Stock Traders Purchase High Volume of Call Options on SolarEdge Technologies (NASDAQ:SEDG)

SolarEdge Technologies, Inc. (NASDAQ:SEDG) saw unusually large options trading on Friday. Stock investors bought 16,722 call options on the company. This is an increase of approximately 36% compared to the average daily volume of 12,262 call options.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on SEDG shares. Morgan Stanley cut their price objective on SolarEdge Technologies from $35.00 to $33.00 and set an “equal weight” rating on the stock in a report on Friday. Susquehanna dropped their target price on SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating on the stock in a research report on Thursday, August 6th. Barclays cut their price target on shares of SolarEdge Technologies from $53.00 to $37.00 and set an “equal weight” rating on the stock in a report on Thursday, August 6th. JPMorgan Chase & Co. raised their price target on shares of SolarEdge Technologies from $37.00 to $44.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Royal Bank Of Canada lifted their price objective on shares of SolarEdge Technologies from $24.00 to $30.00 and gave the company a “sector perform” rating in a research note on Friday. Two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat.com, SolarEdge Technologies currently has an average rating of “Reduce” and an average price target of $39.00.

SolarEdge Technologies Stock Performance

SolarEdge Technologies stock traded down $1.74 during midday trading on Friday, hitting $35.01. 3,768,956 shares of the company were exchanged, compared to its average volume of 3,483,251. The business has a fifty day simple moving average of $40.18 and a two-hundred day simple moving average of $46.40. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.38 and a current ratio of 2.03. The firm has a market capitalization of $2.15 billion, a PE ratio of -7.79 and a beta of 1.44. SolarEdge Technologies has a fifty-two week low of $28.21 and a fifty-two week high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG) last announced its quarterly earnings results on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.02) by $0.07. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The company had revenue of $346.20 million during the quarter, compared to the consensus estimate of $341.15 million. During the same period in the previous year, the company posted ($0.81) earnings per share. SolarEdge Technologies’s revenue for the quarter was up 19.6% on a year-over-year basis. On average, sell-side analysts forecast that SolarEdge Technologies will post -1.23 earnings per share for the current year.

Institutional Trading of SolarEdge Technologies

A number of hedge funds have recently added to or reduced their stakes in the company. California State Teachers Retirement System grew its position in SolarEdge Technologies by 5,939.4% during the second quarter. California State Teachers Retirement System now owns 4,021,549 shares of the semiconductor company’s stock valued at $235,019,000 after buying an additional 3,954,960 shares during the period. UBS Group AG increased its holdings in SolarEdge Technologies by 234.8% in the third quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company’s stock valued at $131,517,000 after buying an additional 2,492,776 shares in the last quarter. Legal & General Group Plc acquired a new position in shares of SolarEdge Technologies in the second quarter worth about $76,095,000. Clal Insurance Enterprises Holdings Ltd acquired a new position in shares of SolarEdge Technologies in the second quarter worth about $55,514,000. Finally, Electron Capital Partners LLC boosted its stake in shares of SolarEdge Technologies by 107.8% during the 3rd quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company’s stock worth $64,105,000 after acquiring an additional 898,802 shares in the last quarter. 95.10% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about SolarEdge Technologies

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

• Positive Sentiment: JPMorgan raised its price target from $37 to $44 while maintaining a neutral rating, implying 26.1% potential upside from the referenced price. Mizuho also increased its target from $38 to $40, suggesting 14.6% upside, although it retained a neutral rating.
• Positive Sentiment: At its 2026 Investor Day, SolarEdge outlined a goal of reaching $2.4 billion in revenue by 2029 and highlighted expansion into power infrastructure for AI data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: SolarEdge said its medium-voltage-to-800 VDC conversion stage for AI data centers is operating under load and published an 800 VDC protection framework with NVIDIA, supporting its efforts to participate in the growing data-center power market. SolarEdge and NVIDIA 800 VDC framework
• Positive Sentiment: The company extended its collaboration with Infineon on solid-state circuit-breaker technology for 800 VDC AI and hyperscale data centers, potentially strengthening its product offering in a new market. SolarEdge and Infineon collaboration
• Neutral Sentiment: Call-option volume rose 36% above its average, indicating increased speculative interest, but options activity does not establish a fundamental change in the company’s outlook.
• Neutral Sentiment: SolarEdge’s FY 2026 revenue outlook of approximately $1.3 billion was broadly in line with consensus. No meaningful EPS guidance was provided in the report, limiting its usefulness for assessing profitability.
• Negative Sentiment: Morgan Stanley lowered its price target from $35 to $33 and assigned an equal-weight rating, indicating modest downside and reinforcing investor caution.
• Negative Sentiment: RBC raised its target from $24 to $30 but maintained a sector-perform rating; the target remained below the referenced share price. The muted ratings suggest analysts see limited near-term catalysts despite SolarEdge’s longer-term AI opportunity.

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.