Keybanc Upgrades SolarEdge Technologies to 'Sector Weight' with No Price Targets Provided

SolarEdge Technologies (SEDG) received a rating upgrade from Keybanc, changing from "Underweight" to "Sector Weight". The average target price for SEDG is $18.08, with a high estimate of $100.00 and a low estimate of $5.00. The average target implies a 31.57% downside from the current price of $26.43.

SolarEdge Technologies (SEDG) experienced a notable change in its analyst rating from Keybanc on July 8, 2025. The analyst Sophie Karp upgraded SEDG from a previous rating of "Underweight" to "Sector Weight". This upgrade signifies a more favorable outlook for SolarEdge Technologies, aligning with the average performance expectations for the sector. No price targets were provided in this report [1].

Wall Street analysts forecast an average target price for SolarEdge Technologies Inc (SEDG) of $18.08, with a high estimate of $100.00 and a low estimate of $5.00. The average target implies a 31.57% downside from the current price of $26.43 [1]. The average brokerage recommendation is currently 3.4, indicating a "Hold" status [1]. GuruFocus estimates the estimated GF Value for SolarEdge Technologies Inc (SEDG) in one year to be $33.36, suggesting an upside of 26.22% from the current price of $26.43 [1].

Several analysts have recently commented on SEDG, with varying opinions. JPMorgan Chase & Co. lowered their price target on SEDG from $20.00 to $18.00 and set an "overweight" rating for the company. KeyCorp restated an "underweight" rating and set a $16.00 target price on shares of SEDG. Susquehanna dropped their target price from $17.00 to $12.00 and set a "neutral" rating for the company. Morgan Stanley reissued an "underweight" rating and issued a $10.00 price objective on shares of SEDG. UBS Group upped their target price from $17.00 to $20.00 and gave the stock a "neutral" rating [2].

Hedge funds have also made changes to their positions in SEDG. Edmond DE Rothschild Holding S.A. boosted its holdings in SEDG by 60.0% in the first quarter. Deutsche Bank AG, Fifth Third Bancorp, US Bancorp DE, and New York State Teachers Retirement System also increased their stakes in SEDG during the first quarter [2].

SEDG stock traded up $1.74 on Wednesday, reaching $23.60, with a market capitalization of $1.39 billion. The company reported earnings per share of $1.14 for the quarter, topping the consensus estimate of $1.26. The share price ended the week at $27.54, giving a market cap of $1.6 billion [3].

References:
[1] https://www.gurufocus.com/news/2963139/solaredge-technologies-sedg-receives-keybanc-rating-upgrade-sedg-stock-news
[2] https://www.marketbeat.com/instant-alerts/solaredge-technologies-inc-nasdaqsedg-receives-average-recommendation-of-reduce-from-analysts-2025-07-02/
[3] https://en.globes.co.il/en/article-solaredge-share-price-jumped-40-last-week-1001515020