SolarEdge Shares Jump After Jefferies Upgrade on Energy Price Volatility
Font: Financial Modeling Prep • Mar 20, 2026
Shares of SolarEdge Technologies (NASDAQ: SEDG) surged more than 14% intra-day Friday after Jefferies upgraded the stock to Hold from Underperform and raised its price target to $49 from $30.
The firm cited rising volatility in European energy markets driven by geopolitical tensions in the Middle East, which is creating conditions similar to those seen during the Russia-Ukraine conflict.
Jefferies noted that during that earlier period, SolarEdge’s European revenue surged to $1.9 billion in 2023 from $630 million in 2020.
Since the start of the current conflict, TTF natural gas prices have increased by 94%, while electricity prices have remained relatively stable.
The firm expects a potential increase in demand across Europe as consumers respond to uncertainty around power pricing, although it does not anticipate a surge as dramatic as the one seen in 2022–2023. This demand backdrop is expected to support SolarEdge’s earnings outlook.
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