Goldman Sachs Solar and Green Energy Stocks: Top 5 Stock Picks

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1. NextEra Energy, Inc. (NYSE:NEE)

Goldman Sachs’ Stake Value: $1,436.51 million 

On February 26, 2026, Reuters reported that NextEra Energy, Inc. (NYSE:NEE) will conduct a $2 billion public offering of equity units to fund energy and power projects. The company valued each equity unit at $50 and combined it with a contract that allows investors to buy NextEra Energy common stock within 3 years. The firm also plans to offer underwriters the option to purchase up to $300 million in additional equity units to cover any overallotment.

U.S. utilities continue to invest extensively in grid upgrades as rapid data center construction fuels record-breaking electricity demand. Following the news announcement, NextEra Energy, Inc. (NYSE:NEE) shares fell roughly 1% in premarket trade. Wells Fargo Securities, BofA Securities, Citigroup Inc., and Mizuho Financial Group will act as joint book-running managers for the transaction.

Separately, on March 5, 2026, UBS raised NextEra Energy, Inc.’s (NYSE:NEE) price objective from $91 to $104 while keeping a Buy rating. The firm noted a considerable need for increased power generation, particularly at NextEra Energy Resources, LLC (NEER), which serves large-load clients like data centers. According to UBS, next-generation transactions have the potential to increase investor confidence and value.

NextEra Energy, Inc. (NYSE:NEE) provides renewable energy. It operates through two segments: FPL and NEER.

While we acknowledge the potential of NEE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NEE and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026.

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