Solaria Energia Y Medio Ambi, ES0165386014

Goldman sets EUR 25 target for Solaria stock

Published on 10/12/2026 at 09:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half EBITDA rose 50.00 percent to EUR 210.10 million. Solaria stock costs EUR 16.17 on October 12, 2026 versus its EUR 25.85 high.

Key points in brief

Goldman Sachs added Solaria to its October Conviction List with a EUR 25.00 price target on October 2, 2026.
First-half 2026 revenue rose 111.00 percent to EUR 167.20 million, while EBITDA increased 50.00 percent to EUR 210.10 million.
Solaria stock was trading at EUR 16.17 at Lang & Schwarz on October 12, 2026 at 9:15 a.m. CEST.
The company has scheduled an Investor Day for November 17, 2026, according to wallstreetONLINE.

Solaria Energia Y Medio Ambi, ES0165386014, Illustration mit AI erstellt.

Solaria stock (ISIN ES0165386014) was trading at EUR 16.17 at Lang & Schwarz on October 12, 2026 at 9:15 a.m. CEST. On October 2, 2026, Goldman Sachs added Solaria to its European Conviction List and set a EUR 25.00 price target, according to CNBC.

Three milestones shaped the story

In February 2026, Solaria reported a record EBITDA of EUR 266.00 million and net profit of EUR 137.00 million, as shown on the company's investor-relations page at Solaria. In April 2026, the company raised EUR 300.00 million through an accelerated book-building process, also listed on the company page at Solaria. The current milestone came on October 2, 2026, when Goldman Sachs assigned the EUR 25.00 target and named data centers and battery storage as key growth drivers, according to CNBC.

What does the target mean for growth?

The valuation case rests on operating momentum rather than a single solar project. In the first half of 2026, revenue rose 111.00 percent to EUR 167.20 million, while EBITDA increased 50.00 percent to EUR 210.10 million, according to Solaria. Data-center infrastructure sales climbed 355.00 percent year over year to EUR 99.60 million, and net profit reached EUR 124.90 million, up 52.00 percent.

Goldman Sachs also pointed to long-term contracts that combine land, grid access and energy. For investors, the important test is whether this infrastructure business can convert its first-half acceleration into recurring revenue while Solaria expands battery storage and generation capacity.

Investor Day brings the next date

Solaria's next clearly dated strategic event is its Investor Day on November 17, 2026, where the company is expected to update its strategic plan and growth targets, according to wallstreetONLINE. The event gives the market a scheduled checkpoint for the data-center strategy and the 2026 EBITDA objective of EUR 331.00 million.

Stock remains below its yearly high

Solaria was trading at EUR 16.17 at Lang & Schwarz on October 12, 2026 at 9:15 a.m. CEST, compared with a 52-week range of EUR 14.05 to EUR 25.85 and a market capitalization of EUR 2.1 billion. The reference price leaves the stock 37.45 percent below the 52-week high, calculated in euros from the same market-data snapshot. The further course of trading is shown by the continuously updated real-time quote of Solaria stock.