SolarEdge Technologies (NASDAQ:SEDG) Shares Gap Down – What’s Next?

Shares of SolarEdge Technologies, Inc. (NASDAQ:SEDG) gapped down prior to trading on Wednesday . The stock had previously closed at $48.76, but opened at $39.94. SolarEdge Technologies shares last traded at $38.17, with a volume of 3,660,410 shares changing hands.

More SolarEdge Technologies News

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

• Positive Sentiment: Solar stocks rose in premarket trading after the Trump administration extended import restrictions to certain polysilicon products. The policy could support U.S.-based solar manufacturers by protecting them from some China-linked competition, although potential supply-chain and cost effects remain important risks. Solar stocks shine after Trump extends China tariffs to polysilicon products
• Positive Sentiment: SolarEdge reported second-quarter revenue of approximately $346 million, up 20% year over year, and returned to non-GAAP operating profitability. Gross margin expanded to 28.6%, supported by stronger European demand, higher battery sales and continued operational improvements. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Neutral Sentiment: Analyst sentiment became more cautious after the earnings report. Barclays, Susquehanna and RBC reduced their price targets but retained neutral or equal-weight ratings, while Goldman Sachs cut its target to $30 and maintained a sell rating. Analyst price-target changes
• Negative Sentiment: The primary pressure is SolarEdge’s third-quarter forecast. Management expects revenue of $310 million to $340 million, with a midpoint of $325 million, well below analyst expectations near $368 million to $372 million. The outlook reflects continuing weakness in the U.S. residential market and sales challenges in Europe. SolarEdge forecasts weaker Q3 as US residential market remains challenging
• Negative Sentiment: The weak guidance overshadowed the quarterly beat and raised concerns that SolarEdge’s turnaround remains incomplete. Investors are particularly focused on softer demand, while the company continues to report losses under generally accepted accounting principles. SolarEdge’s stock is shedding a quarter of its value as sales woes trump AI progress

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. UBS Group boosted their target price on SolarEdge Technologies from $36.00 to $41.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Susquehanna dropped their price objective on shares of SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating for the company in a research report on Thursday. JPMorgan Chase & Co. upped their price objective on SolarEdge Technologies from $32.00 to $35.00 and gave the stock a “neutral” rating in a report on Thursday, April 16th. The Goldman Sachs Group decreased their price objective on SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating on the stock in a research report on Thursday. Finally, TD Cowen lowered their target price 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. One equities research analyst has rated the stock with a Buy rating, twelve have given a Hold rating and six have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Reduce” and an average target price of $36.20.

SolarEdge Technologies Stock Performance

The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.36. The stock’s 50 day simple moving average is $54.06 and its two-hundred day simple moving average is $46.75. The stock has a market cap of $2.02 billion, a P/E ratio of -7.25 and a beta of 1.49.

SolarEdge Technologies (NASDAQ:SEDG) last released its quarterly 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 net margin of 20.29% and a negative return on equity of 29.17%. The company had revenue of $309.90 million during the quarter, compared to analyst estimates of $305.49 million. During the same quarter last year, the company earned ($1.14) EPS. The firm’s quarterly revenue was up 41.5% compared to the same quarter last year. As a group, research analysts forecast that SolarEdge Technologies, Inc. will post -1.1 EPS for the current year.

Hedge Funds Weigh In On SolarEdge Technologies

A number of large investors have recently added to or reduced their stakes in SEDG. State of Wyoming bought a new stake in shares of SolarEdge Technologies in the fourth quarter valued at about $27,000. Rakuten Securities Inc. grew its holdings 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 buying an additional 432 shares in the last quarter. Kestra Advisory Services LLC bought a new stake in SolarEdge Technologies in the 4th quarter valued at approximately $31,000. Canada Pension Plan Investment Board bought a new stake in SolarEdge Technologies in the 2nd quarter valued at approximately $35,000. Finally, Altshuler Shaham Ltd acquired a new position in SolarEdge Technologies during the 4th quarter worth approximately $36,000. Institutional investors own 95.10% of the company’s stock.

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.