Barclays Cuts SolarEdge Technologies (NASDAQ:SEDG) Price Target to $37.00

SolarEdge Technologies (NASDAQ:SEDG) had its price target lowered by equities research analysts at Barclays from $53.00 to $37.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the semiconductor company’s stock. Barclays‘s price objective would indicate a potential upside of 10.02% from the company’s current price.

Several other equities research analysts also recently commented on the stock. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating for the company in a research note on Thursday, May 7th. Citigroup lowered their price target on SolarEdge Technologies from $30.00 to $27.00 and set a “sell” rating for the company in a research report on Thursday, May 7th. Royal Bank Of Canada cut their price objective on SolarEdge Technologies from $32.00 to $30.00 and set a “sector perform” rating on the stock in a report on Thursday, May 7th. Glj Research restated a “sell” rating on shares of SolarEdge Technologies in a research note on Thursday, June 11th. Finally, JPMorgan Chase & Co. lifted their target price on SolarEdge Technologies from $32.00 to $35.00 and gave the stock a “neutral” rating in a report on Thursday, April 16th. One analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and six have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $36.60.

SolarEdge Technologies Stock Performance

SEDG stock traded down $0.27 during trading on Thursday, reaching $33.63. The company had a trading volume of 1,945,018 shares, compared to its average volume of 3,480,506. The company has a market cap of $2.05 billion, a price-to-earnings ratio of -5.48 and a beta of 1.49. SolarEdge Technologies has a twelve month low of $23.01 and a twelve month high of $81.25. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.36 and a current ratio of 2.02. The firm has a 50-day simple moving average of $54.87 and a 200-day simple moving average of $46.76.

SolarEdge Technologies (NASDAQ:SEDG) last issued its quarterly earnings results on Wednesday, May 6th. The semiconductor company reported ($0.43) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.23) by ($0.20). The company had revenue of $309.90 million for the quarter, compared to analyst estimates of $305.49 million. SolarEdge Technologies had a negative net margin of 28.56% and a negative return on equity of 38.66%. The company’s revenue for the quarter was up 41.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($1.14) EPS. As a group, sell-side analysts expect that SolarEdge Technologies will post -1.1 earnings per share for the current year.

Hedge Funds Weigh In On SolarEdge Technologies

Institutional investors and hedge funds have recently modified their holdings of the stock. UBS Group AG grew its stake in shares of 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 period. Electron Capital Partners LLC lifted its stake in shares of SolarEdge Technologies by 107.8% in the 3rd quarter. Electron Capital Partners LLC now owns 1,732,566 shares of the semiconductor company’s stock valued at $64,105,000 after purchasing an additional 898,802 shares during the period. Meitav Investment House Ltd. boosted its holdings in SolarEdge Technologies by 541.6% during the first quarter. Meitav Investment House Ltd. now owns 1,017,551 shares of the semiconductor company’s stock worth $51,946,000 after buying an additional 858,954 shares in the last quarter. ION Fund Management Ltd acquired a new stake in SolarEdge Technologies during the fourth quarter valued at $22,965,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new position in SolarEdge Technologies in the third quarter valued at $21,595,000. Institutional investors and hedge funds own 95.10% of the company’s stock.

Key Stories Impacting SolarEdge Technologies

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

• Positive Sentiment: Second-quarter results exceeded expectations. Revenue rose approximately 20% year over year to about $346 million, topping estimates, while non-GAAP earnings reached roughly $0.05-$0.06 per share versus a consensus estimate near $0.04. The company also returned to non-GAAP operating profitability, supported by stronger European demand, higher battery sales and expanding gross margins. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: New product activity provides a longer-term growth opportunity. SolarEdge’s Nexis home energy system is now integrated with ConnectDER’s IslandDER meter collar for whole-home backup, with installations beginning nationwide. However, the financial impact is likely to develop over time. ConnectDER IslandDER Integration with SolarEdge Nexis
• Neutral Sentiment: Analyst sentiment has diverged but is broadly cautious. Susquehanna cut its price target from $56 to $38 and retained a neutral rating, while Goldman Sachs reduced its target from $34 to $30 and assigned a sell rating. The differing views highlight uncertainty surrounding SolarEdge’s recovery.
• Negative Sentiment: Third-quarter guidance was the primary stock catalyst. SolarEdge forecast revenue of $310 million to $340 million, with a midpoint of $325 million, well below analyst expectations of roughly $368 million to $372 million. The shortfall suggests that weak U.S. residential demand and continuing European sales challenges are offsetting the second-quarter improvement. SolarEdge Forecasts Weaker Q3
• Negative Sentiment: The outlook undermines confidence in the turnaround. Investors appear more focused on near-term revenue weakness than on improved margins, profitability and AI-related initiatives. With SolarEdge still reporting negative trailing net margins and analysts forecasting a full-year loss, the lower targets and Goldman’s sell rating add further pressure.

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.