SolarEdge shares rise as investors extend a post-results rebound and focus on improving 2026 outlook

SolarEdge Technologies, Inc. (SEDG) is up 8.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks like a continuation of the recent rebound in SolarEdge, helped by a string of more constructive sell-side views and management’s recent updates emphasizing a 2026 profitability and cash-flow improvement path. With the stock heavily shorted and sentiment still fragile, incremental positive narrative shifts can also magnify daily swings.

Details:

SolarEdge recently reiterated elements of its 2026 outlook and discussed execution priorities in an investor presentation, which can act as a near-term confidence boost after a volatile period.

In its latest results materials and related filing, the company highlighted operational progress versus prior periods, which has supported a “turnaround” framing for 2026.

Analyst actions earlier this month included at least one notable upgrade and a large price-target increase, which often drives follow-through buying and short covering over subsequent sessions.

This could also be partly a sector tape effect, as solar and related clean-energy names have seen sharp risk-on rotations recently, amplifying beta moves in more volatile names like SEDG.

Sources:

SolarEdge Investor Relations, U.S. Securities and Exchange Commission, Benzinga

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

$SEDG Hedge Fund Activity

We have seen 145 institutional investors add shares of $SEDG 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.

$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 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 $SEDG, check out Quiver Quantitative's $SEDG forecast page.

$SEDG Price Targets

Multiple analysts have issued price targets for $SEDG recently. We have seen 12 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 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
Vikram Bagri from Citigroup set a target price of $29.0 on 12/18/2025

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.