SolarEdge Technologies (NASDAQ:SEDG) Price Target Lowered to $39.00 at Deutsche Bank Aktiengesellschaft

Key Points

• Deutsche Bank cut its price target on SolarEdge from $42 to $39 and maintained a "hold" rating, implying roughly a 2.5% downside from the current share price.
• The broader analyst picture is mixed-to-negative with a consensus rating of "Reduce", an average target of $30.40, and 1 Buy / 16 Hold / 7 Sell across analysts.
• Operationally, SolarEdge reported a Q1 revenue beat (~$310–311M, ~41% YoY) and progress on manufacturing and products, but a widened non‑GAAP loss (~$0.43/share, including a ~$14M one‑time charge) and wide Q2 guidance ($325M–$355M) have pressured the stock.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) had its price target cut by investment analysts at Deutsche Bank Aktiengesellschaft from $42.00 to $39.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The firm presently has a "hold" rating on the semiconductor company's stock. Deutsche Bank Aktiengesellschaft's price target suggests a potential downside of 2.50% from the stock's current price.

A number of other brokerages have also weighed in on SEDG. Citigroup upped their target price on shares of SolarEdge Technologies from $29.00 to $30.00 and gave the stock a "sell" rating in a research note on Tuesday, April 21st. Morgan Stanley lifted their price target on SolarEdge Technologies from $33.00 to $40.00 and gave the company an "equal weight" rating in a research note on Thursday, February 19th. Susquehanna boosted their price target on SolarEdge Technologies from $37.00 to $45.00 and gave the company a "neutral" rating in a report on Thursday, April 9th. Bank of America raised SolarEdge Technologies from an "underperform" rating to a "neutral" rating and upped their price objective for the stock from $17.00 to $40.00 in a research report on Tuesday, March 10th. Finally, Barclays lifted their target price on SolarEdge Technologies from $39.00 to $41.00 and gave the company an "equal weight" rating in a research report on Wednesday, April 8th. One analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and seven have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Reduce" and an average target price of $30.40.

SolarEdge Technologies Stock Down 1.5%

Shares of SEDG traded down $0.61 on Thursday, hitting $40.00. The company's stock had a trading volume of 251,647 shares, compared to its average volume of 3,457,555. The firm's fifty day moving average price is $42.88 and its 200-day moving average price is $37.21. SolarEdge Technologies has a fifty-two week low of $13.73 and a fifty-two week high of $53.75. The company has a quick ratio of 1.48, a current ratio of 2.17 and a debt-to-equity ratio of 0.82. The firm has a market capitalization of $2.43 billion, a price-to-earnings ratio of -5.83 and a beta of 1.18.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The semiconductor company reported ($0.14) earnings per share for the quarter. The company had revenue of $333.80 million during the quarter. SolarEdge Technologies had a negative net margin of 34.23% and a negative return on equity of 45.54%. On average, equities research analysts expect that SolarEdge Technologies will post -0.94 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Public Sector Pension Investment Board lifted its holdings in SolarEdge Technologies by 15.0% in the third quarter. Public Sector Pension Investment Board now owns 231,604 shares of the semiconductor company's stock valued at $8,569,000 after buying an additional 30,264 shares during the period. Convergence Investment Partners LLC acquired a new stake in SolarEdge Technologies during the 3rd quarter worth about $3,033,000. SG Americas Securities LLC grew its holdings in SolarEdge Technologies by 59.7% during the 3rd quarter. SG Americas Securities LLC now owns 103,033 shares of the semiconductor company's stock worth $3,812,000 after acquiring an additional 38,511 shares during the period. Aquatic Capital Management LLC raised its position in shares of SolarEdge Technologies by 1,282.8% in the 3rd quarter. Aquatic Capital Management LLC now owns 125,473 shares of the semiconductor company's stock worth $4,643,000 after acquiring an additional 116,399 shares in the last quarter. Finally, UBS Group AG lifted its stake in shares of SolarEdge Technologies by 18.5% in the 4th quarter. UBS Group AG now owns 4,210,429 shares of the semiconductor company's stock valued at $121,471,000 after purchasing an additional 655,925 shares during the period. 95.10% of the stock is owned by institutional investors and hedge funds.

Key SolarEdge Technologies News

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

• Positive Sentiment: Q1 revenue beat and strong year-over-year growth: Sales came in roughly $310–311M, up ~41% YoY and above consensus — evidence demand remains solid. SolarEdge Announces First Quarter 2026 Financial Results
• Positive Sentiment: Product and manufacturing progress: Management highlighted US manufacturing ramp and new Nexis rollout in Germany and said margins have expanded over several quarters — positives for longer-term execution and gross-margin leverage. SolarEdge Announces First Quarter 2026 Financial Results (Yahoo)
• Neutral Sentiment: Q2 guidance is wide: The company gave revenue guidance of $325M–$355M (and non‑GAAP gross margin 23%–27%), which leaves room for upside or downside versus consensus and has kept near-term expectations ambiguous. SolarEdge Posts Better-Than-Expected Sales In Q1 CY2026
• Neutral Sentiment: Full earnings detail available: The Q1 earnings call transcript provides management commentary investors will parse for cadence on tariffs, cost actions and timing of margin recovery. SolarEdge Q1 2026 Earnings Call Transcript
• Negative Sentiment: EPS miss and wider non-GAAP loss pressured shares: Non‑GAAP loss widened to ~$0.43/share (vs. ~‑$0.23 expected), and management cited a roughly $14M one‑time expense that materially affected quarterly non‑GAAP metrics — the key driver of the post‑earnings selloff. SolarEdge slides as Q1 loss widens sequentially
• Negative Sentiment: Valuation and analyst skepticism after a big rally: The stock has surged in the past 12 months (~175%); several analysts' targets and at least one sell rating sit below the current price and the median target (~$37) suggests limited upside for some. That positioning likely amplified profit-taking and volatility. Is SolarEdge Pricing Looked At Again After 175% One Year Surge

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.