NASDAQ: SEDG

SolarEdge Technologies (SEDG) Stock Analysis & Forecast

Oct 12 close

$31.48−0.73 (−2.3%)

Gekko Brief

AI summaryOct 12 close

This week's moves centered on analyst actions and company developments rather than a single catalyst. Wall Street Zen upgraded SolarEdge Technologies from "sell" to "hold," even as the broader analyst consensus remains "Reduce" with an average target near $39.13, while Barclays cut its price target to $36.00 from $37.00. SolarEdge also appointed Gokul Krishnan as Senior Vice President and General Manager, North America, bringing prior experience from Enphase Energy. Shares also fell alongside other industrial names amid reports of explosions in Saudi Arabia and escalating Middle East tensions that sent crude oil prices surging over 5%, and a law firm separately disclosed an investigation into potential securities claims against the company.

SEDG closed at $31.48, down 2.3%, sitting below both its 50-day average of $33.58 and 200-day average of $42.29, with the 50-day itself below the 200-day. The GekkoIndex reads 60.6, placing the stock in the Accumulation zone, up 3.2 over five periods. Price sits 11.4% below Gekko Fair Value of $35.53.

The next earnings date falls on 11 November 2026, 29 days out and beyond a typical 20-trading-day swing window; the prior report on 5 August showed an EPS miss of -0.26 versus -0.23 expected, with a -33% reaction, against an average absolute move of 15.1%. No insider, Congress, or unusual options activity appears in the current windows. Seasonally, the next 20 trading days have averaged -4.4% over 5 years, higher in 3 of those years.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

SolarEdge Technologies price vs fair value

$35.53$31.48Oct ’25Apr ’26Oct ’26
Close $31.48200-day averageGekko Fair Value $35.53

SolarEdge Technologies quick facts

Market cap
$1.91B
P/E ratio
—
Forward P/E
277.8
EPS, TTM
−$4.50
Revenue, TTM
$1.33B
Profit margin
-20.3%
Dividend yield
—
Beta
1.44
Volume
1.55M avg 2.51M
1-year return
−18.5%
Typical daily move
±6.2%
Typical 20-day move
±13.4%
50-day average
$33.58
200-day average
$42.29
Next earnings
Nov 11
Shares outstanding
61.53M
52-week range
$28.21$81.25

SolarEdge Technologies swing-trade checklist

SolarEdge Technologies scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendheadwind

    Below 50 and 200-day

    Close $31.48 is below the 50-day ($33.58) and 200-day ($42.29) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    60.6, Accumulation

    Reading 60.6 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    11.4% below

    Price is 11.4% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 30 days

    Next report Nov 11, 2026, 30 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitymixed

    −4.4% on average

    From this point in the calendar, the next 20 trading days averaged −4.4% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

SolarEdge Technologies stock chart and price history

SolarEdge Technologies closed at $31.48 on Oct 12, 2026, −18.5% over the past year, inside a 52-week range of $28.21 to $81.25.

Close50-day average200-day averageVolume
SolarEdge Technologies share price, past year, with 50-day and 200-day moving averages and volume$20$40$60$80NovDecJan 2026FebMarAprMayJunJulAugSepOct31.48

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−9.2%
3 months
−43.3%
6 months
−27.1%
1 year
−18.5%
The full SEDG chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open SEDG in Gekko

Follow SolarEdge Technologies through every session

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About SolarEdge Technologies

SolarEdge Technologies designs and manufactures equipment that turns the electricity produced by solar panels into power that can be used in homes and businesses, with its inverters and optimizers aimed at residential, commercial, and smaller utility-scale sites around the world. It also builds a software platform hosted in the cloud that pulls data from these devices so customers can keep watch over how their solar systems are running. The company is best recognized for this pairing of solar hardware with monitoring technology.

Its activities are grouped into five areas: Solar, Energy Storage, e-Mobility, Critical Power, and Automation Machines. On top of its solar equipment, SolarEdge produces battery storage and backup systems, electric vehicle charging equipment, tools for managing home energy use, services tied to the electrical grid, machinery for automation, lithium-ion cells and battery packs, and backup power units, in addition to building virtual power plants meant to help stabilize electricity grids. It sells to companies that install or distribute solar systems, electrical equipment wholesalers, makers of PV modules, and firms that handle engineering, procurement, and construction work, and it backs these customers with guidance before purchase, training, and technical support afterward.

The company traces back to 2006 and runs its operations from Herzliya, Israel. Its stock trades on the NASDAQ under the ticker SEDG.

Listed
NASDAQ
Sector
Producer manufacturing
Industry
Electrical products
Website
solaredge.com

SolarEdge Technologies GekkoIndex: the smart money zone

SolarEdge Technologies’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 60.6, in the Accumulation zone, up 3.2 points over five sessions.

010060.6Accumulation

Up 3.2 points over five sessions, from the Neutral zone.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying60+2.8%+3.9%+0.4%−15.5%
Accumulation (current zone)274+1.3%+1.4%−1.2%−4.5%
Neutral318−0.4%+0.2%+2.6%+9.6%
Distribution29−4.6%−10.4%−8.8%−6.8%
Selling1Too few readings yet

Average SEDG share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the SEDG price, zone by zone.Track SEDG in Gekko

Is SolarEdge Technologies stock overvalued? Gekko Fair Value

SolarEdge Technologies trades 11.4% below Gekko Fair Value of $35.53, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what SolarEdge Technologies shares are worth, recalculated every trading day.

$35.53

Gekko Fair Value, Oct 10, 2026

11.4% Undervalued

At the end of Aug 2026 the price was 19.8% below the estimate.

Gekko Fair ValueShare price, month end
$36$32Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open SEDG in Gekko

SolarEdge Technologies insider and Congress trading

No open-market insider purchases were filed for SolarEdge Technologies, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for SEDG in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every SEDG insider filing, plotted on the chart in Gekko.Open SEDG in Gekko

Congress trades last 90 days

No trades in SEDG were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for SEDG, plotted on the chart in Gekko.Open SEDG in Gekko

Buybacks

SolarEdge Technologies has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$9.16M
As a share of market cap
0.48%

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds SEDG.

0added1opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko

SolarEdge Technologies earnings: next date and track record

SolarEdge Technologies reports on Nov 11, 2026 (30 days away), and beat the EPS estimate in 4 of its last 8 reports.

4 of 8reports beat the EPS estimate
±15.1%average move across the report
3 of 8reports followed by a gain

Share-price move across each report

−21.1%Nov ’24+7.4%Feb ’25+14.3%May ’25−3.3%Aug ’25+22.2%Nov ’25−5.8%Feb ’26−13.5%May ’26−33.0%Aug ’26

Last earnings call, Aug 5, 2026 AI summary

What they said
SolarEdge's Q2 2026 earnings call highlighted progress in transformation priorities: profitable growth, market share expansion, scaling the Nexis platform, and pursuing power infrastructure for AI data centers. Management reported revenue of $346.2M (non-GAAP $345.5M), up ~20% YoY, with non-GAAP gross margin expanding for the sixth consecutive quarter. They achieved non-GAAP operating profitability for the first time in nearly three years. Guidance for Q3 revenue: $310M to $340M with expected sequential decline mainly in Europe (~$15M at midpoint) and continued U.S. softness; non-GAAP gross margin expected ~24% in Q3 due to fixed cost leverage and seasonality. Management emphasized market share gains, increasing storage attach rates, Nexis rollout starting in U.S. in Q3, SST proof-of-concept progress, and pilot timeline for data centers with revenue potential from 2028. CFO noted priorities: aligning investments with clear returns, operational discipline, and cash management. Risks discussed included U.S. tax equity/FEOC uncertainty, channel inventory caution, component supply pressures (memory), and regulatory actions (FCC inverter list, potential European bans). The tone was cautiously confident: management emphasized milestones and profitability but acknowledged market softness and timing uncertainty for demand recovery.
Guidance
Q3 revenue guidance: $310M to $340M; Q3 gross margin expectation ~24%. Management did not provide formal guidance beyond Q3 and reiterated they do not guide Q4. Also stated Nexis roll-out timing (starting U.S. rollout in Q3) and expectation that SST-related revenue may begin in 2028; additional detail to be shared at Investor Day on Sept 10.
Risks flagged
Mentioned risks: ongoing U.S. market softness driven by tax equity funding and FEOC definition uncertainty; potential delays or changes in demand tied to FCC and European regulatory actions; channel inventory destocking; memory/component supply pressure and modest inflationary cost absorption; timing uncertainty for financing clarity affecting market rebound.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 5, 2026−$0.26
est −$0.23
−13.0%$346.2M
est $341.2M
+1.5%−33.0%
May 6, 2026−$0.43
est −$0.27
−59.3%$310.5M
est $305.5M
+1.6%−13.5%
Feb 18, 2026−$0.14
est −$0.26
+46.3%$335.4M
est $330.1M
+1.6%−5.8%
Nov 5, 2025−$0.31
est −$0.38
+18.4%$340.2M
est $330.3M
+3.0%+22.2%
Aug 7, 2025−$0.81
est −$0.82
+1.2%$289.4M
est $309.1M
−6.4%−3.3%
May 6, 2025−$1.14
est −$1.20
+5.0%$219.5M
est $261.5M
−16.1%+14.3%
Feb 19, 2025−$3.52
est −$1.66
−112.1%$170.7M
est $204.0M
−16.3%+7.4%
Nov 6, 2024−$15.33
est −$1.63
−840.5%$260.9M
est $209.2M
+24.7%−21.1%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

SolarEdge Technologies stock forecast and analyst price targets

Analysts’ average 12-month price target for SolarEdge Technologies is $38.16, +21.2% from the last close, from 17 firms rating the stock in the last 90 days.

$38.16consensus 12-month target, +21.2% from the last close
Low $6.90High $65
Buy2
Hold11
Sell4

Each firm’s latest rating in the last 90 days: 17 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 7BarclaysHold, maintained$36+14.4%
Oct 7Deutsche Bank Hold, maintained$34+8.0%
Sep 21CitiSell, maintained$30−4.7%
Sep 18CitiSell, reiterated$30−4.7%
Sep 11RBC CapitalHold, maintained$30−4.7%
−1.2%average 20-day move after past Accumulation readings
−4.4%average move over the next 20 trading days in the last 5 years
±6.2%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

SolarEdge Technologies seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, SolarEdge Technologies averaged −4.4% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

+26.4%2021+1.7%2022−41.5%2023−18.2%2024+14.1%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+2.2%3 of 5
Next 10 trading days−6.1%2 of 5
Next 15 trading days−1.8%3 of 5
Next 20 trading days−4.4%3 of 5
Next 30 trading days−1.7%2 of 5

For scale, SEDG’s typical 20-trading-day move in either direction is about 13.4%.

SolarEdge Technologies market cap and key statistics

SolarEdge Technologies’s market cap is $1.91B and revenue of $1.33B over the last twelve months.

Valuation

Market cap
$1.91B
Forward P/E
277.8
EPS, TTM
−$4.50
Gekko Fair Value
$35.53

Trading

Volume
1.55M
Avg volume, 20 days
2.51M
52-week high
$81.25
52-week low
$28.21
Shares outstanding
61.53M

Financials

Revenue, TTM
$1.33B
Profit margin
-20.3%
Return on equity
-58.4%
Quarterly earnings growth, YoY
+660.0%

Risk and income

Beta
1.44
Typical daily move
±6.2%
Typical 20-day move
±13.4%

SolarEdge Technologies peers

SolarEdge Technologies’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
GEVGE Vernova−0.3%Neutral10.6% above
ETNEaton−0.2%Neutral16.6% above
LITELumentum−9.6%Neutral2.1% below
AMEAMETEK+0.6%Neutral11.9% above
ROKRockwell Automation+0.4%Neutral13.6% above
HUBBHubbell+0.7%Neutral8.1% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

SolarEdge Technologies stock FAQ

What is SolarEdge Technologies’s market cap?

SolarEdge Technologies’s market cap is $1.91B at the Oct 12, 2026 close of $31.48, with 61.53M shares outstanding.

What is the SolarEdge Technologies stock forecast?

The consensus analyst 12-month price target for SolarEdge Technologies is $38.16, +21.2% from the last close. Of the 17 firms that rated the stock in the last 90 days, 2 rate it a buy, 11 a hold and 4 a sell. Gekko doesn’t publish price predictions of its own.

Is SolarEdge Technologies stock overvalued or undervalued?

On Gekko’s estimate SolarEdge Technologies is undervalued: the Oct 12, 2026 close of $31.48 is 11.4% below Gekko Fair Value of $35.53. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does SolarEdge Technologies report earnings next?

SolarEdge Technologies is expected to report on Nov 11, 2026 (30 days away). Analysts expect earnings of $0.04 per share on revenue of $331.2M. SolarEdge Technologies beat the earnings estimate in 4 of its last 8 reports, moving 15.1% on average across the report.

What is SolarEdge Technologies’s 52-week high and low?

SolarEdge Technologies’s 52-week high is $81.25 and its 52-week low is $28.21; it closed at $31.48 on Oct 12, 2026, −18.5% over the past year. Over the last five years the shares peaked at $389.71 on Nov 22, 2021.

Is SolarEdge Technologies stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and earnings risk), 1 as mixed (seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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