SolarEdge (SEDG)

• Market cap: $2.03B
• 1 day: 3.02%
• 5 days: 15.94%
• 1 month: 9.47%
• 3 months: 113.72%
• 6 months: 96.26%
• Year to date: 130.47%
• 1 year: 51.47%
• 5 years: -81.76%
• 10 years: 25.91%
• 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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

26% more capital invested

Capital invested by funds: $881M [Q1] → $1.11B (+$226M) [Q2]

16% more call options, than puts

Call options by funds: $212M | Put options by funds: $183M

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0.77% less ownership

Funds ownership: 92.77% [Q1] → 92.0% (-0.77%) [Q2]

8% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 52

3% less funds holding

Funds holding: 267 [Q1] → 260 (-7) [Q2]

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

Research analyst outlook

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

• Low target: $7
• Avg. target: $24
• High target: $31

10 analyst ratings

• positive: 0 0%
• neutral: 8 80%
• negative: 2 20%

Goldman Sachs Brian Lee	$31	Neutral Maintained	11 Sep 2025
Guggenheim Joseph Osha	$7	Sell Maintained	25 Aug 2025
UBS Jon Windham	$30	Neutral Maintained	19 Aug 2025
Wells Fargo Michael Blum	$24	Equal-Weight Maintained	8 Aug 2025
Roth Capital Philip Shen	$25	Neutral Maintained	5 Aug 2025