The recently passed Inflation Reduction Act (IRA) may or may not impact inflation – but it contains provisions that are certain to impact clean energy, and particularly the residential and commercial solar power segments.
In fact, banking giant Goldman Sachs believes the IRA is one of the most meaningful policy developments for the US solar and energy storage sector and clears the way for at least a decade-long runway for stable installation growth across all residential, commercial and utility-scale markets.
Looking out toward 2026, the Goldman team sees a compound annual growth rate of 18% for solar installations, fueled at least in part by the supportive provisions of the IRA.
Against this backdrop, we’ve used the TipRanks database to pull up three solar power recommendations by Goldman’s 5-star analyst Brian Lee. Lee has tapped these stocks as buying…