Market Cap
$2.0B
SEDG
SOLAREDGE TECHNOLOGIES, INC.
$33.09 ▲ +7.19%
Prev close $30.87Market cap$2.0B
ConsensusStrong Sell
12-mo target$39.50 (+19.4%)
▼ Bearish
Analyst conviction 1/10
28 New Institutional Positions22 Institutional Exits Clean & Renewable EnergySemiconductors
Snapshot
The big-picture read on SEDG right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (6%)
Inst. Holders
50 funds
Inst. Value
$3.5B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $99.5K sell
Insider Net $
-$99.5K
Social Sentiment
57° Neutral
SEC Reports
6
Price chart 30d -2.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 10, 2026 SEC Short Volume: SEDG — 70.7% short (1.2M / 1.7M)
Short: 1,205,449 | Exempt: 2,848 | TRF Vol: 1,705,105 | Short Ratio: 70.7% | Off-exchange volume (da
SolarEdge filed an 8-K announcing its 2026 Investor Day webcast on September 10, 2026. Management will discuss strategy,
8-K — Impact 2/10
SolarEdge reported Q2 2026 GAAP revenue of $346.2M, beating consensus of $341.2M by 1.5%, with non-GAAP EPS of $0.05 ver
8-K — Impact 5/10
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — DOUBLED
1,714,096 shares ($100.2M)
Jun 30, 2026 Inst.
Migdal Insurance & Financial — ADD
1,691,340 shares ($98.8M)
Jun 3, 2026 Insider
Almogy Gilad was granted 2,634 shares
Director
Jun 3, 2026 Insider
AVERY MORE was granted 5,741 shares
Director
Jun 3, 2026 Insider
ATKINS BETSY S was granted 2,634 shares
Director
Analyst ratings buy % +600.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
6% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Citigroup | MAINTAIN | Sell | 55% |
| Sep 11, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 11, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 11, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 26, 2026 | UBS | UPGRADE | Buy | 55% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | Susquehanna | MAINTAIN | Neutral | 56% |
| Aug 6, 2026 | Goldman Sachs | MAINTAIN | Sell | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 2 | 21 | 6 | 3 | 6% | |
| Aug 1, 2026 | 0 | 1 | 23 | 6 | 3 | 3% | |
| Jul 1, 2026 | 0 | 1 | 23 | 6 | 3 | 3% | |
| Jun 1, 2026 | 0 | 1 | 23 | 6 | 3 | 3% | |
| 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% |
Price targets
Where 20 covering analysts think SEDG trades over the next 12 months.
$39.50 +19.4% upside Buy
Current$33.09 Low$26.00 Median$35.00 High$100.00 20 analysts
$26.00$100.00
Analyst rating Hold· 3.0/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 3 neutral · avg impact 4.2/10.
NEUTRAL8-K2/10
SolarEdge filed an 8-K announcing its 2026 Investor Day webcast on September 10, 2026. Management wi
Sep 10, 2026
MIXED8-K5/10
SolarEdge reported Q2 2026 GAAP revenue of $346.2M, beating consensus of $341.2M by 1.5%, with non-G
Aug 5, 2026
NEUTRAL8-K3/10
SolarEdge announced the appointment of Maoz Sigron as CFO, effective May 31, 2026, replacing Asaf Al
May 11, 2026
MIXED8-K6/10
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
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SEDG — 70.7% short (1.2M / 1.7M)
Short: 1,205,449 | Exempt: 2,848 | TRF Vol: 1,705,105 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SEDG — 64.4% short (0.8M / 1.3M)
Short: 827,872 | Exempt: 700 | TRF Vol: 1,286,001 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SEDG — 71.7% short (0.9M / 1.2M)
Short: 877,711 | Exempt: 0 | TRF Vol: 1,224,553 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SEDG — 65.4% short (0.3M / 0.5M)
Short: 348,317 | Exempt: 0 | TRF Vol: 532,513 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SEDG — 65.0% short (1.1M / 1.7M)
Short: 1,083,860 | Exempt: 3,206 | TRF Vol: 1,668,005 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.03 | $-0.28–$0.37 | 108.2% | +51.4% | 3↑ 16↓ | $0.3B | 20 |
| Next Q | $-0.00 | $-0.16–$0.23 | 96.8% | -111.5% | 1↑ 18↓ | $0.3B | 20 |
| Current FY | $-0.37 | $-0.63–$-0.01 | 84.5% | -10.9% | 4↑ 19↓ | $1.3B | 22 |
| Next FY | $0.84 | $-0.33–$1.89 | 328.0% | -13.2% | 0↑ 21↓ | $1.4B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.025 | — |
| 7d ago | $0.025 | — |
| 30d ago | $0.017 | +0.009 |
| 60d ago | $0.246 | -0.221 |
| 90d ago | $0.232 | -0.206 |
Institutional ownership
Which big funds own SEDG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.5B total value (59,136,939 shares) as of 2026-Q2. Top holders: BlackRock,, JANE, Invesco. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,578,632 | $559.8M | 16.2% | — |
| JANE STREET GROUP, LLC | 3,484,100 | $203.6M | 5.9% | — |
| Invesco Ltd. | 2,595,869 | $151.7M | 4.4% | — |
| UBS Group AG | 2,470,352 | $144.4M | 4.2% | — |
| MENORA MIVTACHIM HOLDINGS LTD. | 2,394,421 | $139.9M | 4.1% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,216,000 | $129.5M | 3.8% | DOUBLED +625.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,161,832 | $126.3M | 3.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,981,000 | $115.8M | 3.4% | DOUBLED +625.4% |
| JANE STREET GROUP, LLC | 1,954,500 | $114.2M | 3.3% | — |
| WELLS FARGO & COMPANY/MN | 1,800,000 | $105.2M | 3.0% | NEAR_EXIT -91.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 777,024 | 1,714,096 | +120.6% | $100.2M |
| Migdal Insurance & Financial Holdings Ltd. | ADD | 946,186 | 1,691,340 | +78.8% | $98.8M |
| Legal & General Group Plc | ADD | 935,422 | 1,302,103 | +39.2% | $76.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | TRIM | 2,234,200 | 1,243,795 | -44.3% | $72.7M |
| FIRST TRUST ADVISORS LP | ADD | 916,358 | 1,219,768 | +33.1% | $71.3M |
| MORGAN STANLEY | TRIM | 1,522,486 | 1,125,177 | -26.1% | $65.8M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 1,088,469 | — | $63.6M |
| Artisan Partners Limited Partnership | TRIM | 1,638,490 | 1,073,197 | -34.5% | $62.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | DOUBLED | 390,091 | 816,156 | +109.2% | $47.7M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 476,640 | 736,540 | +54.5% | $43.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 12 transactions. Net -$99.5K — $0.00 bought, $99.5K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Almogy Gilad | Director | AWARD | 2,634 | — | — |
| Jun 3, 2026 | AVERY MORE | Director | AWARD | 5,741 | — | — |
| Jun 3, 2026 | ATKINS BETSY S | Director | AWARD | 2,634 | — | — |
| Jun 3, 2026 | Gross Dana Rebecca | Director | AWARD | 2,634 | — | — |
| Jun 3, 2026 | GECHT GUY | Director | AWARD | 2,634 | — | — |
| Jun 3, 2026 | Tietz Yoram | Director | AWARD | 2,634 | — | — |
| Jun 3, 2026 | Tietz Yoram | Director | AWARD | 756 | — | — |
| Jun 3, 2026 | Gross Dana Rebecca | Director | AWARD | 756 | — | — |
| Jun 3, 2026 | AVERY MORE | Director | AWARD | 3,566 | — | — |
| May 31, 2026 | Sigron Maoz | Chief Financial Officer | AWARD | 13,984 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SEDG.
Shares short
11,901,366
Settlement Sep 15, 2026
Change vs prior
-13.8%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈19.3%
Estimate — not % of float
All SEDG filing & press-release reports (6)
- 8-K reportSep 10, 2026
- 8-K reportAug 5, 2026
- 8-K reportMay 11, 2026
- 8-K reportMay 6, 2026
- DEFA14A reportApr 23, 2026
- INST-CLUSTER reportFeb 28, 2026