SolarEdge Technologies (NASDAQ:SEDG) Stock Price Up 8.3% After Analyst Upgrade

SolarEdge Technologies, Inc. (NASDAQ:SEDG) was up 8.3% on Monday after TD Cowen upgraded the stock from a hold rating to a buy rating. TD Cowen now has a $38.00 price target on the stock, up from their previous price target of $34.00. SolarEdge Technologies traded as high as $35.47 and last traded at $35.6080. Approximately 1,263,720 shares were traded during trading, a decline of 57% from the average daily volume of 2,961,531 shares. The stock had previously closed at $32.89.

Several other research firms have also weighed in on SEDG. Barclays upped their target price on shares of SolarEdge Technologies from $29.00 to $36.00 and gave the stock an “equal weight” rating in a report on Thursday, October 9th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of SolarEdge Technologies from $19.00 to $28.00 and gave the stock a “hold” rating in a report on Wednesday, October 1st. Morgan Stanley upgraded shares of SolarEdge Technologies from an “underweight” rating to an “equal weight” rating and lifted their target price for the company from $27.00 to $33.00 in a research note on Tuesday, December 16th. Weiss Ratings restated a “sell (d-)” rating on shares of SolarEdge Technologies in a research report on Monday, December 29th. Finally, Wells Fargo & Company dropped their price target on SolarEdge Technologies from $42.00 to $33.00 and set an “equal weight” rating for the company in a report on Friday, December 19th. One equities research analyst has rated the stock with a Buy rating, nineteen have assigned a Hold rating and nine have issued a Sell rating to the company’s stock. According to data from MarketBeat, SolarEdge Technologies has a consensus rating of “Reduce” and a consensus price target of $24.62.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: TD Cowen upgraded SEDG in a turnaround-focused call and highlighted product momentum, a move that earlier sparked a sharp rally and renewed investor optimism about margins and sales recovery. Why SolarEdge Technologies (SEDG) Is Up 14.7% After TD Cowen’s Turnaround-Focused Upgrade And Product Momentum
• Positive Sentiment: Multiple outlets report the TD Cowen upgrade and product narrative (module-level technology and product stack improvements) as drivers that could support a recovery if execution continues. SolarEdge Technologies (NASDAQ:SEDG) Nasdaq Index Module-Level Technology
• Positive Sentiment: Coverage pickups: AmericanBankingNews and others flagged the TD Cowen upgrade, increasing visibility among institutional and retail investors and likely contributing to intraday volume spikes. SolarEdge Technologies (NASDAQ:SEDG) Upgraded at TD Cowen
• Neutral Sentiment: Raymond James initiated coverage with a “market perform” rating — a neutral signal that may cap upside expectations despite the Cowen upgrade. Raymond James Coverage (Benzinga/TickerReport)
• Neutral Sentiment: Long-form comparisons and investor pieces (AAII / Kalkine) weigh SolarEdge vs peers (e.g., Veeco), useful for context but less likely to move the stock immediately. Which Is a Better Investment, SolarEdge Technologies, Inc. or Veeco Instruments Inc. Stock?
• Neutral Sentiment: Reported large increase in short interest appears to contain reporting errors (zeros/NaN); unreliable short data reduces clarity on positioning effects. (internal short-interest note)
• Negative Sentiment: Zacks and other market wrap pieces note SEDG fell more than the broader market on the latest session — selling likely reflects profit-taking after the earlier rally, broader market weakness and investor focus on execution risks. Here’s Why SolarEdge Technologies (SEDG) Fell More Than Broader Market
• Negative Sentiment: Analyst and commentary pieces that emphasize ongoing risks (execution, demand variability, margin pressure) are keeping some investors cautious despite the upgrade, contributing to intraday weakness. Looking At The Narrative For SolarEdge Technologies (SEDG) After Turnaround Hopes And Ongoing Risks

Hedge Funds Weigh In On SolarEdge Technologies

Large investors have recently made changes to their positions in the company. U.S. Capital Wealth Advisors LLC bought a new position in SolarEdge Technologies in the second quarter valued at approximately $204,000. Bayforest Capital Ltd lifted its stake in shares of SolarEdge Technologies by 49.8% in the 2nd quarter. Bayforest Capital Ltd now owns 85,461 shares of the semiconductor company’s stock valued at $1,743,000 after purchasing an additional 28,425 shares during the period. Phoenix Financial Ltd. bought a new position in shares of SolarEdge Technologies in the 2nd quarter worth $216,000. SG Americas Securities LLC grew its stake in shares of SolarEdge Technologies by 59.7% during the third quarter. SG Americas Securities LLC now owns 103,033 shares of the semiconductor company’s stock worth $3,812,000 after purchasing an additional 38,511 shares during the period. Finally, Bank Hapoalim BM increased its holdings in SolarEdge Technologies by 73.5% in the second quarter. Bank Hapoalim BM now owns 70,475 shares of the semiconductor company’s stock valued at $1,438,000 after purchasing an additional 29,859 shares during the last quarter. Institutional investors and hedge funds own 95.10% of the company’s stock.

SolarEdge Technologies Stock Down 2.8%

The company has a debt-to-equity ratio of 0.78, a current ratio of 2.28 and a quick ratio of 1.60. The stock has a market cap of $2.05 billion, a price-to-earnings ratio of -3.55 and a beta of 1.66. The firm has a 50 day simple moving average of $33.09 and a two-hundred day simple moving average of $32.22.

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.