SolarEdge Technologies (NASDAQ:SEDG) Reaches New 12-Month Low on Analyst Downgrade

Key Points

• SolarEdge hit a new 52-week low, trading as low as $26.12 after Susquehanna cut its price target from $32 to $31 while maintaining a neutral rating.
• The company beat third-quarter earnings expectations, reporting adjusted EPS of $0.29 versus $0.04 expected, but revenue fell 4.2% year over year to about $325 million.
• Near-term demand risks remain: management lowered fourth-quarter revenue expectations amid market uncertainty. Analysts’ consensus rating is “Reduce,” with an average price target of $38.47.

SolarEdge Technologies, Inc. (NASDAQ:SEDG - Get Free Report) reached a new 52-week low during mid-day trading on Thursday after Susquehanna lowered their price target on the stock from $32.00 to $31.00. Susquehanna currently has a neutral rating on the stock. SolarEdge Technologies traded as low as $26.12 and last traded at $25.9190, with a volume of 1,586,223 shares trading hands. The stock had previously closed at $30.02.

Other analysts also recently issued reports about the company. Citigroup boosted their target price on SolarEdge Technologies from $25.00 to $30.00 and gave the company a "sell" rating in a report on Monday, September 21st. Royal Bank Of Canada lifted their price target on SolarEdge Technologies from $24.00 to $30.00 and gave the stock a "sector perform" rating in a research report on Friday, September 11th. Mizuho lifted their price target on SolarEdge Technologies from $38.00 to $40.00 and gave the stock a "neutral" rating in a research report on Friday, September 11th. Weiss Ratings upgraded SolarEdge Technologies from a "sell (e+)" rating to a "sell (d-)" rating in a research note on Friday, October 2nd. Finally, JPMorgan Chase & Co. decreased their price objective on SolarEdge Technologies from $44.00 to $38.00 and set a "neutral" rating for the company in a report on Monday, October 19th. Two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and five have given a Sell rating to the company's stock. According to MarketBeat, SolarEdge Technologies has an average rating of "Reduce" and an average price target of $38.47.

Trending Headlines about SolarEdge Technologies

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

• Positive Sentiment: SolarEdge reported third-quarter adjusted earnings of $0.29 per share, well above analysts’ expectations of about $0.04, and returned to profitability year over year. Gross-margin improvement and positive cash flow also offered signs of operational progress. Q3 earnings top estimates, revenues fall year over year
• Neutral Sentiment: Third-quarter revenue was about $326 million, roughly in line with expectations, but declined 4.2% from a year earlier. SolarEdge announces third-quarter 2026 financial results
• Negative Sentiment: Management flagged persistent market uncertainty and reduced revenue expectations for the fourth quarter, signaling demand challenges remain despite the earnings beat. SolarEdge also lagged a broader clean-energy rally following the U.S. elections, with a news report noting the stock fell while several peers advanced. SolarEdge sinks as other solar stocks rally
• Negative Sentiment: Susquehanna lowered its price target from $32 to $31 and maintained a neutral rating, reflecting limited conviction in near-term upside. Susquehanna stock recommendations

Institutional Trading of SolarEdge Technologies

Hedge funds have recently added to or reduced their stakes in the stock. Allworth Financial LP purchased a new stake in shares of SolarEdge Technologies in the second quarter valued at approximately $31,000. Nykredit A S purchased a new position in SolarEdge Technologies in the second quarter worth $36,000. Public Employees Retirement System of Ohio purchased a new position in SolarEdge Technologies in the second quarter worth $72,000. State of Wyoming boosted its position in shares of SolarEdge Technologies by 32.9% during 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 in the last quarter. Finally, EFG International AG purchased a new stake in shares of SolarEdge Technologies during the 2nd quarter worth $123,000. 95.10% of the stock is owned by institutional investors and hedge funds.

SolarEdge Technologies Stock Performance

The stock's 50 day moving average price is $32.91 and its two-hundred day moving average price is $42.18. The company has a current ratio of 2.03, a quick ratio of 1.38 and a debt-to-equity ratio of 0.85. The firm has a market capitalization of $1.62 billion, a price-to-earnings ratio of -5.82 and a beta of 1.31.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last announced its quarterly earnings data on Wednesday, November 4th. The semiconductor company reported $0.29 EPS for the quarter, beating the consensus estimate of $0.04 by $0.25. SolarEdge Technologies had a negative net margin of 20.29% and a negative return on equity of 29.17%. The firm had revenue of $325.40 million during the quarter, compared to analysts' expectations of $326.78 million. During the same quarter last year, the business earned ($0.31) earnings per share. The business's revenue for the quarter was down 4.2% compared to the same quarter last year. On average, analysts forecast that SolarEdge Technologies, Inc. will post -1.21 EPS for the current year.

SolarEdge Technologies Company Profile

SolarEdge Technologies, Inc NASDAQ: SEDG develops technologies for solar energy generation, storage and management. Its core products include power optimizers, solar inverters and monitoring systems designed to improve the performance, visibility and safety of photovoltaic installations.

The company also offers complementary smart-energy solutions, including battery storage, electric-vehicle charging equipment, energy-management software and related products for residential, commercial and industrial customers.

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