Morgan Stanley Issues Positive Forecast for SolarEdge Technologies (NASDAQ:SEDG) Stock Price

SolarEdge Technologies (NASDAQ:SEDG) had its price target hoisted by Morgan Stanley from $33.00 to $40.00 in a research note released on Thursday,MarketScreener reports. The brokerage currently has an equal weight rating on the semiconductor company’s stock.

A number of other brokerages also recently commented on SEDG. Jefferies Financial Group restated an “underperform” rating on shares of SolarEdge Technologies in a research note on Wednesday, January 21st. Citigroup lowered their price target on SolarEdge Technologies from $30.00 to $29.00 and set a “sell” rating for the company in a research note on Thursday, December 18th. The Goldman Sachs Group raised their price objective on shares of SolarEdge Technologies from $32.00 to $36.00 and gave the company a “neutral” rating in a research report on Thursday. TD Cowen lifted their target price on shares of SolarEdge Technologies from $38.00 to $43.00 and gave the company a “buy” rating in a research note on Thursday. Finally, UBS Group increased their price target on shares of SolarEdge Technologies from $30.00 to $40.00 and gave the stock a “neutral” rating in a research note on Friday, November 14th. One analyst has rated the stock with a Buy rating, sixteen have assigned a Hold rating and seven have assigned a Sell rating to the stock. Based on data from MarketBeat.com, SolarEdge Technologies presently has an average rating of “Reduce” and an average target price of $26.90.

SolarEdge Technologies Stock Up 8.4%

Shares of SolarEdge Technologies stock traded up $2.95 during midday trading on Thursday, hitting $37.91. The company’s stock had a trading volume of 3,512,544 shares, compared to its average volume of 3,038,092. SolarEdge Technologies has a 1-year low of $11.00 and a 1-year high of $48.60. The firm has a market capitalization of $2.27 billion, a P/E ratio of -5.51 and a beta of 1.66. The company has a quick ratio of 1.60, a current ratio of 2.17 and a debt-to-equity ratio of 0.82. The stock has a 50-day simple moving average of $32.59 and a 200-day simple moving average of $33.66.

SolarEdge Technologies (NASDAQ:SEDG) last issued its earnings results on Wednesday, February 18th. The semiconductor company reported ($0.14) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.19) by $0.05. The company had revenue of $333.80 million for the quarter, compared to the consensus estimate of $330.33 million. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%.The firm’s quarterly revenue was up 70.9% on a year-over-year basis. During the same quarter in the prior year, the company earned ($3.52) EPS. As a group, sell-side analysts expect that SolarEdge Technologies will post -4.54 earnings per share for the current year.

Hedge Funds Weigh In On SolarEdge Technologies

Several large investors have recently made changes to their positions in SEDG. UBS Group AG increased its position in SolarEdge Technologies by 234.8% in the 3rd quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company’s stock worth $131,517,000 after buying an additional 2,492,776 shares during the period. Assenagon Asset Management S.A. grew its stake in shares of SolarEdge Technologies by 612.9% in the third quarter. Assenagon Asset Management S.A. now owns 1,448,643 shares of the semiconductor company’s stock worth $53,600,000 after acquiring an additional 1,245,445 shares during the last quarter. Menora Mivtachim Holdings LTD. grew its stake in shares of SolarEdge Technologies by 213.4% in the second quarter. Menora Mivtachim Holdings LTD. now owns 1,490,637 shares of the semiconductor company’s stock worth $30,409,000 after acquiring an additional 1,015,017 shares during the last quarter. Electron Capital Partners LLC increased its position in SolarEdge Technologies by 107.8% during the third 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 during the period. Finally, ION Fund Management Ltd acquired a new position in SolarEdge Technologies during the 4th quarter valued at $22,965,000. Institutional investors and hedge funds own 95.10% of the company’s stock.

SolarEdge Technologies News Summary

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

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.