Dimensional Fund Advisors LP Acquires 236,176 Shares of SolarEdge Technologies, Inc. $SEDG

Key Points

• Dimensional Fund Advisors increased its SolarEdge stake by 303.2% in the first quarter, acquiring 236,176 additional shares for a total of 314,066 shares valued at approximately $16.0 million. Institutional investors collectively own 95.1% of the company.
• SolarEdge reported quarterly revenue of $309.9 million, up 41.5% year over year, but its adjusted loss of $0.43 per share missed analyst expectations. The company remains unprofitable, with a negative net margin of 20.29%.
• Analyst sentiment remains cautious: 12 analysts rate the stock Hold and six rate it Sell, producing a consensus “Reduce” rating and an average price target of $36.20. Recent reports also raised concerns about weaker-than-expected forward revenue guidance and the pace of recovery.

Dimensional Fund Advisors LP raised its stake in SolarEdge Technologies, Inc. (NASDAQ:SEDG - Free Report) by 303.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 314,066 shares of the semiconductor company's stock after acquiring an additional 236,176 shares during the period. Dimensional Fund Advisors LP owned approximately 0.52% of SolarEdge Technologies worth $16,031,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in SEDG. Oregon Public Employees Retirement Fund increased its holdings in SolarEdge Technologies by 2.2% during the 4th quarter. Oregon Public Employees Retirement Fund now owns 13,677 shares of the semiconductor company's stock valued at $395,000 after purchasing an additional 300 shares during the period. Rakuten Securities Inc. boosted its holdings in SolarEdge Technologies by 82.1% in the fourth quarter. Rakuten Securities Inc. now owns 958 shares of the semiconductor company's stock valued at $28,000 after acquiring an additional 432 shares in the last quarter. Tidal Investments LLC increased its position in SolarEdge Technologies by 1.2% during the 2nd quarter. Tidal Investments LLC now owns 42,411 shares of the semiconductor company's stock valued at $865,000 after purchasing an additional 484 shares during the period. Tower Research Capital LLC TRC raised its holdings in SolarEdge Technologies by 28.7% in the 2nd 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. Finally, State of Alaska Department of Revenue lifted its position in shares of SolarEdge Technologies by 1.9% in the 4th quarter. State of Alaska Department of Revenue now owns 30,449 shares of the semiconductor company's stock worth $878,000 after purchasing an additional 572 shares during the period. 95.10% of the stock is owned by institutional investors.

SolarEdge Technologies Stock Performance

Shares of SEDG stock opened at $31.76 on Friday. The company has a market capitalization of $1.95 billion, a price-to-earnings ratio of -7.06 and a beta of 1.49. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.36 and a current ratio of 2.03. SolarEdge Technologies, Inc. has a one year low of $24.01 and a one year high of $81.25. The company's 50-day moving average is $53.17 and its 200 day moving average is $46.64.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last issued its earnings results on Wednesday, May 6th. The semiconductor company reported ($0.43) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.23) by ($0.20). The firm had revenue of $309.90 million during the quarter, compared to the consensus estimate of $305.49 million. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The company's quarterly revenue was up 41.5% on a year-over-year basis. During the same quarter in the prior year, the company posted ($1.14) EPS. Sell-side analysts expect that SolarEdge Technologies, Inc. will post -1.1 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on SEDG shares. Wells Fargo & Company initiated coverage on shares of SolarEdge Technologies in a research report on Monday, June 29th. They set an "equal weight" rating and a $36.00 price target on the stock. The Goldman Sachs Group cut their price objective on SolarEdge Technologies from $34.00 to $30.00 and set a "sell" rating on the stock in a research report on Thursday. JPMorgan Chase & Co. upped their target price on SolarEdge Technologies from $32.00 to $35.00 and gave the stock a "neutral" rating in a report on Thursday, April 16th. Glj Research restated a "sell" rating on shares of SolarEdge Technologies in a research note on Thursday, June 11th. Finally, UBS Group upped their price target on SolarEdge Technologies from $36.00 to $41.00 and gave the stock a "neutral" rating in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Reduce" and an average price target of $36.20.

More SolarEdge Technologies News

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

• Positive Sentiment: SolarEdge reported second-quarter revenue of approximately $346 million, up 20% year over year, while gross margin expanded to 28.6% and the company returned to non-GAAP operating profitability. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: New U.S. import restrictions on certain China-linked polysilicon products lifted solar-sector sentiment in premarket trading. The policy could support domestic solar manufacturing and reduce competition, although SolarEdge’s direct benefit is limited because it primarily sells power-electronics and inverter products. Solar stocks shine after Trump extends China tariffs to polysilicon products
• Neutral Sentiment: Analyst sentiment is mixed. Barclays, Susquehanna and RBC lowered their price targets but retained neutral or equal-weight ratings, while Goldman Sachs cut its target to $30 and maintained a sell rating. The reductions reflect caution rather than a broad upgrade or downgrade consensus.
• Negative Sentiment: SolarEdge’s third-quarter revenue outlook fell short of Wall Street expectations, raising concerns that the recovery is stalling and prompting investors to reassess near-term demand and earnings prospects. SolarEdge sinks after Q3 revenue guidance misses expectations
• Negative Sentiment: The earnings beat did not prevent a selloff because forward guidance carries greater weight than the quarter’s headline results. Commentary described the shares as unattractive for dip buyers amid continued uncertainty over demand, profitability and the pace of recovery. SolarEdge Beat Q2 Earnings Estimates. SEDG Stock Plummeted Anyway.

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.

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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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