Ameresco (NYSE:AMRC) Issues FY 2026 Earnings Guidance

Ameresco (NYSE:AMRC) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.850-1.950 for the period, compared to the consensus estimate of 1.230. The company issued revenue guidance of $2.1 billion-$2.2 billion, compared to the consensus revenue estimate of $2.1 billion. Ameresco also updated its Q4 2026 guidance to 0.950-1.050 EPS.

Ameresco Stock Up 8.3%

AMRC stock opened at $24.31 on Tuesday. The company has a quick ratio of 1.66, a current ratio of 1.67 and a debt-to-equity ratio of 1.33. The business has a 50 day moving average price of $21.46 and a two-hundred day moving average price of $26.20. The company has a market cap of $1.29 billion, a price-to-earnings ratio of 46.89, a P/E/G ratio of 1.58 and a beta of 2.50. Ameresco has a twelve month low of $18.09 and a twelve month high of $37.14.

Ameresco (NYSE:AMRC) last released its quarterly earnings results on Monday, November 9th. The utilities provider reported $0.88 earnings per share for the quarter, beating the consensus estimate of $0.57 by $0.31. Ameresco had a net margin of 1.40% and a return on equity of 2.82%. The firm had revenue of $580.32 million for the quarter, compared to analysts’ expectations of $572.89 million. During the same period in the prior year, the firm earned $0.35 EPS. The business’s revenue was up 10.3% on a year-over-year basis. Analysts anticipate that Ameresco will post 1.22 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently commented on AMRC shares. Zacks Research cut shares of Ameresco from a “hold” rating to a “strong sell” rating in a report on Monday, October 12th. Canaccord Genuity Group raised their price target on shares of Ameresco from $59.00 to $62.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Oppenheimer restated a “market perform” rating on shares of Ameresco in a report on Tuesday, August 4th. Jefferies Financial Group raised Ameresco to a “strong-buy” rating in a research report on Thursday, September 3rd. Finally, UBS Group boosted their price objective on Ameresco from $28.00 to $32.00 and gave the stock a “neutral” rating in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $41.00.

Insider Buying and Selling

In related news, CEO George Sakellaris purchased 3,000 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The shares were acquired at an average price of $22.13 per share, for a total transaction of $66,390.00. Following the completion of the acquisition, the chief executive officer directly owned 1,013,597 shares in the company, valued at approximately $22,430,901.61. The trade was a 0.30% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Brian Cox acquired 4,625 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The stock was purchased at an average price of $21.64 per share, with a total value of $100,085.00. Following the completion of the acquisition, the director owned 44,325 shares in the company, valued at $959,193. The trade was a 11.65% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have purchased 29,325 shares of company stock valued at $628,664. 45.10% of the stock is owned by insiders.

Key Headlines Impacting Ameresco

Here are the key news stories impacting Ameresco this week:

• Positive Sentiment: Ameresco raised its FY 2026 outlook to EPS of $1.85–$1.95, well above the $1.23 consensus, and revenue of $2.1–$2.2 billion versus the $2.1 billion estimate. The stronger earnings outlook is a key potential catalyst. Ameresco Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Q3 EPS was $0.88 versus the roughly $0.57 analyst consensus, while revenue of $580.3 million topped the $572.9 million estimate and grew 10.3% year over year. Ameresco Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Ameresco’s reported $7.15 billion backlog points to substantial project demand and potential future revenue. Ameresco Q3 2026: Record $7.15B Backlog Signals Real Growth
• Neutral Sentiment: For Q4, EPS guidance of $0.95–$1.05 is above the $0.77 consensus, but revenue guidance of $625–$650 million has a midpoint slightly below the $639.2 million estimate.
• Neutral Sentiment: Ameresco said it expects 12 to 18 months to convert five data-center projects into contracted backlog. The opportunity is promising, though conversion and revenue are not immediate. Ameresco outlines timeline to convert data-center projects

Ameresco Company Profile

Ameresco, Inc is a clean-energy and energy-efficiency company that develops, designs, builds, and operates projects for public- and private-sector customers. Its clients include federal, state and local government agencies, schools, healthcare organizations, utilities, and commercial and industrial businesses.

The company’s services include improving the energy performance of buildings and infrastructure, developing renewable-energy projects, and providing distributed energy systems, microgrids, energy storage, and related operations and maintenance.