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

SolarEdge Technologies (NASDAQ:SEDG) had its target price lowered by equities researchers at The Goldman Sachs Group from $34.00 to $30.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “sell” rating on the semiconductor company’s stock. The Goldman Sachs Group’s target price would indicate a potential downside of 5.54% from the company’s previous close.

Other equities research analysts also recently issued research reports about the company. Glj Research restated a “sell” rating on shares of SolarEdge Technologies in a research report on Thursday, June 11th. TD Cowen lowered their price objective on SolarEdge Technologies from $85.00 to $75.00 and set a “buy” rating for the company in a research report on Monday, July 20th. Deutsche Bank Aktiengesellschaft dropped their price objective on SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating for the company in a report on Thursday, May 7th. Weiss Ratings raised shares of SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, June 24th. Finally, Citigroup reduced their target price on shares of SolarEdge Technologies from $30.00 to $27.00 and set a “sell” rating on the stock in a research note on Thursday, May 7th. One research analyst has rated the stock with a Buy rating, twelve have issued a Hold rating and six have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $36.20.

SolarEdge Technologies Price Performance

SEDG opened at $31.76 on Thursday. 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 has a market capitalization of $1.95 billion, a P/E ratio of -7.06 and a beta of 1.49. The company’s 50 day simple moving average is $53.17 and its 200-day simple moving average is $46.64. SolarEdge Technologies has a one year low of $24.01 and a one year high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings data on Wednesday, May 6th. The semiconductor company reported ($0.43) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.23) by ($0.20). The firm had revenue of $309.90 million for the quarter, compared to analyst estimates of $305.49 million. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The firm’s quarterly revenue was up 41.5% compared to the same quarter last year. During the same period in the prior year, the company posted ($1.14) EPS. Sell-side analysts anticipate that SolarEdge Technologies will post -1.1 earnings per share for the current fiscal year.

Institutional Investors Weigh In On SolarEdge Technologies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Deutsche Bank AG grew its position in shares of SolarEdge Technologies by 24.4% during the 2nd quarter. Deutsche Bank AG now owns 18,035 shares of the semiconductor company’s stock worth $1,054,000 after buying an additional 3,537 shares during the period. State of Wyoming raised its position in shares of SolarEdge Technologies by 80.8% in the 2nd quarter. State of Wyoming now owns 2,236 shares of the semiconductor company’s stock valued at $131,000 after acquiring an additional 999 shares during the period. Russell Investments Group Ltd. boosted its stake in SolarEdge Technologies by 5.7% during the 2nd quarter. Russell Investments Group Ltd. now owns 240,695 shares of the semiconductor company’s stock worth $14,066,000 after acquiring an additional 13,063 shares during the last quarter. Mitsubishi UFJ Trust & Banking Corp acquired a new position in SolarEdge Technologies during the second quarter valued at approximately $156,000. Finally, Bayforest Capital Ltd grew its holdings in SolarEdge Technologies by 19.2% during the second quarter. Bayforest Capital Ltd now owns 7,680 shares of the semiconductor company’s stock valued at $449,000 after purchasing an additional 1,235 shares during the period. Institutional investors own 95.10% of the company’s stock.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: SolarEdge reported second-quarter revenue of approximately $346 million, up 20% year over year, while gross margin expanded to 28.6% and the company returned to non-GAAP operating profitability. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: New U.S. import restrictions on certain China-linked polysilicon products lifted solar-sector sentiment in premarket trading. The policy could support domestic solar manufacturing and reduce competition, although SolarEdge’s direct benefit is limited because it primarily sells power-electronics and inverter products. Solar stocks shine after Trump extends China tariffs to polysilicon products
• Neutral Sentiment: Analyst sentiment is mixed. Barclays, Susquehanna and RBC lowered their price targets but retained neutral or equal-weight ratings, while Goldman Sachs cut its target to $30 and maintained a sell rating. The reductions reflect caution rather than a broad upgrade or downgrade consensus.
• Negative Sentiment: SolarEdge’s third-quarter revenue outlook fell short of Wall Street expectations, raising concerns that the recovery is stalling and prompting investors to reassess near-term demand and earnings prospects. SolarEdge sinks after Q3 revenue guidance misses expectations
• Negative Sentiment: The earnings beat did not prevent a selloff because forward guidance carries greater weight than the quarter’s headline results. Commentary described the shares as unattractive for dip buyers amid continued uncertainty over demand, profitability and the pace of recovery. SolarEdge Beat Q2 Earnings Estimates. SEDG Stock Plummeted Anyway.

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.