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$SEDG

7 stories mentioning SEDG

Every FINWIRES story that references SEDG, newest first.

Research

Research Alert: CFRA Maintains Sell Rating On Solaredge Technologies, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our $32 price target, based on a P/E of 33x our 2027 EPS, with the multiple even with the three-and five-year historical average, balancing SEDG's continued turnaround towards profitability and AI data center optionality, against the structural residential market headwinds and margin ceiling risks. We are widening our 2026 loss per share estimate to -$0.67 from -$0.45 due to weaker-than-expected Q1 results and pressures following the Section 25D tax credit elimination, while maintaining our 2027 estimate of $0.97. We expect SEDG to benefit from continued European market recovery (Nexis platform rollout), rising battery attachment rates, and Section 45-X manufacturing tax credits support. We remain cautious on the given pricing pressure in Europe where SEDG has been unable to raise ASPs without risking channel inventory build-up, ongoing tariff headwinds imposing margin drag on growing battery sales, and the structural shift toward lower-margin TPO and C&I channels.

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Wire

RBC Capital Adjusts SolarEdge Technologies Price Target to $30 From $32, Maintains Sector Perform Speculative Risk Rating

SolarEdge Technologies (SEDG) has an average rating of hold and mean price target of $35.55, according to analysts polled by FactSet.Price: $39.05, Change: $-1.57, Percent Change: -3.85%

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Wire

UBS Adjusts Price Target on SolarEdge Technologies to $41 From $36, Maintains Neutral Rating

SolarEdge Technologies (SEDG) has an average rating of hold and mean price target of $35.55, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $40.75, Change: $+0.13, Percent Change: +0.33%

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Research

Research Alert: Mixed Results, But Recovery Intact

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SEDG posted a modest Q1 revenue beat at $310M (+46% Y/Y, -7.4% Q/Q) vs. $305M consensus, with non-GAAP gross margin expanding 20bps Q/Q to 23.5% and up significantly from 7.8% Y/Y. Non-GAAP loss-per-share of $0.43 improved substantially from $1.14 in Q1 2025, though it worsened from Q4's $0.14 due to one-time expenses. We view the continued recovery momentum positively, with SEDG maintaining leadership in DC-optimized solutions while diversifying into energy storage (331 MWh shipped, +104% Y/Y) and AI data-center power solutions. Management expects Q2 revenue of $325M-$355M (midpoint $340M) with the company approaching breakeven operating profitability at guidance midpoint, representing a key inflection point. We believe the strong balance sheet with $246M+ net cash provides financial flexibility for growth initiatives, while margin expansion for the sixth consecutive quarter demonstrates operational leverage despite competitive pressures.

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Wire

SolarEdge Technologies Launches Higher-Capacity Commercial Storage System in Europe, Asia

SolarEdge Technologies (SEDG) said Tuesday it launched its new higher-capacity commercial storage system CSS-OD 197 in Europe and Asia.The new system consists of a 197 kilowatt-hour-rated battery cabinet paired with one or two 50-kilowatt battery inverters and is scalable up to 1 megawatt and 4 megawatt-hours per site, the company said.The system supports a wide range of commercial and industrial storage use cases for medium- to large-scale commercial sites, SolarEdge said.SEDG shares were up past 5% Tuesday afternoon.Price: $41.85, Change: $+2.03, Percent Change: +5.10%

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Wire

Top Midday Decliners

BRP (DOO) shares tumbled 36% on Wednesday after the company on Tuesday suspended fiscal 2027 guidance following a recent amendment to US rules for tariffs on steel, aluminum, and copper imports.Intraday volume topped 3.25 million shares versus the daily average of almost 237,000.ASML Holding (ASML) shares slumped 6.4% after the company issued a Q2 sales outlook below analysts' expectations.Intraday volume topped 2.77 million shares versus the daily average of 1.8 million.Goldman Sachs downgraded SolarEdge Technologies (SEDG) to sell from neutral and cut its price target to $31 from $36.SolarEdge stock fell 13% as intraday volume topped 5.69 million shares, compared with the daily average of 3.42 million.Price: $50.17, Change: $-28.28, Percent Change: -36.05%

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Research

Goldman Sachs Downgrades SolarEdge Technologies to Sell From Neutral, Adjusts PT to $31 From $36

SolarEdge Technologies (SEDG) has an average rating of Hold and mean price target of $35.80, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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