Goldman added Solaria to its list as Solaria stock sits below its high

Solaria Energia Y Medio Ambi stock was at EUR 16.06 at Lang & Schwarz on October 8, 2026 at 2:07 p.m. CEST, down 1.35 percent from the prior close of EUR 16.28. According to Yahoo Finance on October 1, 2026, Goldman Sachs added Solaria to its European Conviction List, while the price sat 37.83 percent below its 52-week high of EUR 25.85.

Goldman highlights data center growth

Goldman analyst Alberto Gandolfi said the market was underestimating improvements in Solaria's core solar business as pricing strengthened, and pointed to data center and energy storage potential. The same report said proposed Spanish data center legislation had contributed to recent selling pressure and created what Goldman viewed as an attractive risk-reward setup.

The company entered the list after a strong first-half update. In its release dated September 24, 2026, Solaria reported first-half 2026 net profit of EUR 124.90 million, up 52.00 percent year on year, while EBITDA rose 50.00 percent to EUR 210.10 million.

What supports the valuation case?

The operating mix is changing quickly. Infrastructure sales for data centers reached EUR 99.60 million in the first half of 2026, up 355.00 percent from EUR 21.90 million, and contracted data center capacity reached 438 MW after a second 213 MW agreement.

Investing.com reported that Solaria reaffirmed its 2026 EBITDA target of EUR 331.00 million, with first-half EBITDA covering 64.00 percent of that goal. Net debt to EBITDA improved to 3.90 times from 5.40 times, although capital investment reached more than EUR 276.00 million in the first half.

Three dated developments shape the case

On September 24, 2026, Solaria reported EUR 210.10 million of first-half EBITDA and EUR 124.90 million of net profit, according to Solaria. On October 1, 2026, Goldman Sachs added the company to its European Conviction List, according to Yahoo Finance. On October 7, 2026, CNMV listed Two Sigma Investments with a short position of 0.53 percent.

Which dates come next?

Investing.com lists November 16, 2026 as Solaria's next earnings date. The company also scheduled its Capital Markets Day for November 17 and November 18, 2026, in London and New York, according to the first-half earnings call transcript.

Stock remains below its yearly high

For investors, the central tension is visible in the numbers: Solaria reached 64.00 percent of its annual EBITDA target in six months, yet its Lang & Schwarz price remained 37.83 percent below the 52-week high of EUR 25.85 on October 8, 2026. The BME-listed company combines solar generation with data center infrastructure, batteries and wind development, leaving execution, funding and regulation as material valuation variables.

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Market context: Market report IBEX 35.

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