SolarEdge Technologies is trading at $35.17 (-4.30%) after investors focused on management’s cautious fourth-quarter outlook following the September 10, 2026 Investor Day.
- The company expects fourth-quarter results to come in slightly below third-quarter levels, weighing on sentiment despite its longer-term AI data-center strategy.
- Jefferies reiterated a Hold rating and maintained a $31 price target on September 11, 2026.
- Broader markets are higher, making the company-specific outlook the primary explanation.