Israeli solar technology company SolarEdge announced a strategic collaboration with U.S.-based Solar Landscape to deploy solar energy systems on hundreds of commercial and industrial rooftops throughout the United States. Under the agreement, SolarEdge will supply inverters and power optimizers—manufactured at its U.S. facility—for more than 500 projects scheduled for construction across several states during 2025–2026. The announcement sent the company’s stock higher. Since the beginning of the year, SolarEdge shares listed on Nasdaq have gained more than 85%.

According to a report by The Wall Street Journal, the planned installation capacity of the collaboration is approximately 630 megawatts, potentially making it one of the largest commercial rooftop solar initiatives in the country. The report also noted that currently, only around 5% of U.S. commercial rooftops are utilized for solar energy production, although full utilization could theoretically provide up to 16% of the nation’s residential electricity demand.

The project’s aggressive timeline appears directly tied to recent changes in the U.S. incentive landscape. A new tax law, recently passed under the leadership of Donald Trump, reduces the scope of federal incentives for renewable energy projects and tightens deadlines for claiming solar tax credits. According to the updated guidelines, projects must commence construction by July 2026 in order to qualify for the 30% tax credit. In this context, the SolarEdge–Solar Landscape partnership—planning hundreds of rooftop solar installations during 2025–2026—is well-timed to help both companies maximize financial benefits before the new restrictions take effect.

The U.S. commercial rooftop solar market has seen strong growth in recent years but still falls short of its full potential. Vast rooftop spaces on warehouses and industrial buildings remain underutilized, largely due to building owners’ concerns over structural impacts, high installation costs, and regulatory hurdles. Nevertheless, major corporations are leading a shift, with hundreds of megawatts already installed and ambitious goals for further expansion.

Solar Landscape, a leading player in the U.S. community solar sector, specializes in installing photovoltaic systems on commercial and industrial rooftops to supply electricity to local communities. The company currently operates projects across roughly 3.7 million square meters of leased or owned rooftops and partners with major real estate firms to generate renewable energy. To date, it has built hundreds of solar systems, with a goal to power tens of thousands of homes—while focusing on including underserved communities in its distribution and benefits model.