Shares of SEDG.O experienced a notable uptick today, crossing above the 5-day simple moving average (SMA), signaling a bullish trend. This positive momentum is largely attributed to the strong demand for SolarEdge's new CSS-OD Commercial Storage System, which has garnered over 150 orders in Germany, amounting to more than 15MWh in its initial weeks. As businesses increasingly pivot towards self-consumption of solar energy, the CSS-OD system presents a lucrative revenue opportunity for photovoltaic (PV) installers, enhancing energy management and self-sufficiency.
Market trends indicate a shift in European countries away from net metering, further driving the demand for commercial storage solutions like the CSS-OD. This aligns with the growing need for grid flexibility amid dynamic tariffs. However, the recent discussions at COP30 regarding the environmental risks associated with essential minerals for the green transition could introduce challenges for companies reliant on stable supplies, potentially impacting their growth projections. Investors are advised to monitor these developments closely as they may influence market dynamics in the clean-tech sector.
Wall Street analysts forecast SEDG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEDG is 32.56 USD with a low forecast of 6.90 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast SEDG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SEDG is 32.56 USD with a low forecast of 6.90 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
12 Hold
5 Sell
Hold
Current: 35.800
Low
6.90
Averages
32.56
High
44.00
Current: 35.800
Low
6.90
Averages
32.56
High
44.00
TD Cowen
Hold
to
Buy
upgrade
$34 -> $38
2026-01-09
Reason
TD Cowen
Price Target
$34 -> $38
AI Analysis
2026-01-09
upgrade
Hold
to
Buy
Reason
TD Cowen upgraded SolarEdge to Buy from Hold with a price target of $38, up from $34. The firm says the company is executing its turnaround with the launch of Nexis and Single supporting margins and market share gains. Ramping U.S. manufacturing and exports improves SolarEdge's competitive position in Europe, the analyst tells investors in a research note.
Deutsche Bank
Hold
maintain
$28 -> $35
2026-01-07
Reason
Deutsche Bank
Price Target
$28 -> $35
2026-01-07
maintain
Hold
Reason
Deutsche Bank raised the firm's price target on SolarEdge to $35 from $28 and keeps a Hold rating on the shares.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for SEDG
Unlock Now
Goldman Sachs
Neutral
downgrade
$36 -> $31
2025-12-18
Reason
Goldman Sachs
Price Target
$36 -> $31
2025-12-18
downgrade
Neutral
Reason
Goldman Sachs lowered the firm's price target on SolarEdge to $31 from $36 and keeps a Neutral rating on the shares.
Citi
Vikram Bagri
Sell
downgrade
$30 -> $29
2025-12-18
Reason
Citi
Vikram Bagri
Price Target
$30 -> $29
2025-12-18
downgrade
Sell
Reason
Citi analyst Vikram Bagri lowered the firm's price target on SolarEdge to $29 from $30 and keeps a Sell rating on the shares.
About SEDG
SolarEdge Technologies, Inc. offers an inverter solution for a solar photovoltaic (PV) system. The Company's products include SolarEdge Power Optimizer, SolarEdge Inverter, StorEdge Solutions and SolarEdge Monitoring Software. Its product roadmap consists of categories, including power optimizers, inverters, monitoring services, energy storage and smart energy management. The Company's power optimizers provide module-level maximum power point (MPP) tracking and real-time adjustments of current and voltage to the optimal working point of each individual PV module. The Company's solution consists of a direct current (DC) power optimizer, an inverter and a cloud-based monitoring platform that operates as a single integrated system.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
