SolarEdge Technologies stock: BMO cuts target for SolarEdge Technologies stock to USD 28.00

Published on 10/24/2026 at 05:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BMO cuts SolarEdge target from USD 31.00 to USD 28.00 on October 21, 2026. SolarEdge Technologies stock reports third-quarter results on November 4, 2026.

Analyst targets and reporting date

BMO Capital Markets cut its SolarEdge target from USD 31.00 to USD 28.00 on October 21, 2026.
SolarEdge reported USD 346.2 million in second-quarter revenue and a USD 30.8 million GAAP net loss.
SolarEdge will publish third-quarter results on November 4, 2026, before the market opens.

SEDG, US83417M1045, Illustration mit AI erstellt.

SolarEdge Technologies (ISIN US83417M1045) faces a fresh analyst target cut ahead of its third-quarter report. Markets Insider reported on October 21, 2026, that BMO Capital Markets lowered its SolarEdge target from USD 31.00 to USD 28.00 while keeping an Underperform rating.

Three target cuts in October

The analyst reset followed a sequence of lower targets. Markets Insider reported that Susquehanna cut its target from USD 38.00 to USD 32.00 on October 14, 2026. Markets Insider said JPMorgan lowered its target from USD 44.00 to USD 38.00 on October 19, 2026. BMO's USD 28.00 target is the lowest of the three cited October targets.

What does the next report put at risk?

SolarEdge's second-quarter numbers offer both an improvement and a warning. Revenue reached USD 346.2 million in the quarter ended June 30, 2026, while GAAP net loss narrowed to USD 30.8 million from USD 124.7 million a year earlier, according to Markets Insider. Revenue therefore increased by USD 56.8 million year over year, while the company remained loss-making.

Yahoo Finance reported that SolarEdge guided for third-quarter revenue of USD 310 million to USD 340 million after second-quarter GAAP gross margin reached 27.5 percent. The midpoint of that guidance is USD 326.0 million, below the second-quarter result by USD 20.2 million.

Reporting date ahead

SolarEdge will release results for the quarter ended September 30, 2026, before the market opens on November 4, 2026, and will hold its conference call at 8:00 a.m. ET, according to the SolarEdge release. For investors, the key test is whether the lower revenue outlook is offset by better margins and tighter costs.

Valuation remains contested

SolarEdge's market capitalization was USD 2.1 billion as of October 23, 2026, while its 52-week range was USD 28.21 to USD 81.25. That range places BMO's USD 28.00 target USD 0.21 below the reported yearly low, underscoring how cautious the latest target cut is.

The next earnings release will provide the next quantified test of revenue and margin execution. The further course of trading is shown by the continuously updated real-time quote of SolarEdge Technologies stock.