Goldman Sachs Solar and Green Energy Stocks: Top 10 Stock Picks

7. SolarEdge Technologies, Inc. (NASDAQ:SEDG)

Goldman Sachs’ Stake Value: $35.73 million

On March 10, 2026, SolarEdge Technologies, Inc. (NASDAQ:SEDG) reported that Chief Financial Officer Asaf Alperovitz will leave to pursue a CFO position in a publicly traded company outside the industry. According to the corporation, Alperovitz informed the board of directors of his decision and will continue in his role until June 9, 2026, to support operations and the leadership transition. The board has initiated a search for a successor. SolarEdge also reiterated its first-quarter financial guidance.

SolarEdge Technologies, Inc. (NASDAQ:SEDG) anticipates first-quarter 2026 revenue of $290 million to $320 million, with a non-GAAP gross margin of 20% to 24% and non-GAAP operating expenses of $88 million to $93 million.

On February 18, 2026, SolarEdge Technologies, Inc. (NASDAQ:SEDG) announced fourth-quarter revenue of $335.4 million and full-year revenue of $1.18 billion, a 31% increase over 2024. The corporation reported a GAAP net loss of $132.1 million for the quarter and $405.4 million for 2025. Cash flow from operating activities totaled $52.6 million in the quarter and $104.3 million for the year, resulting in free cash flow of $43.3 million and $76.9 million. The company’s quarterly sales rose by 70% year over year.

SolarEdge Technologies, Inc. (NASDAQ:SEDG) develops energy technologies and delivers inverter solutions. The company operates in two segments: solar and all other.