SolarEdge Technologies Sees Unusually High Options Volume (NASDAQ:SEDG)

SolarEdge Technologies, Inc. (NASDAQ:SEDG) was the recipient of some unusual options trading activity on Wednesday. Investors bought 14,496 call options on the company. This represents an increase of approximately 25% compared to the average daily volume of 11,567 call options.

Trending Headlines about SolarEdge Technologies

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

• Positive Sentiment: Q4 results beat expectations: revenue rose ~70.9% YoY to $333.8M and EPS loss narrowed to ($0.14), beating estimates — signals revenue recovery and improving operating performance. SolarEdge Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Management outlined 2026 margin-expansion targets, a global rollout for its Nexis product and an AI data-center power strategy — strategic moves that could drive higher long-term margins and new revenue streams. SolarEdge outlines 2026 margin expansion targets and Nexis global rollout while advancing AI
• Positive Sentiment: Q1 revenue guidance band ($290M–$320M) implies a midpoint above consensus, suggesting modest near-term demand stability despite seasonality. SolarEdge Technologies Inc (SEDG) Q4 2025 Earnings Call Highlights: Robust Revenue Growth Amid …
• Positive Sentiment: Elevated call-option buying activity shows increased bullish/speculative interest from traders, which can amplify short-term upside if sentiment flips.
• Neutral Sentiment: Management hosted an earnings call with detailed remarks and Q&A (transcript available) — useful for parsing assumptions behind guidance and margin targets. SolarEdge Technologies, Inc. (SEDG) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Operational indicators (shipments, cash flow) reportedly improved, supporting the recovery story but not yet translating into sustained GAAP profitability. SolarEdge Technologies Q4 Earnings Top Estimates, Revenues Rise Y/Y
• Negative Sentiment: Profitability remains a key concern: the company still reports a large negative net margin and negative ROE, and analysts model a deeply negative FY EPS — reasons investors may be selling into the rally. SolarEdge Press Release PDF

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Public Sector Pension Investment Board lifted its holdings in shares of SolarEdge Technologies by 15.0% in the third quarter. Public Sector Pension Investment Board now owns 231,604 shares of the semiconductor company’s stock worth $8,569,000 after acquiring an additional 30,264 shares during the last quarter. Phoenix Financial Ltd. acquired a new position in SolarEdge Technologies during the 2nd quarter worth approximately $216,000. Convergence Investment Partners LLC bought a new position in SolarEdge Technologies in the 3rd quarter valued at approximately $3,033,000. SG Americas Securities LLC boosted its position in SolarEdge Technologies by 59.7% in the third 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 in the last quarter. Finally, Menora Mivtachim Holdings LTD. grew its stake in shares of 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 worth $30,409,000 after buying an additional 1,015,017 shares during the last quarter. 95.10% of the stock is owned by institutional investors.

SolarEdge Technologies Stock Performance

Shares of NASDAQ SEDG opened at $35.10 on Thursday. The company has a debt-to-equity ratio of 0.78, a current ratio of 2.28 and a quick ratio of 1.60. The firm has a market cap of $2.10 billion, a price-to-earnings ratio of -3.63 and a beta of 1.66. The stock’s fifty day moving average price is $32.53 and its two-hundred day moving average price is $33.65. SolarEdge Technologies has a one year low of $11.00 and a one year high of $48.60.

SolarEdge Technologies (NASDAQ:SEDG) last posted its earnings results on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.19) by $0.05. SolarEdge Technologies had a negative return on equity of 77.21% and a negative net margin of 53.65%.The company had revenue of $333.80 million during the quarter, compared to the consensus estimate of $330.33 million. During the same quarter last year, the firm earned ($3.52) earnings per share. The company’s revenue was up 70.9% on a year-over-year basis. On average, equities analysts forecast that SolarEdge Technologies will post -4.54 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on SEDG shares. Raymond James Financial began coverage on shares of SolarEdge Technologies in a report on Tuesday, January 13th. They issued a “market perform” rating on the stock. Royal Bank Of Canada upped their price objective on SolarEdge Technologies from $25.00 to $34.00 and gave the company a “sector perform” rating in a research note on Thursday, November 6th. TD Cowen upgraded SolarEdge Technologies from a “hold” rating to a “buy” rating and lifted their target price for the stock from $34.00 to $38.00 in a research note on Friday, January 9th. Wells Fargo & Company dropped their price target on SolarEdge Technologies from $42.00 to $33.00 and set an “equal weight” rating on the stock in a research note on Friday, December 19th. Finally, BMO Capital Markets raised their price target on SolarEdge Technologies from $19.00 to $25.00 and gave the company an “underperform” rating in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Buy rating, sixteen have given a Hold rating and eight have assigned a Sell rating to the company’s stock. According to MarketBeat.com, SolarEdge Technologies currently has a consensus rating of “Reduce” and a consensus price target of $25.45.

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.