William Blair Analysts Reduce Earnings Estimates for SEDG

SolarEdge Technologies, Inc. (NASDAQ:SEDG) – Investment analysts at William Blair dropped their Q2 2025 earnings per share (EPS) estimates for shares of SolarEdge Technologies in a research report issued to clients and investors on Wednesday, May 7th. William Blair analyst J. Dorsheimer now expects that the semiconductor company will earn ($1.48) per share for the quarter, down from their prior estimate of ($1.37). The consensus estimate for SolarEdge Technologies’ current full-year earnings is ($4.54) per share. William Blair also issued estimates for SolarEdge Technologies’ Q3 2025 earnings at ($1.57) EPS, Q4 2025 earnings at ($1.54) EPS, FY2025 earnings at ($6.18) EPS, Q1 2026 earnings at ($1.76) EPS, Q2 2026 earnings at ($1.37) EPS, Q3 2026 earnings at ($1.29) EPS, Q4 2026 earnings at ($1.21) EPS and FY2026 earnings at ($5.62) EPS.

SolarEdge Technologies (NASDAQ:SEDG) last posted its earnings results on Tuesday, May 6th. The semiconductor company reported ($1.14) earnings per share for the quarter, topping analysts’ consensus estimates of ($1.26) by $0.12. SolarEdge Technologies had a negative return on equity of 95.05% and a negative net margin of 192.13%. The firm had revenue of $219.48 million for the quarter, compared to the consensus estimate of $205.39 million. During the same quarter in the prior year, the business earned ($1.90) EPS. The business’s revenue for the quarter was up 7.4% on a year-over-year basis.

A number of other analysts have also recently commented on the company. Piper Sandler boosted their price target on SolarEdge Technologies from $9.00 to $10.00 and gave the stock an “underweight” rating in a research report on Thursday, February 20th. Northland Securities raised SolarEdge Technologies from an “under perform” rating to a “market perform” rating and set a $12.50 price target on the stock in a research report on Friday, April 25th. Roth Mkm boosted their price target on SolarEdge Technologies from $17.00 to $20.00 and gave the stock a “neutral” rating in a research report on Friday, February 21st. Morgan Stanley reissued an “underweight” rating and issued a $10.00 price target on shares of SolarEdge Technologies in a research report on Wednesday, April 23rd. Finally, The Goldman Sachs Group boosted their price target on SolarEdge Technologies from $21.00 to $31.00 and gave the stock a “buy” rating in a research report on Thursday, February 20th. Ten investment analysts have rated the stock with a sell rating, fifteen have given a hold rating, two have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $16.32.

SolarEdge Technologies Stock Up 8.3%

SEDG stock opened at $19.81 on Monday. SolarEdge Technologies has a fifty-two week low of $10.24 and a fifty-two week high of $56.52. The business’s 50 day moving average price is $14.72 and its two-hundred day moving average price is $14.65. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.46 and a current ratio of 1.95. The company has a market capitalization of $1.17 billion, a price-to-earnings ratio of -0.64 and a beta of 1.50.

Institutional Investors Weigh In On SolarEdge Technologies

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Deutsche Bank AG increased its stake in shares of SolarEdge Technologies by 0.5% in the 1st quarter. Deutsche Bank AG now owns 148,734 shares of the semiconductor company’s stock worth $2,407,000 after purchasing an additional 766 shares in the last quarter. Fifth Third Bancorp increased its stake in shares of SolarEdge Technologies by 93.7% in the 1st quarter. Fifth Third Bancorp now owns 1,633 shares of the semiconductor company’s stock worth $26,000 after purchasing an additional 790 shares in the last quarter. US Bancorp DE increased its stake in shares of SolarEdge Technologies by 25.2% in the 1st quarter. US Bancorp DE now owns 4,560 shares of the semiconductor company’s stock worth $74,000 after purchasing an additional 918 shares in the last quarter. New York State Teachers Retirement System increased its stake in shares of SolarEdge Technologies by 1.5% in the 1st quarter. New York State Teachers Retirement System now owns 66,436 shares of the semiconductor company’s stock worth $1,075,000 after purchasing an additional 1,000 shares in the last quarter. Finally, PNC Financial Services Group Inc. increased its stake in shares of SolarEdge Technologies by 32.4% in the 1st quarter. PNC Financial Services Group Inc. now owns 7,851 shares of the semiconductor company’s stock worth $127,000 after purchasing an additional 1,921 shares in the last quarter. 95.10% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, Chairman More Avery acquired 30,000 shares of SolarEdge Technologies stock in a transaction dated Tuesday, March 4th. The stock was purchased at an average cost of $13.70 per share, for a total transaction of $411,000.00. Following the purchase, the chairman now directly owns 274,478 shares of the company’s stock, valued at approximately $3,760,348.60. This trade represents a 12.27% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.67% of the company’s stock.

About SolarEdge Technologies

SolarEdge Technologies, Inc, together with its subsidiaries, designs, develops, manufactures, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations in the United States, Germany, the Netherlands, Italy, rest of Europe, and internationally. It operates in two segments, Solar and Energy Storage.