SolarEdge Technologies (NASDAQ:SEDG) Shares Gap Down After Analyst Downgrade

SolarEdge Technologies, Inc. (NASDAQ:SEDG) shares gapped down prior to trading on Wednesday after The Goldman Sachs Group downgraded the stock from a neutral rating to a sell rating. The stock had previously closed at $42.98, but opened at $40.51. The Goldman Sachs Group now has a $31.00 price target on the stock, down from their previous price target of $36.00. SolarEdge Technologies shares last traded at $40.5760, with a volume of 984,630 shares.

Other equities research analysts have also issued reports about the stock. Susquehanna upped their price target on shares of SolarEdge Technologies from $37.00 to $45.00 and gave the company a “neutral” rating in a report on Thursday, April 9th. Deutsche Bank Aktiengesellschaft upped their price target on shares of SolarEdge Technologies from $33.00 to $42.00 and gave the company a “hold” rating in a report on Thursday, April 9th. Barclays upped their price target on shares of SolarEdge Technologies from $39.00 to $41.00 and gave the company an “equal weight” rating in a report on Wednesday, April 8th. Weiss Ratings reiterated a “sell (d-)” rating on shares of SolarEdge Technologies in a report on Monday, December 29th. Finally, UBS Group lowered their price target on shares of SolarEdge Technologies from $40.00 to $36.00 and set a “neutral” rating for the company in a report on Monday, March 2nd. One analyst has rated the stock with a Buy rating, seventeen have issued a Hold rating and seven have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Reduce” and an average target price of $29.86.

Trending Headlines about SolarEdge Technologies

Here are the key news stories impacting SolarEdge Technologies this week:

• Positive Sentiment: JPMorgan raised its price target on SEDG from $32 to $35 while keeping a “neutral” rating — the lift in target signals a modestly improved analyst view of near-term fundamentals and likely helped support buying interest. JPMorgan raises price target to $35 (Benzinga)
• Positive Sentiment: A bullish Seeking Alpha feature highlights SolarEdge’s 200% rally over 12 months, cites benefits from shifting production to the U.S., IRA tax-credit tailwinds, improving margins (Q4 2025 gross margin ~22%) and returning to free-cash-flow positive — a narrative that supports a constructive medium-term thesis despite balance-sheet considerations. SolarEdge Technologies: Up 200% In 12 Months And Room For More Ahead
• Positive Sentiment: Zacks published a style-score/momentum piece highlighting SEDG as a strong momentum stock, which can attract momentum-focused flows and short-term buyers. Here’s Why SolarEdge Technologies (SEDG) is a Strong Momentum Stock
• Neutral Sentiment: Reports that China may consider limits on exports of advanced solar technologies to the U.S. create a mixed picture for solar names: supply-chain disruption could benefit companies with U.S. manufacturing but hurt those dependent on Chinese supply — impact on SEDG depends on product-specific exposure and mitigation. Which Solar Stocks Are Rising And Falling As China Considers Export Ban?
• Negative Sentiment: Goldman Sachs cut SEDG from “neutral” to “sell” and lowered its price target to $31 (from $36), citing overly high expectations — a downgrade that brings downside to consensus sentiment and likely contributed to recent selling pressure. SolarEdge cut to Sell at Goldman Sachs as expectations appear too high
• Negative Sentiment: Recent market reports show SEDG experienced a steep intraday/overnight drop (about a double-digit percentage move reported last session), reflecting acute investor reaction to the downgrade and driving heightened volatility. SolarEdge Technologies (SEDG) Stock Slides as Market Rises: Facts to Know Before You Trade

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in SEDG. Accent Capital Management LLC purchased a new position in SolarEdge Technologies during the 3rd quarter valued at $25,000. Whittier Trust Co. purchased a new position in SolarEdge Technologies during the 3rd quarter valued at $27,000. Hantz Financial Services Inc. increased its position in SolarEdge Technologies by 352.5% during the 3rd quarter. Hantz Financial Services Inc. now owns 733 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 571 shares during the period. State of Wyoming purchased a new position in SolarEdge Technologies during the 4th quarter valued at $27,000. Finally, Saranac Partners Ltd purchased a new position in SolarEdge Technologies during the 3rd quarter valued at $28,000. 95.10% of the stock is owned by hedge funds and other institutional investors.

SolarEdge Technologies Trading Up 2.9%

The company has a debt-to-equity ratio of 0.82, a quick ratio of 1.48 and a current ratio of 2.17. The stock’s 50-day simple moving average is $41.27 and its 200-day simple moving average is $36.75. The firm has a market capitalization of $2.37 billion, a PE ratio of -5.66 and a beta of 1.35.

SolarEdge Technologies (NASDAQ:SEDG) last released its earnings results on Thursday, February 26th. The semiconductor company reported ($0.14) earnings per share for the quarter. The business had revenue of $333.80 million during the quarter. SolarEdge Technologies had a negative return on equity of 45.54% and a negative net margin of 34.23%. As a group, sell-side analysts expect that SolarEdge Technologies, Inc. will post -4.54 EPS for the current fiscal year.

SolarEdge Technologies Company Profile

SolarEdge Technologies (NASDAQ: SEDG) is a global provider of solar energy solutions focused on optimizing photovoltaic (PV) power generation. The company’s core offerings include power optimizers, inverters and cloud-based monitoring platforms designed to maximize energy output and improve safety across residential, commercial and utility-scale installations. By coupling module-level electronics with centralized inverters, SolarEdge’s technology enables real-time performance monitoring and rapid fault detection to enhance system reliability.

In recent years, SolarEdge has expanded its product portfolio beyond solar PV to include energy storage systems, electric vehicle (EV) charging solutions and smart energy management tools.