Morgan Stanley analyst David Arcaro upgraded SolarEdge (SEDG) to Equal Weight from Underweight with a price target of $33, up from $27. The firm adjusted ratings in the clean technology space as part of its 2026 outlook. Demand fundamentals should “reemerge as the driving force” for the sector in 2026 amid improved policy clarity, the analyst tells investors in a research note. Morgan Stanley is bullish on data center growth, which is believes creates constructive outlooks on gas, solar, storage, and fuel cells. It cites an improving residential solar market backdrop for the upgrade of SolarEdge.
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