SolarEdge Technologies (NASDAQ:SEDG) Price Target Raised to $44.00

SolarEdge Technologies (NASDAQ:SEDG) had its target price increased by JPMorgan Chase & Co. from $37.00 to $44.00 in a research report sent to investors on Friday,Benzinga reports. They currently have a neutral rating on the semiconductor company’s stock.

A number of other research analysts have also weighed in on the company. Royal Bank Of Canada increased 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. The Goldman Sachs Group decreased their price objective on shares of SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating for the company in a research report on Thursday, August 6th. TD Cowen reduced their target price on SolarEdge Technologies from $85.00 to $75.00 and set a “buy” rating for the company in a research note on Monday, July 20th. Glj Research restated a “sell” rating on shares of SolarEdge Technologies in a research report on Thursday, June 11th. Finally, UBS Group raised SolarEdge Technologies from a “neutral” rating to a “buy” rating and increased their price objective for the company from $36.00 to $42.00 in a research note on Wednesday, August 26th. Two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Reduce” and a consensus target price of $39.00.

SolarEdge Technologies Stock Performance

SolarEdge Technologies stock opened at $34.68 on Friday. The stock has a 50-day moving average of $39.82 and a two-hundred day moving average of $46.37. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.38 and a current ratio of 2.03. SolarEdge Technologies has a one year low of $28.21 and a one year high of $81.25. The stock has a market cap of $2.13 billion, a PE ratio of -7.71 and a beta of 1.44.

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

Institutional Trading of SolarEdge Technologies

Several large investors have recently added to or reduced their stakes in the stock. California State Teachers Retirement System increased its stake in shares of SolarEdge Technologies by 5,939.4% in the 2nd quarter. California State Teachers Retirement System now owns 4,021,549 shares of the semiconductor company’s stock worth $235,019,000 after acquiring an additional 3,954,960 shares during the last quarter. UBS Group AG boosted its position in shares of 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 last quarter. Legal & General Group Plc acquired a new position in shares of SolarEdge Technologies during the 2nd quarter valued at about $76,095,000. Clal Insurance Enterprises Holdings Ltd purchased a new stake in shares of SolarEdge Technologies in the second quarter valued at about $55,514,000. Finally, Electron Capital Partners LLC grew its holdings in shares of SolarEdge Technologies by 107.8% in the third quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company’s stock valued at $64,105,000 after purchasing an additional 898,802 shares during the period. 95.10% of the stock is currently 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: 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.

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.