Janney Montgomery Scott LLC lifted its stake in shares of SolarEdge Technologies, Inc. (NASDAQ:SEDG – Free Report) by 21.8% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 143,525 shares of the semiconductor company’s stock after buying an additional 25,703 shares during the period. Janney Montgomery Scott LLC’s holdings in SolarEdge Technologies were worth $8,388,000 at the end of the most recent quarter.
Several other hedge funds also recently modified their holdings of SEDG. State of Wyoming acquired a new position in shares of SolarEdge Technologies during the 4th quarter valued at $27,000. Rakuten Securities Inc. grew its holdings in SolarEdge Technologies by 82.1% in the fourth quarter. Rakuten Securities Inc. now owns 958 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 432 shares during the period. Kestra Advisory Services LLC bought a new stake in SolarEdge Technologies in the fourth quarter valued at $31,000. Canada Pension Plan Investment Board bought a new stake in SolarEdge Technologies in the second quarter valued at $35,000. Finally, Altshuler Shaham Ltd acquired a new position in shares of SolarEdge Technologies during the fourth quarter valued at about $36,000. Institutional investors own 95.10% of the company’s stock.
Analyst Upgrades and Downgrades
A number of equities analysts have recently issued reports on the stock. Glj Research reissued a “sell” rating on shares of SolarEdge Technologies in a research report on Thursday, June 11th. Barclays decreased their target price on SolarEdge Technologies from $53.00 to $37.00 and set an “equal weight” rating for the company in a research report on Thursday, August 6th. Royal Bank Of Canada dropped their price target on SolarEdge Technologies from $30.00 to $24.00 and set a “sector perform” rating on the stock in a research note on Thursday, August 6th. UBS Group increased their price target on SolarEdge Technologies from $36.00 to $41.00 and gave the stock a “neutral” rating in a report on Thursday, May 7th. Finally, Weiss Ratings cut SolarEdge Technologies from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Thursday, August 6th. One equities research analyst has rated the stock with a Buy rating, eleven have assigned a Hold rating and six have issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus target price of $36.20.
SolarEdge Technologies Stock Up 0.7%
Shares of NASDAQ SEDG opened at $32.42 on Friday. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.38. The company has a 50-day moving average price of $49.12 and a 200-day moving average price of $46.60. The stock has a market capitalization of $1.99 billion, a P/E ratio of -7.20 and a beta of 1.49. SolarEdge Technologies, Inc. has a 1 year low of $25.12 and a 1 year high of $81.25.
SolarEdge Technologies News Summary
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.
SolarEdge Technologies 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.
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