SolarEdge Technologies (NASDAQ:SEDG) Hits New 1-Year High After Analyst Upgrade

SolarEdge Technologies, Inc. (NASDAQ:SEDG) hit a new 52-week high during trading on Friday after Jefferies Financial Group upgraded the stock from an underperform rating to a hold rating. Jefferies Financial Group now has a $49.00 price target on the stock, up from their previous price target of $30.00. SolarEdge Technologies traded as high as $51.00 and last traded at $49.8520, with a volume of 853789 shares. The stock had previously closed at $45.66.

SEDG has been the topic of a number of other research reports. Barclays raised their price target on shares of SolarEdge Technologies from $36.00 to $39.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. Royal Bank Of Canada dropped their target price 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. Weiss Ratings reissued a “sell (d-)” rating on shares of SolarEdge Technologies in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft reduced their price target on SolarEdge Technologies from $35.00 to $33.00 and set a “hold” rating on the stock in a report on Friday, February 20th. Finally, UBS Group lowered their price target on SolarEdge Technologies from $40.00 to $36.00 and set a “neutral” rating for the company in a research report on Monday, March 2nd. One research analyst has rated the stock with a Buy rating, eighteen have given a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Reduce” and a consensus target price of $29.09.

More SolarEdge Technologies News

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Public Sector Pension Investment Board lifted its stake 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 valued at $8,569,000 after purchasing an additional 30,264 shares during the period. Convergence Investment Partners LLC purchased a new stake in SolarEdge Technologies in the third quarter worth $3,033,000. SG Americas Securities LLC raised its holdings 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 worth $3,812,000 after purchasing an additional 38,511 shares in the last quarter. Aquatic Capital Management LLC raised its holdings in SolarEdge Technologies by 1,282.8% in the third quarter. Aquatic Capital Management LLC now owns 125,473 shares of the semiconductor company’s stock worth $4,643,000 after purchasing an additional 116,399 shares in the last quarter. Finally, Menora Mivtachim Holdings LTD. lifted 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 buying an additional 1,015,017 shares during the period. Hedge funds and other institutional investors own 95.10% of the company’s stock.

SolarEdge Technologies Trading Up 13.1%

The stock has a market cap of $3.12 billion, a P/E ratio of -7.51 and a beta of 1.62. The company has a current ratio of 2.17, a quick ratio of 1.48 and a debt-to-equity ratio of 0.82. The stock’s fifty day moving average price is $36.60 and its 200 day moving average price is $35.14.

SolarEdge Technologies (NASDAQ:SEDG) last issued its quarterly earnings results 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 net margin of 34.23% and a negative return on equity of 45.54%. The company had revenue of $333.80 million during the quarter, compared to analyst estimates of $330.33 million. During the same period last year, the business earned ($3.52) EPS. SolarEdge Technologies’s quarterly revenue was up 70.9% compared to the same quarter last year. Equities research analysts expect that SolarEdge Technologies, Inc. will post -4.54 earnings per share for the current year.

About SolarEdge Technologies

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.