Ameresco (NYSE:AMRC) Updates FY 2026 Earnings Guidance

Ameresco (NYSE:AMRC) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.100-1.350 for the period, compared to the consensus estimate of 1.060. The company issued revenue guidance of $2.0 billion-$2.2 billion, compared to the consensus revenue estimate of $2.0 billion.

Ameresco Stock Down 10.1%

Shares of NYSE AMRC opened at $27.84 on Tuesday. The stock has a market capitalization of $1.47 billion, a PE ratio of 25.03, a P/E/G ratio of 1.05 and a beta of 2.53. The company has a quick ratio of 1.50, a current ratio of 1.51 and a debt-to-equity ratio of 1.57. The firm has a fifty day moving average of $31.45 and a 200-day moving average of $32.23. Ameresco has a 52-week low of $8.49 and a 52-week high of $44.93.

Ameresco (NYSE:AMRC) last issued its earnings results on Monday, March 2nd. The utilities provider reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. Ameresco had a return on equity of 6.97% and a net margin of 3.34%.The business had revenue of $581.03 million for the quarter, compared to analyst estimates of $556.09 million. During the same period last year, the company posted $0.88 EPS. The business’s quarterly revenue was up 9.1% on a year-over-year basis. On average, analysts anticipate that Ameresco will post 1.15 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on AMRC shares. Cantor Fitzgerald initiated coverage on Ameresco in a research report on Friday, January 23rd. They issued an “overweight” rating and a $41.00 target price for the company. Weiss Ratings restated a “hold (c-)” rating on shares of Ameresco in a report on Monday, December 29th. Canaccord Genuity Group set a $50.00 price objective on shares of Ameresco in a research note on Tuesday. UBS Group boosted their target price on shares of Ameresco from $23.00 to $40.00 and gave the stock a “neutral” rating in a research report on Wednesday, December 3rd. Finally, Stifel Nicolaus raised their price target on shares of Ameresco from $31.00 to $37.00 and gave the company a “buy” rating in a report on Friday, November 14th. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $39.90.

Insider Buying and Selling

In other Ameresco news, Director Nickolas Stavropoulos sold 15,700 shares of Ameresco stock in a transaction on Friday, February 20th. The stock was sold at an average price of $34.15, for a total transaction of $536,155.00. Following the sale, the director owned 14,111 shares of the company’s stock, valued at $481,890.65. The trade was a 52.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. In the last 90 days, insiders sold 16,645 shares of company stock valued at $568,297. 44.96% of the stock is owned by company insiders.

Ameresco News Roundup

Here are the key news stories impacting Ameresco this week:

• Positive Sentiment: Management raised forward targets and highlighted record backlog expansion, explicitly guiding to $2.1B revenue and $283M adjusted EBITDA in 2026 — a sign of stronger expected top-line and EBITDA growth. Ameresco targets $2.1B revenue and $283M adjusted EBITDA in 2026
• Positive Sentiment: Q4 results beat estimates: revenue $581.03M (vs. ~$556M est.) and EPS $0.39 (vs. ~$0.31–0.32 est.); revenue rose ~9.1% year-over-year, and company commentary emphasized a constructive outlook, which underpinned the stock move. Ameresco Beats Q4 Earnings and Revenue Estimates (Zacks)
• Neutral Sentiment: Management provided detail in the earnings press release, slide deck and full earnings-call transcript — useful for assessing backlog composition, contract margins and timing but not new headline news by itself. Ameresco Reports Fourth Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Despite the beat, EPS declined sharply year-over-year (Q4 EPS $0.39 vs. $0.88 a year ago) and reported net margin remains thin (~3.3%), highlighting profitability pressure and potential execution risk on translating backlog into higher margins. Ameresco Q4 results and disclosures (MarketBeat)

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of AMRC. State of Wyoming purchased a new stake in Ameresco during the fourth quarter valued at about $27,000. Tower Research Capital LLC TRC grew its stake in Ameresco by 99.4% in the second quarter. Tower Research Capital LLC TRC now owns 3,518 shares of the utilities provider’s stock valued at $53,000 after purchasing an additional 1,754 shares in the last quarter. Summit Securities Group LLC acquired a new position in Ameresco in the fourth quarter worth approximately $55,000. Kemnay Advisory Services Inc. bought a new position in shares of Ameresco during the 4th quarter valued at $69,000. Finally, Creative Planning bought a new position in Ameresco during the second quarter valued at about $153,000. Institutional investors own 99.24% of the company’s stock.

About Ameresco

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.