SolarEdge Technologies (NASDAQ:SEDG) Given New $30.00 Price Target at The Goldman Sachs Group

SolarEdge Technologies (NASDAQ:SEDG) had its price target decreased by equities researchers at The Goldman Sachs Group from $34.00 to $30.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “sell” rating on the semiconductor company’s stock. The Goldman Sachs Group’s target price indicates a potential downside of 11.50% from the company’s current price.

Several other brokerages have also recently commented on SEDG. Barclays raised their target price on shares of SolarEdge Technologies from $41.00 to $53.00 and gave the stock an “equal weight” rating in a report on Friday, July 10th. Deutsche Bank Aktiengesellschaft reduced their price target on SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating on the stock in a research report on Thursday, May 7th. Royal Bank Of Canada dropped their price objective on SolarEdge Technologies from $32.00 to $30.00 and set a “sector perform” rating for the company in a report on Thursday, May 7th. Citigroup cut their target price 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. Finally, Susquehanna increased their target price on SolarEdge Technologies from $43.00 to $56.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. One investment analyst has rated the stock with a Buy rating, twelve have issued a Hold rating and six have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average price target of $38.87.

SolarEdge Technologies Stock Performance

Shares of NASDAQ SEDG opened at $33.90 on Thursday. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.02 and a quick ratio of 1.36. The stock’s fifty day moving average price is $54.87 and its two-hundred day moving average price is $46.76. SolarEdge Technologies has a one year low of $23.01 and a one year high of $81.25. The firm has a market cap of $2.06 billion, a price-to-earnings ratio of -5.53 and a beta of 1.49.

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

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Mitsubishi UFJ Trust & Banking Corp acquired a new stake in shares of SolarEdge Technologies in the 2nd quarter valued at approximately $156,000. Bayforest Capital Ltd grew its holdings in shares of SolarEdge Technologies by 19.2% during the 2nd quarter. Bayforest Capital Ltd now owns 7,680 shares of the semiconductor company’s stock valued at $449,000 after purchasing an additional 1,235 shares during the last quarter. Janney Montgomery Scott LLC increased its position in SolarEdge Technologies by 21.8% during the 2nd quarter. Janney Montgomery Scott LLC now owns 143,525 shares of the semiconductor company’s stock worth $8,388,000 after purchasing an additional 25,703 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its stake in SolarEdge Technologies by 128.0% in the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 14,712 shares of the semiconductor company’s stock valued at $860,000 after purchasing an additional 8,259 shares during the last quarter. Finally, Principal Financial Group Inc. lifted its stake in SolarEdge Technologies by 1.6% in the 2nd quarter. Principal Financial Group Inc. now owns 292,648 shares of the semiconductor company’s stock valued at $17,102,000 after purchasing an additional 4,552 shares during the last quarter. Institutional investors and hedge funds 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: Second-quarter results exceeded expectations. Revenue increased approximately 20% year over year to about $346 million, ahead of analyst estimates, while non-GAAP earnings were approximately $0.05-$0.06 per share versus expectations for roughly $0.04. SolarEdge Reports Revenue Growth and Return to Non-GAAP Operating Profitability in Second Quarter 2026
• Positive Sentiment: Profitability and margins improved. SolarEdge returned to non-GAAP operating profitability, supported by stronger European demand, higher battery sales and gross-margin expansion to 28.6%, marking the sixth consecutive quarter of improvement. The results suggest the company’s turnaround efforts are progressing. SolarEdge Technologies’ Q2 Earnings Top Estimates, Revenues Rise Year Over Year
• Neutral Sentiment: New product momentum provides a potential longer-term catalyst. SolarEdge’s Nexis home-energy system is being deployed with ConnectDER’s IslandDER meter collar, enabling whole-home backup functionality. However, the near-term earnings impact remains uncertain. ConnectDER’s IslandDER Meter Collar Powers Whole-Home Backup With New SolarEdge Nexis Home Energy System
• Negative Sentiment: Third-quarter guidance was the key disappointment. SolarEdge forecast revenue of $310 million to $340 million, with a midpoint of $325 million, substantially below analyst expectations of approximately $368 million to $372 million. The shortfall overshadowed the second-quarter beat and raised concerns that the recovery is losing momentum. SolarEdge Sinks After Q3 Revenue Guidance Misses Expectations
• Negative Sentiment: Demand remains pressured, particularly in residential solar. Management cited a challenging U.S. residential market and ongoing weakness in Europe. These conditions, along with elevated interest rates and uncertain solar demand, are limiting sales visibility and outweighing progress in AI-related initiatives. SolarEdge Forecasts Weaker Q3 as US Residential Market Remains Challenging

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.