Morgan Stanley has upgraded Solaredge Technologies Inc (SEDG) from Underweight to Equal-Weight as of December 15, 2025. This shift reflects a more optimistic outlook on the company’s prospects, potentially signaling improved fundamentals or enhanced confidence in its strategic direction.
As a key player in the semiconductor industry, Solaredge specializes in energy technology, particularly inverter solutions. The firm’s offerings include the SolarEdge Power Optimizer, SolarEdge Inverter, and StorEdge Solutions, among others. Currently, Solaredge has a market capitalization of $1.9 billion and a trailing twelve-month earnings per share (EPS) of -10.11.
Looking ahead, the company is set to report its next earnings on August 5, 2026, with an EPS estimate of -0.04 and revenue expectations of $339.8 million. Recent earnings performance has shown mixed results, with a notable EPS surprise of +20.2% in Q3 2025, where it reported -0.31 against an estimate of -0.39.
Analyst consensus remains cautious, with a current breakdown of 0 Strong Buy, 0 Buy, 23 Hold, 6 Sell, and 5 Strong Sell ratings. This update provides insight into the evolving perceptions surrounding Solaredge Technologies as analysts adjust their views based on the latest data.