SolarEdge Technologies (NASDAQ:SEDG) Price Target Cut to $38.00 by Analysts at Susquehanna

Key Points

• Susquehanna lowered SolarEdge Technologies’ price target from $56 to $38 while maintaining a “neutral” rating, implying about 12% upside from the prior close.
• Analyst sentiment remains cautious: consensus is “Reduce,” with a $37.67 price target based on one Buy, twelve Hold and six Sell ratings.
• SolarEdge’s recovery faces mixed signals: recent results exceeded expectations and margins improved, but weaker-than-expected third-quarter guidance and continued residential solar demand pressures have raised concerns.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) had its price objective reduced by investment analysts at Susquehanna from $56.00 to $38.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a "neutral" rating on the semiconductor company's stock. Susquehanna's price target would suggest a potential upside of 12.09% from the company's previous close.

SEDG has been the topic of several other research reports. Royal Bank Of Canada decreased their price target on SolarEdge Technologies from $32.00 to $30.00 and set a "sector perform" rating on the stock in a research note on Thursday, May 7th. Weiss Ratings raised SolarEdge Technologies from a "sell (e+)" rating to a "sell (d-)" rating in a report on Wednesday, June 24th. Barclays raised their price target on SolarEdge Technologies from $41.00 to $53.00 and gave the company an "equal weight" rating in a research report on Friday, July 10th. Citigroup cut their price target on SolarEdge Technologies from $30.00 to $27.00 and set a "sell" rating for the company in a research note on Thursday, May 7th. Finally, The Goldman Sachs Group lowered their price objective on shares of SolarEdge Technologies from $34.00 to $30.00 and set a "sell" rating on the stock in a research note on Thursday. One research analyst has rated the stock with a Buy rating, twelve have given a Hold rating and six have given a Sell rating to the company's stock. According to data from MarketBeat.com, SolarEdge Technologies has a consensus rating of "Reduce" and a consensus price target of $37.67.

SolarEdge Technologies Stock Down 30.5%

Shares of NASDAQ SEDG opened at $33.90 on Thursday. The company has a quick ratio of 1.36, a current ratio of 2.02 and a debt-to-equity ratio of 0.85. SolarEdge Technologies has a 52 week low of $23.01 and a 52 week high of $81.25. The firm has a 50-day moving average price of $54.87 and a 200 day moving average price of $46.76. The stock has a market capitalization of $2.06 billion, a price-to-earnings ratio of -5.53 and a beta of 1.49.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last issued its earnings results on Wednesday, May 6th. The semiconductor company reported ($0.43) earnings per share 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 company had revenue of $309.90 million for the quarter, compared to analyst estimates of $305.49 million. During the same quarter in the previous year, the company posted ($1.14) earnings per share. The company's quarterly revenue was up 41.5% compared to the same quarter last year. Equities research analysts anticipate that SolarEdge Technologies will post -1.1 EPS for the current fiscal year.

Hedge Funds Weigh In On SolarEdge Technologies

A number of institutional investors have recently made changes to their positions in SEDG. UBS Group AG grew its stake in SolarEdge Technologies by 234.8% in 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 during the period. Electron Capital Partners LLC boosted its holdings in shares of SolarEdge Technologies by 107.8% during the third quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company's stock worth $64,105,000 after purchasing an additional 898,802 shares during the last quarter. Meitav Investment House Ltd. grew its position in shares of SolarEdge Technologies by 541.6% in the first quarter. Meitav Investment House Ltd. now owns 1,017,551 shares of the semiconductor company's stock valued at $51,946,000 after purchasing an additional 858,954 shares during the period. ION Fund Management Ltd purchased a new stake in shares of SolarEdge Technologies in the fourth quarter valued at $22,965,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in SolarEdge Technologies in the third quarter valued at $21,595,000. 95.10% of the stock is owned by institutional investors and hedge funds.

SolarEdge Technologies News Roundup

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

• Positive Sentiment: Second-quarter results exceeded expectations. Revenue increased approximately 20% year over year to about $346 million, ahead of analyst estimates, while non-GAAP earnings were approximately $0.05-$0.06 per share versus expectations for roughly $0.04. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: Profitability and margins improved. SolarEdge returned to non-GAAP operating profitability, supported by stronger European demand, higher battery sales and gross-margin expansion to 28.6%, marking the sixth consecutive quarter of improvement. The results suggest the company’s turnaround efforts are progressing. SolarEdge Technologies' Q2 Earnings Top Estimates, Revenues Rise Year Over Year
• Neutral Sentiment: New product momentum provides a potential longer-term catalyst. SolarEdge’s Nexis home-energy system is being deployed with ConnectDER’s IslandDER meter collar, enabling whole-home backup functionality. However, the near-term earnings impact remains uncertain. ConnectDER’s IslandDER Meter Collar Powers Whole-Home Backup With New SolarEdge Nexis Home Energy System
• Negative Sentiment: Third-quarter guidance was the key disappointment. SolarEdge forecast revenue of $310 million to $340 million, with a midpoint of $325 million, substantially below analyst expectations of approximately $368 million to $372 million. The shortfall overshadowed the second-quarter beat and raised concerns that the recovery is losing momentum. SolarEdge Sinks After Q3 Revenue Guidance Misses Expectations
• Negative Sentiment: Demand remains pressured, particularly in residential solar. Management cited a challenging U.S. residential market and ongoing weakness in Europe. These conditions, along with elevated interest rates and uncertain solar demand, are limiting sales visibility and outweighing progress in AI-related initiatives. SolarEdge Forecasts Weaker Q3 as US Residential Market Remains Challenging

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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