SolarEdge Technologies (NASDAQ:SEDG) Given New $43.00 Price Target at TD Cowen

SolarEdge Technologies (NASDAQ:SEDG) had its price objective boosted by TD Cowen from $38.00 to $43.00 in a research note released on Thursday, Marketbeat Ratings reports. TD Cowen currently has a buy rating on the semiconductor company’s stock.

A number of other research analysts have also recently commented on SEDG. BMO Capital Markets increased their target price 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. Raymond James Financial started coverage on shares of SolarEdge Technologies in a research report on Tuesday, January 13th. They set a “market perform” rating for the company. Royal Bank Of Canada raised their target price on shares of SolarEdge Technologies from $25.00 to $34.00 and gave the company a “sector perform” rating in a research report on Thursday, November 6th. The Goldman Sachs Group decreased their target price on shares of SolarEdge Technologies from $36.00 to $31.00 and set a “neutral” rating on the stock in a research note on Thursday, December 18th. Finally, Morgan Stanley upgraded SolarEdge Technologies from an “underweight” rating to an “equal weight” rating and increased their price target for the company from $27.00 to $33.00 in a research note on Tuesday, December 16th. One research analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and seven have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $26.57.

SolarEdge Technologies Stock Down 0.4%

NASDAQ SEDG opened at $34.96 on Thursday. The business has a fifty day moving average price of $32.59 and a two-hundred day moving average price of $33.66. 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 has a fifty-two week low of $11.00 and a fifty-two week high of $48.60. The stock has a market capitalization of $2.09 billion, a PE ratio of -5.08 and a beta of 1.66.

SolarEdge Technologies (NASDAQ:SEDG) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.19) by $0.05. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%.The company had revenue of $333.80 million for the quarter, compared to analyst estimates of $330.33 million. During the same quarter last year, the company posted ($3.52) EPS. The company’s revenue for the quarter was up 70.9% compared to the same quarter last year. Equities analysts expect that SolarEdge Technologies will post -4.54 earnings per share for the current fiscal year.

Institutional Trading of SolarEdge Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Accent Capital Management LLC bought a new stake in shares of SolarEdge Technologies in the 3rd quarter valued at about $25,000. Whittier Trust Co. acquired a new position in shares of SolarEdge Technologies in the third quarter worth approximately $27,000. Hantz Financial Services Inc. boosted its holdings in SolarEdge Technologies by 352.5% in the third quarter. Hantz Financial Services Inc. now owns 733 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 571 shares during the last quarter. State of Wyoming acquired a new stake in SolarEdge Technologies during the 4th quarter valued at approximately $27,000. Finally, Saranac Partners Ltd bought a new position in SolarEdge Technologies during the 3rd quarter worth approximately $28,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

SolarEdge Technologies News Roundup

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

• Positive Sentiment: Solid Q4 results — SolarEdge reported Q4 revenue up ~70.9% YoY and narrowed its loss (EPS -$0.14 vs. -$0.19 estimate), with management pointing to improving shipments and cash flow. This is the core catalyst that initially lifted the stock after the print. Earnings Press Release
• Positive Sentiment: Company outlook and strategic initiatives — SolarEdge outlined 2026 margin-expansion targets, a global rollout for its Nexis product and progress on an AI/data-center power strategy, which support higher-margin growth expectations over time. Strategy Article
• Positive Sentiment: Bullish analyst move — TD Cowen raised its price target from $38 to $43 and set a “buy” rating, representing material upside vs. the current price and adding institutional support for upside.
• Neutral Sentiment: Guidance and transcript — SolarEdge provided Q1 revenue guidance in a $290M–$320M range (near consensus), and the full earnings-call transcript is available for detail; guidance was not aggressively above expectations, tempering enthusiasm. Earnings Coverage Call Transcript
• Neutral Sentiment: Valuation checks — Post-earnings pieces reviewed valuation after the recovery and guidance; these analyses may keep some investors on the sidelines until clearer margin delivery is visible. Valuation Article
• Negative Sentiment: Profit-taking / earnings already priced in — Market reaction included a notable intraday dip, with commentary that strong results had been largely priced in, leading to a pullback despite the beat. Price Action Article
• Negative Sentiment: Mixed analyst pressure — Royal Bank of Canada cut its price target to $32 (sector perform), and Goldman Sachs left a neutral stance while only modestly raising its PT to $36, creating uneven sell-side signals that weigh on conviction. Analyst Notes
• Negative Sentiment: Ongoing profitability concerns — Despite revenue growth, SolarEdge still shows negative net margins and return on equity, and the street models expect losses for the year, which keeps longer-term valuation questions in play.

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.