SolarEdge Technologies (SEDG)
Builds module-level power-optimizer and inverter systems for solar generation and energy management.
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Pairs module-level power optimizers and inverters with monitoring, batteries, and smart-energy devices. The DC-optimized architecture remains central as the business focuses on core solar, PV-attached storage, and energy management.
Builds a DC-optimized photovoltaic system around module-level power optimizers and inverters. Typical installations add communications devices for a cloud monitoring platform and, where applicable, batteries, EV chargers, and load controllers; optimizers perform module-level maximum-power-point tracking.
Brings optimizers, inverters, a monitoring platform, batteries, and smart-energy devices together as a single system. European distributor cancellations and backlog deferrals reflected elevated channel inventories and slower installation rates.
Operations now sit in one consolidated segment after e-mobility, energy-storage, and PV-tracker businesses were discontinued. The remaining portfolio focuses on core solar, PV-attached storage, and energy-management activities.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 11, 2026 | Mizuho Securities | Target | Target: $38 | Target: $40 |
| Aug 27, 2026 | Jefferies | Reiterate | Rating: —Target: $30 | Target: $31 |
| Aug 26, 2026 | Wells Fargo | Downgrade | ||
| Aug 26, 2026 | Scotiabank | Upgrade | ||
| Aug 26, 2026 | Telsey Advisory | Downgrade | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $546.9M · Total debt $393.9M · Total assets $2.30B · Shareholders' equity $412.1M
- Revenue
- $346.2M
- Operating income
- −$16.0M
- Net income
- −$30.8M
No dividends on record.
| Institutions | 96.45% | 59.34M shares | |
|---|---|---|---|
| 401 holders · as of Jun 30, 2026 | |||
| Insiders | 2.19% | 1.35M shares | |
| 14 holders · as of Jun 5, 2026 | |||
| Other | 1.36% | 836.4K shares | |
| remainder | |||
61.53M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.57% | 9.58M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 4.22% | 2.60M | as of Jun 30, 2026 |
UBS Group AGInstitution | 4.02% | 2.47M | as of Jun 30, 2026 |
Menora Mivtachim Holdings Ltd.Institution | 3.89% | 2.39M | as of Jun 30, 2026 |
Harel Insurance Investments & Financial Services Ltd.Institution | 3.83% | 2.36M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 7, 2026 | More Avery | director, other: Chairman of the Board | −2,566 | $38.76 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SolarEdge Technologies | $36.81 | +3.38% | $2.17B | — | 132.6 | 1.6 | +19.6% |
| Enphase Energy | $34.85 | +0.24% | $4.59B | 34.8 | 17.9 | 3.5 | −19.6% |
| Tesla | $376.40 | +0.29% | $1.48T | 347.5 | 182.6 | 14.3 | +25.5% |
| Median | 191.1 | 100.3 | 8.9 | +2.9% |