Ameresco (NYSE:AMRC) Updates FY 2026 Earnings Guidance

Key Points

• FY2026 guidance updated: Ameresco set EPS guidance of $1.06–$1.28 (consensus $1.15) and revenue guidance of $2.0B–$2.2B (consensus $2.1B), with the EPS range straddling Street estimates and revenue centered on consensus.
• Recent quarter mixed results: The company posted Q1 EPS of ($0.33), missing the ($0.27) consensus by $0.06, while revenue of $401.5M topped the $362.9M estimate.
• Analyst and market sentiment: Analysts rate AMRC a "Moderate Buy" overall (eight Buys, three Holds, one Sell) with an average price target of $39, and the stock trades near $31.42 with a ~$1.66B market cap.

Ameresco (NYSE:AMRC - Get Free Report) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 1.060-1.280 for the period, compared to the consensus earnings per share estimate of 1.150. The company issued revenue guidance of $2.0 billion-$2.2 billion, compared to the consensus revenue estimate of $2.1 billion.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Ameresco from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Thursday, March 5th. William Blair raised shares of Ameresco to a "hold" rating in a research report on Tuesday, January 27th. B. Riley Financial increased their price objective on shares of Ameresco from $45.00 to $47.00 and gave the stock a "buy" rating in a research report on Wednesday, March 4th. Stifel Nicolaus restated a "buy" rating and issued a $38.00 target price (up from $37.00) on shares of Ameresco in a research note on Wednesday, March 11th. Finally, Cantor Fitzgerald restated an "overweight" rating on shares of Ameresco in a research note on Wednesday, March 4th. Eight analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $39.00.

Ameresco Stock Up 0.2%

Shares of AMRC stock traded up $0.06 on Monday, hitting $31.42. The stock had a trading volume of 557,646 shares, compared to its average volume of 522,095. The firm has a market capitalization of $1.66 billion, a price-to-earnings ratio of 37.86, a P/E/G ratio of 2.60 and a beta of 2.55. The stock's 50 day moving average is $27.20 and its 200-day moving average is $31.13. The company has a debt-to-equity ratio of 1.56, a quick ratio of 1.50 and a current ratio of 1.51. Ameresco has a 52-week low of $11.48 and a 52-week high of $44.93.

Ameresco (NYSE:AMRC - Get Free Report) last posted its quarterly earnings data on Monday, May 4th. The utilities provider reported ($0.33) EPS for the quarter, missing analysts' consensus estimates of ($0.27) by ($0.06). Ameresco had a net margin of 2.29% and a return on equity of 4.49%. The company had revenue of $401.46 million for the quarter, compared to the consensus estimate of $362.92 million. Ameresco has set its FY 2026 guidance at 1.060-1.280 EPS. As a group, research analysts expect that Ameresco will post 1.1 earnings per share for the current year.

Insider Buying and Selling

In other Ameresco news, Director Nickolas Stavropoulos sold 15,700 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $34.15, for a total transaction of $536,155.00. Following the transaction, the director directly owned 14,111 shares in the company, valued at $481,890.65. This represents a 52.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. In the last 90 days, insiders have sold 16,920 shares of company stock worth $574,440. Corporate insiders own 44.96% of the company's stock.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. Empowered Funds LLC boosted its stake in Ameresco by 70.6% during the 4th quarter. Empowered Funds LLC now owns 207,932 shares of the utilities provider's stock valued at $6,090,000 after acquiring an additional 86,047 shares during the last quarter. XTX Topco Ltd bought a new position in Ameresco during the 4th quarter valued at $824,000. Tudor Investment Corp ET AL lifted its position in shares of Ameresco by 214.6% in the 4th quarter. Tudor Investment Corp ET AL now owns 222,120 shares of the utilities provider's stock worth $6,506,000 after buying an additional 151,520 shares during the last quarter. Summit Securities Group LLC bought a new position in shares of Ameresco in the 4th quarter worth about $55,000. Finally, Millennium Management LLC lifted its position in shares of Ameresco by 164.0% in the 4th quarter. Millennium Management LLC now owns 136,089 shares of the utilities provider's stock worth $3,986,000 after buying an additional 84,542 shares during the last quarter. 99.24% of the stock is currently owned by institutional investors.

Ameresco Company Profile

Ameresco, Inc is a leading independent provider of comprehensive energy efficiency and renewable energy solutions for businesses and governments across North America, Europe and other select markets. Its integrated services portfolio includes energy efficiency retrofits, infrastructure upgrades, distributed generation systems and facility-scale renewable projects. Leveraging performance-based contracting models, Ameresco designs, finances, installs and maintains energy improvements intended to reduce operational costs, mitigate environmental impact and enhance resiliency for its clients.

Founded in 2000 and headquartered in Framingham, Massachusetts, Ameresco has completed thousands of projects spanning solar, wind, geothermal, biomass, landfill gas‐to‐energy, energy storage and microgrid installations.

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