SolarEdge Technologies (NASDAQ:SEDG) Upgraded at Jefferies Financial Group

Jefferies Financial Group upgraded shares of SolarEdge Technologies (NASDAQ:SEDG) from an underperform rating to a hold rating in a research note published on Friday, Marketbeat Ratings reports. They currently have $49.00 price target on the semiconductor company’s stock, up from their prior price target of $30.00.

Several other equities research analysts also recently weighed in on the company. UBS Group decreased their target price on SolarEdge Technologies from $40.00 to $36.00 and set a “neutral” rating for the company in a research report on Monday, March 2nd. Morgan Stanley raised their target price on SolarEdge Technologies from $33.00 to $40.00 and gave the company an “equal weight” rating in a report on Thursday, February 19th. Royal Bank Of Canada reduced their price target on SolarEdge Technologies from $34.00 to $32.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 19th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of SolarEdge Technologies from $35.00 to $33.00 and set a “hold” rating for the company in a research report on Friday, February 20th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of SolarEdge Technologies in a research note on Monday, December 29th. One research analyst has rated the stock with a Buy rating, eighteen have issued a Hold rating and six have assigned 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 $29.09.

SolarEdge Technologies Stock Performance

Shares of SEDG stock opened at $51.64 on Friday. The company’s fifty day simple moving average is $36.60 and its 200-day simple moving average is $35.18. SolarEdge Technologies has a 52 week low of $11.00 and a 52 week high of $53.28. The company has a current ratio of 2.17, a quick ratio of 1.48 and a debt-to-equity ratio of 0.82. The company has a market cap of $3.12 billion, a PE ratio of -7.51 and a beta of 1.62.

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

Institutional Investors Weigh In On SolarEdge Technologies

Hedge funds have recently bought and sold shares of the business. UBS Group AG increased its holdings in SolarEdge Technologies by 234.8% during the 3rd 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 last quarter. Assenagon Asset Management S.A. boosted its stake in shares of SolarEdge Technologies by 612.9% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,448,643 shares of the semiconductor company’s stock valued at $53,600,000 after buying an additional 1,245,445 shares during the last quarter. Menora Mivtachim Holdings LTD. boosted its stake in shares of SolarEdge Technologies by 213.4% during the 2nd quarter. Menora Mivtachim Holdings LTD. now owns 1,490,637 shares of the semiconductor company’s stock valued at $30,409,000 after buying an additional 1,015,017 shares during the last quarter. Electron Capital Partners LLC grew its position in shares of 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 buying an additional 898,802 shares in the last quarter. Finally, ION Fund Management Ltd acquired a new stake in shares of SolarEdge Technologies during the fourth quarter worth approximately $22,965,000. Institutional investors and hedge funds own 95.10% of the company’s stock.

More SolarEdge Technologies News

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

• Positive Sentiment: Analyst upgrade and macro catalyst: Jefferies raised its rating (from underperform to hold) and highlighted that renewed volatility in European energy prices tied to the Middle East conflict could lift demand for solar systems, a direct tailwind for SolarEdge. That note — echoed by other firms — is a primary reason for today’s rally. Jefferies Sees Energy Price Volatility Reviving Solar Demand
• Positive Sentiment: Product expansion in Europe: SolarEdge launched its next‑generation Nexis residential solar + storage platform in Germany (commercial availability), which could accelerate European residential orders and higher‑margin system sales if uptake is solid. SolarEdge Nexis Launch in Germany
• Positive Sentiment: Strong market interest / options flow: Unusually large call buying and elevated trading volume today point to speculative bullish positioning and short‑term momentum among traders (18,513 calls traded; ~86% above average call volume), amplifying the price move.
• Neutral Sentiment: Sector context — mixed fundamentals: Canadian Solar reported a wider Q4 loss and revenue miss, showing module/shipments pressure in parts of the supply chain; the sector is reacting to both positive demand signals and ongoing margin/volume headwinds. Canadian Solar Q4 Loss Wider
• Neutral Sentiment: Recent earnings backdrop: SolarEdge beat the last quarter’s EPS estimate modestly and reported strong year‑over‑year revenue growth, which helped rebuild confidence after prior large losses — but analysts still model negative full‑year EPS.
• Negative Sentiment: Management turnover: The CFO departure creates short‑term execution/visibility risk until a replacement is named, a potential overhang for some investors. SolarEdge Reports Departure of CFO
• Negative Sentiment: Valuation caution: Even with upgrades, some analysts note much of the upside may already be priced in and the new targets sit near current levels, implying limited near‑term upside and higher risk if demand doesn’t accelerate. Analyst Note / Price Target Context

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.