Traders Buy Large Volume of Call Options on SolarEdge Technologies (NASDAQ:SEDG)

SolarEdge Technologies, Inc. (NASDAQ:SEDG) was the target of unusually large options trading on Friday. Traders bought 16,722 call options on the stock. This represents an increase of approximately 36% compared to the typical daily volume of 12,262 call options.

SolarEdge Technologies Trading Down 5.6%

NASDAQ SEDG opened at $34.68 on Friday. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.38. The stock has a market capitalization of $2.13 billion, a P/E ratio of -7.71 and a beta of 1.44. The firm’s 50-day moving average is $39.82 and its two-hundred day moving average is $46.32. SolarEdge Technologies has a 12 month low of $28.21 and a 12 month high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG) last announced its quarterly earnings results on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.02) by $0.07. The business had revenue of $346.20 million during the quarter, compared to analysts’ expectations of $341.15 million. SolarEdge Technologies had a negative net margin of 20.29% and a negative return on equity of 29.17%. The business’s revenue for the quarter was up 19.6% on a year-over-year basis. During the same period last year, the business earned ($0.81) earnings per share. On average, sell-side analysts anticipate that SolarEdge Technologies will post -1.23 earnings per share for the current year.

Institutional Trading of SolarEdge Technologies

Several institutional investors have recently added to or reduced their stakes in SEDG. California State Teachers Retirement System lifted its stake in SolarEdge Technologies by 5,939.4% during the second quarter. California State Teachers Retirement System now owns 4,021,549 shares of the semiconductor company’s stock worth $235,019,000 after purchasing an additional 3,954,960 shares in the last quarter. UBS Group AG boosted its holdings in SolarEdge Technologies by 234.8% during the 3rd quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company’s stock valued at $131,517,000 after acquiring an additional 2,492,776 shares during the period. Vanguard Group Inc. boosted its holdings in SolarEdge Technologies by 5.5% during the 4th quarter. Vanguard Group Inc. now owns 3,368,073 shares of the semiconductor company’s stock valued at $97,169,000 after acquiring an additional 175,582 shares during the period. Invesco Ltd. grew its position in SolarEdge Technologies by 28.6% in the 4th quarter. Invesco Ltd. now owns 2,169,822 shares of the semiconductor company’s stock valued at $62,599,000 after acquiring an additional 483,052 shares in the last quarter. Finally, Electron Capital Partners LLC grew its position in SolarEdge Technologies by 107.8% in the 3rd quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company’s stock valued at $64,105,000 after acquiring an additional 898,802 shares in the last quarter. Institutional investors and hedge funds own 95.10% of the company’s stock.

More SolarEdge Technologies News

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

• Positive Sentiment: JPMorgan raised its price target from $37 to $44 while maintaining a neutral rating, citing potential upside relative to recent trading levels.
• Positive Sentiment: Mizuho lifted its target from $38 to $40 and kept a neutral rating, suggesting some analysts see value in the shares following their recent weakness.
• Positive Sentiment: SolarEdge’s Investor Day outlined a goal of approximately $2.4 billion in revenue by 2029, alongside plans to expand into power infrastructure for artificial-intelligence data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: The company advanced its collaboration with NVIDIA on an 800-volt direct-current framework for AI data centers and extended its Infineon partnership on solid-state protection technology. These initiatives could open a higher-growth market beyond residential solar. SolarEdge and NVIDIA 800 VDC framework
• Neutral Sentiment: RBC Capital Markets expects continued revenue and margin growth in SolarEdge’s core solar business, but maintained a sector-perform stance and raised its target only from $24 to $30—still below recent trading levels. RBC outlook for SolarEdge
• Neutral Sentiment: Unusually heavy call-option activity indicates increased speculative interest, but it does not establish a fundamental change in the company’s outlook.
• Negative Sentiment: Morgan Stanley cut its price target from $35 to $33 and maintained an equal-weight rating, signaling limited upside and ongoing concerns about execution or valuation.
• Negative Sentiment: The stock’s decline following Investor Day—despite the NVIDIA-related announcement—suggests investors may want more evidence that the data-center opportunity can translate into near-term revenue, margins, and earnings.

Analysts Set New Price Targets

A number of equities analysts have commented on SEDG shares. Weiss Ratings raised shares of SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Friday, August 21st. JPMorgan Chase & Co. increased their price target on shares of SolarEdge Technologies from $37.00 to $44.00 and gave the company a “neutral” rating in a research note on Friday. Glj Research restated a “sell” rating on shares of SolarEdge Technologies in a report on Thursday, June 11th. TD Cowen reduced their price target on shares of SolarEdge Technologies from $85.00 to $75.00 and set a “buy” rating on the stock in a research report on Monday, July 20th. Finally, Royal Bank Of Canada upped their price objective on SolarEdge Technologies from $24.00 to $30.00 and gave the company a “sector perform” rating in a report on Friday. Two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and an average price target of $39.00.

About SolarEdge Technologies

SolarEdge Technologies, Inc develops smart energy technology for solar power generation, energy storage and energy management. The company is best known for its DC-optimized inverter system, which uses power optimizers attached to individual solar modules to improve energy harvesting and provide module-level monitoring. Its platform is designed to support residential, commercial and utility-scale photovoltaic installations.

The company’s product portfolio includes power optimizers, inverters, monitoring and management software, batteries and energy storage systems, and related solutions for backup power and electric vehicle charging.