What Happened?
Shares of solar power systems company SolarEdge (NASDAQ: SEDG) jumped 12.7% in the afternoon session after analysts at Jefferies and Bank of America upgraded their ratings on the stock, pointing to a potential rebound in demand.
Jefferies raised its rating on SolarEdge from Underperform to Hold and increased its price target to $49 from $30. The firm noted that renewed volatility in European energy markets, linked to conflict in the Middle East, could support demand for solar products. Separately, Bank of America also upgraded the stock to Neutral and raised its price target to $40.
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What Is The Market Telling Us
SolarEdge’s shares are extremely volatile and have had 89 moves greater than 5% over the last year. But moves this big are rare even for SolarEdge and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 10 days ago when the stock gained 9.3% on the news that Bank of America upgraded the stock to Neutral from Underperform and more than doubled its price target to $40 from $17.
The analyst cited a more clear margin path and noted the company's revenue trends and liquidity had all stabilized, which materially reduced the stock's downside risk. The research note also pointed out that SolarEdge regained the top U.S. inverter market share in the second and third quarters of 2025 for the first time since the third quarter of 2021, supporting the improved outlook.
SolarEdge is up 67.2% since the beginning of the year, and at $52.42 per share, has set a new 52-week high. Despite the year-to-date gain, investors who bought $1,000 worth of SolarEdge’s shares 5 years ago would now be looking at only $181.29.
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