SolarEdge slides as Q1 loss widens sequentially and investors weigh Q2 outlook

SolarEdge Technologies, Inc. (SEDG) is down 9.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s first-quarter 2026 earnings release, where revenue declined versus the prior quarter and the non-GAAP loss widened sequentially (including a noted one-time expense), which may have overshadowed the year-over-year growth narrative. Investors also seem to be reassessing the Q2 revenue and margin framework versus expectations.

Details:

SolarEdge posted Q1 2026 revenue of $310.5 million, down 7.4% from the prior quarter’s $335.4 million.

Non-GAAP net loss was $26.3 million (non-GAAP loss of $0.43 per share), compared with a non-GAAP net loss of $8.2 million (loss of $0.14 per share) in the prior quarter.

The company cited a one-time expense of about $14 million, which it said materially affected non-GAAP operating expenses and the quarter’s non-GAAP loss metrics.

For Q2 2026, SolarEdge guided revenue to $325 million–$355 million and non-GAAP gross margin to 23%–27%, which may have been viewed as not strong enough to justify a sharp rerating after the recent rebound.

Sources:

SolarEdge Investor Relations, SEC, WTOP News

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 143 institutional investors add shares of $SEDG stock to their portfolio, and 162 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
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. 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
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 added 773,925 shares (+inf%) to their portfolio in Q4 2025, for an estimated $22,327,736

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.

$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 12 analysts offer price targets for $SEDG in the last 6 months, with a median target of $37.0.

Here are some recent targets:

Vikram Bagri from Citigroup set a target price of $30.0 on 04/21/2026
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
Christine Cho from Barclays set a target price of $41.0 on 04/08/2026
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

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.