Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD Reduces Stock Position in SolarEdge Technologies, Inc. $SEDG

Key Points

• Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD reduced its SolarEdge stake by 15.3% in the second quarter, selling 100,175 shares and retaining 556,585 shares valued at approximately $32.5 million.
• Institutional ownership remains high at 95.1%, with several other investors—including UBS Group and Electron Capital Partners—substantially increasing their positions.
• Analyst sentiment is predominantly negative: SolarEdge has a consensus “Reduce” rating and a $36.20 target price, while shares remain well below their 50-day and 200-day moving averages despite recent revenue growth and a return to non-GAAP operating profitability.

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD cut its holdings in SolarEdge Technologies, Inc. (NASDAQ:SEDG - Free Report) by 15.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 556,585 shares of the semiconductor company's stock after selling 100,175 shares during the period. SolarEdge Technologies comprises about 1.3% of Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD's holdings, making the stock its 20th largest position. Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD owned 0.92% of SolarEdge Technologies worth $32,527,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. UBS Group AG boosted its position in shares of SolarEdge Technologies by 234.8% during the 3rd quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company's stock worth $131,517,000 after acquiring an additional 2,492,776 shares in the last quarter. Electron Capital Partners LLC raised its position in shares of SolarEdge Technologies by 107.8% during the 3rd quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company's stock worth $64,105,000 after acquiring an additional 898,802 shares in the last quarter. Meitav Investment House Ltd. lifted its stake in SolarEdge Technologies by 541.6% during the first quarter. Meitav Investment House Ltd. now owns 1,017,551 shares of the semiconductor company's stock worth $51,946,000 after purchasing an additional 858,954 shares during the last quarter. ION Fund Management Ltd purchased a new stake in SolarEdge Technologies during the fourth quarter worth approximately $22,965,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in SolarEdge Technologies in the third quarter valued at approximately $21,595,000. 95.10% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on SEDG. Weiss Ratings lowered shares of SolarEdge Technologies from a "sell (d-)" rating to a "sell (e+)" rating in a research note on Thursday, August 6th. The Goldman Sachs Group lowered their target price on shares of SolarEdge Technologies from $34.00 to $30.00 and set a "sell" rating for the company in a report on Thursday, August 6th. Wells Fargo & Company assumed coverage on shares of SolarEdge Technologies in a research report on Monday, June 29th. They issued an "equal weight" rating and a $36.00 target price on the stock. Deutsche Bank Aktiengesellschaft dropped their target price on shares of SolarEdge Technologies from $42.00 to $39.00 and set a "hold" rating on the stock in a research report on Thursday, May 7th. Finally, Glj Research reissued a "sell" rating on shares of SolarEdge Technologies in a research report on Thursday, June 11th. One equities research analyst has rated the stock with a Buy rating, eleven have issued a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Reduce" and a consensus target price of $36.20.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: SolarEdge reported year-over-year revenue growth in the second quarter and returned to non-GAAP operating profitability. Management cited improved operational efficiency, new product launches and stronger demand for energy-storage systems, especially in Europe. The 5 Most Interesting Analyst Questions From SolarEdge’s Q2 Earnings Call
• Positive Sentiment: Northland Securities modestly improved its SolarEdge 2026 EPS forecast to a loss of $1.44 per share from a loss of $1.49, and raised its fourth-quarter 2027 estimate to a loss of $0.04 from $0.05. These changes suggest some confidence in longer-term cost improvements. SolarEdge Technologies analyst estimates
• Neutral Sentiment: Analyst sentiment remains mixed. A broader review of technology stocks highlighted differing views on SolarEdge’s outlook, while Northland’s estimates imply a gradual improvement but continued annual losses through 2027. Analysts’ Opinions Are Mixed on These Technology Stocks
• Negative Sentiment: Despite the improved quarter, the market reacted negatively because near-term profitability remains uncertain. Northland reduced its EPS forecasts for the third quarter of 2026, fourth quarter of 2026, second and third quarters of 2027, and full-year 2027. Its FY2027 estimate moved to a loss of $0.72 per share from $0.63, reinforcing concerns that the turnaround will take time.
• Negative Sentiment: SolarEdge’s shares remain well below their 50-day and 200-day moving averages, reflecting weak investor confidence following the company’s prolonged losses and challenging solar-market conditions.

SolarEdge Technologies Price Performance

Shares of NASDAQ SEDG opened at $32.42 on Friday. The stock has a fifty day moving average price of $49.12 and a 200 day moving average price of $46.60. SolarEdge Technologies, Inc. has a 1-year low of $25.12 and a 1-year high of $81.25. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.38. The company has a market cap of $1.99 billion, a PE ratio of -7.20 and a beta of 1.49.

SolarEdge Technologies 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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