Dimensional Fund Advisors LP Increases Holdings in SolarEdge Technologies, Inc. $SEDG

Dimensional Fund Advisors LP raised its position in SolarEdge Technologies, Inc. (NASDAQ:SEDG) by 303.2% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 314,066 shares of the semiconductor company’s stock after acquiring an additional 236,176 shares during the quarter. Dimensional Fund Advisors LP’s holdings in SolarEdge Technologies were worth $16,031,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of SEDG. Oregon Public Employees Retirement Fund grew its position in shares of SolarEdge Technologies by 2.2% during the 4th quarter. Oregon Public Employees Retirement Fund now owns 13,677 shares of the semiconductor company’s stock valued at $395,000 after acquiring an additional 300 shares during the period. Rakuten Securities Inc. lifted its position in SolarEdge Technologies by 82.1% during the fourth quarter. Rakuten Securities Inc. now owns 958 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 432 shares in the last quarter. Tidal Investments LLC lifted its position in SolarEdge Technologies by 1.2% during the second quarter. Tidal Investments LLC now owns 42,411 shares of the semiconductor company’s stock valued at $865,000 after purchasing an additional 484 shares in the last quarter. Tower Research Capital LLC TRC grew its holdings in SolarEdge Technologies by 28.7% during the second quarter. Tower Research Capital LLC TRC now owns 2,481 shares of the semiconductor company’s stock valued at $51,000 after purchasing an additional 553 shares during the period. Finally, State of Alaska Department of Revenue grew its holdings in SolarEdge Technologies by 1.9% during the fourth quarter. State of Alaska Department of Revenue now owns 30,449 shares of the semiconductor company’s stock valued at $878,000 after purchasing an additional 572 shares during the period. 95.10% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about SolarEdge Technologies

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

• Positive Sentiment: SolarEdge reported second-quarter revenue of approximately $346 million, up 20% year over year, while gross margin expanded to 28.6% and the company returned to non-GAAP operating profitability. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: New U.S. import restrictions on certain China-linked polysilicon products lifted solar-sector sentiment in premarket trading. The policy could support domestic solar manufacturing and reduce competition, although SolarEdge’s direct benefit is limited because it primarily sells power-electronics and inverter products. Solar stocks shine after Trump extends China tariffs to polysilicon products
• Neutral Sentiment: Analyst sentiment is mixed. Barclays, Susquehanna and RBC lowered their price targets but retained neutral or equal-weight ratings, while Goldman Sachs cut its target to $30 and maintained a sell rating. The reductions reflect caution rather than a broad upgrade or downgrade consensus.
• Negative Sentiment: SolarEdge’s third-quarter revenue outlook fell short of Wall Street expectations, raising concerns that the recovery is stalling and prompting investors to reassess near-term demand and earnings prospects. SolarEdge sinks after Q3 revenue guidance misses expectations
• Negative Sentiment: The earnings beat did not prevent a selloff because forward guidance carries greater weight than the quarter’s headline results. Commentary described the shares as unattractive for dip buyers amid continued uncertainty over demand, profitability and the pace of recovery. SolarEdge Beat Q2 Earnings Estimates. SEDG Stock Plummeted Anyway.

SolarEdge Technologies Price Performance

Shares of NASDAQ:SEDG opened at $31.76 on Friday. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.36 and a current ratio of 2.03. The firm has a market cap of $1.95 billion, a price-to-earnings ratio of -7.06 and a beta of 1.49. The firm has a fifty day moving average price of $53.17 and a 200 day moving average price of $46.64. SolarEdge Technologies, Inc. has a fifty-two week low of $24.01 and a fifty-two week high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG) last released its quarterly earnings data on Wednesday, May 6th. The semiconductor company reported ($0.43) EPS for the quarter, missing the consensus estimate of ($0.23) by ($0.20). SolarEdge Technologies had a negative net margin of 20.29% and a negative return on equity of 29.17%. The company had revenue of $309.90 million for the quarter, compared to the consensus estimate of $305.49 million. During the same period last year, the company earned ($1.14) EPS. The firm’s revenue for the quarter was up 41.5% on a year-over-year basis. As a group, sell-side analysts expect that SolarEdge Technologies, Inc. will post -1.1 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

SEDG has been the topic of several recent research reports. Citigroup decreased their price objective on SolarEdge Technologies from $30.00 to $27.00 and set a “sell” rating on the stock in a research note on Thursday, May 7th. Royal Bank Of Canada cut their price objective on SolarEdge Technologies from $30.00 to $24.00 and set a “sector perform” rating for the company in a research note on Thursday. The Goldman Sachs Group decreased their target price on shares of SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating on the stock in a research note on Thursday. Glj Research reissued a “sell” rating on shares of SolarEdge Technologies in a research note on Thursday, June 11th. Finally, Deutsche Bank Aktiengesellschaft decreased their price objective on shares of SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating on the stock in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Buy rating, twelve have given a Hold rating and six have given a Sell rating to the stock. According to MarketBeat.com, SolarEdge Technologies has a consensus rating of “Reduce” and a consensus price target of $36.20.

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.