SolarEdge Technologies, the Technology sector company, was revisited by a Wall Street analyst today. Analyst Jeff Osborne from TD Cowen maintained a Hold rating on the stock and has a $34.00 price target.
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Jeff Osborne has given his Hold rating due to a combination of factors that reflect both positive developments and certain challenges facing SolarEdge Technologies. On the positive side, the company has shown progress in improving its gross margins and revenue, with 3Q25 results exceeding expectations. The collaboration with Infineon for SST technology, expected to commercialize between 2027 and 2028, presents a promising opportunity for future growth. Additionally, the normalization of European distributor inventory and the absence of significant pull forward in demand are seen as favorable indicators.
However, there are also factors that temper enthusiasm for a more aggressive rating. The 4Q25 revenue guidance fell short of consensus expectations, which could signal potential headwinds. Despite the positive gross margin guidance, the revenue outlook remains a concern. Moreover, while the company is making strides in expanding its U.S. production and launching new products, these efforts are still in the early stages and their impact on financial performance remains to be fully realized. These mixed signals contribute to the Hold rating, as the company navigates both opportunities and uncertainties.
According to TipRanks, Osborne is a 4-star analyst with an average return of 4.1% and a 45.86% success rate. Osborne covers the Technology sector, focusing on stocks such as SolarEdge Technologies, First Solar, and Sunrun.
In another report released today, Roth MKM also maintained a Hold rating on the stock with a $40.00 price target.