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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
25% more capital invested
Capital invested by funds: $881M [Q1] → $1.11B (+$224M) [Q2]
8% more call options, than puts
Call options by funds: $160M | Put options by funds: $147M
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
0.96% less ownership
Funds ownership: 92.77% [Q1] → 91.82% (-0.96%) [Q2]
8% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 52
4% less funds holding
Funds holding: 267 [Q1] → 257 (-10) [Q2]
12% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 83
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Guggenheim Joseph Osha | 78%downside $7 | Sell Maintained | 25 Aug 2025 |
UBS Jon Windham | 6%downside $30 | Neutral Maintained | 19 Aug 2025 |
Wells Fargo Michael Blum | 25%downside $24 | Equal-Weight Maintained | 8 Aug 2025 |
Roth Capital Philip Shen | 22%downside $25 | Neutral Maintained | 5 Aug 2025 |
Susquehanna Biju Perincheril | 19%downside $26 | Neutral Maintained | 21 Jul 2025 |
Financial journalist opinion
Based on 17 articles about SEDG published over the past 30 days
