SolarEdge (SEDG)

• Market cap: $788M
• 1 day: 10.74%
• 5 days: -2.33%
• 1 month: -22.09%
• 3 months: 2.68%
• 6 months: -23.78%
• Year to date: -9.46%
• 1 year: -75.42%
• 5 years: -85.97%
• 10 years: -43.72%
• Sector: Technology
• Industry: Solar

About: SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers.

Employees: 3,961

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

102% more call options, than puts

Call options by funds: $222M | Put options by funds: $110M

0.24% more ownership

Funds ownership: 99.39% [Q3] → 99.63% (+0.24%) [Q4]

1% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 84

6% less funds holding

Funds holding: 289 [Q3] → 273 (-16) [Q4]

15% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 66

40% less capital invested

Capital invested by funds: $1.3B [Q3] → $786M (-$515M) [Q4]

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $9 33% downside
• Avg. target: $16.92 26% upside
• High target: $31 131% upside

13 analyst ratings

• positive: 2 15%
• neutral: 7 54%
• negative: 4 31%

Barclays Christine Cho 35% 1-year accuracy 19 / 55 met price target	18% downside $11	Underweight Maintained	16 Apr 2025
Jefferies Julien Dumoulin-Smith 54% 1-year accuracy 92 / 170 met price target	33% downside $9	Underperform Maintained	15 Apr 2025
Susquehanna Biju Perincheril 10% 1-year accuracy 6 / 63 met price target	10% downside $12	Neutral Maintained	14 Apr 2025
Wells Fargo Michael Blum 51% 1-year accuracy 18 / 35 met price target	42% upside $19	Equal-Weight Maintained	27 Mar 2025
Roth MKM Philip Shen 0% 1-year accuracy 0 / 16 met price target	49% upside $20	Neutral Maintained	21 Feb 2025