SolarEdgeSEDG
SEDG
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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 10 analysts
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
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5
79%
downside
Avg. target
$13.24
43%
downside
High target
$20
14%
downside
10 analyst ratings
1 positive
10%
6 neutral
60%
3 negative
30%
Barclays Christine Cho | 49%downside $12 | Underweight Maintained | 11 Jun 2025 |
UBS Jon Windham | 14%downside $20 | Neutral Maintained | 10 Jun 2025 |
Mizuho Maheep Mandloi | 23%downside $18 | Neutral Maintained | 2 Jun 2025 |
GLJ Research Gordon Johnson | 70%downside $6.90 | Hold Upgraded | 30 May 2025 |
Wells Fargo Michael Blum | 36%downside $15 | Equal-Weight Maintained | 7 May 2025 |
Financial journalist opinion
Based on 14 articles about SEDG published over the past 30 days
Positive
Forbes
3 days ago
SolarEdge Rally To Continue?
SolarEdge Technologies (NASDAQ:SEDG) shares experienced a significant surge on Tuesday, rising nearly 12% after a noteworthy analyst upgrade. The stock has also increased by 50% year-to-date.
Negative
Barrons
4 days ago
Trump Tax Bill Splits Solar Market. Residential Power Is on ‘Chopping Block.
Jefferies sees winners and losers as the legislation reshapes the industry.
Neutral
Accesswire
6 days ago
INVESTOR NOTICE: Kaskela Law LLC Announces Investigation of SolarEdge Technologies, Inc. and Encourages Long-Term Investors to Contact the Firm - SEDG
PHILADELPHIA, PA / ACCESS Newswire / June 9, 2025 / Kaskela Law LLC announces that it is investigating potential breach of fiduciary duty claims concerning SolarEdge Technologies, Inc. (NASDAQ:SEDG) ("SolarEdge" or the "Company") on behalf of the company's long-term investors. Click here to receive additional information about your legal rights and options: https://kaskelalaw.com/case/solaredge-technologies/ Recently a securities fraud complaint was filed against SolarEdge on behalf of certain investors who purchased shares of the company's stock between February 13, 2023 and October 19, 2023.
Positive
Benzinga
1 week ago
Record $3.3 Trillion Global Energy Investment: Which Solar Stocks Could Soak Up The Sun?
The world is about to drop a record $3.3 trillion into energy in 2025 – and solar is stealing the spotlight. According to the latest IEA report, solar PV is attracting more capital than any other energy technology, as clean energy investment surges to $2.2 trillion, double that of fossil fuels.
Positive
Zacks Investment Research
1 week ago
SolarEdge (SEDG) Up 18.3% Since Last Earnings Report: Can It Continue?
SolarEdge (SEDG) reported earnings 30 days ago. What's next for the stock?
Positive
The Motley Fool
1 week ago
Why SolarEdge Technologies Stock Skyrocketed 46% in May
Shares of SolarEdge Technologies (SEDG 1.34%) rocketed 46% in May, according to data provided by S&P Global Market Intelligence . Powering the surge in the solar stock was the continued improvement in its financial results.
Neutral
Business Wire
1 week ago
SolarEdge Reaches Key Milestone at Austin, Texas Manufacturing Site, Driving Local Job Growth and U.S. Energy Independence with Flex
MILPITAS, Calif.--(BUSINESS WIRE)--SolarEdge Technologies Inc. (NASDAQ: SEDG), a global leader in smart energy technology, today announced a landmark achievement in its U.S. manufacturing operations: the production of its 250,000th solar inverter at the Flex (NASDAQ: FLEX) facility in Austin, Texas. The milestone marks a pivotal moment in SolarEdge's strategic initiative to bolster domestic manufacturing, energy resilience, and job creation nationwide. In recognition of this achievement, Texas.
Neutral
Business Wire
2 weeks ago
SolarEdge Releases 2024 Sustainability Report, Highlighting Contributions Towards Meeting the Global Energy Demand Through Smarter, Safer, and more Efficient Technology
MILPITAS, Calif.--(BUSINESS WIRE)--SolarEdge Technologies, Inc. (“SolarEdge” or the “Company”) (NASDAQ: SEDG), a global leader in smart energy technology, today announced the release of its 2024 Sustainability Report, detailing the progress made in the Company's sustainability strategy and representing its commitment to accountability and transparency to stakeholders. Shuki Nir, Chief Executive Officer of SolarEdge: “I am pleased to share our 2024 Sustainability Report, which reaffirms SolarEdg.
Negative
Proactive Investors
3 weeks ago
Solar stocks plunge as House GOP budget bill threatens clean energy incentives
US-listed solar energy stocks tumbled on Thursday after the House of Representatives passed a sweeping budget and tax bill that proposes to eliminate key clean energy incentives, triggering fears of a sharp slowdown in industry investment. The legislation, backed by Republicans and branded by former President Donald Trump as the “One Big, Beautiful Bill,” calls for the immediate repeal of the 30% federal tax credit for residential solar installations.
Positive
Schwab Network
3 weeks ago
AAP Rebuilds 3 Months of Losses, RUN & Solar Stocks Sell Off, ZM Earnings
Advance Auto Parts (AAP) surged to a 3-month high off a 40% post-earnings rally. Diane King Hall notes that it's not just strong earnings driving optimism, but also people seeking to keep their vehicles for longer.
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