SolarEdge (SEDG)

• Market cap: $722M
• 1 day: -4.75%
• 5 days: 1.75%
• 1 month: -24.41%
• 3 months: -8.11%
• 6 months: -27.59%
• Year to date: -17.36%
• 1 year: -79.15%
• 5 years: -89.04%
• 10 years: -51.08%
• Sector: Technology
• Industry: Solar

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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

102% more call options, than puts

Call options by funds: $222M | Put options by funds: $110M

0.24% more ownership

Funds ownership: 99.39% [Q3] → 99.63% (+0.24%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

5% less funds holding

Funds holding: 289 [Q3] → 274 (-15) [Q4]

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

40% less capital invested

Capital invested by funds: $1.3B [Q3] → $786M (-$515M) [Q4]

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $5 59% downside
• Avg. target: $15.85 30% upside
• High target: $31 153% upside

13 analyst ratings

• positive: 1 8%
• neutral: 7 54%
• negative: 5 38%

Guggenheim Joseph Osha 40% 1-year accuracy 19 / 47 met price target	59% downside $5	Sell Downgraded	24 Apr 2025
Barclays Christine Cho 35% 1-year accuracy 19 / 55 met price target	10% downside $11	Underweight Maintained	16 Apr 2025
Jefferies Julien Dumoulin-Smith 58% 1-year accuracy 47 / 81 met price target	26% downside $9	Underperform Maintained	15 Apr 2025
Susquehanna Biju Perincheril 24% 1-year accuracy 15 / 63 met price target	2% downside $12	Neutral Maintained	14 Apr 2025
Wells Fargo Michael Blum 64% 1-year accuracy 23 / 36 met price target	55% upside $19	Equal-Weight Maintained	27 Mar 2025