SEDG Stock Earnings Estimates Cut by Northland Securities

SolarEdge Technologies, Inc. (NASDAQ:SEDG) – Equities research analysts at Northland Securities cut their FY2026 earnings per share (EPS) estimates for SolarEdge Technologies in a report released on Wednesday, September 30th. Northland Securities analyst G. Richard now forecasts that the semiconductor company will post earnings of ($1.58) per share for the year, down from their prior forecast of ($1.44). The consensus estimate for SolarEdge Technologies’ current full-year earnings is ($1.27) per share. Northland Securities also issued estimates for SolarEdge Technologies’ Q4 2026 earnings at ($0.34) EPS, Q1 2027 earnings at ($0.50) EPS, Q2 2027 earnings at ($0.33) EPS, Q3 2027 earnings at ($0.19) EPS, Q4 2027 earnings at ($0.12) EPS and FY2027 earnings at ($1.14) EPS.

SolarEdge Technologies (NASDAQ:SEDG) last issued its earnings results on Wednesday, August 5th. The semiconductor company reported $0.05 EPS for the quarter, topping the consensus estimate of ($0.02) by $0.07. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The company had revenue of $346.20 million during the quarter, compared to the consensus estimate of $341.15 million. During the same period in the previous year, the company posted ($0.81) EPS. The firm’s revenue for the quarter was up 19.6% compared to the same quarter last year.

Several other research firms have also recently weighed in on SEDG. Wells Fargo & Company began coverage on SolarEdge Technologies in a report on Monday, June 29th. They set an “equal weight” rating and a $36.00 price target for the company. UBS Group upgraded shares of SolarEdge Technologies from a “neutral” rating to a “buy” rating and boosted their target price for the company from $36.00 to $42.00 in a research report on Wednesday, August 26th. Wall Street Zen downgraded SolarEdge Technologies from a “hold” rating to a “sell” rating in a research report on Saturday. Barclays dropped their price objective on shares of SolarEdge Technologies from $53.00 to $37.00 and set an “equal weight” rating for the company in a research note on Thursday, August 6th. Finally, Mizuho lifted their price target on SolarEdge Technologies from $38.00 to $40.00 and gave the company a “neutral” rating in a research note on Friday, September 11th. Two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and five have assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Reduce” and an average price target of $39.20.

SolarEdge Technologies Stock Up 7.2%

Shares of SEDG opened at $33.09 on Friday. The firm’s 50-day simple moving average is $34.42 and its 200 day simple moving average is $45.88. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.38 and a current ratio of 2.03. The firm has a market cap of $2.04 billion, a P/E ratio of -7.35 and a beta of 1.44. SolarEdge Technologies has a 52 week low of $28.21 and a 52 week high of $81.25.

Hedge Funds Weigh In On SolarEdge Technologies

Institutional investors and hedge funds have recently made changes to their positions in the stock. State of Wyoming lifted its stake in SolarEdge Technologies by 32.9% during the 1st quarter. State of Wyoming now owns 1,237 shares of the semiconductor company’s stock valued at $63,000 after acquiring an additional 306 shares in the last quarter. Allworth Financial LP purchased a new position in SolarEdge Technologies in the second quarter valued at about $31,000. Nykredit A S bought a new position in SolarEdge Technologies during the second quarter valued at $36,000. Swiss National Bank grew its stake in shares of SolarEdge Technologies by 0.9% during the 1st quarter. Swiss National Bank now owns 118,200 shares of the semiconductor company’s stock worth $6,034,000 after acquiring an additional 1,100 shares during the period. Finally, Public Employees Retirement System of Ohio bought a new position in SolarEdge Technologies during the second quarter worth about $72,000. Institutional investors own 95.10% of the company’s stock.

SolarEdge Technologies News Summary

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

• Positive Sentiment: SolarEdge shares recently advanced despite a weaker overall market, suggesting some short-term buying interest. SolarEdge Technologies Increases Despite Market Slip
• Neutral Sentiment: The company’s latest reported quarter showed improving fundamentals: revenue rose 19.6% year over year to $346.2 million and adjusted EPS of $0.05 exceeded analysts’ expectations. However, SolarEdge remains unprofitable, with analysts expecting a full-year loss.
• Negative Sentiment: Northland Securities lowered its SolarEdge earnings forecasts across multiple periods. Estimates were reduced to losses of $0.34 per share for Q4 2026, $1.58 for full-year 2026, and $1.14 for full-year 2027, compared with previous forecasts of $0.20, $1.44, and $0.72, respectively. Quarterly 2027 estimates were also cut, including Q1 EPS to a $0.50 loss from a $0.36 loss and Q4 EPS to a $0.12 loss from a $0.04 loss. The revisions indicate expectations for a slower or more difficult return to profitability.
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of SolarEdge investors. Although the announcement did not provide specific allegations, the inquiry adds legal and reputational uncertainty for the company. Pomerantz Investor Alert

SolarEdge Technologies Company Profile

SolarEdge Technologies, Inc (NASDAQ: SEDG) develops technologies for generating, storing and managing solar energy. The company is best known for its power optimizer and inverter architecture, which is designed to improve energy harvesting from photovoltaic panels and provide monitoring and control at the module level.

Its product portfolio includes power optimizers, residential and commercial inverters, battery-storage systems, backup-power solutions, electric-vehicle charging equipment and energy-management software.