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SEDG

SolarEdge Technologies (SEDG) Stock Forecast & Price Target

SolarEdge Technologies (SEDG) Analyst Ratings

Based on 16 analyst ratings
Hold
Strong Buy 13%
Buy 0%
Hold 63%
Sell 6%
Strong Sell 19%

Bulls say

SolarEdge Technologies is viewed favorably because its core solar business is benefiting from the Nexis platform, stronger BESS attach rates, and market-share gains in U.S. commercial, with safe-harbor commitments of $1.7bn in firm contracts and $3.3bn including optimizers providing unusually strong revenue visibility through mid-2030. The company also appears positioned for margin expansion as Nexis lowers cost structure, simplifies manufacturing via a single-SKU design, and supports gross margin upside toward above 30% in 2029 while the business benefits from 45X credits and rising exports. On top of that, its early-stage 800V DC-native SST opportunity could open a $200mm TAM in 2027 and expand to $4.1bn in 2030, with >99% efficiency and strong AI datacenter relevance creating meaningful long-term upside despite competition.

Bears say

SolarEdge Technologies is facing a fundamentally weak demand backdrop, with U.S. revenue down 20% QoQ in 1Q26, residential permits down 31% YoY in 2Q26 and 26% in 1H26 versus 1H25, while Wood Mackenzie expects the U.S. commercial market to decline 13% in 2026. The company’s market-share trends also look uneven, as SolarEdge’s U.S. residential share fell to 22.3% in 1Q26 from 25.0% in 4Q25 even as its commercial share rose to 29.6%, suggesting mixed competitive positioning amid broader softness. Although U.S. manufacturing and 45X credits could support margins, the outlook remains pressured by unclear recovery timing, weaker tax equity conditions, and liquidity risk tied to inventory monetization and 45X credit sales.

SolarEdge Technologies (SEDG) has been analyzed by 16 analysts, with a consensus rating of Hold. 13% of analysts recommend a Strong Buy, 0% recommend Buy, 63% suggest Holding, 6% advise Selling, and 19% predict a Strong Sell.

This aggregate rating is based on analysts' research of SolarEdge Technologies and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About SolarEdge Technologies (SEDG) Forecast

Analysts have given SolarEdge Technologies (SEDG) a Hold based on their latest research and market trends.

According to 16 analysts, SolarEdge Technologies (SEDG) has a Hold consensus rating as of Oct 9, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $36.74, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $36.74, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

SolarEdge Technologies (SEDG)


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