SolarEdge Technologies (NASDAQ:SEDG) Price Target Raised to $36.00 at The Goldman Sachs Group

SolarEdge Technologies (NASDAQ:SEDG) had its price target upped by investment analysts at The Goldman Sachs Group from $32.00 to $36.00 in a research report issued to clients and 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 upside of 5.60% from the company’s previous close.

Several other research firms have also recently weighed in on SEDG. TD Cowen increased their price objective on SolarEdge Technologies from $38.00 to $43.00 and gave the company a “buy” rating in a research report on Thursday. Wells Fargo & Company decreased their target price on SolarEdge Technologies from $42.00 to $33.00 and set an “equal weight” rating on the stock in a research report on Friday, December 19th. Jefferies Financial Group restated an “underperform” rating on shares of SolarEdge Technologies in a research note on Wednesday, January 21st. Morgan Stanley upgraded SolarEdge Technologies from an “underweight” rating to an “equal weight” rating and raised their target price for the stock from $27.00 to $33.00 in a research report on Tuesday, December 16th. Finally, Royal Bank Of Canada dropped their price objective on SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating for the company in a research note on Thursday. One investment analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and eight have assigned a Sell rating to the stock. Based on data from MarketBeat, SolarEdge Technologies presently has an average rating of “Reduce” and a consensus price target of $25.81.

SolarEdge Technologies Stock Performance

SEDG stock traded down $1.01 during mid-day trading on Thursday, reaching $34.09. 2,058,596 shares of the stock traded hands, compared to its average volume of 2,995,234. The firm has a market capitalization of $2.04 billion, a PE ratio of -3.53 and a beta of 1.66. The business has a 50-day moving average of $32.53 and a two-hundred day moving average of $33.65. SolarEdge Technologies has a 52 week low of $11.00 and a 52 week high of $48.60. The company has a quick ratio of 1.60, a current ratio of 2.28 and a debt-to-equity ratio of 0.78.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported ($0.14) EPS 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 business had revenue of $333.80 million for the quarter, compared to analyst estimates of $330.33 million. During the same period in the previous year, the company posted ($3.52) earnings per share. The firm’s revenue for the quarter was up 70.9% on a year-over-year basis. As a group, equities analysts predict that SolarEdge Technologies will post -4.54 EPS for the current fiscal year.

Institutional Investors Weigh In On SolarEdge Technologies

A number of hedge funds have recently added to or reduced their stakes in the stock. Oregon Public Employees Retirement Fund lifted its stake in shares of SolarEdge Technologies by 2.2% in the 4th quarter. Oregon Public Employees Retirement Fund now owns 13,677 shares of the semiconductor company’s stock valued at $395,000 after purchasing an additional 300 shares during the period. GAMMA Investing LLC boosted its holdings in SolarEdge Technologies by 5.1% during the third quarter. GAMMA Investing LLC now owns 6,207 shares of the semiconductor company’s stock worth $230,000 after buying an additional 302 shares during the last quarter. Resona Asset Management Co. Ltd. increased its stake in shares of SolarEdge Technologies by 6.7% in the 2nd quarter. Resona Asset Management Co. Ltd. now owns 6,472 shares of the semiconductor company’s stock valued at $128,000 after acquiring an additional 404 shares during the last quarter. Rakuten Securities Inc. raised its holdings in SolarEdge Technologies by 82.1% in the fourth quarter. Rakuten Securities Inc. now owns 958 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 432 shares during the period. Finally, Tidal Investments LLC boosted its position in shares of SolarEdge Technologies by 1.2% during the second quarter. Tidal Investments LLC now owns 42,411 shares of the semiconductor company’s stock worth $865,000 after purchasing an additional 484 shares in the last quarter. Institutional investors own 95.10% of the company’s stock.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: Q4 results beat revenue and EPS estimates and showed strong recovery: revenue rose ~70.9% year‑over‑year and EPS (loss of $0.14) beat consensus. The company also reported improving shipments and cash flow. BusinessWire: Q4 & full‑year results
• Positive Sentiment: Management outlined 2026 margin‑expansion targets, a global rollout of the Nexis product line, and advancement of an AI/data‑center power strategy — initiatives that support higher long‑term margins and new TAM. Seeking Alpha: Strategy & margin targets
• Positive Sentiment: Analyst upgrade/target lift: TD Cowen raised its price target from $38 to $43 and maintained a Buy, implying meaningful upside versus recent levels (supports upside from analysts).
• Neutral Sentiment: Q1 2026 revenue guidance was issued in a $290M–$320M range (consensus ≈ $292M), so guidance broadly matches expectations but is wide — reduces surprise risk.
• Neutral Sentiment: Multiple published transcripts and writeups provide color for investors assessing forward cadence and margins. MSN: Q4 earnings call transcript Seeking Alpha: Quarter recap (Hold)
• Positive Sentiment: Unusual options activity: elevated call buying suggests some traders positioned for upside after earnings.
• Negative Sentiment: Short‑term pullback driven by profit‑taking / “priced‑in” sentiment — some investors sold after the strong run into earnings, which analysts and commentary flagged as the reason for the drop. InsiderMonkey: Earnings priced in
• Negative Sentiment: Company still reports negative net margin and ROE and consensus expects FY losses (sell‑side aggregate EPS outlook remains negative), which keeps longer‑term profitability questions in focus.

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.