Hussman Strategic Advisors Inc. Cuts Stake in SolarEdge Technologies, Inc. $SEDG

Hussman Strategic Advisors Inc. reduced its position in SolarEdge Technologies, Inc. (NASDAQ:SEDG) by 33.3% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 42,000 shares of the semiconductor company’s stock after selling 21,000 shares during the period. Hussman Strategic Advisors Inc.’s holdings in SolarEdge Technologies were worth $2,454,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Handelsbanken Fonder AB grew its holdings in SolarEdge Technologies by 16.6% during the 2nd quarter. Handelsbanken Fonder AB now owns 1,230,401 shares of the semiconductor company’s stock worth $71,905,000 after acquiring an additional 175,281 shares in the last quarter. Glenmede Trust Co. NA bought a new stake in shares of SolarEdge Technologies in the 1st quarter valued at about $202,000. Bank of America Corp DE lifted its position in shares of SolarEdge Technologies by 218.6% in the 1st quarter. Bank of America Corp DE now owns 404,297 shares of the semiconductor company’s stock worth $20,639,000 after purchasing an additional 277,385 shares during the period. California State Teachers Retirement System lifted its position in shares of SolarEdge Technologies by 25.6% in the 1st quarter. California State Teachers Retirement System now owns 66,589 shares of the semiconductor company’s stock worth $3,399,000 after purchasing an additional 13,554 shares during the period. Finally, SummitTX Capital L.P. bought a new position in shares of SolarEdge Technologies during the first quarter valued at approximately $272,000. 95.10% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting SolarEdge Technologies

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

• Positive Sentiment: SolarEdge reported year-over-year revenue growth in the second quarter and returned to non-GAAP operating profitability. Management cited improved operational efficiency, new product launches and stronger demand for energy-storage systems, especially in Europe. The 5 Most Interesting Analyst Questions From SolarEdge’s Q2 Earnings Call
• Positive Sentiment: Northland Securities modestly improved its SolarEdge 2026 EPS forecast to a loss of $1.44 per share from a loss of $1.49, and raised its fourth-quarter 2027 estimate to a loss of $0.04 from $0.05. These changes suggest some confidence in longer-term cost improvements. SolarEdge Technologies analyst estimates
• Neutral Sentiment: Analyst sentiment remains mixed. A broader review of technology stocks highlighted differing views on SolarEdge’s outlook, while Northland’s estimates imply a gradual improvement but continued annual losses through 2027. Analysts’ Opinions Are Mixed on These Technology Stocks
• Negative Sentiment: Despite the improved quarter, the market reacted negatively because near-term profitability remains uncertain. Northland reduced its EPS forecasts for the third quarter of 2026, fourth quarter of 2026, second and third quarters of 2027, and full-year 2027. Its FY2027 estimate moved to a loss of $0.72 per share from $0.63, reinforcing concerns that the turnaround will take time.
• Negative Sentiment: SolarEdge’s shares remain well below their 50-day and 200-day moving averages, reflecting weak investor confidence following the company’s prolonged losses and challenging solar-market conditions.

Analyst Ratings Changes

Several equities analysts recently issued reports on the stock. Glj Research reissued a “sell” rating on shares of SolarEdge Technologies in a report on Thursday, June 11th. Deutsche Bank Aktiengesellschaft cut their price target on SolarEdge Technologies from $42.00 to $39.00 and set a “hold” rating on the stock in a report on Thursday, May 7th. TD Cowen reduced their price target on SolarEdge Technologies from $85.00 to $75.00 and set a “buy” rating for the company in a research report on Monday, July 20th. The Goldman Sachs Group decreased their price objective on SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating for the company in a research note on Thursday, August 6th. Finally, Susquehanna dropped their price objective on SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating on the stock in a research report on Thursday, August 6th. One equities research analyst has rated the stock with a Buy rating, eleven have issued a Hold rating and six have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, SolarEdge Technologies has an average rating of “Reduce” and an average target price of $36.20.

SolarEdge Technologies Trading Up 0.7%

NASDAQ SEDG opened at $32.42 on Friday. The company has a quick ratio of 1.38, a current ratio of 2.03 and a debt-to-equity ratio of 0.85. The firm has a market cap of $1.99 billion, a PE ratio of -7.20 and a beta of 1.49. The company has a 50 day moving average price of $49.12 and a 200 day moving average price of $46.60. SolarEdge Technologies, Inc. has a 52 week low of $25.12 and a 52 week high of $81.25.

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.