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Sign InJefferies has upgraded SolarEdge Technologies (SEDG) from "Underperform" to "Hold," triggering a 14% surge in the stock price and raising the price target to $49. The upgrade is supported by heightened volatility in European energy markets and soaring natural gas prices (TTF), which are driving demand for solar solutions. This positive sentiment is spreading across the sector, highlighted by PlusTick Management establishing a new $9.2 million position in Sunrun (RUN) with 500,000 shares in the fourth quarter. Sunrun's growth further validates the industry's strength, as the company reached $3 billion in annual revenue while its stock price surged 82%. These developments, alongside SolarEdge's strategic expansion in Europe and secured debt financing, reflect a broader recovery in the renewable energy market. The combined institutional interest and robust financial performance across these firms underscore renewed investor confidence in the sector's long-term stability.