SolarEdgeSEDG
About: SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers.
Employees: 3,961
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
116% more call options, than puts
Call options by funds: $197M | Put options by funds: $91.3M
12% more capital invested
Capital invested by funds: $786M [Q4 2024] → $881M (+$95.7M) [Q1 2025]
7% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 86
3% less funds holding
Funds holding: 275 [Q4 2024] → 266 (-9) [Q1 2025]
6.86% less ownership
Funds ownership: 99.63% [Q4 2024] → 92.77% (-6.86%) [Q1 2025]
13% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 46
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Goldman Sachs Brian Lee | 5%upside $27 | Neutral Downgraded | 9 Jul 2025 |
GLJ Research Gordon Johnson | 73%downside $6.90 | Sell Downgraded | 17 Jun 2025 |
Barclays Christine Cho | 53%downside $12 | Underweight Maintained | 11 Jun 2025 |
UBS Jon Windham | 22%downside $20 | Neutral Maintained | 10 Jun 2025 |
Mizuho Maheep Mandloi | 30%downside $18 | Neutral Maintained | 2 Jun 2025 |
Financial journalist opinion
Based on 22 articles about SEDG published over the past 30 days
