SolarEdge Technologies (NASDAQ:SEDG) Upgraded by Jefferies Financial Group to “Hold” Rating

Jefferies Financial Group upgraded shares of SolarEdge Technologies (NASDAQ:SEDG) from an underperform rating to a hold rating in a research note issued to investors on Friday morning, MarketBeat reports. The brokerage currently has $49.00 price objective on the semiconductor company’s stock, up from their prior price objective of $30.00.

Other equities research analysts also recently issued reports about the company. Deutsche Bank Aktiengesellschaft reduced their target price on SolarEdge Technologies from $35.00 to $33.00 and set a “hold” rating for the company in a report on Friday, February 20th. TD Cowen boosted their price objective on SolarEdge Technologies from $38.00 to $43.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. Raymond James Financial started coverage on shares of SolarEdge Technologies in a research note on Tuesday, January 13th. They set a “market perform” rating for the company. Weiss Ratings reissued a “sell (d-)” rating on shares of SolarEdge Technologies in a research report on Monday, December 29th. Finally, Wells Fargo & Company upped their price target on shares of SolarEdge Technologies from $33.00 to $36.00 and gave the company an “equal weight” rating in a research report on Friday, February 20th. One equities research analyst has rated the stock with a Buy rating, eighteen have assigned a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus target price of $29.09.

SolarEdge Technologies Trading Up 13.1%

SolarEdge Technologies stock opened at $51.64 on Friday. The company has a debt-to-equity ratio of 0.82, a quick ratio of 1.48 and a current ratio of 2.17. The firm has a market cap of $3.12 billion, a price-to-earnings ratio of -7.51 and a beta of 1.62. SolarEdge Technologies has a 1 year low of $11.00 and a 1 year high of $53.28. The firm’s 50 day moving average price is $36.60 and its two-hundred day moving average price is $35.14.

SolarEdge Technologies (NASDAQ:SEDG) last announced its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported ($0.14) EPS for the quarter, beating analysts’ consensus estimates of ($0.19) by $0.05. The company had revenue of $333.80 million during the quarter, compared to the consensus estimate of $330.33 million. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%.The company’s quarterly revenue was up 70.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($3.52) EPS. On average, research analysts predict that SolarEdge Technologies will post -4.54 EPS for the current fiscal year.

Institutional Investors Weigh In On SolarEdge Technologies

Several institutional investors have recently made changes to their positions in the company. Public Sector Pension Investment Board lifted its stake in SolarEdge Technologies by 15.0% in the third quarter. Public Sector Pension Investment Board now owns 231,604 shares of the semiconductor company’s stock valued at $8,569,000 after acquiring an additional 30,264 shares during the last quarter. Convergence Investment Partners LLC acquired a new position in shares of SolarEdge Technologies during the 3rd quarter worth $3,033,000. SG Americas Securities LLC increased its stake in shares of SolarEdge Technologies by 59.7% during the 3rd quarter. SG Americas Securities LLC now owns 103,033 shares of the semiconductor company’s stock worth $3,812,000 after purchasing an additional 38,511 shares during the last quarter. Aquatic Capital Management LLC raised its holdings in shares of SolarEdge Technologies by 1,282.8% during the 3rd quarter. Aquatic Capital Management LLC now owns 125,473 shares of the semiconductor company’s stock valued at $4,643,000 after purchasing an additional 116,399 shares in the last quarter. Finally, Menora Mivtachim Holdings LTD. raised its holdings in shares of SolarEdge Technologies by 213.4% during the 2nd quarter. Menora Mivtachim Holdings LTD. now owns 1,490,637 shares of the semiconductor company’s stock valued at $30,409,000 after purchasing an additional 1,015,017 shares in the last quarter. 95.10% of the stock is currently owned by institutional investors and hedge funds.

SolarEdge Technologies News Summary

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

• Positive Sentiment: Analyst upgrade and macro catalyst: Jefferies raised its rating (from underperform to hold) and highlighted that renewed volatility in European energy prices tied to the Middle East conflict could lift demand for solar systems, a direct tailwind for SolarEdge. That note — echoed by other firms — is a primary reason for today’s rally. Jefferies Sees Energy Price Volatility Reviving Solar Demand
• Positive Sentiment: Product expansion in Europe: SolarEdge launched its next‑generation Nexis residential solar + storage platform in Germany (commercial availability), which could accelerate European residential orders and higher‑margin system sales if uptake is solid. SolarEdge Nexis Launch in Germany
• Positive Sentiment: Strong market interest / options flow: Unusually large call buying and elevated trading volume today point to speculative bullish positioning and short‑term momentum among traders (18,513 calls traded; ~86% above average call volume), amplifying the price move.
• Neutral Sentiment: Sector context — mixed fundamentals: Canadian Solar reported a wider Q4 loss and revenue miss, showing module/shipments pressure in parts of the supply chain; the sector is reacting to both positive demand signals and ongoing margin/volume headwinds. Canadian Solar Q4 Loss Wider
• Neutral Sentiment: Recent earnings backdrop: SolarEdge beat the last quarter’s EPS estimate modestly and reported strong year‑over‑year revenue growth, which helped rebuild confidence after prior large losses — but analysts still model negative full‑year EPS.
• Negative Sentiment: Management turnover: The CFO departure creates short‑term execution/visibility risk until a replacement is named, a potential overhang for some investors. SolarEdge Reports Departure of CFO
• Negative Sentiment: Valuation caution: Even with upgrades, some analysts note much of the upside may already be priced in and the new targets sit near current levels, implying limited near‑term upside and higher risk if demand doesn’t accelerate. Analyst Note / Price Target Context

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.