Morgan Stanley Has Lowered Expectations for SolarEdge Technologies (NASDAQ:SEDG) Stock Price

SolarEdge Technologies (NASDAQ:SEDG) had its price objective cut by equities research analysts at Morgan Stanley from $35.00 to $33.00 in a research report issued on Friday, Benzinga reports. The firm presently has an “equal weight” rating on the semiconductor company’s stock. Morgan Stanley’s target price points to a potential downside of 5.38% from the company’s previous close.

Several other research firms have also recently issued reports on SEDG. JPMorgan Chase & Co. boosted their target price on SolarEdge Technologies from $37.00 to $44.00 and gave the stock a “neutral” rating in a research report on Friday. UBS Group upgraded shares of SolarEdge Technologies from a “neutral” rating to a “buy” rating and raised their price objective for the company from $36.00 to $42.00 in a research note on Wednesday, August 26th. Mizuho boosted their target price on SolarEdge Technologies from $38.00 to $40.00 and gave the stock a “neutral” rating in a research report on Friday. Susquehanna dropped their price target on SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating for the company in a research report on Thursday, August 6th. Finally, Weiss Ratings upgraded shares of SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Friday, August 21st. Two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat, SolarEdge Technologies has an average rating of “Reduce” and a consensus target price of $39.00.

SolarEdge Technologies Stock Down 5.1%

NASDAQ:SEDG traded down $1.87 during midday trading on Friday, hitting $34.88. 3,141,763 shares of the company were exchanged, compared to its average volume of 3,479,237. SolarEdge Technologies has a fifty-two week low of $28.21 and a fifty-two week high of $81.25. The company has a market capitalization of $2.15 billion, a PE ratio of -7.74 and a beta of 1.44. The company has a current ratio of 2.03, a quick ratio of 1.38 and a debt-to-equity ratio of 0.85. The company has a fifty day simple moving average of $40.18 and a 200 day simple moving average of $46.40.

SolarEdge Technologies (NASDAQ:SEDG) last announced its earnings results on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.02) by $0.07. SolarEdge Technologies had a negative net margin of 20.29% and a negative return on equity of 29.17%. The business had revenue of $346.20 million for the quarter, compared to analyst estimates of $341.15 million. During the same period last year, the firm posted ($0.81) earnings per share. The company’s revenue for the quarter was up 19.6% compared to the same quarter last year. As a group, equities analysts anticipate that SolarEdge Technologies will post -1.23 earnings per share for the current fiscal year.

Institutional Trading of SolarEdge Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of SEDG. California State Teachers Retirement System increased its stake in shares of SolarEdge Technologies by 5,939.4% during the 2nd quarter. California State Teachers Retirement System now owns 4,021,549 shares of the semiconductor company’s stock valued at $235,019,000 after acquiring an additional 3,954,960 shares during the last quarter. UBS Group AG raised its stake in SolarEdge Technologies by 234.8% during the third 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 period. Invesco Ltd. boosted its holdings in shares of SolarEdge Technologies by 28.6% in the 4th quarter. Invesco Ltd. now owns 2,169,822 shares of the semiconductor company’s stock valued at $62,599,000 after purchasing an additional 483,052 shares during the last quarter. Electron Capital Partners LLC boosted its holdings in shares of 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. Finally, Artisan Partners Limited Partnership increased its holdings in shares of SolarEdge Technologies by 13.5% during the 4th quarter. Artisan Partners Limited Partnership now owns 1,309,579 shares of the semiconductor company’s stock worth $37,781,000 after buying an additional 155,624 shares during the last quarter. 95.10% of the stock is owned by hedge funds and other institutional investors.

SolarEdge Technologies News Roundup

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

• Positive Sentiment: SolarEdge outlined a long-term plan targeting approximately $2.4 billion in revenue by 2029, while highlighting its expansion beyond solar into power infrastructure for artificial-intelligence and hyperscale data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: The company said its medium-voltage-to-800-volt direct-current conversion stage for AI data centers is operating under load and published an 800 VDC protection framework jointly with NVIDIA. It also expanded its collaboration with Infineon on solid-state circuit breakers, supporting its potential participation in a growing data-center power market. SolarEdge NVIDIA 800 VDC framework SolarEdge Infineon collaboration
• Neutral Sentiment: SolarEdge’s fiscal 2026 revenue outlook of roughly $1.3 billion was broadly in line with consensus, offering limited evidence of a near-term earnings surprise. The available update did not provide a usable EPS forecast, and fiscal 2029 EPS guidance was also not specified.
• Negative Sentiment: Royal Bank of Canada raised its price target from $24 to $30 but maintained a “sector perform” rating. The new target still implied roughly 15% downside from the quoted share price, reinforcing concerns that the investor-day growth opportunities may take time to translate into shareholder returns.
• Negative Sentiment: The stock declined after the investor day despite the NVIDIA announcement, suggesting investors focused more on the in-line near-term outlook and the time required to commercialize the data-center opportunity than on the strategic partnerships.

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.