TD Cowen Raises SolarEdge (SEDG) Price Target Amid Strong Q4 2025 Performance

SolarEdge Technologies, Inc. (NASDAQ:SEDG) ranks among the best sustainability stocks to invest in. On February 19, TD Cowen increased SolarEdge Technologies, Inc. (NASDAQ:SEDG)’s price objective to $43 from $38, while retaining a Buy rating on the company’s shares. The firm referenced the company’s fourth-quarter 2025 results, which showed a continuous gross margin growth to 16.64% along with positive free cash flow.

The company announced a fourth-quarter adjusted loss of $0.14 per share, which was much better than the consensus projection of a $0.26 loss. Revenue topped at $335.4 million, above the average forecast of $331.28 million and reflecting a 70% increase year-over-year, marking the company’s fourth straight quarter of revenue increase.

TD Cowen highlighted exports, Nexis, and a single SKU as important drivers of profit expansion and market share growth. The firm sees the solid-state transformer market as appealing, potentially leading to a ramp in 2028.

​SolarEdge Technologies, Inc. (NASDAQ:SEDG) provides inverter solutions and power optimizers for solar photovoltaic systems. Its products maximize energy output at the module level and include energy storage and monitoring software.