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★ Analysts see FY2026 revenue reaching $2.1B — +9.2% growth in a single year.
What Moves the Stock
1Federal energy efficiency funding levels and ESPC contract awards from agencies like DOD, VA, and GSA
2Renewable energy project development pipeline conversion rates and timing of commercial operation dates for owned assets
3Investment tax credit (ITC) and production tax credit (PTC) policy changes affecting project economics
4Natural gas and electricity price spreads which determine energy savings magnitude and PPA contract attractiveness
5Backlog growth and project margin trends, particularly for large federal ESPC awards
6Energy efficiency projects (estimated 50-55% of revenue): design-build contracts for HVAC upgrades, lighting retrofits, building automation systems under ESPCs
7Renewable energy development and operations (estimated 25-30%): revenue from owned solar, biogas, and battery storage assets sold under 15-25 year PPAs
8Operations and maintenance services (estimated 15-20%): ongoing service contracts for installed energy systems and third-party O&M
growth - The stock attracts growth investors focused on the clean energy transition and government infrastructure spending themes…
High sensitivity to interest rates through multiple channels: (1) Project financing costs directly impact returns on capital-intensive…
Watch on earnings: Federal appropriations for energy efficiency programs and DOD/VA infrastructure budgets, Natural gas prices (Henry Hub) as primary driver of energy savings magnitude in ESPC contracts, Investment tax credit utilization rates and tax equity market pricing for renewable energy projects.
One Sentence Summary:
Ameresco: the story is balanced — federal energy efficiency funding levels and espc contract awards from agencies like dod, va, and gsa.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.