Northland Securities Predicts SEDG FY2026 Earnings

SolarEdge Technologies, Inc. (NASDAQ:SEDG) – Investment analysts at Northland Securities decreased their FY2026 earnings estimates for shares of SolarEdge Technologies in a research note issued to investors on Wednesday, September 30th. Northland Securities analyst G. Richard now anticipates that the semiconductor company will post earnings per share of ($1.58) for the year, down from their previous forecast of ($1.44). The consensus estimate for SolarEdge Technologies’ current full-year earnings is ($1.25) per share. Northland Securities also issued estimates for SolarEdge Technologies’ Q4 2026 earnings at ($0.34) EPS, Q1 2027 earnings at ($0.50) EPS, Q2 2027 earnings at ($0.33) EPS, Q3 2027 earnings at ($0.19) EPS, Q4 2027 earnings at ($0.12) EPS and FY2027 earnings at ($1.14) EPS.

SolarEdge Technologies (NASDAQ:SEDG) last posted its quarterly earnings data on Wednesday, August 5th. The semiconductor company reported $0.05 EPS for the quarter, beating the consensus estimate of ($0.02) by $0.07. SolarEdge Technologies had a negative return on equity of 29.17% and a negative net margin of 20.29%.The business had revenue of $346.20 million for the quarter, compared to the consensus estimate of $341.15 million. During the same quarter in the prior year, the business earned ($0.81) earnings per share. SolarEdge Technologies’s revenue for the quarter was up 19.6% on a year-over-year basis.

Other equities research analysts have also recently issued reports about the company. Glj Research restated a “sell” rating on shares of SolarEdge Technologies in a research note on Thursday, June 11th. The Goldman Sachs Group lowered their price target on shares of SolarEdge Technologies from $34.00 to $30.00 and set a “sell” rating on the stock in a research report on Thursday, August 6th. Susquehanna cut their price objective on shares of SolarEdge Technologies from $56.00 to $38.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Mizuho lifted their price objective on shares of SolarEdge Technologies from $38.00 to $40.00 and gave the company a “neutral” rating in a research note on Friday, September 11th. Finally, Royal Bank Of Canada boosted their target price on shares of SolarEdge Technologies from $24.00 to $30.00 and gave the company a “sector perform” rating in a report on Friday, September 11th. Two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, SolarEdge Technologies currently has an average rating of “Reduce” and an average price target of $39.20.

SolarEdge Technologies Stock Performance

Shares of SEDG opened at $30.87 on Friday. SolarEdge Technologies has a 1 year low of $28.21 and a 1 year high of $81.25. The company has a debt-to-equity ratio of 0.85, a current ratio of 2.03 and a quick ratio of 1.38. The stock’s fifty day moving average price is $34.61 and its two-hundred day moving average price is $45.97. The firm has a market cap of $1.90 billion, a PE ratio of -6.86 and a beta of 1.44.

Institutional Investors Weigh In On SolarEdge Technologies

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SEDG. State Street Corp grew its holdings in SolarEdge Technologies by 0.7% in the second quarter. State Street Corp now owns 1,761,901 shares of the semiconductor company’s stock worth $102,965,000 after purchasing an additional 12,188 shares during the period. The Manufacturers Life Insurance Company raised its position in SolarEdge Technologies by 80.9% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 22,746 shares of the semiconductor company’s stock worth $1,329,000 after buying an additional 10,171 shares during the last quarter. Tidal Investments LLC raised its holdings in SolarEdge Technologies by 16.0% in the 2nd quarter. Tidal Investments LLC now owns 60,526 shares of the semiconductor company’s stock worth $3,537,000 after purchasing an additional 8,330 shares during the period. Integrated Wealth Concepts LLC bought a new stake in SolarEdge Technologies during the 2nd quarter valued at approximately $140,000. Finally, Nykredit A S bought a new position in SolarEdge Technologies in the 2nd quarter worth approximately $36,000. 95.10% of the stock is currently owned by institutional investors.

About SolarEdge Technologies

SolarEdge Technologies, Inc (NASDAQ: SEDG) develops technologies for generating, storing and managing solar energy. The company is best known for its power optimizer and inverter architecture, which is designed to improve energy harvesting from photovoltaic panels and provide monitoring and control at the module level.

Its product portfolio includes power optimizers, residential and commercial inverters, battery-storage systems, backup-power solutions, electric-vehicle charging equipment and energy-management software.