Morgan Stanley Cuts SolarEdge Technologies (NASDAQ:SEDG) Price Target to $33.00

SolarEdge Technologies (NASDAQ:SEDG) had its price objective cut by Morgan Stanley from $35.00 to $33.00 in a report published on Friday morning,Benzinga reports. They currently have an equal weight rating on the semiconductor company’s stock.

Several other brokerages have also issued reports on SEDG. UBS Group raised SolarEdge Technologies from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $36.00 to $42.00 in a research note on Wednesday, August 26th. Wells Fargo & Company initiated coverage on SolarEdge Technologies in a research report on Monday, June 29th. They set an “equal weight” rating and a $36.00 price objective on the stock. Barclays decreased their price objective on SolarEdge Technologies from $53.00 to $37.00 and set an “equal weight” rating on the stock in a report on Thursday, August 6th. Mizuho boosted their target price on SolarEdge Technologies from $38.00 to $40.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Susquehanna dropped their target price on SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating for the company in a research report on Thursday, August 6th. Two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and an average price target of $39.00.

SolarEdge Technologies Stock Performance

SolarEdge Technologies stock opened at $34.68 on Friday. The firm’s fifty day moving average price is $39.82 and its 200-day moving average price is $46.37. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.38 and a current ratio of 2.03. The stock has a market cap of $2.13 billion, a P/E ratio of -7.71 and a beta of 1.44. SolarEdge Technologies has a fifty-two week low of $28.21 and a fifty-two week high of $81.25.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings data on Wednesday, August 5th. The semiconductor company reported $0.05 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.02) by $0.07. SolarEdge Technologies had a negative net margin of 20.29% and a negative return on equity of 29.17%. The company had revenue of $346.20 million during the quarter, compared to the consensus estimate of $341.15 million. During the same period in the previous year, the firm posted ($0.81) EPS. The firm’s revenue was up 19.6% compared to the same quarter last year. On average, equities research analysts expect that SolarEdge Technologies will post -1.23 earnings per share for the current fiscal year.

Institutional Trading of SolarEdge Technologies

Several hedge funds and other institutional investors have recently bought and sold shares of SEDG. Allworth Financial LP purchased a new stake in shares of SolarEdge Technologies during the second quarter valued at approximately $31,000. Nykredit A S purchased a new position in shares of SolarEdge Technologies in the second quarter worth $36,000. State of Wyoming purchased a new position in shares of SolarEdge Technologies in the fourth quarter worth $27,000. Kestra Advisory Services LLC bought a new stake in SolarEdge Technologies in the 4th quarter worth $31,000. Finally, Public Employees Retirement System of Ohio bought a new stake in SolarEdge Technologies in the 2nd quarter worth $72,000. Institutional investors own 95.10% of the company’s stock.

Key Headlines Impacting SolarEdge Technologies

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

• Positive Sentiment: JPMorgan raised its price target from $37 to $44 while maintaining a neutral rating, citing potential upside relative to recent trading levels.
• Positive Sentiment: Mizuho lifted its target from $38 to $40 and kept a neutral rating, suggesting some analysts see value in the shares following their recent weakness.
• Positive Sentiment: SolarEdge’s Investor Day outlined a goal of approximately $2.4 billion in revenue by 2029, alongside plans to expand into power infrastructure for artificial-intelligence data centers. SolarEdge 2026 Investor Day highlights
• Positive Sentiment: The company advanced its collaboration with NVIDIA on an 800-volt direct-current framework for AI data centers and extended its Infineon partnership on solid-state protection technology. These initiatives could open a higher-growth market beyond residential solar. SolarEdge and NVIDIA 800 VDC framework
• Neutral Sentiment: RBC Capital Markets expects continued revenue and margin growth in SolarEdge’s core solar business, but maintained a sector-perform stance and raised its target only from $24 to $30—still below recent trading levels. RBC outlook for SolarEdge
• Neutral Sentiment: Unusually heavy call-option activity indicates increased speculative interest, but it does not establish a fundamental change in the company’s outlook.
• Negative Sentiment: Morgan Stanley cut its price target from $35 to $33 and maintained an equal-weight rating, signaling limited upside and ongoing concerns about execution or valuation.
• Negative Sentiment: The stock’s decline following Investor Day—despite the NVIDIA-related announcement—suggests investors may want more evidence that the data-center opportunity can translate into near-term revenue, margins, and earnings.

About SolarEdge Technologies

SolarEdge Technologies, Inc develops smart energy technology for solar power generation, energy storage and energy management. The company is best known for its DC-optimized inverter system, which uses power optimizers attached to individual solar modules to improve energy harvesting and provide module-level monitoring. Its platform is designed to support residential, commercial and utility-scale photovoltaic installations.

The company’s product portfolio includes power optimizers, inverters, monitoring and management software, batteries and energy storage systems, and related solutions for backup power and electric vehicle charging.