New York, January 13, 2026, 05:27 EST — Premarket
- SolarEdge shares climbed roughly 0.6% before the market opened, following a 7.3% jump on Monday
- TD Cowen’s upgrade to “buy” sharpens attention on margins and streamlined products, though overall analyst sentiment remains cautious
- Traders are eyeing the U.S. CPI release at 8:30 a.m. ET, with SolarEdge’s upcoming earnings date also marked on the calendar
SolarEdge Technologies (SEDG.O) shares gained roughly 0.6% premarket Tuesday, trading at $35.53. The stock had surged 7.3% on Monday. (Investing)
This shift brings the solar inverter maker back into focus for traders, who’ve seen the sector as vulnerable to interest rate changes. When borrowing costs climb, the financing of rooftop solar systems gets pricier, potentially dampening demand for the gear itself.
SolarEdge is under the spotlight to see if its reset leads to more consistent results following a steep industry slump. The stock has a history of quick moves once sentiment shifts.
Shares jumped Monday after TD Cowen upgraded SolarEdge from “hold” to “buy,” lifting its price target to $38 from $34, MarketBeat reported. Still, the overall analyst consensus remains wary, with just one “buy” rating and an average price target of $24.62. (MarketBeat)
Raymond James kicked off coverage with a “Market Perform” rating, highlighting a “non-zero” chance of permanent impairment despite potential upside from the anticipated 45X credits. These credits come from a U.S. production tax credit linked to domestic manufacturing of select clean-energy parts. The firm advised investors to “stay on the sidelines,” according to Investing.com. (Investing)
TD Cowen highlighted newer products like Nexis and a “Single SKU” platform designed to streamline the product range, according to TheFly. The firm also pointed to increasing U.S. manufacturing and exports as bolstering the company’s standing in the European market. (TipRanks)
SolarEdge is making moves in commercial and industrial storage. Since launching its CSS-OD commercial storage system in Germany, the company has racked up over 150 orders in just the first few weeks, the firm said in November. “The market response to the CSS-OD has been exciting, creating a strong new revenue stream,” Naama Ohana, head of SolarEdge’s commercial and industrial division, noted. (Streetinsider)
In solar stocks, Enphase Energy gained roughly 4% in early trading, and Sunrun climbed around 4.5%. First Solar, however, edged down about 0.4%.
Rate-sensitive stocks might take another hit once the U.S. consumer price index data drops at 8:30 a.m. ET. Economists forecast headline and core inflation steady at 2.7% year-over-year, according to Investing.
Investors are already eyeing SolarEdge’s upcoming earnings, with Nasdaq projecting the report to drop around Feb. 18. (Nasdaq)
