SolarEdge Technologies Inc. (SEDG) Releases Q4 2025 Earnings: Revenue Nearly Doubles but Net Loss Widens

SolarEdge Technologies Inc. (SEDG) reported fourth-quarter 2025 results with the following highlights:

Revenue: $335.4 million, up 96.4% year-over-year.

Gross profit: $74.5 million, down 154.1% year-over-year.

Operating result: operating loss of $48.3 million, down 83.3% year-over-year.

Net income attributable to common shareholders: net loss of $132.1 million, down 54.0% year-over-year.

Diluted earnings per share: -$2.21, down 55.8% year-over-year.

Balance-sheet and cash-flow items:

Cash from operating activities: $52.6 million, up 326.6% year-over-year.

Capital expenditures (purchases of property, plant and equipment): $9.3 million, down 24.2% year-over-year.

Cash and cash equivalents: $539.8 million, up 31.7% year-over-year.

Cost of sales: $260.9 million, down 15.4% year-over-year.

Total liabilities: $1.8 billion, down 11.7% year-over-year.

Despite nearly doubling revenue, profitability weakened as gross margin pressure and higher operating losses led to a larger net loss and negative EPS. Cash generation improved markedly and the company increased its cash reserves, which, together with lower liabilities, provides some balance-sheet flexibility while management works on restoring margins and a path back to profitability.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

SolarEdge Technologies Inc. Hedge Fund Activity

We have seen 146 institutional investors add shares of SolarEdge Technologies Inc. stock to their portfolio, and 177 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ROYAL BANK OF CANADA removed 3,855,697 shares (-98.6%) from their portfolio in Q4 2025, for an estimated $111,236,858
POINT72 ASSET MANAGEMENT, L.P. added 1,123,558 shares (+5896.7%) to their portfolio in Q4 2025, for an estimated $32,414,648
D. E. SHAW & CO., INC. removed 1,095,873 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $31,615,936
BLACKROCK, INC. added 877,223 shares (+12.2%) to their portfolio in Q4 2025, for an estimated $25,307,883
LORD, ABBETT & CO. LLC added 773,925 shares (+inf%) to their portfolio in Q4 2025, for an estimated $22,327,736
UBS GROUP AG added 655,925 shares (+18.5%) to their portfolio in Q4 2025, for an estimated $18,923,436
BNP PARIBAS FINANCIAL MARKETS removed 614,621 shares (-45.0%) from their portfolio in Q4 2025, for an estimated $17,731,815

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

SolarEdge Technologies Inc. Analyst Ratings

Wall Street analysts have issued reports on $SEDG in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Sell" rating on 12/18/2025
BMO Capital issued a "Underperform" rating on 11/06/2025

To track analyst ratings and price targets for SolarEdge Technologies Inc., check out Quiver Quantitative's $SEDG forecast page.

SolarEdge Technologies Inc. Price Targets

Multiple analysts have issued price targets for $SEDG recently. We have seen 13 analysts offer price targets for $SEDG in the last 6 months, with a median target of $36.0.

Here are some recent targets:

Julien Dumoulin-Smith from Jefferies set a target price of $49.0 on 03/20/2026
Julien Dumoulin-Smith from B of A Securities set a target price of $40.0 on 03/10/2026
Michael Blum from Wells Fargo set a target price of $36.0 on 02/20/2026
Christopher Dendrinos from RBC Capital set a target price of $32.0 on 02/19/2026
Brian Lee from Goldman Sachs set a target price of $36.0 on 02/19/2026
Christine Cho from Barclays set a target price of $39.0 on 01/15/2026
Jeffrey Osborne from TD Cowen set a target price of $38.0 on 01/09/2026