SolarEdge and Infineon extend collaboration on data center circuit tech
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Jefferies on SolarEdge (SEDG): 'The Turnaround Looks to be Over'
September 11, 2026 7:58 AM EDTJefferies analyst Julian Dumoulin-Smith reiterated a Hold rating and $31.00 price target on SolarEdge (NASDAQ: SEDG).
The analyst comments "The core recovery now has tangible evidence, including 6 consecutive quarters of revenue and margin expansion, positive EBITDA, C&I share gains, and $1.7B of firm customer commitments. The debate now shifts from whether the business has stabilized to whether Nexis can accelerate storage attachment and whether SST can emerge as a meaningful AI infrastructure platform. The core recovery looks increasingly positive, supported by improving visibility. Management highlighted six consecutive quarters of revenue growth and margin... More
Oppenheimer Reiterates Perform Rating on SolarEdge (SEDG)
September 11, 2026 6:02 AM EDTOppenheimer analyst Colin Rusch reiterated a Perform rating on SolarEdge (NASDAQ: SEDG).
The analyst comments "SEDG detailed concrete growth drivers and key technology differentiation for its DC architectures and energy storage platform. We are encouraged by the SEDG's Nexis design modularity... More
SolarEdge (SEDG) PT Raised to $40 at Mizuho
September 11, 2026 4:56 AM EDTMizuho analyst Maheep Mandloi raised the price target on SolarEdge (NASDAQ: SEDG) to $40.00 (from $38.00) while maintaining a Neutral rating.
The analyst comments "We increase our PT 5% to $40 following SEDG's analyst day. Management introduced a FY29 framework of $2.4bn revenue ($1.8bn core, $600m... More
