---
title: "Why SolarEdge Technologies Rallied Over 20% This Week"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/258151558.md"
description: "Shares of SolarEdge Technologies surged 22.4% this week, driven by the start of international shipments from its U.S. manufacturing facility and an upgrade in price target by J.P. Morgan from $23 to $27. The company's revenue showed significant improvement, and the recent Federal Reserve interest rate cut also positively impacted the solar sector. Despite the challenges in the solar industry, investors are cautiously optimistic about a potential recovery."
datetime: "2025-09-19T21:42:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/258151558.md)
  - [en](https://longbridge.com/en/news/258151558.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/258151558.md)
generator: "portal-rs"
---

# Why SolarEdge Technologies Rallied Over 20% This Week

Shares of **SolarEdge Technologies** (SEDG 2.15%) rallied 22.4% this week, according to data from S&P Global Market Intelligence.

SolarEdge, like most solar stocks, has had a horrible few years, ever since interest rates shot up after the pandemic, followed by the Trump administration cutting incentives for U.S. residential solar purchases earlier this year.

However, SolarEdge investors received some good news this week, as its U.S.-based manufacturing facilities began international shipments, and a sell-side analyst upgraded his price target.

## SolarEdge edges back up

On Thursday this week, SolarEdge announced it had begun its first international shipments from its U.S.-based manufacturing facility, shipping U.S.-manufactured solar inverters to Australia. Additional shipments to other countries are scheduled to begin later this year.

It was another positive data point, after SolarEdge showed some improvement in its results last month, with revenue up strongly quarter over quarter and year over year after a nasty, years-long down cycle. 

Then on Friday, solar analysts at J.P. Morgan raised their price target on SolarEdge shares from $23 to $27, although the analysts did maintain their "neutral" rating on the stock, which trades at $35.45 currently. 

Finally, SolarEdge was also likely helped by the Federal Reserve's interest rate cut earlier this week -- the first rate cut in the past year. Residential solar is extremely sensitive to interest rates, given that solar is a big-ticket item that is usually financed.

Image source: Getty Images.

## SolarEdge is in a tough industry, but could be in a turnaround

The solar industry is an extremely difficult industry to predict, and it doesn't have the best financial characteristics: It's very cyclical, and also dependent on certain government policies, depending on who's in office.

Therefore, investors in SolarEdge should be very careful with their allocations to the stock, should they want to play the continued recovery in the solar industry.

### Related Stocks

- [SEDG.US](https://longbridge.com/en/quote/SEDG.US.md)

## Related News & Research

- [SolarEdge to Webcast 2026 Investor Day Detailing Strategy, Roadmap and Financial Plans](https://longbridge.com/en/news/298578940.md)
- [J.P. Morgan Sticks to Its Hold Rating for SolarEdge Technologies (SEDG)](https://longbridge.com/en/news/298741647.md)
- [Infineon extends collaboration with SolarEdge to solid-state circuit breaker technology for 800VDC AI data centers](https://longbridge.com/en/news/298567198.md)
- [Infineon, SolarEdge expand partnership to develop solid-state circuit breakers for 800-V DC AI data centers](https://longbridge.com/en/news/298446701.md)
- [SolarEdge Advances Full DC Powertrain for AI Data Centers, Publishes 800 VDC Protection Framework With NVIDIA | SEDG Stock News](https://longbridge.com/en/news/298598266.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**