BlueCrest Capital Management Ltd Makes New Investment in SolarEdge Technologies, Inc. $SEDG

Key Points

• BlueCrest Capital Management purchased a new stake of 68,832 shares in SolarEdge (NASDAQ:SEDG) during Q3, worth approximately $2.55 million and representing about 0.12% of the company.
• Analysts are mixed but the consensus rating is Reduce with a consensus price target of $27.68, amid divergent recent actions from firms including TD Cowen, Morgan Stanley, Citigroup and Bank of America.
• SolarEdge beat estimates with ($0.14) EPS and $333.8M revenue (+70.9% YoY) last quarter, but remains unprofitable (net margin -34.23%, ROE -45.54%), with a market cap near $2.26B and a 52‑week range of $11.00–$48.60.

BlueCrest Capital Management Ltd acquired a new position in SolarEdge Technologies, Inc. (NASDAQ:SEDG - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 68,832 shares of the semiconductor company's stock, valued at approximately $2,547,000. BlueCrest Capital Management Ltd owned 0.12% of SolarEdge Technologies as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Accent Capital Management LLC purchased a new stake in SolarEdge Technologies in the 3rd quarter worth approximately $25,000. Hantz Financial Services Inc. lifted its holdings in SolarEdge Technologies by 352.5% during the third quarter. Hantz Financial Services Inc. now owns 733 shares of the semiconductor company's stock valued at $27,000 after purchasing an additional 571 shares in the last quarter. Whittier Trust Co. bought a new position in shares of SolarEdge Technologies in the third quarter worth approximately $27,000. Canada Pension Plan Investment Board bought a new position in shares of SolarEdge Technologies in the second quarter worth approximately $35,000. Finally, Tower Research Capital LLC TRC increased its stake in shares of SolarEdge Technologies by 28.7% in the second quarter. Tower Research Capital LLC TRC now owns 2,481 shares of the semiconductor company's stock worth $51,000 after purchasing an additional 553 shares in the last quarter. 95.10% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. Jefferies Financial Group restated an "underperform" rating on shares of SolarEdge Technologies in a research report on Wednesday, January 21st. Citigroup cut their price target on SolarEdge Technologies from $30.00 to $29.00 and set a "sell" rating for the company in a research note on Thursday, December 18th. TD Cowen raised their price target on SolarEdge Technologies from $38.00 to $43.00 and gave the company a "buy" rating in a report on Thursday, February 19th. Morgan Stanley boosted their price objective on SolarEdge Technologies from $33.00 to $40.00 and gave the company an "equal weight" rating in a research report on Thursday, February 19th. Finally, Bank of America raised SolarEdge Technologies from an "underperform" rating to a "neutral" rating and upped their price objective for the stock from $17.00 to $40.00 in a research note on Tuesday, March 10th. One equities research analyst has rated the stock with a Buy rating, seventeen have issued a Hold rating and seven have given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Reduce" and a consensus price target of $27.68.

SolarEdge Technologies Stock Performance

Shares of NASDAQ SEDG opened at $37.44 on Friday. The company has a market cap of $2.26 billion, a P/E ratio of -5.44 and a beta of 1.62. SolarEdge Technologies, Inc. has a 52-week low of $11.00 and a 52-week high of $48.60. 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's fifty day moving average is $35.20 and its two-hundred day moving average is $34.74.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last released its quarterly earnings data on Wednesday, February 18th. The semiconductor company reported ($0.14) EPS for the quarter, beating the consensus estimate of ($0.19) by $0.05. The business had revenue of $333.80 million during the quarter, compared to the consensus estimate of $330.33 million. SolarEdge Technologies had a negative net margin of 34.23% and a negative return on equity of 45.54%. The business's revenue was up 70.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned ($3.52) EPS. As a group, analysts anticipate that SolarEdge Technologies, Inc. will post -4.54 EPS for the current fiscal year.

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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