SOLAREDGE TECHNOLOGIES, INC.
In the published model solve dated 2026-Q2, anchored at $32.95, SOLAREDGE TECHNOLOGIES, INC. (SEDG) is priced for +22.6% 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: 2026-09-10 (items 7.01); 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).
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.