SolarEdge Technologies (NASDAQ:SEDG) Given New $33.00 Price Target at Morgan Stanley

SolarEdge Technologies (NASDAQ:SEDG) had its price objective decreased by research analysts at Morgan Stanley from $35.00 to $33.00 in a report released on Friday, Benzinga reports. The brokerage presently has an “equal weight” rating on the semiconductor company’s stock. Morgan Stanley’s target price indicates a potential downside of 5.38% from the stock’s current price.

Several other research firms also recently issued reports on SEDG. JPMorgan Chase & Co. increased their price objective on shares of SolarEdge Technologies from $37.00 to $44.00 and gave the company a “neutral” rating in a report on Friday. Wells Fargo & Company initiated coverage on shares of SolarEdge Technologies in a research note on Monday, June 29th. They issued an “equal weight” rating and a $36.00 price target on the stock. Weiss Ratings upgraded SolarEdge Technologies from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Friday, August 21st. Susquehanna reduced their target price on SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Finally, UBS Group upgraded SolarEdge Technologies from a “neutral” rating to a “buy” rating and raised their target price for the company from $36.00 to $42.00 in a research report on Wednesday, August 26th. Two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and five have issued a Sell rating to the company. According to MarketBeat, SolarEdge Technologies presently has a consensus rating of “Reduce” and a consensus price target of $39.00.

SolarEdge Technologies Stock Down 5.1%

SEDG traded down $1.87 during trading on Friday, hitting $34.88. The stock had a trading volume of 3,141,763 shares, compared to its average volume of 3,479,237. The stock has a 50 day simple moving average of $40.18 and a two-hundred day simple moving average of $46.40. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.38 and a current ratio of 2.03. SolarEdge Technologies has a twelve month low of $28.21 and a twelve month high of $81.25. The company has a market capitalization of $2.15 billion, a PE ratio of -7.74 and a beta of 1.44.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings data on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.02) by $0.07. The firm had revenue of $346.20 million during the quarter, compared to analysts’ expectations of $341.15 million. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The business’s quarterly revenue was up 19.6% on a year-over-year basis. During the same quarter last year, the firm earned ($0.81) EPS. On average, research analysts predict that SolarEdge Technologies will post -1.23 earnings per share for the current year.

Institutional Investors Weigh In On SolarEdge Technologies

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. California State Teachers Retirement System boosted its holdings in SolarEdge Technologies by 5,939.4% in the second quarter. California State Teachers Retirement System now owns 4,021,549 shares of the semiconductor company’s stock valued at $235,019,000 after purchasing an additional 3,954,960 shares during the period. UBS Group AG increased its stake in shares of SolarEdge Technologies by 234.8% during the third quarter. UBS Group AG now owns 3,554,504 shares of the semiconductor company’s stock worth $131,517,000 after buying an additional 2,492,776 shares during the period. Legal & General Group Plc acquired a new stake in SolarEdge Technologies in the second quarter valued at approximately $76,095,000. Clal Insurance Enterprises Holdings Ltd acquired a new stake in SolarEdge Technologies in the second quarter valued at approximately $55,514,000. Finally, 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 in the last quarter. Institutional investors and hedge funds own 95.10% of the company’s stock.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: SolarEdge outlined a long-term plan targeting approximately $2.4 billion in revenue by 2029, while highlighting its expansion beyond solar into power infrastructure for artificial-intelligence and hyperscale data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: The company said its medium-voltage-to-800-volt direct-current conversion stage for AI data centers is operating under load and published an 800 VDC protection framework jointly with NVIDIA. It also expanded its collaboration with Infineon on solid-state circuit breakers, supporting its potential participation in a growing data-center power market. SolarEdge NVIDIA 800 VDC framework SolarEdge Infineon collaboration
• Neutral Sentiment: SolarEdge’s fiscal 2026 revenue outlook of roughly $1.3 billion was broadly in line with consensus, offering limited evidence of a near-term earnings surprise. The available update did not provide a usable EPS forecast, and fiscal 2029 EPS guidance was also not specified.
• Negative Sentiment: Royal Bank of Canada raised its price target from $24 to $30 but maintained a “sector perform” rating. The new target still implied roughly 15% downside from the quoted share price, reinforcing concerns that the investor-day growth opportunities may take time to translate into shareholder returns.
• Negative Sentiment: The stock declined after the investor day despite the NVIDIA announcement, suggesting investors focused more on the in-line near-term outlook and the time required to commercialize the data-center opportunity than on the strategic partnerships.

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.