SolarEdge Technologies (NASDAQ:SEDG) Stock Price Up 11.9% on Analyst Upgrade

Shares of SolarEdge Technologies, Inc. (NASDAQ:SEDG) shot up 11.9% on Friday after Morgan Stanley raised their price target on the stock from $33.00 to $40.00. Morgan Stanley currently has an equal weight rating on the stock. SolarEdge Technologies traded as high as $36.93 and last traded at $39.1190. 388,813 shares changed hands during trading, a decline of 87% from the average session volume of 2,954,940 shares. The stock had previously closed at $34.96.

A number of other research analysts have also recently weighed in on the stock. Jefferies Financial Group restated an “underperform” rating on shares of SolarEdge Technologies in a research note on Wednesday, January 21st. Citigroup dropped their price objective on shares of SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating for the company in a research note on Thursday, December 18th. BMO Capital Markets upped their price target on shares of SolarEdge Technologies from $19.00 to $25.00 and gave the stock an “underperform” rating in a report on Thursday, November 6th. Royal Bank Of Canada lowered their price objective on shares of SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating for the company in a research note on Thursday. Finally, Wells Fargo & Company lowered their target price on SolarEdge Technologies from $42.00 to $33.00 and set an “equal weight” rating for the company in a report on Friday, December 19th. One analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and seven have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average price target of $26.90.

Key SolarEdge Technologies News

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

• Positive Sentiment: Q4 beat — SolarEdge reported EPS of ($0.14) vs. consensus ($0.19) and revenue of $333.8M (above estimates); shipments and cash flow improved, driving the near-term rally. Read More.
• Positive Sentiment: 2026 margin expansion & product rollout — management outlined margin-expansion targets, a global Nexis rollout and advancement of an AI/data-center power strategy, which supports medium-term profitability expectations. Read More.
• Positive Sentiment: Bullish analyst action — TD Cowen raised its price target to $43 with a Buy rating (largest upside among recent changes), signaling confidence from at least one major shop. (Coverage note: other analysts moved differently.)
• Positive Sentiment: Unusually high call-option activity — traders bought ~14,496 call contracts (≈25% above average), indicating speculative bullish positioning that can amplify intraday upside. Read More.
• Neutral Sentiment: Q1 guide roughly in line — management gave revenue guidance of $290M–$320M versus Street ~$292.1M, so guidance is broadly consistent with expectations (limits surprise). Read More.
• Neutral Sentiment: Goldman Sachs raised its target to $36 but kept a Neutral rating — a modest constructive signal but not a full endorsement. Read More.
• Negative Sentiment: RBC trimmed its target from $34 to $32 (sector perform) — a headwind that reflects some analyst caution on near-term upside. Read More.
• Negative Sentiment: Some profit-taking priced in — shares earlier dipped ~5.5% as investors had front-loaded expectations for a strong quarter, suggesting upside may be partially exhausted after the beat. Read More.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of SEDG. Oregon Public Employees Retirement Fund lifted its position in SolarEdge Technologies by 2.2% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 13,677 shares of the semiconductor company’s stock valued at $395,000 after buying an additional 300 shares during the last quarter. GAMMA Investing LLC increased its holdings in SolarEdge Technologies by 5.1% during the 3rd quarter. GAMMA Investing LLC now owns 6,207 shares of the semiconductor company’s stock worth $230,000 after purchasing an additional 302 shares during the period. Resona Asset Management Co. Ltd. raised its position in 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 purchasing an additional 404 shares in the last quarter. Rakuten Securities Inc. boosted its stake in shares of SolarEdge Technologies by 82.1% in the 4th quarter. Rakuten Securities Inc. now owns 958 shares of the semiconductor company’s stock valued at $28,000 after buying an additional 432 shares during the period. Finally, Tidal Investments LLC grew 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 buying an additional 484 shares in the last quarter. Institutional investors and hedge funds own 95.10% of the company’s stock.

SolarEdge Technologies Price Performance

The stock’s 50 day moving average is $32.59 and its two-hundred day moving average is $33.66. The stock has a market capitalization of $2.34 billion, a PE ratio of -5.65 and a beta of 1.66. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.17 and a quick ratio of 1.60.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported ($0.14) 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 analysts’ expectations of $330.33 million. During the same quarter in the previous year, the business posted ($3.52) EPS. The firm’s revenue was up 70.9% on a year-over-year basis. As a group, sell-side analysts forecast that SolarEdge Technologies, Inc. will post -4.54 earnings per share for the current fiscal 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.