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: 5,633
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
59% more call options, than puts
Call options by funds: $295M | Put options by funds: $186M
2% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 97
0.85% more ownership
Funds ownership: 99.28% [Q2] → 100.13% (+0.85%) [Q3]
9% less capital invested
Capital invested by funds: $1.44B [Q2] → $1.31B (-$129M) [Q3]
13% less funds holding
Funds holding: 327 [Q2] → 286 (-41) [Q3]
52% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 71
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
JP Morgan Mark Strouse 37% 1-year accuracy 19 / 51 met price target | 41%upside $19 | Overweight Maintained | 23 Jan 2025 |
Truist Securities Jordan Levy 23% 1-year accuracy 9 / 40 met price target | 4%upside $14 | Hold Maintained | 16 Jan 2025 |
Barclays Christine Cho 53% 1-year accuracy 30 / 57 met price target | 26%downside $10 | Underweight Maintained | 14 Jan 2025 |
Wells Fargo Michael Blum 71% 1-year accuracy 25 / 35 met price target | 11%upside $15 | Equal-Weight Maintained | 8 Jan 2025 |
Citigroup Vikram Bagri 60% 1-year accuracy 6 / 10 met price target | 33%downside $9 | Sell Downgraded | 8 Jan 2025 |
Financial journalist opinion
Based on 4 articles about SEDG published over the past 30 days









