SolarEdge Technologies (NASDAQ:SEDG) Given New $37.00 Price Target at Barclays

Key Points

• Barclays lowered SolarEdge Technologies’ price target from $53 to $37 and maintained an “equal weight” rating, implying about 10% upside from the stock’s then-current price.
• Analyst sentiment remains cautious: SolarEdge has an average “Reduce” rating, a consensus target price of $36.60, and ratings of one Buy, twelve Holds, and six Sells.
• Shares traded at $33.63 after declining 0.8%, while the company reported a quarterly EPS loss of $0.43 that missed estimates despite 41.5% year-over-year revenue growth; analysts expected a full-year loss of approximately $1.10 per share.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) had its target price decreased by equities researchers at Barclays from $53.00 to $37.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has an "equal weight" rating on the semiconductor company's stock. Barclays's price target points to a potential upside of 10.02% from the stock's current price.

Several other research firms also recently weighed in on SEDG. UBS Group lifted their price objective on SolarEdge Technologies from $36.00 to $41.00 and gave the company a "neutral" rating in a report on Thursday, May 7th. Weiss Ratings upgraded shares of SolarEdge Technologies from a "sell (e+)" rating to a "sell (d-)" rating in a report on Wednesday, June 24th. Glj Research reiterated a "sell" rating on shares of SolarEdge Technologies in a research note on Thursday, June 11th. TD Cowen cut their price objective on shares of SolarEdge Technologies from $85.00 to $75.00 and set a "buy" rating on the stock in a report on Monday, July 20th. Finally, Royal Bank Of Canada lowered their target price on SolarEdge Technologies from $32.00 to $30.00 and set a "sector perform" rating for the company in a report on Thursday, May 7th. One analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat, SolarEdge Technologies currently has an average rating of "Reduce" and a consensus target price of $36.60.

SolarEdge Technologies Trading Down 0.8%

Shares of SolarEdge Technologies stock traded down $0.27 on Thursday, hitting $33.63. 1,945,018 shares of the company traded hands, compared to its average volume of 3,480,506. The company has a current ratio of 2.02, a quick ratio of 1.36 and a debt-to-equity ratio of 0.85. The company has a market cap of $2.05 billion, a PE ratio of -5.48 and a beta of 1.49. The stock's 50 day moving average price is $54.87 and its 200-day moving average price is $46.76. SolarEdge Technologies has a 52 week low of $23.01 and a 52 week high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last released its quarterly earnings data on Wednesday, May 6th. The semiconductor company reported ($0.43) EPS for the quarter, missing the consensus estimate of ($0.23) by ($0.20). SolarEdge Technologies had a negative return on equity of 38.66% and a negative net margin of 28.56%.The firm had revenue of $309.90 million for the quarter, compared to analysts' expectations of $305.49 million. During the same quarter in the previous year, the business earned ($1.14) earnings per share. The company's revenue for the quarter was up 41.5% compared to the same quarter last year. Equities research analysts predict that SolarEdge Technologies will post -1.1 EPS for the current year.

Hedge Funds Weigh In On SolarEdge Technologies

Several institutional investors and hedge funds have recently bought and sold shares of the company. Goldman Sachs Group Inc. increased its position in shares of SolarEdge Technologies by 8.7% during the first quarter. Goldman Sachs Group Inc. now owns 997,962 shares of the semiconductor company's stock worth $16,147,000 after purchasing an additional 79,461 shares in the last quarter. First Trust Advisors LP boosted its position in shares of SolarEdge Technologies by 2.8% in the 2nd quarter. First Trust Advisors LP now owns 560,585 shares of the semiconductor company's stock worth $11,436,000 after purchasing an additional 15,333 shares in the last quarter. The Manufacturers Life Insurance Company grew its stake in SolarEdge Technologies by 4.6% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 16,023 shares of the semiconductor company's stock worth $327,000 after buying an additional 700 shares during the last quarter. Bayesian Capital Management LP purchased a new position in SolarEdge Technologies during the 2nd quarter worth $206,000. Finally, Canada Pension Plan Investment Board purchased a new position in SolarEdge Technologies during the 2nd quarter worth $35,000. 95.10% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: Second-quarter results exceeded expectations. Revenue rose approximately 20% year over year to about $346 million, topping estimates, while non-GAAP earnings reached roughly $0.05-$0.06 per share versus a consensus estimate near $0.04. The company also returned to non-GAAP operating profitability, supported by stronger European demand, higher battery sales and expanding gross margins. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: New product activity provides a longer-term growth opportunity. SolarEdge’s Nexis home energy system is now integrated with ConnectDER’s IslandDER meter collar for whole-home backup, with installations beginning nationwide. However, the financial impact is likely to develop over time. ConnectDER IslandDER Integration with SolarEdge Nexis
• Neutral Sentiment: Analyst sentiment has diverged but is broadly cautious. Susquehanna cut its price target from $56 to $38 and retained a neutral rating, while Goldman Sachs reduced its target from $34 to $30 and assigned a sell rating. The differing views highlight uncertainty surrounding SolarEdge’s recovery.
• Negative Sentiment: Third-quarter guidance was the primary stock catalyst. SolarEdge forecast revenue of $310 million to $340 million, with a midpoint of $325 million, well below analyst expectations of roughly $368 million to $372 million. The shortfall suggests that weak U.S. residential demand and continuing European sales challenges are offsetting the second-quarter improvement. SolarEdge Forecasts Weaker Q3
• Negative Sentiment: The outlook undermines confidence in the turnaround. Investors appear more focused on near-term revenue weakness than on improved margins, profitability and AI-related initiatives. With SolarEdge still reporting negative trailing net margins and analysts forecasting a full-year loss, the lower targets and Goldman’s sell rating add further pressure.

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.

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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