SolarEdge jumps 16% as solar rally continues on improving outlook and momentum-driven buying

SolarEdge Technologies, Inc. (SEDG) is up 16.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks tied to a continuation of the recent solar-equipment rebound following SolarEdge’s Q1 update and upbeat Q2 outlook, plus a momentum/short-covering dynamic as investors crowd into the group. Ongoing excitement around high-voltage power electronics for AI data centers has also been a sentiment tailwind for the space.

Details:

SolarEdge’s latest quarterly update highlighted a Q2 revenue outlook of $325 million to $355 million and non-GAAP gross margin guidance of 23% to 27%, which investors have treated as a sign of sequential improvement.

Management commentary also emphasized progress in newer growth areas (including products targeted at higher-power applications), reinforcing a “turnaround” narrative after an extended downcycle.

SolarEdge’s reported short interest rose to about 10.20 million shares in the most recent settlement date shown, which can amplify upside moves when prices break higher and shorts cover.

A recent sector note linked part of the solar rally to renewed European-demand optimism and enthusiasm around solid-state transformer / high-voltage architectures, a theme that has pulled multiple solar names higher.

Sources:

SolarEdge Investor Relations, Benzinga, TipRanks, pv magazine

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

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$SEDG Hedge Fund Activity

We have seen 155 institutional investors add shares of $SEDG stock to their portfolio, and 187 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

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
D. E. SHAW & CO., INC. removed 1,095,873 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $31,615,936
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
MEITAV INVESTMENT HOUSE LTD added 858,954 shares (+541.6%) to their portfolio in Q1 2026, for an estimated $43,394,356
LORD, ABBETT & CO. LLC removed 773,925 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $39,098,691

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 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 1 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Sell" rating on 12/18/2025

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

$SEDG 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:

Gordon L. Johnson from GLJ Research set a target price of $6.9 on 05/18/2026
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.