SolarEdge Technologies (NASDAQ:SEDG) Price Target Raised to $41.00 at UBS Group

Key Points

• UBS raised its price target on SolarEdge to $41.00 from $36.00 and kept a "neutral" rating, implying about a 6.2% upside from the prior close.
• Analyst sentiment is mixed and overall cautious — MarketBeat shows 1 Buy, 16 Holds and 7 Sells with a consensus target of $30.40, well below UBS's view.
• Operationally, SolarEdge posted a Q1 revenue beat and management is targeting a path to breakeven as U.S. manufacturing ramps, but non‑GAAP losses widened (partly from a ~$14M one‑time expense) and Q2 guidance was conservative; the stock traded at $38.61 with a $2.35B market cap.

SolarEdge Technologies (NASDAQ:SEDG - Get Free Report) had its price target boosted by investment analysts at UBS Group from $36.00 to $41.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a "neutral" rating on the semiconductor company's stock. UBS Group's price objective points to a potential upside of 6.19% from the company's previous close.

A number of other research firms have also recently commented on SEDG. Deutsche Bank Aktiengesellschaft cut their target price on shares of SolarEdge Technologies from $42.00 to $39.00 and set a "hold" rating for the company in a research note on Thursday. Raymond James Financial started coverage on shares of SolarEdge Technologies in a research note on Tuesday, January 13th. They set a "market perform" rating for the company. Royal Bank Of Canada cut their target price on shares of SolarEdge Technologies from $32.00 to $30.00 and set a "sector perform" rating for the company in a research note on Thursday. Susquehanna boosted their target price on shares of SolarEdge Technologies from $37.00 to $45.00 and gave the stock a "neutral" rating in a research note on Thursday, April 9th. Finally, Wells Fargo & Company boosted their target price on shares of SolarEdge Technologies from $33.00 to $36.00 and gave the stock an "equal weight" rating in a research note on Friday, February 20th. One research analyst has rated the stock with a Buy rating, sixteen have issued a Hold rating and seven have given a Sell rating to the company's stock. According to MarketBeat, SolarEdge Technologies presently has an average rating of "Reduce" and a consensus target price of $30.40.

SolarEdge Technologies Stock Performance

NASDAQ SEDG traded down $2.00 on Thursday, reaching $38.61. 4,555,067 shares of the company's stock traded hands, compared to its average volume of 3,507,997. The firm has a market cap of $2.35 billion, a price-to-earnings ratio of -5.61 and a beta of 1.18. The stock has a 50 day moving average price of $42.88 and a 200-day moving average price of $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 debt-to-equity ratio of 0.82, a quick ratio of 1.48 and a current ratio of 2.17.

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

Hedge Funds Weigh In On SolarEdge Technologies

Several institutional investors and hedge funds have recently bought and sold shares of SEDG. Accent Capital Management LLC acquired a new position in SolarEdge Technologies in the 3rd quarter valued at about $25,000. Whittier Trust Co. acquired a new stake in SolarEdge Technologies during the third quarter worth $27,000. Hantz Financial Services Inc. increased its stake in SolarEdge Technologies by 352.5% during the third quarter. Hantz Financial Services Inc. now owns 733 shares of the semiconductor company's stock worth $27,000 after acquiring an additional 571 shares during the last quarter. State of Wyoming purchased a new stake in SolarEdge Technologies in the fourth quarter valued at $27,000. Finally, Saranac Partners Ltd acquired a new position in shares of SolarEdge Technologies in the 3rd quarter valued at $28,000. 95.10% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: Q1 revenue beat and strong year‑over‑year growth; management reiterated a path toward breakeven as U.S. manufacturing ramps up — evidence of operational progress that could support future margin recovery. PV‑Magazine: Q1 beat and manufacturing ramp
• Neutral Sentiment: Management framed 2026 as a transformation year focused on “profitable growth” in the earnings call — strategic direction that supports the turnaround thesis but will take time to prove. Earnings transcript
• Neutral Sentiment: Valuation/price action context: the stock has surged ~175% over 12 months and is up YTD, prompting renewed investor scrutiny about whether current levels already reflect the recovery. Yahoo: valuation look
• Negative Sentiment: Q1 EPS missed expectations: non‑GAAP loss widened (reported non‑GAAP loss of $0.43 vs. estimates of ~$0.23) despite revenue beats — a profitability miss that pressures near‑term sentiment. Zacks: Q1 loss wider than estimates
• Negative Sentiment: Company cited a roughly $14M one‑time expense that materially widened the sequential non‑GAAP loss; Q2 guidance (rev $325M–$355M; gross margin 23%–27%) was seen as conservative and slightly below consensus — fueling sell‑side concern. QuiverQuant: loss widened, cautious guide
• Negative Sentiment: Analyst reactions: Citigroup cut its PT to $27 and rated SEDG "sell", RBC trimmed its PT to $30 ("sector perform"), and Deutsche Bank lowered its PT to $39 ("hold") — downgrades that increase selling pressure. Benzinga: analyst cuts MarketScreener: Deutsche Bank PT cut

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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