SEDG
SOLAREDGE TECHNOLOGIES, INC.
$64.43
+14.60%
$3.4B
No data for this timeframe.
Vol
Market Cap$3.4B
Cap SizeMid Cap
Analyst ConsensusSell (3%)
Inst. Holders8 funds
Inst. Value$244.9M
Inst. Activity0 buys / 2 sells
Insider Activity0B / 1S
Insider Net $-$53.1K
Reddit Sentiment67° Warm
SEC Reports4
Recent Activity
May 20, 2026
short_volume
Short Volume: SEDG — 69.1% short (1.6M / 2.4M)
Short: 1,626,565 | Exempt: 15,922 | TRF Vol: 2,355,543 | Short Ratio: 69.1% | Off-exchange volume (d
May 11, 2026
SEC
SolarEdge announced the appointment of Maoz Sigron as CFO, effective May 31, 2026, replacing Asaf Alperovitz who is step
8-K — Impact 3/10
May 7, 2026
Insider
AVERY MORE sold 1,355 shares
Director @ $39.20 ($53.1K)
May 6, 2026
SEC
SolarEdge reported Q1 2026 revenue of $310.5M (+41.5% YoY) but a GAAP net loss of $57.4M ($-0.95/share), missing the con
8-K — Impact 6/10
Apr 23, 2026
SEC
SolarEdge Technologies filed its definitive proxy statement for the 2026 annual meeting, which includes routine proposal
DEFA14A — Impact 3/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
722,640 shares ($20.8M)
Inst.
BANK OF AMERICA CORP — TRIM
126,912 shares ($3.7M)
Price Targets
$39.71
-38.4% upside
Strong Sell
Current $64.43
Low $26.00
Median $38.00
High $100.00
21 analysts
$26.00
$100.00
Analyst Ratings
0Strong Buy
1Buy
24Hold
6Sell
3Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 18, 2026 | GLJ Research | REITERATE | Sell → Sell |
| May 7, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | Citigroup | MAINTAIN | Sell → Sell |
| May 7, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Apr 21, 2026 | Citigroup | MAINTAIN | Sell → Sell |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.01 ▲ +121.6% | $-0.31 — $0.25 | 102% YoY | 19 |
| Next Q | $0.23 ▲ +43.2% | $0.00 — $0.84 | 174% YoY | 19 |
| Current FY | $0.04 ▼ -57.7% | $-0.43 — $0.42 | 102% YoY | 23 |
| Next FY | $1.57 ▼ -12.0% | $0.64 — $2.44 | 4241% YoY | 22 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $97.2M | — |
| MORGAN STANLEY | $64.1M | ADD |
| TWO SIGMA INVESTMENTS, LP | $37.9M | — |
| RENAISSANCE TECHNOLOGIES LLC | $20.8M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $15.7M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 7, 2026 | AVERY MORE | SELL | $53.1K |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
8 institutional holders with $244.9M total value (8,487,037 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net selling activity: 2 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,368,073 | $97.2M | 39.7% | — |
| 2 | MORGAN STANLEY | 2,220,836 | $64.1M | 26.2% | ADD +41.6% |
| 3 | TWO SIGMA INVESTMENTS, LP | 1,312,663 | $37.9M | 15.5% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 722,640 | $20.8M | 8.5% | TRIM -38.3% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 543,475 | $15.7M | 6.4% | ADD +38.5% |
| 6 | WELLS FARGO & COMPANY/MN | 173,125 | $5.0M | 2.0% | TRIM -29.1% |
| 7 | BANK OF AMERICA CORP /DE/ | 126,912 | $3.7M | 1.5% | TRIM -42.9% |
| 8 | FMR LLC | 19,313 | $557.2K | 0.2% | ADD +36.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,171,700 | 722,640 | -38.3% | $20.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 222,415 | 126,912 | -42.9% | $3.7M | 2025-Q4 |
| UBS Group AG | DOUBLED | 298,728 | 3,554,504 | +1089.9% | $131.5M | 2025-Q3 |
| MORGAN STANLEY | ADD | 1,653,333 | 2,340,933 | +41.6% | $86.6M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 591,600 | 1,171,700 | +98.1% | $43.4M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 311,966 | 222,415 | -28.7% | $8.2M | 2025-Q3 |
| FMR LLC | ADD | 15,956 | 21,767 | +36.4% | $805.4K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 591,600 | — | $12.1M | 2025-Q2 |
| FMR LLC | TRIM | 51,323 | 15,956 | -68.9% | $325.5K | 2025-Q2 |
| UBS Group AG | TRIM | 630,018 | 392,589 | -37.7% | $6.4M | 2025-Q1 |
| FMR LLC | NEAR_EXIT | 742,457 | 51,323 | -93.1% | $830.4K | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 627,700 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,060,912 | 1,914,394 | +80.4% | $26.0M | 2024-Q4 |
| UBS Group AG | DOUBLED | 220,261 | 630,018 | +186.0% | $8.6M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 349,500 | 627,700 | +79.6% | $8.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 376,195 | 520,928 | +38.5% | $7.1M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 225,615 | 159,908 | -29.1% | $2.2M | 2024-Q4 |
| NORGES BANK | EXIT | 596,475 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 376,195 | — | $8.6M | 2024-Q3 |
1 unique insiders with 1 transactions. Net insider value: -$53.1K ($0.00 bought, $53.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 7, 2026 | AVERY MORE | Director | SELL | 1,355 | $39.20 | $53.1K |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.5/10.
NEUTRAL
8-K
3/10
SolarEdge announced the appointment of Maoz Sigron as CFO, effective May 31, 2026, replacing Asaf Al
May 11, 2026
MIXED
8-K
6/10
SolarEdge reported Q1 2026 revenue of $310.5M (+41.5% YoY) but a GAAP net loss of $57.4M ($-0.95/sha
May 6, 2026
NEUTRAL
DEFA14A
3/10
SolarEdge Technologies filed its definitive proxy statement for the 2026 annual meeting, which inclu
Apr 23, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutions — Morgan Stanley, Schwab, and UBS — significantly increased their p
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (3% buy). Based on 34 analysts: 0 strong buy, 1 buy, 24 hold, 6 sell, 3 strong sell.
Analyst Price Targets
$39.71 mean target
-38.4% upside
Strong Sell (3.19)
$26.00 Low
$100.00 High
| Metric | Value |
|---|---|
| Current Price | $64.43 |
| Target Low | $26.00 |
| Target Mean | $39.71 |
| Target Median | $38.00 |
| Target High | $100.00 |
| # Analysts | 21 |
| Recommendation | Strong Sell (3.19) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.01 | $-0.31 | $0.25 | 101.6% | +121.6% | 12↑ 4↓ | $0.3B | 18.2% | 19 |
| Next Q 2026-09-30 |
$0.23 | $0.00 | $0.84 | 173.6% | +43.2% | 9↑ 5↓ | $0.4B | 8.0% | 19 |
| Current FY 2026-12-31 |
$0.04 | $-0.43 | $0.42 | 101.5% | -57.7% | 9↑ 10↓ | $1.4B | 17.2% | 23 |
| Next FY 2027-12-31 |
$1.57 | $0.64 | $2.44 | 4241.2% | -12.0% | 7↑ 9↓ | $1.6B | 12.3% | 22 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.013 | |
| 7d ago | $0.014 | -0.001 |
| 30d ago | $-0.059 | +0.072 |
| 60d ago | $-0.065 | +0.078 |
| 90d ago | $-0.016 | +0.029 |
16 analyst firms have rated this stock: 5 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 18, 2026 | GLJ Research | REITERATE | Sell | Sell |
| May 7, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | Citigroup | MAINTAIN | Sell | Sell |
| May 7, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 21, 2026 | Citigroup | MAINTAIN | Sell | Sell |
| Apr 16, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 15, 2026 | Goldman Sachs | DOWNGRADE | Neutral | Sell |
| Apr 9, 2026 | Susquehanna | MAINTAIN | Neutral | Neutral |
| Apr 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 26, 2026 | BWG Global | UPGRADE | Negative | Mixed |
| Mar 20, 2026 | Jefferies | UPGRADE | Underperform | Hold |
| Mar 10, 2026 | B of A Securities | UPGRADE | Underperform | Neutral |
| Feb 20, 2026 | Deutsche Bank | MAINTAIN | Hold | Hold |
| Feb 20, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 19, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 19, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jan 15, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 13, 2026 | Raymond James | INITIATE | — | Market Perform |
| Jan 9, 2026 | TD Cowen | UPGRADE | Hold | Buy |
| Jan 7, 2026 | Deutsche Bank | MAINTAIN | Hold | Hold |
| Dec 19, 2025 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 18, 2025 | Citigroup | MAINTAIN | Sell | Sell |
| Dec 18, 2025 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Dec 16, 2025 | Morgan Stanley | UPGRADE | Underweight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 0 | 1 | 24 | 6 | 3 | 3% | |
| Apr 1, 2026 | 0 | 1 | 27 | 5 | 3 | 3% | |
| Mar 1, 2026 | 0 | 1 | 23 | 5 | 5 | 3% | |
| Feb 1, 2026 | 0 | 1 | 23 | 5 | 5 | 3% | |
| Jan 1, 2026 | 0 | 0 | 23 | 5 | 5 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 20, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Alternative Energy Opportunities?
▲ 1
💬 0
⚡ 0.5
May 20, 2026
short_volume
Short Volume: SEDG — 69.1% short (1.6M / 2.4M)
Short: 1,626,565 | Exempt: 15,922 | TRF Vol: 2,355,543 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: SEDG — 67.3% short (1.3M / 1.9M)
Short: 1,251,293 | Exempt: 77,215 | TRF Vol: 1,859,190 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: SEDG — 55.6% short (3.8M / 6.9M)
Short: 3,825,354 | Exempt: 14,755 | TRF Vol: 6,885,559 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: SEDG — 55.1% short (1.5M / 2.7M)
Short: 1,493,160 | Exempt: 12,032 | TRF Vol: 2,708,221 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: SEDG — 60.6% short (1.1M / 1.8M)
Short: 1,088,606 | Exempt: 4,593 | TRF Vol: 1,794,922 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: SEDG — 71.1% short (0.6M / 0.9M)
Short: 614,321 | Exempt: 714 | TRF Vol: 863,900 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: SEDG — 67.7% short (1.0M / 1.5M)
Short: 1,027,335 | Exempt: 1,409 | TRF Vol: 1,518,131 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: SEDG — 67.9% short (1.3M / 1.8M)
Short: 1,255,864 | Exempt: 34,485 | TRF Vol: 1,848,273 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
SEDG Q1 2026 Earnings After Market Close — 2026-05-06
May 6, 2026
short_volume
Short Volume: SEDG — 68.5% short (2.7M / 3.9M)
Short: 2,650,542 | Exempt: 109,079 | TRF Vol: 3,867,026 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: SEDG — 55.7% short (1.3M / 2.3M)
Short: 1,302,081 | Exempt: 1,315 | TRF Vol: 2,338,190 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
SEDG Q1 2026 Earnings After Market Close — 2026-05-04
May 4, 2026
short_volume
Short Volume: SEDG — 57.4% short (0.7M / 1.3M)
Short: 730,018 | Exempt: 2,044 | TRF Vol: 1,270,718 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: SEDG — 68.2% short (0.6M / 0.8M)
Short: 571,567 | Exempt: 772 | TRF Vol: 837,720 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: SEDG — 70.1% short (0.7M / 1.0M)
Short: 693,241 | Exempt: 31,201 | TRF Vol: 988,631 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)