Mizuho Issues Positive Forecast for SolarEdge Technologies (NASDAQ:SEDG) Stock Price

SolarEdge Technologies (NASDAQ:SEDG) had its price objective lifted by research analysts at Mizuho from $38.00 to $40.00 in a research note issued on Friday, Benzinga reports. The firm currently has a “neutral” rating on the semiconductor company’s stock. Mizuho’s target price would indicate a potential upside of 14.04% from the company’s current price.

SEDG has been the topic of several other research reports. JPMorgan Chase & Co. boosted their price target on SolarEdge Technologies from $37.00 to $44.00 and gave the stock a “neutral” rating in a research report on Friday. The Goldman Sachs Group cut their price objective on SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating for the company in a report on Thursday, August 6th. UBS Group raised shares of 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 note on Wednesday, August 26th. Royal Bank Of Canada upped their price target on shares of SolarEdge Technologies from $24.00 to $30.00 and gave the stock a “sector perform” rating in a research report on Friday. Finally, Glj Research reiterated a “sell” rating on shares of SolarEdge Technologies in a research note on Thursday, June 11th. Two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Reduce” and an average price target of $39.47.

SolarEdge Technologies Stock Down 4.6%

Shares of SolarEdge Technologies stock traded down $1.68 during trading hours on Friday, reaching $35.08. 2,850,857 shares of the company’s stock were exchanged, compared to its average volume of 3,478,551. The stock has a market cap of $2.16 billion, a P/E ratio of -7.80 and a beta of 1.44. The company has a 50 day moving average of $40.18 and a two-hundred day moving average of $46.40. The company has a current ratio of 2.03, a quick ratio of 1.38 and a debt-to-equity ratio of 0.85. SolarEdge Technologies has a fifty-two week low of $28.21 and a fifty-two week high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG) last released its earnings results on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $346.20 million for the quarter, compared to the consensus estimate of $341.15 million. During the same quarter in the previous year, the business earned ($0.81) earnings per share. SolarEdge Technologies’s quarterly revenue was up 19.6% on a year-over-year basis. On average, sell-side analysts forecast that SolarEdge Technologies will post -1.23 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of SEDG. Allworth Financial LP bought a new position in SolarEdge Technologies in the 2nd quarter valued at about $31,000. Nykredit A S bought a new stake in shares of SolarEdge Technologies during the second quarter worth approximately $36,000. State of Wyoming acquired a new position in shares of SolarEdge Technologies in the fourth quarter valued at approximately $27,000. Kestra Advisory Services LLC acquired a new position in shares of SolarEdge Technologies in the fourth quarter valued at approximately $31,000. Finally, Public Employees Retirement System of Ohio bought a new position in shares of SolarEdge Technologies during the second quarter worth approximately $72,000. 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: 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.

SolarEdge Technologies Company Profile

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.