Q3 Earnings Estimate for SEDG Issued By Northland Securities

Key Points

• Northland Securities lowered SolarEdge’s Q3 2026 EPS estimate to a loss of $0.33 per share from a loss of $0.26, while forecasting a $1.44 per-share loss for FY2026 and a $0.72 loss for FY2027.
• Analyst sentiment remains cautious: SEDG has an average “Reduce” rating, with 11 Holds and six Sells versus one Buy, and a consensus price target of $36.20.
• SolarEdge shares fell 3.9% to open at $32.02, well below their 50-day and 200-day moving averages; institutional investors collectively own 95.1% of the company.

SolarEdge Technologies, Inc. (NASDAQ:SEDG - Free Report) - Northland Securities lowered their Q3 2026 earnings per share estimates for SolarEdge Technologies in a research note issued on Wednesday, August 5th. Northland Securities analyst G. Richard now expects that the semiconductor company will earn ($0.33) per share for the quarter, down from their previous estimate of ($0.26). The consensus estimate for SolarEdge Technologies' current full-year earnings is ($1.08) per share. Northland Securities also issued estimates for SolarEdge Technologies' Q4 2026 earnings at ($0.20) EPS, FY2026 earnings at ($1.44) EPS, Q2 2027 earnings at ($0.23) EPS, Q3 2027 earnings at ($0.10) EPS, Q4 2027 earnings at ($0.04) EPS and FY2027 earnings at ($0.72) EPS.

SEDG has been the topic of a number of other research reports. Wells Fargo & Company assumed coverage on SolarEdge Technologies in a research report on Monday, June 29th. They set an "equal weight" rating and a $36.00 target price on the stock. Deutsche Bank Aktiengesellschaft lowered 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. JPMorgan Chase & Co. lifted their target price on shares of SolarEdge Technologies from $32.00 to $35.00 and gave the company a "neutral" rating in a report on Thursday, April 16th. Susquehanna dropped their price objective on shares of SolarEdge Technologies from $56.00 to $38.00 and set a "neutral" rating on the stock in a research note on Thursday, August 6th. Finally, Citigroup decreased their target price on shares of SolarEdge Technologies from $30.00 to $27.00 and set a "sell" rating for the company in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and six have assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Reduce" and a consensus price target of $36.20.

SolarEdge Technologies Stock Down 3.9%

Shares of NASDAQ:SEDG opened at $32.02 on Thursday. The firm's 50-day moving average is $50.55 and its two-hundred day moving average is $46.71. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.38. SolarEdge Technologies has a 1 year low of $24.38 and a 1 year high of $81.25. The firm has a market capitalization of $1.97 billion, a PE ratio of -7.12 and a beta of 1.49.

Institutional Investors Weigh In On SolarEdge Technologies

A number of institutional investors have recently added to or reduced their stakes in SEDG. Handelsbanken Fonder AB boosted its stake in shares of SolarEdge Technologies by 28.6% in the fourth quarter. Handelsbanken Fonder AB now owns 846,148 shares of the semiconductor company's stock valued at $24,411,000 after buying an additional 188,086 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of SolarEdge Technologies by 5.5% during the 4th quarter. Vanguard Group Inc. now owns 3,368,073 shares of the semiconductor company's stock valued at $97,169,000 after acquiring an additional 175,582 shares during the period. UBS Group AG boosted its stake in shares of SolarEdge Technologies by 18.5% during the 4th quarter. UBS Group AG now owns 4,210,429 shares of the semiconductor company's stock worth $121,471,000 after acquiring an additional 655,925 shares in the last quarter. ING Groep NV purchased a new stake in shares of SolarEdge Technologies during the 4th quarter worth approximately $13,848,000. Finally, Kingsview Wealth Management LLC purchased a new position in SolarEdge Technologies in the 4th quarter valued at approximately $957,000. Hedge funds and other institutional investors own 95.10% of the company's stock.

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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