Ameresco (NYSE:AMRC) Updates FY 2026 Earnings Guidance

Ameresco (NYSE:AMRC) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share guidance of 1.150-1.350 for the period, compared to the consensus EPS estimate of 1.090. The company issued revenue guidance of $2.0 billion-$2.2 billion, compared to the consensus revenue estimate of $2.1 billion.

Ameresco Trading Up 8.3%

Shares of NYSE AMRC opened at $22.83 on Tuesday. The company’s 50 day simple moving average is $26.86 and its 200 day simple moving average is $28.36. Ameresco has a fifty-two week low of $15.90 and a fifty-two week high of $44.93. The firm has a market capitalization of $1.21 billion, a P/E ratio of 39.36, a P/E/G ratio of 1.70 and a beta of 2.62. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.49 and a quick ratio of 1.48.

Ameresco (NYSE:AMRC) last announced its quarterly earnings data on Monday, August 3rd. The utilities provider reported $0.20 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.20. Ameresco had a net margin of 1.59% and a return on equity of 3.33%. The firm had revenue of $515.46 million for the quarter, compared to analysts’ expectations of $465.18 million. During the same period last year, the firm earned $0.27 earnings per share. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. Ameresco has set its FY 2026 guidance at 1.150-1.350 EPS. On average, analysts predict that Ameresco will post 1.13 EPS for the current year.

Analysts Set New Price Targets

Several research firms have recently issued reports on AMRC. Guggenheim started coverage on Ameresco in a research report on Friday, May 22nd. They issued a “neutral” rating on the stock. Zacks Research upgraded Ameresco from a “strong sell” rating to a “hold” rating in a report on Wednesday, June 3rd. Robert W. Baird dropped their price objective on Ameresco from $44.00 to $36.00 and set an “outperform” rating for the company in a report on Tuesday, May 5th. Weiss Ratings lowered Ameresco from a “sell (d+)” rating to a “sell (d)” rating in a research note on Thursday, June 11th. Finally, Cantor Fitzgerald raised their target price on Ameresco from $41.00 to $45.00 and gave the stock an “overweight” rating in a report on Tuesday, May 19th. Seven research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $42.56.

Insider Activity at Ameresco

In related news, Director Jennifer L. Miller sold 10,000 shares of the firm’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $32.27, for a total transaction of $322,700.00. Following the sale, the director owned 22,111 shares of the company’s stock, valued at approximately $713,521.97. This trade represents a 31.14% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Francis V. Wisneski, Jr. sold 5,000 shares of Ameresco stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $36.12, for a total value of $180,600.00. Following the transaction, the director owned 25,232 shares in the company, valued at approximately $911,379.84. This represents a 16.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,355 shares of company stock worth $852,270 in the last quarter. Corporate insiders own 45.10% of the company’s stock.

Key Stories Impacting Ameresco

Here are the key news stories impacting Ameresco this week:

• Positive Sentiment: Ameresco booked approximately $1.8 billion in new awards, supported by continued power-demand growth. The awards strengthen future revenue visibility and reinforce the company’s energy-infrastructure pipeline. Reuters: Ameresco books $1.8 billion in new awards
• Positive Sentiment: Second-quarter revenue reached $515.5 million, exceeding the $465.2 million analyst consensus by roughly 11% and increasing 9.1% from the prior-year quarter. The revenue beat was a key catalyst for the stock’s advance. Ameresco Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Ameresco’s backlog rose 32% to a record level, suggesting stronger visibility into future project activity and helping support investor expectations for growth. Ameresco backlog rises to a record
• Positive Sentiment: Fiscal 2026 adjusted EPS guidance was set at $1.15 to $1.35, above the approximately $1.09 analyst consensus. The guidance range implies management sees improved earnings potential despite ongoing project and macroeconomic execution risks. Ameresco Q2 2026 earnings call transcript
• Neutral Sentiment: Quarterly EPS was $0.20, in line with estimates, while full-year revenue guidance of $2.0 billion to $2.2 billion broadly brackets the $2.1 billion consensus. Ameresco meets Q2 earnings estimates
• Negative Sentiment: Although revenue grew, EPS declined from $0.27 a year earlier to $0.20, underscoring pressure on profitability. Ameresco also reported a relatively low net margin of 1.59%, which could limit the durability of the rally if margins do not improve. Key metrics from Ameresco Q2 earnings

Institutional Trading of Ameresco

A number of large investors have recently bought and sold shares of AMRC. State of Wyoming bought a new position in Ameresco in the fourth quarter valued at approximately $27,000. Summit Securities Group LLC acquired a new stake in shares of Ameresco during the fourth quarter worth $55,000. Kemnay Advisory Services Inc. bought a new stake in Ameresco in the 4th quarter valued at $69,000. Tower Research Capital LLC TRC boosted its stake in Ameresco by 99.4% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,518 shares of the utilities provider’s stock worth $53,000 after purchasing an additional 1,754 shares during the period. Finally, Los Angeles Capital Management LLC bought a new position in Ameresco during the 4th quarter worth about $175,000. 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.