Ameresco (NYSE:AMRC) Updates FY 2026 Earnings Guidance

Ameresco (NYSE:AMRC) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share (EPS) guidance of 1.060-1.280 for the period, compared to the consensus 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.

Ameresco Price Performance

Shares of NYSE AMRC traded down $0.67 during midday trading on Wednesday, reaching $30.11. 30,920 shares of the company were exchanged, compared to its average volume of 520,475. The stock’s 50-day moving average price is $27.14 and its 200-day moving average price is $31.04. The stock has a market cap of $1.59 billion, a P/E ratio of 51.95, a PEG ratio of 2.61 and a beta of 2.55. Ameresco has a one year low of $12.37 and a one year high of $44.93. The company has a quick ratio of 1.50, a current ratio of 1.51 and a debt-to-equity ratio of 1.56.

Ameresco (NYSE:AMRC) last posted its earnings results on Monday, May 4th. The utilities provider reported ($0.33) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.27) by ($0.06). The company had revenue of $401.46 million for the quarter, compared to the consensus estimate of $362.92 million. Ameresco had a return on equity of 3.34% and a net margin of 1.59%.The business’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.11) EPS. Ameresco has set its FY 2026 guidance at 1.060-1.280 EPS. On average, sell-side analysts anticipate that Ameresco will post 1.1 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of analysts have weighed in on AMRC shares. Stifel Nicolaus reaffirmed a “buy” rating and set a $38.00 target price (up from $37.00) on shares of Ameresco in a research note on Wednesday, March 11th. Zacks Research cut shares of Ameresco from a “hold” rating to a “strong sell” rating in a research note on Monday. Wall Street Zen cut shares of Ameresco from a “hold” rating to a “sell” rating in a research note on Saturday, January 10th. Weiss Ratings cut shares of Ameresco from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, March 5th. Finally, UBS Group reduced their price objective on shares of Ameresco from $40.00 to $28.00 and set a “neutral” rating on the stock in a research note on Friday, March 13th. Seven equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $41.11.

Insider Buying and Selling

In other news, Director Nickolas Stavropoulos sold 15,700 shares of the company’s stock in a transaction dated 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 owned 14,111 shares in the company, valued at approximately $481,890.65. This represents a 52.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders have sold a total of 16,920 shares of company stock worth $574,440 over the last quarter. Corporate insiders own 44.96% of the company’s stock.

Ameresco News Summary

Here are the key news stories impacting Ameresco this week:

• Positive Sentiment: Large JV with HASI: Ameresco and Hannon Armstrong (HASI) formed Neogenyx Fuels to scale advanced biofuels; HASI is investing $400M and the venture is valued at $1.8B — a substantial capital commitment that accelerates Ameresco’s growth into fuels and could create a new high-value revenue stream. Ameresco and HASI Announce Formation of Neogenyx Fuels
• Positive Sentiment: Revenue beat and top-line growth: Q1 revenue of $401.5M topped estimates and rose ~13.8% year-over-year, supporting the company’s growth story even as EPS missed. Ameresco Reports First Quarter 2026 Financial Results
• Neutral Sentiment: FY26 guidance roughly in-line but wide: Ameresco set FY26 EPS guidance at $1.06–$1.28 versus a consensus ~1.15 — guidance is not far off street expectations but the range leaves execution risk. Q1 Slide Deck / Guidance
• Neutral Sentiment: Analyst opinions mixed: Robert W. Baird cut its price target from $44 to $36 but kept an “outperform” rating (still implying upside), and broker consensus remains around a moderate buy — signals disagreement among analysts about near-term vs. longer-term potential. Baird Lowers Price Target
• Negative Sentiment: EPS miss and profit weakness: Ameresco reported Q1 EPS of ($0.33) vs consensus ($0.27), widening the year-over-year loss and highlighting margin pressure despite revenue growth. Ameresco Reports Q1 Loss, Beats Revenue Estimates
• Negative Sentiment: Zacks downgrade to “Strong Sell”: Zacks moved AMRC to its Rank #5 (Strong Sell), which can pressure sentiment and trigger selling from momentum/quant strategies. New Strong Sell Stocks for May 5th
• Negative Sentiment: New regulatory/risk disclosures flagged: Recent filings and coverage call out broad and emerging regulatory risks beyond 2025, increasing headline risk and potential cost or project delays. Ameresco Faces Broad and Emerging Risks Beyond 2025

Institutional Investors Weigh In On Ameresco

A number of institutional investors have recently added to or reduced their stakes in AMRC. Wellington Management Group LLP grew its position in Ameresco by 170.0% in the 3rd quarter. Wellington Management Group LLP now owns 4,735,585 shares of the utilities provider’s stock worth $159,021,000 after purchasing an additional 2,981,689 shares in the last quarter. First Trust Advisors LP grew its position in Ameresco by 503.4% in the 4th quarter. First Trust Advisors LP now owns 1,066,571 shares of the utilities provider’s stock worth $31,240,000 after purchasing an additional 889,820 shares in the last quarter. Invesco Ltd. grew its position in Ameresco by 54.7% in the 3rd quarter. Invesco Ltd. now owns 575,173 shares of the utilities provider’s stock worth $19,314,000 after purchasing an additional 203,374 shares in the last quarter. Redwood Grove Capital LLC grew its position in Ameresco by 36.0% in the 2nd quarter. Redwood Grove Capital LLC now owns 679,833 shares of the utilities provider’s stock worth $10,327,000 after purchasing an additional 179,943 shares in the last quarter. Finally, UBS Group AG grew its position in Ameresco by 53.0% in the 3rd quarter. UBS Group AG now owns 449,053 shares of the utilities provider’s stock worth $15,079,000 after purchasing an additional 155,614 shares in the last quarter. 99.24% of the stock is 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.