SolarEdge Technologies (NASDAQ:SEDG) Cut to Sell at The Goldman Sachs Group

The Goldman Sachs Group cut shares of SolarEdge Technologies (NASDAQ:SEDG) from a neutral rating to a sell rating in a research report sent to investors on Tuesday morning, MarketBeat Ratings reports. They currently have $31.00 target price on the semiconductor company’s stock, down from their previous target price of $36.00.

Several other research firms also recently commented on SEDG. Wells Fargo & Company boosted their target price on shares of SolarEdge Technologies from $33.00 to $36.00 and gave the stock an “equal weight” rating in a research report on Friday, February 20th. Royal Bank Of Canada cut 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 report on Thursday, February 19th. Morgan Stanley lifted their price objective on shares of SolarEdge Technologies from $33.00 to $40.00 and gave the company an “equal weight” rating in a research note on Thursday, February 19th. Citigroup decreased their price objective on shares of SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating for the company in a report on Thursday, December 18th. Finally, TD Cowen increased 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. One equities research analyst has rated the stock with a Buy rating, seventeen have given a Hold rating and seven have issued a Sell rating to the stock. Based on data from MarketBeat, SolarEdge Technologies currently has a consensus rating of “Reduce” and a consensus price target of $29.86.

SolarEdge Technologies Stock Up 2.9%

SEDG opened at $38.91 on Tuesday. The company has a market capitalization of $2.37 billion, a PE ratio of -5.66 and a beta of 1.35. 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 has a fifty-two week low of $11.45 and a fifty-two week high of $53.75. The business has a 50-day moving average of $41.27 and a 200-day moving average of $36.75.

SolarEdge Technologies (NASDAQ:SEDG) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported ($0.14) EPS for the quarter. SolarEdge Technologies had a negative net margin of 34.23% and a negative return on equity of 45.54%. The firm had revenue of $333.80 million during the quarter. Equities research analysts forecast that SolarEdge Technologies will post -4.54 EPS for the current fiscal year.

Institutional Trading of SolarEdge Technologies

A number of institutional investors and hedge funds have recently modified their holdings of the company. Goldman Sachs Group Inc. grew its stake in SolarEdge Technologies by 8.7% in the 1st 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. First Trust Advisors LP lifted its position in SolarEdge Technologies by 2.8% during the 2nd quarter. First Trust Advisors LP now owns 560,585 shares of the semiconductor company’s stock worth $11,436,000 after acquiring an additional 15,333 shares during the last quarter. The Manufacturers Life Insurance Company boosted its holdings in SolarEdge Technologies by 4.6% during the second quarter. The Manufacturers Life Insurance Company now owns 16,023 shares of the semiconductor company’s stock valued at $327,000 after acquiring an additional 700 shares during the period. Bayesian Capital Management LP bought a new stake in SolarEdge Technologies during the second quarter valued at about $206,000. Finally, Canada Pension Plan Investment Board acquired a new stake in shares of SolarEdge Technologies in the second quarter valued at about $35,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting SolarEdge Technologies

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

• Positive Sentiment: JPMorgan raised its price target on SEDG from $32 to $35 while keeping a “neutral” rating — the lift in target signals a modestly improved analyst view of near-term fundamentals and likely helped support buying interest. JPMorgan raises price target to $35 (Benzinga)
• Positive Sentiment: A bullish Seeking Alpha feature highlights SolarEdge’s 200% rally over 12 months, cites benefits from shifting production to the U.S., IRA tax-credit tailwinds, improving margins (Q4 2025 gross margin ~22%) and returning to free-cash-flow positive — a narrative that supports a constructive medium-term thesis despite balance-sheet considerations. SolarEdge Technologies: Up 200% In 12 Months And Room For More Ahead
• Positive Sentiment: Zacks published a style-score/momentum piece highlighting SEDG as a strong momentum stock, which can attract momentum-focused flows and short-term buyers. Here’s Why SolarEdge Technologies (SEDG) is a Strong Momentum Stock
• Neutral Sentiment: Reports that China may consider limits on exports of advanced solar technologies to the U.S. create a mixed picture for solar names: supply-chain disruption could benefit companies with U.S. manufacturing but hurt those dependent on Chinese supply — impact on SEDG depends on product-specific exposure and mitigation. Which Solar Stocks Are Rising And Falling As China Considers Export Ban?
• Negative Sentiment: Goldman Sachs cut SEDG from “neutral” to “sell” and lowered its price target to $31 (from $36), citing overly high expectations — a downgrade that brings downside to consensus sentiment and likely contributed to recent selling pressure. SolarEdge cut to Sell at Goldman Sachs as expectations appear too high
• Negative Sentiment: Recent market reports show SEDG experienced a steep intraday/overnight drop (about a double-digit percentage move reported last session), reflecting acute investor reaction to the downgrade and driving heightened volatility. SolarEdge Technologies (SEDG) Stock Slides as Market Rises: Facts to Know Before You Trade

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.