SolarEdge Technologies (NASDAQ:SEDG) Price Target Lowered to $30.00 at The Goldman Sachs Group

Key Points

• Goldman Sachs cut SolarEdge’s price target from $34 to $30 and maintained a “sell” rating, implying 11.5% downside from the prior close.
• Analyst sentiment remains cautious: one analyst rates the stock a buy, 12 hold it and six rate it a sell, resulting in a MarketBeat consensus rating of “Reduce” and an average target price of $38.87.
• SolarEdge reported a quarterly EPS loss of $0.43, missing expectations for a $0.23 loss, despite revenue of $309.9 million beating estimates and rising 41.5% year over year; the stock has fallen 30.5% and trades near its 52-week low.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) had its price objective cut by research analysts at The Goldman Sachs Group from $34.00 to $30.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a "sell" rating on the semiconductor company's stock. The Goldman Sachs Group's price target suggests a potential downside of 11.50% from the company's previous close.

Several other research analysts have also issued reports on the stock. JPMorgan Chase & Co. raised their target price on shares of SolarEdge Technologies from $32.00 to $35.00 and gave the company a "neutral" rating in a research note on Thursday, April 16th. Wells Fargo & Company began coverage on shares of SolarEdge Technologies in a research report on Monday, June 29th. They set an "equal weight" rating and a $36.00 target price for the company. TD Cowen decreased their price objective on SolarEdge Technologies from $85.00 to $75.00 and set a "buy" rating for the company in a research note on Monday, July 20th. Susquehanna upped their price objective on SolarEdge Technologies from $43.00 to $56.00 and gave the company a "neutral" rating in a report on Friday, July 10th. Finally, Weiss Ratings raised SolarEdge Technologies from a "sell (e+)" rating to a "sell (d-)" rating in a research note on Wednesday, June 24th. One research analyst has rated the stock with a Buy rating, twelve have issued a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Reduce" and an average target price of $38.87.

SolarEdge Technologies Stock Down 30.5%

NASDAQ:SEDG opened at $33.90 on Thursday. The company has a market cap of $2.06 billion, a price-to-earnings ratio of -5.53 and a beta of 1.49. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.36 and a current ratio of 2.02. The stock's fifty day moving average price is $54.87 and its two-hundred 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 earnings results on Wednesday, May 6th. The semiconductor company reported ($0.43) earnings per share for the quarter, missing analysts' consensus estimates of ($0.23) by ($0.20). The firm had revenue of $309.90 million for the quarter, compared to the consensus estimate of $305.49 million. SolarEdge Technologies had a negative return on equity of 38.66% and a negative net margin of 28.56%.The company's revenue was up 41.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($1.14) EPS. On average, analysts anticipate that SolarEdge Technologies will post -1.1 EPS for the current year.

Institutional Investors Weigh In On SolarEdge Technologies

Several institutional investors and hedge funds have recently added to or reduced their stakes in SEDG. UBS Group AG increased its stake in shares of SolarEdge Technologies by 234.8% during the 3rd quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company's stock worth $131,517,000 after purchasing an additional 2,492,776 shares during the last quarter. Electron Capital Partners LLC lifted its stake in SolarEdge Technologies by 107.8% in 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 purchasing an additional 898,802 shares during the last quarter. Meitav Investment House Ltd. increased its position in SolarEdge Technologies by 541.6% during the first quarter. Meitav Investment House Ltd. now owns 1,017,551 shares of the semiconductor company's stock worth $51,946,000 after buying an additional 858,954 shares during the last quarter. ION Fund Management Ltd bought a new stake in SolarEdge Technologies in the fourth quarter valued at approximately $22,965,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in SolarEdge Technologies in the third quarter valued at approximately $21,595,000. 95.10% of the stock is owned by institutional investors.

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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