SolarEdge Technologies

US Policy Shifts And Storage Expansion Will Shape Sector Outlook Amid Headwinds

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Apr 25

Updated

12 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

121.2%

7D

0.03%

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1Y

121.2%

7D

0.03%

You can edit this narrative until Dec 13 5:10 PM. Then, changes will post as Updates.

Author's Valuation

US$33.0410.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 12 Dec 25

Fair value Decreased 0.52%

SEDG: Data Center Partnership And Global Demand Will Offset Policy And Residential Risks

Analysts have modestly trimmed their fair value estimate and price target for SolarEdge Technologies to reflect a slightly higher discount rate and only incremental improvements in long term growth and margins, even as recent Street research has lifted published targets into the high $20s to $40 range, based on expectations for sustained margin strength and expanding C&I and international demand. Analyst Commentary Street research has turned more constructive on SolarEdge, with several firms lifting price targets into the high $20s to $40 range as they recalibrate expectations for margins, demand mix, and new growth vectors.

Shared on 28 Nov 25

Fair value Increased 9.89%

SEDG: International Expansion And Partnerships Will Offset Domestic Headwinds Through 2026

Analysts have raised their price target for SolarEdge Technologies, increasing it from $30.23 to $33.22. This change is attributed to improved margin outlooks as well as anticipated international and commercial growth opportunities.

Shared on 07 Nov 25

Fair value Increased 11%

SEDG: U.S. Residential Weakness Will Limit Upside Amid Changing Policy

The analyst price target for SolarEdge Technologies has increased from $27.27 to $30.23. Analysts cite stronger profit margins and improving outlooks, despite tempered revenue growth projections.

Shared on 24 Oct 25

Fair value Increased 8.63%

SolarEdge Technologies' analyst price target increased from $25.10 to $27.27. Analysts cited recent upward revisions across the sector, improved future revenue growth projections, and the company's stabilized positioning despite ongoing sector headwinds.

Shared on 10 Oct 25

Fair value Increased 7.19%

Analysts have raised their average price target for SolarEdge Technologies from $23.42 to $25.10. They cite improved margin outlooks and upside potential tied to possible market share gains, despite ongoing industry challenges.

Shared on 26 Sep 25

Fair value Increased 5.78%

Analysts raised SolarEdge's price target as the company outperformed peers with market share gains, benefited from favorable U.S. policy shifts and removal of tax headwinds, yet lingering concerns remain over future regulatory risk and residential demand, resulting in a new consensus price target of $23.42. Analyst Commentary Bullish analysts increased price targets due to SolarEdge's relative strength versus peers, market share gains in the U.S. and Europe, and normalization of the European sales channel despite overall market demand declines.

Shared on 11 Sep 25

Fair value Increased 6.26%

Analysts have raised SolarEdge Technologies’ price target to $22.14, citing expectations for U.S. and European market share gains, improved sales growth, and near-term policy tailwinds despite longer-term demand headwinds, margin pressures, and regulatory uncertainty. Analyst Commentary Policy changes, including the phasing out of residential solar tax credits (25D) starting in 2026 and new lease restrictions, are expected to weigh on end-demand beyond 2028, prompting both bearish and neutral stances from some analysts.

Shared on 08 Aug 25

Fair value Increased 14%

SolarEdge Technologies’ consensus price target has been raised as its forward P/E multiple expanded sharply despite a substantial deterioration in net profit margin, resulting in a new fair value estimate of $19.19. What's in the News Issued Q3 revenue guidance of $315 million to $355 million.

Shared on 01 May 25

Fair value Increased 3.37%

AnalystConsensusTarget Fair Value

US$33.04

10.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

12.33%

Semiconductors revenue growth rate

1.02%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

14.89%

Calculation

US$110.30m

Earnings '28

x

29.42x

PE Ratio '28

=

US$3.25b

Market Cap '28

US$3.25b

Market Cap '28

/

65.44m

No. shares '28

=

US$49.59

Share Price '28

US$49.59 Share Price '28

Discounted to 2025 @ 14.75% p.a.

=

US$32.82

Fair Value '25