Mizuho Issues Positive Forecast for SolarEdge Technologies (NASDAQ:SEDG) Stock Price

Key Points

• Mizuho raised SolarEdge’s price target from $38 to $40 while maintaining a “neutral” rating, implying 14.04% upside from the prior close. The broader analyst consensus remains “Reduce,” with an average target of $39.47.
• SolarEdge’s latest quarter exceeded expectations, reporting $0.05 in EPS versus a $0.02 loss estimate and $346.2 million in revenue, up 19.6% year over year. However, the company remains unprofitable, with a negative net margin of 20.29%.
• The stock traded at $35.08 and has fallen significantly from its 52-week high of $81.25. Institutional investors and hedge funds own approximately 95.1% of the shares.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) had its price target upped by research analysts at Mizuho from $38.00 to $40.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has a "neutral" rating on the semiconductor company's stock. Mizuho's target price indicates a potential upside of 14.04% from the company's previous close.

SEDG has been the subject of a number of other reports. UBS Group raised SolarEdge Technologies from a "neutral" rating to a "buy" rating and raised their price target for the company from $36.00 to $42.00 in a report on Wednesday, August 26th. TD Cowen reduced their price objective on SolarEdge Technologies from $85.00 to $75.00 and set a "buy" rating on the stock in a research note on Monday, July 20th. Glj Research restated a "sell" rating on shares of SolarEdge Technologies in a report on Thursday, June 11th. Wells Fargo & Company started coverage on SolarEdge Technologies in a report on Monday, June 29th. They issued an "equal weight" rating and a $36.00 price target for the company. Finally, Royal Bank Of Canada upped their price target on shares of SolarEdge Technologies from $24.00 to $30.00 and gave the stock a "sector perform" rating in a research report on Friday. Two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Reduce" and an average price target of $39.47.

SolarEdge Technologies Price Performance

SEDG stock traded down $1.68 during trading on Friday, hitting $35.08. 2,850,857 shares of the stock traded hands, compared to its average volume of 3,478,551. The stock has a market cap of $2.16 billion, a price-to-earnings ratio of -7.80 and a beta of 1.44. SolarEdge Technologies has a one year low of $28.21 and a one year high of $81.25. The company has a current ratio of 2.03, a quick ratio of 1.38 and a debt-to-equity ratio of 0.85. The company has a 50 day simple moving average of $40.18 and a 200 day simple moving average of $46.40.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share for the quarter, topping the consensus estimate of ($0.02) by $0.07. SolarEdge Technologies had a negative net margin of 20.29% and a negative return on equity of 29.17%. The company had revenue of $346.20 million during the quarter, compared to analyst estimates of $341.15 million. During the same quarter last year, the business posted ($0.81) earnings per share. The company's revenue was up 19.6% on a year-over-year basis. Equities analysts expect that SolarEdge Technologies will post -1.23 EPS for the current fiscal year.

Institutional Trading of SolarEdge Technologies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Handelsbanken Fonder AB grew its holdings in shares of SolarEdge Technologies by 28.6% during the fourth quarter. Handelsbanken Fonder AB now owns 846,148 shares of the semiconductor company's stock worth $24,411,000 after buying an additional 188,086 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd bought a new stake in SolarEdge Technologies in the 2nd quarter valued at approximately $55,514,000. Bank of America Corp DE boosted its position in SolarEdge Technologies by 218.6% during the 1st quarter. Bank of America Corp DE now owns 404,297 shares of the semiconductor company's stock worth $20,639,000 after acquiring an additional 277,385 shares during the last quarter. ING Groep NV acquired a new position in SolarEdge Technologies during the 4th quarter worth approximately $13,848,000. Finally, Kingsview Wealth Management LLC bought a new position in shares of SolarEdge Technologies during the 4th quarter worth approximately $957,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: SolarEdge outlined a long-term plan targeting approximately $2.4 billion in revenue by 2029, while highlighting its expansion beyond solar into power infrastructure for artificial-intelligence and hyperscale data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: The company said its medium-voltage-to-800-volt direct-current conversion stage for AI data centers is operating under load and published an 800 VDC protection framework jointly with NVIDIA. It also expanded its collaboration with Infineon on solid-state circuit breakers, supporting its potential participation in a growing data-center power market. SolarEdge NVIDIA 800 VDC framework SolarEdge Infineon collaboration
• Neutral Sentiment: SolarEdge’s fiscal 2026 revenue outlook of roughly $1.3 billion was broadly in line with consensus, offering limited evidence of a near-term earnings surprise. The available update did not provide a usable EPS forecast, and fiscal 2029 EPS guidance was also not specified.
• Negative Sentiment: Royal Bank of Canada raised its price target from $24 to $30 but maintained a “sector perform” rating. The new target still implied roughly 15% downside from the quoted share price, reinforcing concerns that the investor-day growth opportunities may take time to translate into shareholder returns.
• Negative Sentiment: The stock declined after the investor day despite the NVIDIA announcement, suggesting investors focused more on the in-line near-term outlook and the time required to commercialize the data-center opportunity than on the strategic partnerships.

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.

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