Analyst David Arcaro from Morgan Stanley maintained a Sell rating on SolarEdge Technologies and increased the price target to $27.00 from $25.00.
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David Arcaro has given his Sell rating due to a combination of factors that highlight challenges for SolarEdge Technologies. Despite the company’s third-quarter results surpassing consensus estimates with a notable year-over-year revenue increase, the revenue guidance for the upcoming quarter was slightly below expectations. This indicates potential concerns about the company’s ability to maintain its growth trajectory.
Additionally, while the margin guidance exceeded expectations, there is caution regarding the U.S. market outlook for 2026, with anticipated declines in residential demand due to policy changes. Furthermore, the European market continues to show signs of weakness, which could impact future performance. These factors combined suggest a cautious approach, leading to the Sell rating.
In another report released today, BMO Capital also maintained a Sell rating on the stock with a $25.00 price target.