SolarEdge slides 6.8% as risk-off trade and profit-taking weigh after sharp rebound

SolarEdge Technologies, Inc. (SEDG) is down 6.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks less tied to a single company-specific headline and more consistent with a broader risk-off tape, as higher oil prices and rising Treasury yields pressured equities. After a sizable rally in recent months, the drop also resembles profit-taking in a volatile solar-equipment name.

Details:

U.S. stocks pulled back on June 3, 2026 as Treasury yields rose, a backdrop that often hits higher-beta and rate-sensitive stocks harder.

SolarEdge’s annual shareholder meeting was scheduled for June 3, 2026; these events can sometimes coincide with repositioning even when no major new disclosure emerges.

The company disclosed a CFO transition (new CFO effective May 31, 2026; outgoing CFO remaining through June 9, 2026 for transition), which can keep attention on execution and financial discipline during a turnaround.

This could also be driven by technical selling after the stock’s strong rebound since late February 2026, especially given elevated volatility in the solar group.

Sources:

Associated Press, U.S. SEC (EDGAR), SolarEdge Investor Relations

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 156 institutional investors add shares of $SEDG stock to their portfolio, and 188 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.