$SEDG

UBS upgraded SolarEdge (SEDG) stock, citing positive factors. However, Barchart reports a consensus 'Hold' rating with a mean target of $34, close to its current trading price.

UBS upgraded SolarEdge (SEDG) to Buy with a $42 target, citing FCC benefits. Wolfe upgraded DT Midstream (DTM) to Outperform with a $145 target. Piper upgraded Neogen (NEOG) to Overweight with a $14 target. UBS upgraded Argenx (ARGX) to Buy with a $1,400 target. National Bank upgraded Scotiabank (BNS) to Outperform with a C$142 target. JPMorgan and BofA downgraded Intuit (INTU) to Neutral with a $331 target. Truist downgraded Dick's Sporting (DKS) and Nike (NKE). Wells downgraded GoDaddy (GDDY).

U.S. authorities tightened restrictions on foreign solar inverters, affecting SolarEdge's competitive landscape. Analysts reassess its prospects, noting potential market share gains due to regulatory barriers. SolarEdge projects $1.7B revenue and $83.8M earnings by 2029, with some analysts predicting higher figures. The company faces risks like pricing pressure and execution challenges.

U.S. stock futures rose premarket after Nvidia (NVDA) reported strong Q2 results and raised Q3 guidance, boosting AI-related stocks. NVDA shares gained 7%, while other tech stocks like MU, CRM, OKTA, and MRVL also saw premarket gains. Wendy's (WEN) fell 12% after reports of no take-private bid from Trian Fund Management. Economic data and Fed speeches are in focus.

UBS analyst Jon Windham upgraded SolarEdge Technologies (SEDG) to Buy with a $42.00 price target. The company reported Q2 revenue of $346.25M and a net loss of $30.75M, improving from last year's $289.43M revenue and $124.74M loss. Analysts' consensus is Hold with a $35.13 target.

SolarEdge Technologies (SEDG) shares rose 10.71% to $33.08, increasing market cap by $197 million. UBS upgraded the stock to Buy with a $42 price target, citing FCC inverter rules and strong Q2 revenue growth of 19.6%. Trading volume was 6.53 million shares, over double the 3-month average. The company's Q2 revenue was $346.2 million with a gross margin of 27.5%.

UBS upgraded SolarEdge (SEDG) to 'Buy' with a $42 target, citing potential market share gains. Deutsche Bank raised First Solar (FSLR) target to $299. Retail sentiment varied: ENPH improved to 'neutral,' FSLR remained 'bearish,' ARRY and SEDG were 'bullish.' Year-to-date, ENPH +14%, SEDG +5%, FSLR -25%, ARRY -51%.

President Trump signed an order banning certain foreign-made energy equipment from US grids, citing cybersecurity risks. The move targets Chinese-manufactured components and may benefit domestic firms like SolarEdge, Enphase, and Tesla. The Energy Department has 120 days to implement regulations. SolarEdge and Enphase shares rose on the news.

SolarEdge (SEDG) rose 8% after UBS upgraded it to Buy with a $42 price target, citing a 40% upside from new U.S. inverter import restrictions. The FCC ban on foreign inverters could tighten supply and boost SolarEdge's market share. Enphase (ENPH) and First Solar (FSLR) slipped less than 1% as the ruling had limited impact on them. SolarEdge reported Q2 revenue of $346.25 million, up 19.6% YoY, and returned to profitability.

Abercrombie & Fitch (ANF) rose 37% after beating Q2 estimates and raising its full-year outlook. Intuit (INTU) fell 4% due to disappointing FY2027 guidance. Meta (META) gained 3% after settling a case with state attorneys general. Zoom (ZM) dropped 7% after its Q3 forecast missed expectations. Kohl's (KSS) increased 2% after raising its full-year outlook. J.M. Smucker (SJM) climbed 3% on strong Q1 results. SolarEdge (SEDG) jumped 8% following a UBS upgrade. Semtech (SMTC) rose over 8% after beat