SolarEdge Technologies, Inc. $SEDG Shares Bought by Barclays PLC

Barclays PLC increased its holdings in SolarEdge Technologies, Inc. (NASDAQ:SEDG) by 52.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 757,186 shares of the semiconductor company’s stock after buying an additional 259,741 shares during the quarter. Barclays PLC owned about 1.27% of SolarEdge Technologies worth $28,016,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of SEDG. Public Sector Pension Investment Board raised its holdings in shares of SolarEdge Technologies by 15.0% in the 3rd quarter. Public Sector Pension Investment Board now owns 231,604 shares of the semiconductor company’s stock worth $8,569,000 after purchasing an additional 30,264 shares in the last quarter. Convergence Investment Partners LLC acquired a new position in shares of SolarEdge Technologies in the 3rd quarter valued at about $3,033,000. SG Americas Securities LLC grew 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 purchasing an additional 38,511 shares in the last quarter. Menora Mivtachim Holdings LTD. grew its position in 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. Finally, PGGM Investments acquired a new position in SolarEdge Technologies in the 3rd quarter valued at approximately $24,438,000. 95.10% of the stock is 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: Bank of America upgraded SEDG to Neutral from Underperform and more than doubled its price target to $40, citing stabilized revenue and liquidity — a catalyst for the intraday rally. Why Is SolarEdge (SEDG) Stock Soaring Today
• Positive Sentiment: Street commentary (Seeking Alpha) echoed BofA’s view that revenue, margins and liquidity appear to have stabilized, which reduces downside risk from near-term cash/earnings concerns. SolarEdge surges as BofA upgrades saying revenue and liquidity have stabilized
• Neutral Sentiment: SolarEdge confirmed the CFO’s planned exit but said first-quarter guidance remains intact and the board has begun a replacement search — this reduces immediate operational concern but leaves strategic/financial execution uncertainty until a successor is named. SolarEdge Stock Falls After CFO Exit Announcement
• Negative Sentiment: The CFO departure was characterized as a surprise by some outlets and triggered after-hours selling, increasing short-term volatility and investor uncertainty about near-term financial leadership. SEDG stock falls after-hours amid surprise departure of CFO
• Negative Sentiment: CFO Asaf Alperovitz is leaving to take a CFO role at ICL (effective mid‑June). Even though he’s expected to remain through a transition, departure of a finance chief to an external role raises questions on succession timing and any near-term strategic changes. SolarEdge Announces Departure of CFO

SolarEdge Technologies Price Performance

Shares of SolarEdge Technologies stock opened at $36.09 on Thursday. The firm has a market cap of $2.18 billion, a P/E ratio of -5.25 and a beta of 1.62. The firm’s 50-day simple moving average is $34.95 and its 200-day simple moving average is $34.69. SolarEdge Technologies, Inc. has a twelve month low of $11.00 and a twelve month high of $48.60. The company has a debt-to-equity ratio of 0.82, a quick ratio of 1.48 and a current ratio of 2.17.

SolarEdge Technologies (NASDAQ:SEDG) last released 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. 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 during the quarter, compared to analyst estimates of $330.33 million. During the same period in the prior year, the company posted ($3.52) earnings per share. The business’s revenue for the quarter was up 70.9% compared to the same quarter last year. As a group, research analysts expect that SolarEdge Technologies, Inc. will post -4.54 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on SEDG. UBS Group reduced their target price on shares of SolarEdge Technologies from $40.00 to $36.00 and set a “neutral” rating for the company in a research note on Monday, March 2nd. Royal Bank Of Canada dropped their price target on shares of SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating on the stock in a research note on Thursday, February 19th. Jefferies Financial Group restated an “underperform” rating on shares of SolarEdge Technologies in a report on Wednesday, January 21st. Weiss Ratings reissued a “sell (d-)” rating on shares of SolarEdge Technologies in a report on Monday, December 29th. Finally, The Goldman Sachs Group raised their price objective on SolarEdge Technologies from $32.00 to $36.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. One equities research analyst has rated the stock with a Buy rating, seventeen have given a Hold rating and seven have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, SolarEdge Technologies has a consensus rating of “Reduce” and a consensus price target of $27.68.

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.