SolarEdge Technologies, Inc. (SEDG)

SolarEdge's stock experienced an upward trend, trading up approximately 43% since changes affecting its business environment. On February 5, 2026, SEDG shares ended 13.1% higher at $35.04. Over the past year, SolarEdge Technologies delivered a 125.5% return. Analyst ratings and price targets have been mixed but active. Morgan Stanley upgraded SolarEdge, while Goldman Sachs Group and Wells Fargo & Company lowered their price targets. Barclays and JPMorgan Chase & Co. also increased their target prices. As of February 7, 2026, the consensus analyst rating for SEDG is "Hold" with a price target of $25.97.

Demand for SolarEdge's products and services exhibits seasonality. In Q1 2025, sell-through in the United States was down 18% primarily due to seasonality, with Europe experiencing a more moderate decrease of 6%. Management anticipated that the majority of the company's distribution partners would reach normalized inventory levels by the end of Q2 2025, which was expected to positively impact revenues in the second half of the year. Long-term trends indicate a rising demand for solar energy.

SolarEdge Technologies, Inc. is a global leader in smart energy technology, specializing in DC optimized inverter systems for solar PV installations. Their products include power optimizers, inverters, lithium-ion cells, batteries, EV chargers, and smart energy management software. The company also provides a cloud-based monitoring platform and software tools for installers.

SolarEdge Technologies has a significant international presence, designing, developing, manufacturing, and selling its inverter systems in the United States, Germany, the Netherlands, Italy, other parts of Europe, and globally. The company's expertise is trusted by PV professionals in over 140 countries.

SolarEdge maintains a strong brand reputation as a global leader in high-performance smart energy technology. The company is recognized for its world-class engineering capabilities and relentless focus on innovation. A report by VDE Renewables highlighted the measurable advantages of SolarEdge's inverter and Power Optimizer-based PV systems in advanced safety, cybersecurity, and higher energy production.

Institutional investors hold approximately 81.32% of SolarEdge's stock, while individuals hold about 2.47%. Major institutional owners include BlackRock, Inc., UBS Group AG, Royal Bank Of Canada, IJR - iShares Core S&P Small-Cap ETF, and Vanguard Group Inc. Other significant institutional shareholders include Susquehanna International Group, Llp, Grantham, Mayo, Van Otterloo & Co. LLC, Citadel Advisors Llc, and Morgan Stanley. These institutions collectively hold a total of 69,814,786 shares.