shares in the last quarter. State of Wyoming purchased a new stake in shares of SolarEdge Technologies during the 4th quarter worth about $27,000. Finally, Saranac Partners Ltd purchased a new position in SolarEdge Technologies in the third quarter valued at approximately $28,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines 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.