Recent discussions on X about SolarEdge Technologies (SEDG) have centered around the company's stock performance following a significant price target increase by a major financial institution. Many users are buzzing about the stock hitting a 52-week high, with some pointing to a remarkable surge in momentum as a sign of potential recovery after a challenging period. The conversation reflects a mix of optimism and curiosity about whether this upward trend can sustain itself amidst broader market dynamics.
However, not all sentiments are uniformly positive, as some posts highlight concerns over potential risks, including discussions around cuts to green energy tax credits that could impact the solar sector. There’s also mention of mixed analyst ratings, with some downgrades tempering the enthusiasm seen elsewhere on the platform. This divergence in opinions keeps the dialogue engaging, as investors weigh the latest developments against long-term industry challenges.
Note: This discussion summary was generated from an AI condensation of post data.
SolarEdge Technologies Insider Trading Activity
SolarEdge Technologies insiders have traded $SEDG stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SEDG stock by insiders over the last 6 months:
- MORE AVERY purchased 30,000 shares for an estimated $411,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SolarEdge Technologies Hedge Fund Activity
We have seen 110 institutional investors add shares of SolarEdge Technologies stock to their portfolio, and 139 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ION ASSET MANAGEMENT LTD. added 1,199,801 shares (+135.9%) to their portfolio in Q1 2025, for an estimated $19,412,780
- MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. added 1,098,284 shares (+10038.2%) to their portfolio in Q1 2025, for an estimated $17,770,235
- D. E. SHAW & CO., INC. removed 1,083,002 shares (-70.1%) from their portfolio in Q1 2025, for an estimated $17,522,972
- BNP PARIBAS FINANCIAL MARKETS removed 779,790 shares (-34.8%) from their portfolio in Q1 2025, for an estimated $12,617,002
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 778,477 shares (+inf%) to their portfolio in Q1 2025, for an estimated $12,595,757
- CUBIST SYSTEMATIC STRATEGIES, LLC removed 702,156 shares (-88.8%) from their portfolio in Q1 2025, for an estimated $11,360,884
- FMR LLC removed 691,134 shares (-93.1%) from their portfolio in Q1 2025, for an estimated $11,182,548
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SolarEdge Technologies 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 5 firms issue sell ratings.
Here are some recent analyst ratings:
- GLJ Research issued a "Sell" rating on 06/17/2025
- Guggenheim issued a "Sell" rating on 04/24/2025
- Jefferies issued a "Underperform" rating on 04/15/2025
- Piper Sandler issued a "Underweight" rating on 02/20/2025
- BMO Capital issued a "Underperform" rating on 02/20/2025
To track analyst ratings and price targets for SolarEdge Technologies, check out Quiver Quantitative's $SEDG forecast page.
SolarEdge Technologies Price Targets
Multiple analysts have issued price targets for $SEDG recently. We have seen 17 analysts offer price targets for $SEDG in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- Biju Perincheril from Susquehanna set a target price of $26.0 on 07/21/2025
- Mark Strouse from JP Morgan set a target price of $23.0 on 07/15/2025
- Maheep Mandloi from Mizuho set a target price of $29.0 on 07/14/2025
- Christine Cho from Barclays set a target price of $29.0 on 07/14/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $18.0 on 07/14/2025
- Brian Lee from Goldman Sachs set a target price of $27.0 on 07/09/2025
- Gordon Johnson from GLJ Research set a target price of $6.9 on 06/17/2025
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.