Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management Sells 153,096 Shares of SolarEdge Technologies, Inc. $SEDG

Key Points

• Mivtachim cut its SolarEdge stake by 36%, selling 153,096 shares in the second quarter and retaining 271,886 shares worth approximately $15.9 million.
• Institutional ownership remains high at 95.1%, although investor activity is mixed: several funds increased their positions or initiated new stakes while Mivtachim reduced its holdings.
• Analyst sentiment is cautious, with a consensus “Reduce” rating and an average price target of $36.20. SolarEdge returned to non-GAAP operating profitability in the second quarter, but continued losses, uncertain near-term profitability and weak technical performance remain concerns.

Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management lowered its stake in SolarEdge Technologies, Inc. (NASDAQ:SEDG - Free Report) by 36.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 271,886 shares of the semiconductor company's stock after selling 153,096 shares during the period. SolarEdge Technologies accounts for 2.1% of Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management's holdings, making the stock its 13th largest holding. Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management owned approximately 0.45% of SolarEdge Technologies worth $15,889,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. UBS Group AG increased its holdings in shares of SolarEdge Technologies by 234.8% during the third quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company's stock worth $131,517,000 after buying an additional 2,492,776 shares in the last quarter. Electron Capital Partners LLC boosted its holdings 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 valued at $64,105,000 after acquiring an additional 898,802 shares in the last quarter. Meitav Investment House Ltd. boosted its holdings in shares of SolarEdge Technologies by 541.6% during the 1st quarter. Meitav Investment House Ltd. now owns 1,017,551 shares of the semiconductor company's stock valued at $51,946,000 after acquiring an additional 858,954 shares in the last quarter. ION Fund Management Ltd bought a new stake in SolarEdge Technologies during the 4th quarter worth $22,965,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in SolarEdge Technologies during the 3rd quarter worth $21,595,000. Institutional investors own 95.10% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on SEDG shares. TD Cowen lowered their target price on SolarEdge Technologies from $85.00 to $75.00 and set a "buy" rating for the company in a report on Monday, July 20th. Wells Fargo & Company began coverage on SolarEdge Technologies in a report on Monday, June 29th. They set an "equal weight" rating and a $36.00 price target on the stock. The Goldman Sachs Group reduced their price target on SolarEdge Technologies from $34.00 to $30.00 and set a "sell" rating on the stock in a report on Thursday, August 6th. Susquehanna lowered their price objective on SolarEdge Technologies from $56.00 to $38.00 and set a "neutral" rating for the company in a research note on Thursday, August 6th. Finally, Barclays dropped their price objective on shares of SolarEdge Technologies from $53.00 to $37.00 and set an "equal weight" rating for the company in a report on Thursday, August 6th. One 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's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Reduce" and a consensus target price of $36.20.

More SolarEdge Technologies News

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 Stock Performance

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

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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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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