SOLAREDGE TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $33.87, SOLAREDGE TECHNOLOGIES, INC. (SEDG) is priced for +24.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• SolarEdge makes the power optimizers, inverters, and monitoring software that sit between solar panels and the grid, and it is mid-turnaround: Q1 2026 revenue rose 46% year over year with a sixth straight quarter of gross-margin expansion to 22.0%. • The defining risk is demand durability, as the company's own 10-K flags intensifying ⟦"low-cost Asian"⟧ competition and exposure to electricity prices, while a post-2025 step-down in residential solar tax credits threatens its core volume. • Watch
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317 institutional managers reported holding SEDG in 13F filings for the quarter ended 2026-03-31. 59 opened new positions that quarter. Held by BlackRock, Vanguard Group, UBS, among others. On the short side, 10.5M shares were sold short as of the 2026-06-15 count, about 17% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SEDG's share count grew 16.2% over the past five years even with $50.19M spent on repurchases. It pays no dividend. Cash returned over the past three years: $50.19M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SEDG over the trailing three years: 2023: 4 buys totaling $1.61M; 2024: 4 buys totaling $2.83M; 2025: 1 buy totaling $411k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SEDG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-09 | +6.6% | -7.3% |
| 2023-08-08 | -18.9% | -29.9% |
| 2023-11-07 | -4.1% | +5.6% |
| 2024-02-27 | -12.8% | -15.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SEDG's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-06-25 (items 5.02); 2026-06-04 (items 5.07); 2026-05-11 (items 5.02, 7.01, 9.01); 2026-05-06 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.