The Goldman Sachs Group Issues Positive Forecast for SolarEdge Technologies (NASDAQ:SEDG) Stock Price

SolarEdge Technologies (NASDAQ:SEDG) had its price objective boosted by The Goldman Sachs Group from $32.00 to $36.00 in a research note issued to investors on Thursday morning,Benzinga reports. They currently have a neutral rating on the semiconductor company’s stock.

SEDG has been the topic of a number of other research reports. Citigroup decreased their price objective on shares of SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating on the stock in a report on Thursday, December 18th. Royal Bank Of Canada dropped their price target on SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating for the company in a research report on Thursday. Barclays lifted their target price on shares of SolarEdge Technologies from $36.00 to $39.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. BMO Capital Markets upped their target price on SolarEdge Technologies from $19.00 to $25.00 and gave the company an “underperform” rating in a research note on Thursday, November 6th. Finally, Morgan Stanley upgraded SolarEdge Technologies from an “underweight” rating to an “equal weight” rating and lifted their price objective for the stock from $27.00 to $33.00 in a research report on Tuesday, December 16th. One equities research analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and seven have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus price target of $26.90.

SolarEdge Technologies Stock Performance

NASDAQ:SEDG traded up $2.51 during mid-day trading on Thursday, reaching $37.47. 3,651,891 shares of the stock were exchanged, compared to its average volume of 3,057,508. The company has a quick ratio of 1.60, a current ratio of 2.17 and a debt-to-equity ratio of 0.82. SolarEdge Technologies has a 1 year low of $11.00 and a 1 year high of $48.60. The company has a 50 day simple moving average of $32.59 and a 200-day simple moving average of $33.66. The stock has a market capitalization of $2.24 billion, a P/E ratio of -5.42 and a beta of 1.66.

SolarEdge Technologies (NASDAQ:SEDG) last announced its earnings results on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.19) by $0.05. 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, compared to analyst estimates of $330.33 million. During the same period last year, the firm posted ($3.52) earnings per share. The company’s revenue for the quarter was up 70.9% compared to the same quarter last year. Analysts anticipate that SolarEdge Technologies will post -4.54 earnings per share for the current fiscal year.

Hedge Funds Weigh In On SolarEdge Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Oregon Public Employees Retirement Fund grew its position in SolarEdge Technologies by 2.2% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 13,677 shares of the semiconductor company’s stock valued at $395,000 after acquiring an additional 300 shares in the last quarter. GAMMA Investing LLC grew its stake in shares of SolarEdge Technologies by 5.1% during the third quarter. GAMMA Investing LLC now owns 6,207 shares of the semiconductor company’s stock valued at $230,000 after acquiring an additional 302 shares in the last quarter. Resona Asset Management Co. Ltd. increased its holdings in SolarEdge Technologies by 6.7% during the 2nd quarter. Resona Asset Management Co. Ltd. now owns 6,472 shares of the semiconductor company’s stock worth $128,000 after purchasing an additional 404 shares during the last quarter. Rakuten Securities Inc. lifted its position in shares of SolarEdge Technologies by 82.1% during the fourth quarter. Rakuten Securities Inc. now owns 958 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 432 shares during the last quarter. Finally, Tidal Investments LLC lifted its holdings in SolarEdge Technologies by 1.2% in the second quarter. Tidal Investments LLC now owns 42,411 shares of the semiconductor company’s stock worth $865,000 after acquiring an additional 484 shares during the last quarter. 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: Q4 results beat expectations: revenue surged ~70.9%, EPS narrowly beat estimates, shipments and cash flow improved — a clear fundamental catalyst supporting the move higher. Zacks Q4 Earnings
• Positive Sentiment: Management laid out 2026 margin-expansion targets, a global rollout for its Nexis product line and progress on AI/data-center power strategy — these operational initiatives provide a multi-quarter growth/margin narrative. Seeking Alpha: Strategy
• Positive Sentiment: TD Cowen raised its price target to $43 and kept a Buy rating, signaling buy-side analyst conviction that upside remains from current levels.
• Neutral Sentiment: Morgan Stanley bumped its price target to $40 but kept an Equal Weight rating — supportive for valuation but not a conviction change. MarketScreener
• Neutral Sentiment: Goldman raised its target to $36 but retained a Neutral view, and Barclays reaffirmed a Hold — several analysts are cautious despite improved fundamentals. TickerReport / Benzinga Globe & Mail
• Neutral Sentiment: Options volume is unusually high, indicating elevated short-term speculative or hedging activity that can amplify intraday moves. American Banking News
• Negative Sentiment: RBC lowered its price target to $32 (Sector Perform), signaling downside risk from valuation or near-term execution concerns. Benzinga
• Negative Sentiment: Market reaction earlier showed a pullback as some investors argued the strong earnings were already priced in (a prior ~5.5% dip), highlighting the risk of short-term profit-taking. InsiderMonkey

About SolarEdge Technologies

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.