SolarEdge Slides as Investors Focus on Softer Q3 Outlook Despite Q2 Improvement

SolarEdge Technologies (SEDG) is down 21.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied less to the just-reported quarter and more to what comes next. SolarEdge posted a modest revenue beat and returned to non-GAAP operating profit, but its third-quarter revenue outlook of $310 million to $340 million points to a sequential slowdown from Q2, while part of the margin strength in Q2 was helped by tariff-related benefits.

Details:

Second-quarter revenue was $346.2 million, slightly above the roughly $342.1 million analysts were expecting, and non-GAAP EPS turned positive at $0.05.

The company guided third-quarter revenue to $310 million to $340 million, below the second quarter’s $346.2 million actual result, which may have disappointed investors looking for a cleaner growth continuation.

Second-quarter gross margin improved to 27.5%, but the company said results included a $13.3 million benefit tied to IEEPA tariff matters, suggesting some of the upside may not be purely operational.

Management highlighted strong demand in Europe and U.S. commercial and industrial markets, but also said industry-wide softness in U.S. residential solar persisted, which could be weighing on sentiment.

Sources:

SolarEdge Technologies, Benzinga, StockTitan

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

EARLY ACCESS

Receive SEDG Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$SEDG Hedge Fund Activity

We have seen 147 institutional investors add shares of $SEDG stock to their portfolio, and 151 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. added 2,348,836 shares (+31143.4%) to their portfolio in Q2 2026, for an estimated $137,265,975
UBS GROUP AG removed 1,601,292 shares (-38.0%) from their portfolio in Q1 2026, for an estimated $80,897,271
POINT72 ASSET MANAGEMENT, L.P. removed 1,142,612 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $57,724,758
ANATOLE INVESTMENT MANAGEMENT LTD added 936,215 shares (+inf%) to their portfolio in Q1 2026, for an estimated $47,297,581
TWO SIGMA INVESTMENTS, LP added 919,236 shares (+70.0%) to their portfolio in Q1 2026, for an estimated $46,439,802
LORD, ABBETT & CO. LLC removed 773,925 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $39,098,691
QUBE RESEARCH & TECHNOLOGIES LTD removed 766,796 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $38,738,533

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SEDG Price Targets

Multiple analysts have issued price targets for $SEDG recently. We have seen 11 analysts offer price targets for $SEDG in the last 6 months, with a median target of $36.0.

Here are some recent targets:

Gordon L. Johnson from GLJ Research set a target price of $6.9 on 06/11/2026
Christopher Dendrinos from RBC Capital set a target price of $30.0 on 05/07/2026
Vikram Bagri from Citigroup set a target price of $27.0 on 05/07/2026
Jon Windham from UBS set a target price of $41.0 on 05/07/2026
Mark Strouse from JP Morgan set a target price of $35.0 on 04/16/2026
Brian Lee from Goldman Sachs set a target price of $31.0 on 04/15/2026
Biju Perincheril from Susquehanna set a target price of $45.0 on 04/09/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.