Northland Securities Weighs in on SEDG FY2026 Earnings

Key Points

• Northland Securities lowered its FY2026 estimate for SolarEdge to a loss of $1.62 per share from $1.58, below the broader consensus estimate of a $1.21 loss. It projects a FY2027 loss of $2.33 per share.
• Analyst views remain cautious overall: MarketBeat reports 2 Buy, 11 Hold and 5 Sell ratings, with an average rating of “Reduce” and an average price target of $36.93.
• SolarEdge reported quarterly EPS of $0.29, beating the $0.04 consensus, while revenue of $325.4 million fell slightly short of estimates and declined 4.2% year over year.

SolarEdge Technologies, Inc. (NASDAQ:SEDG - Free Report) - Research analysts at Northland Securities cut their FY2026 earnings estimates for shares of SolarEdge Technologies in a note issued to investors on Wednesday, November 4th. Northland Securities analyst G. Richard now anticipates that the semiconductor company will earn ($1.62) per share for the year, down from their prior estimate of ($1.58). The consensus estimate for SolarEdge Technologies' current full-year earnings is ($1.21) per share. Northland Securities also issued estimates for SolarEdge Technologies' Q4 2026 earnings at ($0.72) EPS, Q1 2027 earnings at ($0.71) EPS, Q2 2027 earnings at ($0.63) EPS, Q3 2027 earnings at ($0.54) EPS, Q4 2027 earnings at ($0.46) EPS and FY2027 earnings at ($2.33) EPS.

Several other research analysts have also issued reports on SEDG. Weiss Ratings upgraded shares of SolarEdge Technologies from a "sell (e+)" rating to a "sell (d-)" rating in a research report on Friday, October 2nd. TD Cowen decreased their target price on shares of SolarEdge Technologies from $85.00 to $75.00 and set a "buy" rating for the company in a report on Monday, July 20th. Royal Bank Of Canada dropped their target price on shares of SolarEdge Technologies from $30.00 to $25.00 and set a "sector perform" rating on the stock in a research report on Friday, November 6th. The Goldman Sachs Group cut their price target on shares of SolarEdge Technologies from $29.00 to $25.00 and set a "sell" rating on the stock in a report on Thursday, November 5th. Finally, UBS Group raised SolarEdge Technologies from a "neutral" rating to a "buy" rating and increased their price objective for the stock from $36.00 to $42.00 in a research note on Wednesday, August 26th. 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 stock. According to MarketBeat.com, the company presently has an average rating of "Reduce" and an average price target of $36.93.

SolarEdge Technologies Price Performance

NASDAQ:SEDG opened at $26.67 on Thursday. The business's 50-day moving average price is $32.34 and its 200 day moving average price is $42.01. The firm has a market cap of $1.65 billion, a P/E ratio of -7.02 and a beta of 1.31. The company has a quick ratio of 1.40, a current ratio of 2.12 and a debt-to-equity ratio of 0.83. SolarEdge Technologies has a 52-week low of $25.25 and a 52-week high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last posted its quarterly earnings data on Wednesday, November 4th. The semiconductor company reported $0.29 EPS for the quarter, beating analysts' consensus estimates of $0.04 by $0.25. The business had revenue of $325.40 million for the quarter, compared to analyst estimates of $326.78 million. SolarEdge Technologies had a negative net margin of 17.34% and a negative return on equity of 19.80%. The business's revenue for the quarter was down 4.2% on a year-over-year basis. During the same quarter last year, the business earned ($0.31) earnings per share.

Institutional Trading of SolarEdge Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SEDG. Allworth Financial LP bought a new position in SolarEdge Technologies during the second quarter worth $31,000. Edmond DE Rothschild Holding S.A. acquired a new stake in SolarEdge Technologies during the third quarter valued at approximately $32,000. Nykredit A S acquired a new stake in SolarEdge Technologies in the 2nd quarter valued at $36,000. State of Wyoming grew its holdings in shares of SolarEdge Technologies by 32.9% in the 1st quarter. State of Wyoming now owns 1,237 shares of the semiconductor company's stock worth $63,000 after purchasing an additional 306 shares during the last quarter. Finally, Public Employees Retirement System of Ohio bought a new stake in SolarEdge Technologies during the second quarter worth about $72,000. Institutional investors and hedge funds own 95.10% of the company's stock.

About SolarEdge Technologies

SolarEdge Technologies develops smart energy technologies for residential, commercial and utility-scale applications. Founded in 2006, the company is known for its DC-optimized inverter system, which combines power optimizers with inverters to help manage solar energy production at the panel level. Its product portfolio includes solar inverters and power optimizers, energy storage systems, monitoring and energy-management software, electric-vehicle charging equipment and related services. These offerings are designed to support the generation, storage and use of electricity from solar and other energy sources.

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