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FRAMINGHAM, Mass. & MILAN--(BUSINESS WIRE)--Enerqos, an Ameresco company, appoints Paolo Formica as CEO to support growth in Italy and advance energy efficiency and decarbonization.

On August 25, 2026, Ameresco Inc AMRC shares rose 5.2% to $22.07, reflecting a volatile trading environment. The stock has experienced a 52-week range between $18.38 and $44.93, indicating significant fluctuations in investor sentiment.

GF Value™ verdict: Current price $22.07 vs GF Value™ $33.28 (33.7% undervalued) GF Score™: 86/100, indicating a strong overall performance Most notable signal: Insider activity shows $2.1M net selling over the past 12 months Is AMRC Overvalued or Undervalued? The current price of Ameresco Inc AMRC at $22.07 represents a significant discount when compared to the GF Value™ estimate of $33.28. The GF Value™ is GuruFocus' proprietary intrinsic-value estimate, which takes into account historical trading multiples, past business growth, and projections for future performance. With a margin of safety of 33.7%, the GF Value™ suggests that AMRC is undervalued at its current price. However, caution is warranted as the GF Valuation label indicates it might be a possible value trap, particularly given that Ameresco has been unprofitable and has shown negative cash flow.

This raises a red flag regarding the reliability of the GF Value™ as a precise fair-value target for a loss-making company like Ameresco. While the undervaluation potential could present an opportunity, it comes with inherent risks tied to the company's operational challenges and financial health.

How Does AMRC's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 42.4x 31.9x Forward P/E 19.5x N/A Ameresco's current P/E (TTM) of 42.4x is significantly above its 5-year median P/E of 31.9x, indicating that the stock is trading at a premium compared to its historical valuation metrics. This P/E analysis contradicts the GF Value™ which suggests a lower fair value, highlighting a potential disconnect between traditional earnings-based valuation and the intrinsic value calculated by GuruFocus.

What Does AMRC's GF Score™ Tell Us? The GF Score™ measures a company's overall financial health and growth potential based on various criteria. Ameresco's score of 86/100 indicates a strong performance, with notable strengths in growth and profitability. However, its valuation rank is a relative weakness, suggesting that the stock may not be favorably priced given its financial metrics.

Metric Rating GF Score™ 86/100 Financial Strength 4/10 Profitability 8/10 Growth 10/10 Valuation 4/10 Momentum 7/10 In summary, Ameresco's strongest areas lie in its exceptional growth potential and profitability, rated 10/10 and 8/10 respectively. In contrast, the company's financial strength and valuation scores reflect areas of concern, with ratings of 4/10. This disparity suggests a strong operational capability that is not yet fully reflected in its stock price.

What Are Gurus and Insiders Doing with AMRC? Currently, five gurus hold positions in Ameresco, with one adding to their stake and four trimming their positions in recent quarters. This mixed activity among institutional investors suggests a cautious approach towards the stock, potentially reflecting concerns over its current financial trajectory.

Insider activity has also been notable, with insiders purchasing $1.2 million worth of shares while selling $3.3 million, resulting in a net selling of $2.1 million over the past year. This trend of net selling by insiders can be interpreted as a lack of confidence in the company's short-term prospects and may serve as a cautionary signal for retail investors.

What This Means for Investors In conclusion, Ameresco Inc AMRC is currently undervalued according to the GF Value™ at $22.07, with a significant margin of safety of 33.7%. However, the company's challenges with profitability and cash flow, combined with the recent insider selling, suggest that potential investors should proceed with caution. For further insights into Ameresco's performance, visit the Ameresco Inc (AMRC) stock page.

Frequently Asked Questions What is AMRC's GF Score™?

AMRC has a GF Score™ of 86/100, indicating a strong overall performance, particularly in growth and profitability metrics.

Is AMRC overvalued or undervalued?

AMRC is currently undervalued with a GF Value™ of $33.28 compared to its price of $22.07, suggesting a 33.7% upside potential.

What is AMRC's P/E ratio?

AMRC's P/E (TTM) is 42.4x, which is significantly above its 5-year median of 31.9x, indicating it is trading at a premium compared to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.

Chief Executive Officer George P. Sakellaris reported a purchase of 5,000 shares of Ameresco, Inc. (AMRC -4.02%) in a SEC Form 4 filing.

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Transaction summaryMetricValueTransaction value$113,300Shares purchased5,000Post-transaction shares (directly held)1,010,597Post-transaction shares (indirectly held)1,300,000Post-transaction value$52.9 millionTransaction value based on SEC Form 4 weighted average purchase price ($22.66); post-transaction value based on August 27, 2026 market close ($22.91).

Key questionsHow does this purchase affect the CEO's direct equity position?
The addition of 5,000 shares represents a half-percentage point increase in the insider's direct holdings, which now total 1,010,597 shares.What is the allocation of the insider's indirect holdings following this filing?
The insider's indirect position remains at 1,300,000 shares, which includes 1,100,000 shares held by a trust for the benefit of the reporting person's children and 200,000 shares held by his spouse.What were the price parameters for the execution of these trades?
The shares were purchased in multiple open-market transactions at prices ranging from $21.86 to $23.00, resulting in a weighted-average execution price of $22.66 per share.Company OverviewMetricValueShare Price (as of market close 2026-08-26)$22.16Market Capitalization$1.2 billionRevenue (TTM)$2.0 billionNet Income (TTM)$28.3 millionCompany SnapshotAmeresco operates as a clean technology integrator providing comprehensive energy efficiency solutions, renewable energy system deployment, and critical infrastructure improvements across the United States, Canada, and international markets.The company generates revenue through engineering, procurement, and construction services that enhance energy efficiency, bolster energy security and resilience, and extend asset longevity for its diverse client base.Ameresco serves commercial enterprises, municipal governments, educational institutions, and other organizations seeking to optimize operational efficiency and transition toward sustainable energy generation.Ameresco is a leading clean technology integrator with trailing twelve month (TTM) revenues of $2.0 billion, positioning the company as a significant player in the energy efficiency and renewable energy sectors. The company's integrated service model--spanning design, engineering, construction, and ongoing optimization--provides a competitive advantage in addressing the growing demand for sustainable infrastructure solutions. With 1,601 employees and a market capitalization of $1.2 billion, Ameresco is well-positioned to capitalize on the accelerating transition toward energy efficiency and renewable energy adoption across North American markets.

What this transaction means for investorsWe like to see buying by insiders because of the dynamics around insider buying and selling. There are many reasons an insider may sell shares in a company. One reason could be the need to raise cash to fund a large personal expense. Another reason could be for a reasonable portfolio diversification unrelated to their outlook for the company. A third reason could be what investors fear most: a bearish outlook on the company's future.

However, there is only one reason an insider buys stock: they believe the share price is going up.

By that rule of thumb, Sakellaris's purchase is bullish. Helping the bull case: more often than not, an insider purchase predicts a higher share price 30 days later.

Even better for potential investors is that Sakellaris founded Ameresco in 2000 and has run the business since. He knows it inside and out. He's been buying shares lately too, in addition to this transaction.

The market dynamics are looking positive for Ameresco too. The company recently brought online the 250 megawatt Napanee Battery Energy Storage System, which is one of the largest energy storage projects in Canada. Ameresco is also part of a 560 megawatt solar project in Greece, one of the largest projects in Europe. Not only is the trend toward renewable energy a major tailwind for Ameresco, but AI data center demand and the backlash against their effect on electricity prices mean they will want to install more localized solar and wind and battery storage capabilities on-site-right in Ameresco's wheelhouse.

An insider buy like Sakellaris's isn't a buy signal by itself, but coupled with the company's market outlook, it is a strong sign to put Ameriesco on your buy list.

SummaryAmeresco is rated Buy, with upside potential driven by a $1.5 billion awarded data center backlog—significantly larger than its $2 billion annual revenue base.AMRC's valuation trades at a discount to historical averages, reflecting market skepticism about converting awarded backlog into contracted revenue.Leverage is high at ~$1.82 billion in net debt (~7.5x EBITDA), but much is project-backed; cash flow remains negative, and interest expense is substantial.Near-term risk centers on backlog conversion, permitting, financing, and management turnover, but successful contract conversion could close the valuation gap. Jonathan Kitchen/DigitalVision via Getty Images

In Q2 2026, Ameresco (AMRC) received $1.2 billion of new data-center power-infrastructure awards. That pushed the awarded backlog to $4.42 billion from $2.77 billion. Ameresco now says roughly $1.5 billion of data center projects sit in the

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Ameresco (AMRC - Free Report) closed the last trading session at $27.94, gaining 9.6% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $43.1 indicates a 54.3% upside potential.

The mean estimate comprises 10 short-term price targets with a standard deviation of $10.89. While the lowest estimate of $28.00 indicates a 0.2% increase from the current price level, the most optimistic analyst expects the stock to surge 121.9% to reach $62.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.

While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

However, an impressive consensus price target is not the only factor that indicates a potential upside in AMRC. This view is strengthened by the agreement among analysts that the company will report better earnings than what they estimated earlier. Though a positive trend in earnings estimate revisions doesn't give any idea as to how much the stock could surge, it has proven effective in predicting an upside.

Price, Consensus and EPS Surprise

Here's What You May Not Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.

While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?

They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.

However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.

That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.

Why AMRC Could Witness a Solid UpsideAnalysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason to expect an upside in the stock. That's because empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The Zacks Consensus Estimate for the current year has increased 12.8% over the past month, as three estimates have gone higher compared to no negative revision.

Moreover, AMRC currently has a Zacks Rank #1 (Strong Buy), which means it is in the top 5% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Therefore, while the consensus price target may not be a reliable indicator of how much AMRC could gain, the direction of price movement it implies does appear to be a good guide.

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Dow Hits Record Close As Nasdaq Charges Higher; Palantir Soars Late On Earnings Beat

How To Trade: Critical Moment For Market As Indexes Shoot Higher, Says Jim Roppel Among energy stocks, clean energy and infrastructure provider Ameresco seemed to be circling the drain prior to its earnings report. Now it's surging. Here's the deal. Ahead of its second-quarter fiscal 2026 earnings, Ameresco (AMRC) had been in a downtrend since an October high. It closed at $18.51 per share on July 31 — a year's worth of gains, lost.…

Copyright ©2026 Investor's Business Daily, LLC. All rights reserved. 87990cbe856818d5eddac44c7b1cdeb8

Ameresco (AMRC - Free Report) came out with quarterly earnings of $0.2 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.27 per share a year ago. These figures are adjusted for non-recurring items.

A quarter ago, it was expected that this energy services company would post a loss of $0.27 per share when it actually produced a loss of $0.33, delivering a surprise of -22.22%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Ameresco, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $515.46 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 14.90%. This compares to year-ago revenues of $472.28 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Ameresco shares have lost about 28.1% since the beginning of the year versus the S&P 500's gain of 9.4%.

What's Next for Ameresco?While Ameresco has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Ameresco was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.52 on $575.52 million in revenues for the coming quarter and $1.13 on $2.08 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the bottom 41% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Ormat Technologies (ORA - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 5.

This geothermal company is expected to post quarterly earnings of $0.29 per share in its upcoming report, which represents a year-over-year change of -39.6%. The consensus EPS estimate for the quarter has been revised 13.5% higher over the last 30 days to the current level.

Ormat Technologies' revenues are expected to be $235.87 million, up 0.8% from the year-ago quarter.

For the quarter ended June 2026, Ameresco (AMRC - Free Report) reported revenue of $515.46 million, up 9.1% over the same period last year. EPS came in at $0.20, compared to $0.27 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $448.64 million, representing a surprise of +14.9%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.20.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Ameresco performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Project: $380.9 million versus $325.53 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.4% change.Revenues- Other: $22.46 million compared to the $24.95 million average estimate based on two analysts. The reported number represents a change of -3.6% year over year.Revenues- O&M: $36.19 million versus $29.26 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +29.3% change.Revenues- Energy Assets: $75.9 million versus $64.64 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +20.7% change.View all Key Company Metrics for Ameresco here>>>

Shares of Ameresco have returned -17.1% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

CompaniesAug 3 (Reuters) - Ameresco (AMRC.N), opens new tab said on Monday it added $1.8 billion in new awards to its project backlog in the second quarter, more than tripling ​from a year ago amid strong demand for energy efficiency ‌and renewable energy programs.

The growth comes as rising demand from AI-focused data centers and rapid electrification of homes, businesses and transportation are expected to push U.S. power ​consumption to record highs in 2026 and 2027 after setting a ​second straight annual record last year, according to the ⁠Energy Information Administration.

The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.

CEO George Sakellaris told Reuters that about $1.2 billion of the ​new awards booked during the quarter was tied to data center projects, ​while the remaining $600 million came from the company's other business lines, including industrial and commercial customers.

"We successfully advanced three new behind-the-meter data center projects, bringing the total ​number of data center projects in our awarded project backlog to ​five," Sakellaris said in a statement.

Massachusetts-based Ameresco is an energy infrastructure company that helps ‌businesses, ⁠government agencies and others reduce energy costs, upgrade aging facilities and develop renewable and distributed energy resources.

Co-President Nicole Bulgarino said data center projects usually take 12 to 24 months to progress from development to award due ​to the time ​needed for design ⁠and permitting. She added that the company anticipates more projects reaching this stage soon.

Ameresco is currently working ​on projects in multiple U.S. states, with second-quarter activity ​primarily focused ⁠on Texas and Arizona, Bulgarino said.

The company's total project backlog rose about 32% to $6.73 billion in the quarter from a year earlier.

The company posted ⁠an adjusted ​profit of 20 cents per share for ​the quarter ended June 30, beating analysts' average estimate of 16 cents, according to data ​compiled by LSEG.

Reporting by Pooja Menon in Bengaluru; Editing by Maju Samuel

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Ameresco (AMRC) or Ormat Technologies (ORA). But which of these two stocks presents investors with the better value opportunity right now?

FRAMINGHAM, Mass.--(BUSINESS WIRE)--Ameresco's Lou Maltezos wins a Gold Stevie Award for his leadership in driving measurable results across public sector and K-12 energy infrastructure.

FRAMINGHAM, Mass.--(BUSINESS WIRE)--Ameresco appoints Brian Cox to its Board, adding data center energy infrastructure expertise to support reliable power and modernization.

FRAMINGHAM, Mass. & PHILADELPHIA--(BUSINESS WIRE)--Ameresco installs rooftop solar across two Philadelphia campuses, strengthening energy resilience and supporting Pennsylvania's energy goals.

On June 30, 2026, Ameresco Inc (AMRC) shares rose 3.9% today, bringing the current price to $27.60. The stock has experienced a 52-week range of $15.01 to $44.9

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Advanced Metering Infrastructure is expected to deliver accurate, timely water usage data to Utilities and Residents alike

FRAMINGHAM, Mass. & GREATER HOUSTON, Texas--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading energy infrastructure solutions provider, today announced the execution of two Advanced Metering Infrastructure (AMI) contracts with the cities of Baytown and Shenandoah, Texas, representing a combined investment of more than $5 million in modernized water system technology.

Ameresco’s AMI projects in Baytown and Shenandoah will modernize water infrastructure, improve system visibility, support faster leak detection, and provide residents with more accurate, timely water usage data.

Share By providing near real-time usage information and proactive alerts, AMI enables the cities to deliver more responsive customer service while helping residents better understand and manage their utility consumption. Together, the Baytown and Shenandoah projects reflect a significant investment in smart water infrastructure across Texas, delivering measurable benefits for utilities and residents alike, including:

Modernization of water metering infrastructure using AMI technology resulting in reduced operational costs Improved system visibility through hourly consumption data and enhanced operational insight Faster leak detection and proactive monitoring, supporting water loss reduction & environmental stewardship Increased customer transparency through access to accurate, timely water usage data, building confidence in billing accuracy and strengthening public trust in utility operations The City of Baytown will be rolling out a phased deployment of water meter infrastructure starting with its residential meters. The project will enhance the City’s ability to quickly respond to citizens’ inquiries, improve meter accuracy from meters past their useful life, and reduce the need for manual meter reading. Increased data visibility will also help streamline utility operations while supporting long-term water conservation efforts, improved leak detection, and future infrastructure planning.

Shenandoah, who was faced with an Automatic Meter Reading (AMR) system that had reached the end of its useful life, turned to Ameresco to help them select the right AMI solution. Working closely with city staff, Ameresco developed a turnkey AMI solution to address aging metering infrastructure and improve customer service. The project includes the replacement or retrofit of more than 1,700 water meters with solid-state meters and AMI endpoints, improving accuracy and operational efficiency. Through reliable, high-resolution consumption data, the system will enhance billing accuracy and provide residents with transparent access to their water usage via a customer portal.

Both projects also integrate the AMI system with each City’s utility billing platform and include system software, data integration, and long-term operational support to ensure sustained performance.

“These projects reflect the growing focus across Texas communities on investing in water infrastructure that delivers real, operational value today,” said Louis Maltezos, Co-President of Ameresco. “By deploying AMI technology in Baytown and Shenandoah, we’re helping cities improve efficiency, strengthen customer trust, and better manage one of their most critical resources.”

“This is exactly the kind of investment that strengthens Baytown’s foundation,” said Jason Reynolds, Baytown’s City Manager. “By modernizing our water infrastructure with AMI technology, we are gaining real-time, data-driven visibility to operate more efficiently, detect issues faster, and plan smarter for the future.”

Reynolds added, “For the first time, Baytonians will have direct access to their own water usage data, bringing greater transparency and a stronger connection to how their city serves them.”

“Investing in AMI technology allows Shenandoah to modernize critical infrastructure while improving service for our residents,” said Sam Masiel, Shenandoah’s City Administrator. “With near real-time data and enhanced system visibility, we can reduce water loss, respond faster to issues, and deliver a better overall customer experience.”

Together, these projects demonstrate how targeted AMI investments can help municipalities modernize critical infrastructure while laying the foundation for more efficient, resilient water systems across Texas.

To learn more about Ameresco’s AMI and Automatic Meter Reading (AMR) solutions, visit https://www.ameresco.com/advanced-metering-infrastucture/.

About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. (NYSE:AMRC) is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering energy infrastructure solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.

The announcement of a customer’s entry into a project contract is not necessarily indicative of the timing or amount of revenue from such contract, of Ameresco’s overall revenue for any particular period or of trends in Ameresco’s overall total project backlog. This project was included in Ameresco’s previously reported awarded backlog as of May 31, 2026.

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Recognized for advancing intelligent microgrid systems that enhance energy resilience, support decarbonization, and ensure operational continuity

, /PRNewswire/ -- Frost & Sullivan is pleased to announce that Ameresco has received the 2026 North America Technology Innovation Leadership Recognition in the Microgrid sector. Frost & Sullivan recognized Ameresco for its ability to design, deploy, and operate advanced microgrid systems that integrate distributed energy resources, energy storage, and intelligent controls to improve energy resilience, support decarbonization, and ensure operational continuity across mission-critical applications. This recognition highlights Ameresco's consistent leadership in driving measurable outcomes, strengthening its market position, and delivering customer-centric innovation in an evolving competitive landscape.

Frost & Sullivan evaluates companies through a rigorous benchmarking process across two core dimensions: strategy effectiveness and strategy execution. Ameresco excelled in both, demonstrating its ability to align strategic initiatives with market demand while executing them with efficiency, consistency, and scale. "Building on this technological foundation, Ameresco develops and deploys advanced microgrid systems that function as intelligent energy platforms. Through integrated control architectures, real-time monitoring, and lifecycle optimization, these systems dynamically manage energy flows, enhance system reliability, and reduce dependence on centralized infrastructure," said Chippy Alphons Augustine, Research Analyst at Frost & Sullivan.

Guided by a long-term strategy focused on energy resilience, distributed energy infrastructure, and customer-centric project delivery, Ameresco has successfully expanded its microgrid footprint across federal, municipal, utility, and commercial markets. The company's continued investment in advanced microgrid technologies and integrated energy solutions has enabled it to scale deployments across North America while addressing evolving customer requirements for reliability, energy security, and sustainability.

Technology leadership remains central to Ameresco's approach. Its suite of integrated microgrid solutions addresses the full spectrum of modern energy needs, offering flexibility, scalability, and high-performance energy optimization. Ameresco's technology-agnostic approach enables the integration of renewable generation, energy storage, and dispatchable energy resources into site-specific microgrid configurations tailored to customer operational requirements.

"We're honored to be recognized by Frost & Sullivan for our leadership in microgrid innovation," said Nicole Bulgarino, Co-President of Ameresco. "We believe the future of power must be more resilient, intelligent, and adaptable, and we remain committed to helping our customers modernize their energy infrastructure in ways that strengthen reliability, support sustainability, and create lasting value."

Ameresco's unwavering commitment to customer experience further strengthens its position in the market. Its integrated delivery model combines project development, financing, engineering, construction, and long-term operations, enabling customers to realize value throughout the project lifecycle. Through real-time system visibility, operational oversight, and high levels of system performance, the company continues to meet the needs of its expanding customer base. The company's deployment portfolio spans federal agencies, municipalities, utilities, and commercial customers, including mission-critical environments where reliability and energy security are essential. Its technology-agnostic approach and focus on localized, mission-critical deployments have been key to delivering long-term value across diverse sectors.

Frost & Sullivan commends Ameresco for setting a high standard in competitive strategy, execution, and market responsiveness. The company's ability to combine technology innovation, disciplined execution, and long-term operational expertise is helping advance resilient energy infrastructure solutions that address the evolving needs of modern power systems.

Each year, Frost & Sullivan presents the Technology Innovation Leadership to a company that demonstrates outstanding strategy development and implementation, resulting in measurable improvements in market share, customer satisfaction, and competitive positioning. The recognition identifies forward-thinking organizations that are reshaping their industries through innovation and growth excellence.

Frost & Sullivan Best Practices Recognition

Frost & Sullivan's Best Practices Recognitions honor companies across regional and global markets that exhibit exceptional achievement and consistent excellence in areas such as leadership, technological innovation, customer experience, and strategic product development. Each recognition is the result of a rigorous analytical process in which Frost & Sullivan industry experts benchmark performance through comprehensive interviews, deep-dive analysis, and extensive secondary research. The goal is to identify true best-in-class organizations that are driving transformative growth and setting new industry standards.
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Contact:
Ashley Shreve
E: [email protected]

Media Contact:
Ameresco: Leila Dillon, 508-661-2264, [email protected]

About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. (NYSE:AMRC) is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering energy infrastructure solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.

SOURCE Frost & Sullivan

Bloom Energy (BE - Free Report) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.03 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +388.89%. A quarter ago, it was expected that this developer of fuel cell systems would post earnings of $0.25 per share when it actually produced earnings of $0.45, delivering a surprise of +80%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Bloom Energy, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $751.05 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 50.78%. This compares to year-ago revenues of $326.02 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Bloom Energy shares have added about 170.1% since the beginning of the year versus the S&P 500's gain of 4.8%.

What's Next for Bloom Energy?While Bloom Energy has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Bloom Energy was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.24 on $675.12 million in revenues for the coming quarter and $1.44 on $3.27 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Alternative Energy - Other is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Ameresco (AMRC - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 4.

This energy services company is expected to post quarterly loss of $0.27 per share in its upcoming report, which represents a year-over-year change of -145.5%. The consensus EPS estimate for the quarter has been revised 1.6% higher over the last 30 days to the current level.

Ameresco's revenues are expected to be $364.06 million, up 3.2% from the year-ago quarter.

FRAMINGHAM, Mass.--(BUSINESS WIRE)--Ameresco Reports First Quarter 2026 Financial Results.

Although the revenue and EPS for Ameresco (AMRC) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

FRAMINGHAM, Mass.--(BUSINESS WIRE)--Ameresco closes Neogenyx Fuels joint venture with HASI to accelerate advanced biofuels growth with $400 million commitment.

Ameresco, Inc., (NYSE: AMRC), a leading energy infrastructure solutions provider, today announced that its Kūpono Project in Hawai’i has been named a winner in the 2026 Environment+Energy Leader Awards. The annual program recognizes companies delivering measurable progress in energy management, environmental performance, and sustainability.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260518292328/en/

Ameresco's Kūpono Project Named Winner in 2026 Environment+Energy Leader Awards

Award-Winning Solar and Storage Innovation in Hawai’i

Honored in the Environmental Impact category for reducing emissions, strengthening grid resilience, and expanding access to reliable renewable energy for underserved communities on Oʻahu, the Kūpono Project was one of this year's standout entries across categories spanning product innovation, project implementation, startup advancement, and organizational leadership.

The project pairs a 42 MW solar array with a 42 MW/168 MWh lithium-ion battery energy storage system, delivering reliable power for approximately 10,000 homes. Structured as a 20-year public-private partnership with the U.S. Navy and Hawaiian Electric (HECO), Kūpono reduces more than 50,000 tons of CO₂ annually, equivalent to taking 12,000 cars off the road each year, and supports Hawaii's statutory goal of 100% renewable energy generation and carbon neutrality by 2045.

Beyond environmental performance, the project also demonstrates how large-scale infrastructure investment can deliver meaningful community benefits. Built with local labor and materials, the project supports Hawai’i’s growing renewable energy workforce and funds philanthropic investments in STEM education, youth sports, and community organizations across the island. Thoughtful land stewardship, including the safe relocation of 500,000 bees and ongoing vegetation management by a herd of 200 sheep, ensured minimal disruption to the surrounding environment throughout construction and ongoing operations.

A Testament to Excellence

Recognition from Environment+Energy Leader highlights the Kūpono Project as a standout example of innovation and performance in today's evolving energy and sustainability landscape. Judges highlighted the project's strong public-private partnership structure, innovative land stewardship, and its “excellent alignment with state and federal decarbonization targets.”

"As organizations navigate an increasingly dynamic and uncertain operating environment, the ability to improve efficiency, reduce emissions, and deliver measurable results has never been more critical," said Sarah Roberts, Co-President and Publisher of Environment+Energy Leader. "This year's winners demonstrate the innovation and leadership required to move forward with clarity and impact."

For Ameresco, the recognition reflects the power of collaboration and a long-standing commitment to building resilient energy infrastructure.

"The Kūpono Project reflects exactly what is possible when public, private, and community stakeholders come together around a shared purpose," said Nicole Bulgarino, Co-President of Ameresco. "This recognition reflects the strong collaboration with the U.S. Navy and Hawaiian Electric, the local teams who built this project, and the communities in Hawai’i who will benefit from reliable renewable energy for decades to come.”

About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. NYSE:AMRC is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering energy infrastructure solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.

About the Environment + Energy Leader Awards
Now in its 14th year, the Environment+Energy Leader Awards program recognizes excellence across products, projects, startups and organizational initiatives that deliver meaningful advancements in environmental programs, sustainability, and energy management. Entries are evaluated by an independent panel of industry experts, with a focus on innovation, scalability, and measurable impact. Winners are recognized as leaders in advancing best practices and setting new standards across the global energy and environmental landscape.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260518292328/en/

CARLSBAD, California, and BURLINGTON, Ontario--(BUSINESS WIRE)--Anaergia Inc. (“Anaergia” or the “Company”) (TSX: ANRG) (OTCQX: ANRGF), through its subsidiary Anaergia Technologies, has entered into a C$58 million contract with Neogenyx Fuels to deploy its proprietary anaerobic digestion technology at a large-scale agricultural facility in the United States. Neogenyx Fuels is a newly formed joint venture between Ameresco, Inc. (NYSE: AMRC) and HA Sustainable Infrastructure Capital, Inc. (“HASI”.

Editor's Note: The U.S. stock market and the InvestorPlace offices, including Customer Service, will be closed tomorrow, May 25, in observance of Memorial Day. Our regular hours will resume on Tuesday, May 26, at 9 a.m.

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Citywide infrastructure project targeted aging manholes with structural repairs, improving wastewater system reliability, long-term performance, and safety for the community

FRAMINGHAM, Mass. & MESQUITE, Texas--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading energy infrastructure solutions provider, today announced the successful completion of the first phase of a multi-year, citywide manhole rehabilitation initiative with the City of Mesquite, Texas, which maintains approximately 6,400 manholes across its wastewater system.

This proactive approach to rehabilitate aging assets not only prevents disruptions, it manages costs. Programs like the ones offered by Ameresco help the City provide consistent and affordable services to our citizens.

Share As part of the project, Ameresco rehabilitated more than 190 manholes throughout the city’s wastewater infrastructure that have shown signs of deterioration. The project is intended to help minimize the risk of inflow and infiltration of stormwater and address potential structural failures, ultimately reducing system inefficiencies and wastewater treatment costs associated with aging manholes.

“We’re proud of our continued partnership with the City of Mesquite and the successful completion of this important infrastructure investment,” said Louis Maltezos, Co-President of Ameresco. “Modernizing wastewater infrastructure strengthens system reliability and positions communities to meet future needs with confidence. This project supports the modernization of critical infrastructure to strengthen system reliability and long‑term performance.”

Ameresco provided a full wastewater rehabilitation solution that included the supply and installation of a multi-layered polymeric lining system to restore structural integrity of the manholes and extend service life. Prior to coating installation, each manhole structure underwent a comprehensive cleaning process, with any identified holes or cracks grouted and plugged to create ideal surface conditions for maximum coating adhesion and long-term performance.

“The City of Mesquite is committed to providing quality water and wastewater services to our customers with limited disruptions,” said Cliff Keheley, City Manager. “This proactive approach to rehabilitate aging assets not only prevents disruptions, it manages costs. Programs like the ones offered by Ameresco help the City provide consistent and affordable services to our citizens.”

This project marks the latest initiative in a successful multi-year partnership with the City of Mesquite focused on modernizing critical water infrastructure. Previous collaboration efforts included the implementation of a comprehensive smart metering infrastructure project serving the city’s residential and commercial water utility customers.

To learn more about Ameresco’s advanced metering infrastructure solutions, visit: https://www.ameresco.com/advanced-metering-infrastucture/

About Ameresco, Inc.
Founded in 2000, Ameresco, Inc. (NYSE:AMRC) is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs, enhance resilience, and decarbonize to net zero in the global energy transition. Our comprehensive portfolio includes implementing smart energy efficiency solutions, upgrading aging infrastructure, and developing, constructing, and operating distributed energy resources. As a trusted full-service partner, Ameresco shows the way by reducing energy use and delivering energy infrastructure solutions to Federal, state and local governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers. Headquartered in Framingham, MA, Ameresco has more than 1,500 employees providing local expertise in North America and Europe. For more information, visit www.ameresco.com.

The announcement of completion of a customer’s project contract is not necessarily indicative of the timing or amount of revenue from such contract, of Ameresco’s overall revenue for any particular period or of trends in Ameresco’s overall total project backlog. This project was included in Ameresco’s previously reported contracted backlog as of March 31, 2026.

More News From Ameresco, Inc.

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Tom Yeung here with your Sunday Digest.  

Last week here, we talked about how master trader Jonathan Rose and Wall Street veteran Marc Chaikin had combined their smart money indicators into a “Convergence Trigger” signal. 

They revealed their system’s top five picks in their Convergence Summit on Thursday night. I hope you tuned in. The pick I featured here in the Sunday Digest from that list – Ameresco Inc. (AMRC) – has already risen 10% since then, bringing its one-month return to 18%. In fact, the five companies Jonathan and Marc selected have now risen 38% since the start of May. 

Now, it’s tempting to think it’s too late to jump in. Jonathan and Marc’s five stocks are all a part of the AI Revolution, and many investors are rightly wondering how high things can keep going. After all, all “Big 3” dynamic RAM memory chip makers – Micron, Samsung, and SK Hynix – are now worth $1 trillion each.  

Could they possibly be worth $2 trillion? $5 trillion? Or more? 

Fortunately, I’m quite certain that at least one of their “Convergence Trigger” companies still has further upside. I’ll tell you why in this update. 

In the meantime, be sure to tune into a replay of Jonathan and Marc’s Convergence Summit if you haven’t seen it yet. In it, they explain how their system works, and how you can use it to make sure the next investment boom doesn’t pass you by. (And don’t wait long… our publisher will be removing the video later this week.) 

Now, here’s more on that “Convergence Trigger” stock that I believe still has some juice in it… 

The Sunny Outlier  First Solar Inc. (FSLR) is a rather fantastic company. This Tempe, Arizona-based solar company doesn’t have just one moat around its business… but rather it has four. Let’s go through each. 

1. Product. First Solar is the only company in the world that can produce cadmium telluride (CdTe) photovoltaic cells at scale. Unlike crystalline silicon (c-Si) panels, CdTe versions are straightforward to build and highly resistant to heat and long-term degradation. That makes them superior in hot and humid environments like the U.S. South, India, and the Middle East. 

This moat is protected by numerous patents, $2 billion in cumulative research and development spending, and a proprietary manufacturing process that even General Electric (GE) couldn’t figure out. GE exited the CdTe business in 2013. 

2. Supply Chain. First Solar is also protected by a quirk of its technology. CdTe panels require no polysilicon, no silver paste, and no wafers. Instead, their panels are essentially glass, steel, and a thin layer of proprietary cadmium telluride compound.  

That’s particularly important because China controls roughly 80% of the global supply of c-Si panel components. Rivals like Canadian Solar Inc. (CSIQ) are low-margin businesses because they rely on Chinese suppliers that can dictate terms and prices. First Solar faces none of those challenges. 

In addition, First Solar is vertically integrated. It controls its own tellurium sourcing, module assembly, and even end-of-life-recycling to handle and reuse the cadmium in its panels. Each step is relatively difficult — for instance, telluride is geologically as rare as gold, and cadmium can be as dangerous as mercury. Assembling the whole chain under one roof makes this moat especially wide. 

3. Government Subsidies. The U.S. solar industry is currently protected by two pieces of legislation that the 2025 One Big Beautiful Bill confirmed: 

Section 45X. This series of production-based tax credits overwhelmingly benefits First Solar because credits for cell production and assembly are stacked. In fact, the company generated so many of these credits that it sold $1.3 billion worth of them in 2025, making up a quarter of total revenues.   FEOC Restrictions. This consumer-based tax credit requires buyers avoid Foreign Entity of Concern (FEOC) panel makers to claim their own credits. First Solar clears this hurdle easily given its domestic CdTe supply chain. These rules last through 2027 for project-level credits and until 2032 for manufacturing credits.  I expect both to get extended in some fashion. In April 2026, a group of Republican congressmen from Pennsylvania, New York, and Ohio proposed legislation to preserve commercial solar tax credits to protect firms like First Solar, which has a large presence in the region. Meanwhile, FEOC rules were strengthened under the current administration, and any trade war with China will likely trigger an expansion. Even though the White House has publicly criticized the solar industry, its actions have moved in the other direction. 

4. Financial Strength. I ordinarily don’t award a “moat” for financial strength, since anyone with a large enough pocketbook can step in. But I’ll make an exception for the solar industry because everyone else is in such terrible shape. Canadian Solar, JinkoSolar Holding Co. (JKS), and Sunrun Inc. (RUN) all have debt-to-equity ratios of over 250% and struggle to afford payments on interest. China’s LONGi Green Energy Technology Co. Ltd. has lost money since 2024 and will likely keep doing so until at least 2027. The c-Si panel industry is a cutthroat business. 

Meanwhile, First Solar has maintained a fortress balance sheet, thanks to its 30% profit margins from its differentiated product. The company has $2 billion of net cash on its books, almost no debt, and is expected to generate $1.8 billion of free cash flows next fiscal year, up from $1.2 billion in 2025. 

This financial strength has allowed First Solar to continue investing in research and development ($270 million this year) and spending on production capacity ($884 million). It outspends its rivals by almost 3-to-1 on R&D and could be the company to bring next-generation technologies like perovskites to market. (These calcium/titanium/oxygen crystals would be a major step forward if they can get scaled up.) 

Dawning Demand  These moats suggest that First Solar still has room to run. Shares have risen just 11% this year, even as electricity demand from AI data centers has continued to rise. 

Consider the math. The latest Blackwell chips from Nvidia Corp. (NVDA) draw roughly four times the power of what the prior generation needed and produce far more heat. Multiply that across thousands of racks, and you start to understand why data center operators are scrambling for power-generation capacity for chips and cooling. 

So, where will that juice come from?  

Increasingly, data center operators are turning to the sun. The solar production curve roughly matches demand for data center cooling, solar farms are quick to build, and solar power pairs well with electricity from natural gas and batteries. The U.S. Energy Information Administration estimates that 51% of planned grid capacity additions in 2026 will be solar. 

First Solar also easily passes Jonathan and Marc’s smart money screens. Shares have recently flipped to “Very Bullish” in Marc’s system on strong smart money buying. As you can see from the graph below, his system has consistently found the best times to buy. 

Marc Chaikin’s First Solar Inc. (FSLR) Rating

I also believe there’s more room for First Solar to grow. Only 17% of installed panels in the U.S. are currently CdTe, and barely 2% of global capacity uses the technology. That gives the company a long runway for growth. In the most recent quarter, First Solar announced record sales in India, and said that its backlog now sits at 47.9 gigawatts, or more than 2.5 years of revenues. 

Rays of Caution  Obviously, there are longer-term risks for a company like First Solar: 

Regulatory. First Solar faces an earnings cliff in 2027 when subsidies start to expire. Without any changes, one of its widest moats could dry up by 2032, taking as much as a third of revenues along with it.   Tariffs. Import taxes on Southeast Asian c-Si imports could be reduced, eroding the company’s pricing power   Future Products. First Solar’s success in perovskites is not guaranteed. Though these crystals have shown efficiency ratings as high as 34% (compared to 26% for c-Si), this has only been proven at tiny scales. Lossmaking LONGi Green Energy is also pursuing this technology  Nevertheless, markets have more than priced these fears in. First Solar’s shares trade at just 11X forward earnings, or roughly a third of comparable companies in the AI power buildout. If regulations move the way I expect, shares have at least a 50% upside from here. 

The Swiss Cheese Model Part 2  As I wrote here last week, markets have a lot of pressure building up beneath the surface. Many retail investors are now chasing returns of the hottest stocks, and analysts at Morningstar (and many others) are warning that companies like Micron Technology Inc. (MU) should “expect the wave to crash longer-term.” Morningstar analysts give Micron a fair value of $455, a 50% downside. 

Fortunately, Jonathan and Marc’s “Convergence Trigger” system helps investors avoid these pitfalls by forcing investment ideas through multiple screens. Even if smart money is giving bullish signals for Micron’s stock, options traders might have an entirely different outlook. 

And so, be sure to watch their Convergence Summit, where Jonathan and Marc will explain where they see the next pockets of opportunity, and how they’re navigating this “new normal” of markets that rise quickly and fall just as fast. 

Until next week, 

Thomas Yeung, CFA 

Market Analyst, InvestorPlace

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.