What Happened?

Shares of solar power systems company SolarEdge (NASDAQ: SEDG) jumped 5.4% in the morning session after RBC raised its price target on the company's shares, continuing a trend of positive analyst sentiment. The bank lifted its target to $25 from $22, though it maintained a "Sector Perform" rating on the stock. This move followed a series of similar price target increases from other analysts in the preceding days. For instance, analysts from Susquehanna, J.P. Morgan, and Morgan Stanley also recently boosted their fair value estimates for the solar energy company. This broader wave of positive adjustments from market watchers helped build upward momentum for the stock.

Is now the time to buy SolarEdge? Access our full analysis report here.

What Is The Market Telling Us

SolarEdge’s shares are extremely volatile and have had 95 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 7 days ago when the stock gained 4.8% on the news that a softened tone from President Donald Trump on U.S.-China relations boosted investor sentiment. The positive shift followed a weekend post on Truth Social where Trump stated, "Don't worry about China, it will all be fine!" and expressed a desire to help rather than hurt the country's economy. This statement provided significant relief to markets that had ended the prior week with steep losses. In response, the Nasdaq Composite jumped 2.2%, the S&P 500 gained 1.6%, and the Dow Jones Industrial Average closed 1.3% higher, as investors' fears of escalating trade tensions subsided.

SolarEdge is up 173% since the beginning of the year, and at $40.41 per share, it is trading close to its 52-week high of $40.53 from October 2025. Investors who bought $1,000 worth of SolarEdge’s shares 5 years ago would now be looking at an investment worth $130.44.

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