Royal Bank Of Canada Has Lowered Expectations for SolarEdge Technologies (NASDAQ:SEDG) Stock Price

SolarEdge Technologies (NASDAQ:SEDG) had its price objective decreased by research analysts at Royal Bank Of Canada from $30.00 to $24.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “sector perform” rating on the semiconductor company’s stock. Royal Bank Of Canada’s price objective points to a potential downside of 24.43% from the stock’s current price.

Several other research firms have also commented on SEDG. Weiss Ratings raised shares of SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 24th. Barclays cut their target price on shares of SolarEdge Technologies from $53.00 to $37.00 and set an “equal weight” rating for the company in a research report on Thursday. Susquehanna reduced their target price on shares of SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating for the company in a report on Thursday. JPMorgan Chase & Co. lifted their price target on shares of SolarEdge Technologies from $32.00 to $35.00 and gave the stock a “neutral” rating in a research note on Thursday, April 16th. Finally, UBS Group boosted their price objective on shares of SolarEdge Technologies from $36.00 to $41.00 and gave the company a “neutral” rating in a research report on Thursday, May 7th. One analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, SolarEdge Technologies currently has a consensus rating of “Reduce” and an average price target of $36.20.

SolarEdge Technologies Stock Performance

Shares of SEDG opened at $31.76 on Thursday. The firm has a market capitalization of $1.95 billion, a P/E ratio of -7.06 and a beta of 1.49. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.36. SolarEdge Technologies has a one year low of $24.01 and a one year high of $81.25. The business has a fifty day moving average of $53.17 and a 200 day moving average of $46.64.

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

Institutional Trading of SolarEdge Technologies

A number of hedge funds and other institutional investors have recently modified their holdings of the company. State of Wyoming bought a new stake in shares of SolarEdge Technologies during the 4th quarter valued at $27,000. Rakuten Securities Inc. boosted its holdings in SolarEdge Technologies by 82.1% in the 4th quarter. Rakuten Securities Inc. now owns 958 shares of the semiconductor company’s stock worth $28,000 after buying an additional 432 shares during the period. Kestra Advisory Services LLC bought a new position in SolarEdge Technologies in the 4th quarter worth $31,000. Canada Pension Plan Investment Board purchased a new stake in SolarEdge Technologies in the 2nd quarter worth $35,000. Finally, Altshuler Shaham Ltd purchased a new stake in SolarEdge Technologies in the 4th quarter worth $36,000. 95.10% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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 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.