Susquehanna Lowers SolarEdge Technologies (NASDAQ:SEDG) Price Target to $38.00

SolarEdge Technologies (NASDAQ:SEDG) had its target price lowered by equities researchers at Susquehanna from $56.00 to $38.00 in a report released on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. Susquehanna’s price target would suggest a potential upside of 19.65% from the stock’s previous close.

Other research analysts have also recently issued reports about the stock. The Goldman Sachs Group decreased their price objective on shares of SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating on the stock in a research note on Thursday. Weiss Ratings upgraded SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, June 24th. JPMorgan Chase & Co. boosted their price target on SolarEdge Technologies from $32.00 to $35.00 and gave the stock a “neutral” rating in a report on Thursday, April 16th. Barclays upped their price objective on SolarEdge Technologies from $41.00 to $53.00 and gave the stock an “equal weight” rating in a research report on Friday, July 10th. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating on the stock in a research note on Thursday, May 7th. One investment analyst has rated the stock with a Buy rating, twelve have given a Hold rating and six have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Reduce” and a consensus target price of $36.20.

SolarEdge Technologies Trading Down 2.8%

SEDG opened at $31.76 on Thursday. The stock has a market capitalization of $1.95 billion, a price-to-earnings ratio of -7.06 and a beta of 1.49. The company has a quick ratio of 1.36, a current ratio of 2.03 and a debt-to-equity ratio of 0.85. SolarEdge Technologies has a twelve month low of $24.01 and a twelve month high of $81.25. The company has a 50-day simple moving average of $53.17 and a 200 day simple moving average of $46.64.

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

Institutional Investors Weigh In On SolarEdge Technologies

A number of institutional investors have recently made changes to their positions in SEDG. UBS Group AG lifted 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 during the period. Electron Capital Partners LLC grew its holdings in 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 during the period. Meitav Investment House Ltd. raised its position in shares of SolarEdge Technologies by 541.6% in the 1st quarter. Meitav Investment House Ltd. now owns 1,017,551 shares of the semiconductor company’s stock worth $51,946,000 after acquiring an additional 858,954 shares in the last quarter. ION Fund Management Ltd bought a new position in shares of SolarEdge Technologies in the 4th quarter worth about $22,965,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in shares of SolarEdge Technologies in the 3rd quarter valued at about $21,595,000. Institutional investors own 95.10% of the company’s stock.

Key SolarEdge Technologies News

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.

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.