SolarEdge Technologies (NASDAQ:SEDG) Stock Price Expected to Rise, The Goldman Sachs Group Analyst Says

SolarEdge Technologies (NASDAQ:SEDG) had its price target raised by stock analysts at The Goldman Sachs Group from $32.00 to $36.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. The Goldman Sachs Group’s price objective would suggest a potential downside of 5.01% from the stock’s previous close.

Other research analysts also recently issued reports about the stock. Wells Fargo & Company reduced their target price on shares of SolarEdge Technologies from $42.00 to $33.00 and set an “equal weight” rating for the company in a research report on Friday, December 19th. Royal Bank Of Canada dropped their price objective on SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating on the stock in a research note on Thursday. BMO Capital Markets increased their price objective on SolarEdge Technologies from $19.00 to $25.00 and gave the company an “underperform” rating in a report on Thursday, November 6th. Citigroup decreased their target price on SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating for the company in a research report on Thursday, December 18th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of SolarEdge Technologies in a research report on Monday, December 29th. One research analyst has rated the stock with a Buy rating, sixteen have given a Hold rating and seven have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Reduce” and an average target price of $27.04.

SolarEdge Technologies Trading Up 8.4%

Shares of SolarEdge Technologies stock opened at $37.90 on Thursday. The firm has a market cap of $2.27 billion, a PE ratio of -5.51 and a beta of 1.66. SolarEdge Technologies has a 1 year low of $11.00 and a 1 year high of $48.60. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.17 and a quick ratio of 1.60. The stock has a fifty day moving average price of $32.76 and a 200-day moving average price of $33.74.

SolarEdge Technologies (NASDAQ:SEDG) last issued its quarterly 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 net margin of 34.23% and a negative return on equity of 45.54%. The company had revenue of $333.80 million for the quarter, compared to the consensus estimate of $330.33 million. During the same period in the previous year, the firm earned ($3.52) EPS. The firm’s quarterly revenue was up 70.9% on a year-over-year basis. Equities research analysts anticipate that SolarEdge Technologies will post -4.54 EPS for the current year.

Institutional Trading of SolarEdge Technologies

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

Trending Headlines about 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.