Jefferies Financial Group Upgrades SolarEdge Technologies (NASDAQ:SEDG) to “Hold”

SolarEdge Technologies (NASDAQ:SEDG) was upgraded by research analysts at Jefferies Financial Group from an “underperform” rating to a “hold” rating in a report released on Friday, Marketbeat Ratings reports. The firm currently has a $49.00 price objective on the semiconductor company’s stock, up from their prior price objective of $30.00. Jefferies Financial Group’s target price suggests a potential downside of 5.10% from the stock’s current price.

Several other equities analysts have also issued reports on SEDG. Royal Bank Of Canada decreased their price target 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, February 19th. Citigroup decreased their price objective on SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating on the stock in a report on Thursday, December 18th. Morgan Stanley increased their target price on SolarEdge Technologies from $33.00 to $40.00 and gave the stock an “equal weight” rating in a report on Thursday, February 19th. TD Cowen lifted 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, February 19th. Finally, Raymond James Financial initiated coverage on SolarEdge Technologies in a research note on Tuesday, January 13th. They issued a “market perform” rating on the stock. One equities research analyst has rated the stock with a Buy rating, eighteen have assigned a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Reduce” and a consensus target price of $29.09.

SolarEdge Technologies Trading Up 13.1%

NASDAQ SEDG opened at $51.64 on Friday. The company has a 50-day moving average of $36.60 and a 200-day moving average of $35.17. The company has a market cap of $3.12 billion, a P/E ratio of -7.51 and a beta of 1.62. SolarEdge Technologies has a 12 month low of $11.00 and a 12 month high of $53.28. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.17 and a quick ratio of 1.48.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings results 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 company had revenue of $333.80 million for the quarter, compared to analysts’ expectations of $330.33 million. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%.The firm’s revenue was up 70.9% on a year-over-year basis. During the same quarter in the prior year, the company earned ($3.52) earnings per share. As a group, equities analysts predict that SolarEdge Technologies will post -4.54 earnings per share for the current year.

Institutional Investors Weigh In On SolarEdge Technologies

Hedge funds have recently added to or reduced their stakes in the business. Goldman Sachs Group Inc. raised its position in shares of SolarEdge Technologies by 8.7% in the first quarter. Goldman Sachs Group Inc. now owns 997,962 shares of the semiconductor company’s stock valued at $16,147,000 after buying an additional 79,461 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of SolarEdge Technologies by 1.0% during the 2nd quarter. Geode Capital Management LLC now owns 749,589 shares of the semiconductor company’s stock worth $15,295,000 after purchasing an additional 7,552 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its position in shares of SolarEdge Technologies by 9.3% during the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 15,159 shares of the semiconductor company’s stock worth $309,000 after purchasing an additional 1,291 shares during the last quarter. Ensign Peak Advisors Inc raised its holdings in SolarEdge Technologies by 15.0% in the 2nd quarter. Ensign Peak Advisors Inc now owns 25,641 shares of the semiconductor company’s stock valued at $523,000 after buying an additional 3,350 shares during the period. Finally, Entropy Technologies LP lifted its position in SolarEdge Technologies by 89.0% in the second quarter. Entropy Technologies LP now owns 69,406 shares of the semiconductor company’s stock valued at $1,416,000 after buying an additional 32,690 shares during the last quarter. 95.10% of the stock is owned by hedge funds and other institutional investors.

SolarEdge Technologies News Summary

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

• Positive Sentiment: Analyst upgrade and macro catalyst: Jefferies raised its rating (from underperform to hold) and highlighted that renewed volatility in European energy prices tied to the Middle East conflict could lift demand for solar systems, a direct tailwind for SolarEdge. That note — echoed by other firms — is a primary reason for today’s rally. Jefferies Sees Energy Price Volatility Reviving Solar Demand
• Positive Sentiment: Product expansion in Europe: SolarEdge launched its next‑generation Nexis residential solar + storage platform in Germany (commercial availability), which could accelerate European residential orders and higher‑margin system sales if uptake is solid. SolarEdge Nexis Launch in Germany
• Positive Sentiment: Strong market interest / options flow: Unusually large call buying and elevated trading volume today point to speculative bullish positioning and short‑term momentum among traders (18,513 calls traded; ~86% above average call volume), amplifying the price move.
• Neutral Sentiment: Sector context — mixed fundamentals: Canadian Solar reported a wider Q4 loss and revenue miss, showing module/shipments pressure in parts of the supply chain; the sector is reacting to both positive demand signals and ongoing margin/volume headwinds. Canadian Solar Q4 Loss Wider
• Neutral Sentiment: Recent earnings backdrop: SolarEdge beat the last quarter’s EPS estimate modestly and reported strong year‑over‑year revenue growth, which helped rebuild confidence after prior large losses — but analysts still model negative full‑year EPS.
• Negative Sentiment: Management turnover: The CFO departure creates short‑term execution/visibility risk until a replacement is named, a potential overhang for some investors. SolarEdge Reports Departure of CFO
• Negative Sentiment: Valuation caution: Even with upgrades, some analysts note much of the upside may already be priced in and the new targets sit near current levels, implying limited near‑term upside and higher risk if demand doesn’t accelerate. Analyst Note / Price Target Context

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.