SolarEdge Technologies, Inc. (SEDG) Stock Price & Analysis
SolarEdge Technologies, Inc. (SEDG) closed at USD 32.94 on Thursday, October 22, 2026, down 0.75% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 32.94; the Oct 22, 2026 session ranged USD 31.7–33.36 on volume of 1,729,534 shares. Market capitalization is —, with a 52-week range of USD 28.21–81.25 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:26 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SEDG.md
Key facts (SEDG)
- Last four reported quarters (through Jun 30, 2026): revenue $1.33B, net income -$270M (-20.3% margin), free cash flow $90.0M (SEC filings).
- 1 of 80 tracked superinvestors hold SEDG (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $99K; 1 not under a Rule 10b5-1 plan ($99K); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Total return with dividends: 1Y -12.9% vs S&P 500 +14.9%; 5Y -89.1% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.04, revenue estimate $327M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SEDG)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.96B | $3.11B | $2.98B | $901M | $1.18B | $1.33B |
| Gross profit | $629M | $845M | $704M | -$877M | $196M | — |
| Operating income | $207M | $166M | $40.2M | -$1.71B | -$302M | -$155M |
| Net income | $169M | $442M | $34.3M | -$1.81B | -$405M | -$270M |
| EPS (diluted) | $3.06 | $1.65 | $0.60 | -$31.64 | -$6.88 | — |
| Free cash flow | $64.9M | -$138M | -$351M | -$421M | $80.8M | $90.0M |
| Gross margin | 32.0% | 27.2% | 23.6% | -97.3% | 16.6% | — |
| Operating margin | 10.5% | 5.3% | 1.4% | -189.5% | -25.5% | -11.6% |
| Net margin | 8.6% | 14.2% | 1.2% | -200.4% | -34.2% | -20.3% |
| Revenue growth | +34.6% | +58.4% | -4.3% | -69.7% | +31.4% | — |
| Cash + short-term investments | $698M | $1.02B | $860M | $586M | $493M | — |
| Total debt | $622M | $624M | $627M | $330M | $332M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SEDG)
P/E at fiscal year-ends: Dec 2023 156.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (SEDG)
1 of 80 tracked investors hold SEDG. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Viking Global | Viking Global Investors | 0.18% | $63.6M | New position |
Insider sales (SEC Form 4, open-market, last ~7 months) (SEDG)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-05-07 | Avery More | Director | 2,566 | $99K | 0.9% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SEDG)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | BMO Capital | Target lowered | Underperform | $31 → $28 |
| 2026-10-19 | JP Morgan | Target lowered | Neutral | $44 → $38 |
| 2026-10-14 | Susquehanna | Target lowered | Neutral | $38 → $32 |
| 2026-10-07 | Barclays | Target lowered | Equal-Weight | $37 → $36 |
| 2026-09-21 | Citigroup | Target raised | Sell | $25 → $30 |
| 2026-09-11 | Morgan Stanley | Target lowered | Equal-Weight | $35 → $33 |
| 2026-09-11 | Mizuho | Target raised | Neutral | $38 → $40 |
| 2026-09-11 | JP Morgan | Target raised | Neutral | $37 → $44 |
| 2026-09-11 | RBC Capital | Target raised | Sector Perform | $24 → $30 |
| 2026-08-26 | UBS | Upgrade | Neutral → Buy | $36 → $42 |
| 2026-08-06 | RBC Capital | Target lowered | Sector Perform | $30 → $24 |
| 2026-08-06 | Barclays | Target lowered | Equal-Weight | $53 → $37 |
Total return (dividends reinvested) (SEDG)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -12.9% | -89.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -12.9% | -35.8% |
| Volatility (annualized) | 98.1% | 83.8% |
| Max drawdown | -62.0% (Jun 2026→Aug 2026) | -97.1% (Nov 2021→Nov 2024) |
Companies that name SEDG in their SEC reports
| Relationship to SEDG | Company | Filing | Sentence |
|---|---|---|---|
| customer | Enovix Corp (ENVX) | 10-K Feb 25, 2026 | “As our operations expanded, we invested in additional manufacturing capacity, including the construction of a high-volume production facility in Malaysia for our second production line ("Fab2"), the acquisition of Routejade, Inc. ("Routejade"), an established battery manufacturer in South Korea for battery pack manufacturing, and the acquisition of battery cell manufacturing assets from SolarEdge Technologies, Inc…” |
SEDG analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.04 | $0.25 | -85.4% | $327.0M | 20 |
| Next quarter (ends Dec 2026) | $-0.01 | $0.25 | -105.3% | $317.7M | 19 |
| Current fiscal year (ends Dec 2026) | $-0.35 | $0.09 | -507.7% | $1.30B | 22 |
| Next fiscal year (ends Dec 2027) | $0.80 | $1.56 | -48.4% | $1.43B | 22 |
Key Statistics (as of October 23, 2026 at 09:26 UTC)
| Price | USD 32.94 |
|---|---|
| Change | ▼ 0.75% (down) |
| Previous Close | USD 32.94 |
| Open | USD 32.94 |
| Day Range | USD 31.7 – 33.36 |
| 52-Week Range | USD 28.21 – 81.25 |
| Volume | 1,729,534 shares |
| Market Cap | — |
| Exchange | NMS |
Technical Analysis (SEDG)
Nexqual's technical model rates SEDG "NEUTRAL" based on 3 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:26 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 51.18 (neutral) |
| vs SMA50 | Above (USD 32.9) |
| MACD | -0.5 (negative) |
Earnings (SEDG)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.04 |
| Revenue Estimate | $326.97M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.05 vs est 0 ▲ beat |
| 2026-03-31 | USD -0.43 vs est -0.27 ▼ miss |
| 2025-12-31 | USD -0.14 vs est -0.24 ▲ beat |
| 2025-09-30 | USD -0.31 vs est -0.42 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Financials & Fundamentals (SEDG)
| Total Revenue | $1.33B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +19.60% |
| Gross Margin | +21.25% |
| Operating Margin | -6.51% |
| Profit Margin | -20.29% |
| ROE | -58.42% |
| Debt / Equity | 0.99 |
| Current Ratio | 2.03 |
| Total Cash | $546.94M |
| Total Debt | $407.35M |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Ownership (SEDG)
| Insider Ownership | +1.12% |
|---|---|
| Institutional Ownership | +100.99% |
| Shares Outstanding | 61.53M |
| Float | 60.81M |
| Short % of Float | +21.02% |
Source: Nexqual, October 23, 2026 at 09:26 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RUN | Sunrun Inc. | USD 7.7 | ▲ 1.05% |
| SHLS | Shoals Technologies Group, Inc. | USD 7.73 | ▼ 2.83% |
| ENPH | Enphase Energy, Inc. | USD 31.35 | ▼ 2% |
| CSIQ | Canadian Solar Inc. | USD 9.22 | ▼ 6.21% |
| ARRY | Array Technologies, Inc. | USD 3.3 | ▼ 3.23% |
| JKS | JinkoSolar Holding Company Limi | USD 8.14 | ▲ 0.12% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:26 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt