Shared on 13 Dec 25

Fair value Increased 4.51%

AMRC: New Federal Energy Contracts Will Drive Long-Term Revenue Visibility

Analysts have modestly raised their price target on Ameresco, lifting the implied fair value by about 5 percent to approximately $43.78 per share, citing slightly higher long term growth expectations, a marginally stronger profit outlook, and a richer future earnings multiple. What's in the News Reaffirmed 2025 revenue guidance at $1.85 billion to $1.95 billion, underscoring confidence in the existing project pipeline and margin profile (Corporate Guidance) Brought a 50 MW/200 MWh behind the meter battery energy storage project for Nucor in Arizona into commercial operation, with an additional 25 MW AC solar asset slated for 2026 to support the steelmaker's expansion (Client Announcements) Won a $197 million Energy Savings Performance Contract with the U.S. Naval Research Laboratory, targeting $12.5 million in annual savings and more than $362 million in total savings over 21 years through major infrastructure upgrades (Client Announcements) Expanded clean energy infrastructure partnerships, including new solar and heat pump projects for Klickitat Valley Health and multi campus solar PV systems for Orange Unified School District, both structured to deliver long term energy cost savings (Client Announcements) Advanced strategic sustainability initiatives with public and private partners, from EV charging infrastructure deployment in Anne Arundel County to renewable natural gas at Republic Services' Lee County Landfill and green hydrogen ready boilers for Kimberly Clark UK (Strategic Alliances and Business Expansions) Valuation Changes Fair Value Estimate has risen slightly from approximately $41.89 to $43.78 per share, implying about 5 percent additional upside in the intrinsic valuation.

Shared on 27 Nov 25

Fair value Increased 1.62%

AMRC: Federal Data Center Project Will Drive Up Long-Term Revenue Visibility

Analysts have increased their price target for Ameresco from $22 to $32, citing the company's strategic role in major federal energy and data center infrastructure projects as the primary rationale for the upward revision. Analyst Commentary Recent analyst updates on Ameresco center on the company’s involvement in significant federal energy and data center initiatives, with a particular focus on its announced project at Naval Air Station Lemoore.

Shared on 11 Nov 25

Fair value Increased 11%

AMRC: Future Federal Data Center Project Will Drive Revenue Expansion

Ameresco's analyst price target has been increased from $37.11 to $41.22. This reflects analysts' expectations for improved growth and profitability following the company's announcement of a major federal data center and energy project.

Shared on 28 Oct 25

Fair value Increased 4.05%

Analysts have increased their price target for Ameresco from $35.67 to $37.11, citing optimism about the company’s strengthened role in federal data center and energy infrastructure projects. Analyst Commentary Bullish Takeaways Bullish analysts view Ameresco’s expanded involvement in federal data center and energy infrastructure projects as a key driver supporting future valuation growth.

Shared on 13 Oct 25

Fair value Increased 4.22%

Analysts have increased their price target for Ameresco from approximately $34.22 to $35.67 per share, citing stronger federal project developments and an improving sector outlook as key drivers for the upward revision. Analyst Commentary Bullish Takeaways Bullish analysts have raised price targets significantly, attributing gains to Ameresco’s expanding role in federal clean energy infrastructure projects.

Shared on 26 Sep 25

Fair value Increased 10%

Analysts have raised Ameresco’s price target from $31.00 to $34.22, citing stronger revenue visibility and growth prospects driven by federal partnerships, policy clarity, and a robust project pipeline. Analyst Commentary Bullish analysts cite Ameresco's leading role in federal government initiatives to develop large-scale, AI-optimized data centers and critical energy infrastructure, reflecting strong positioning and future growth prospects.

Shared on 11 Sep 25

Fair value Increased 8.98%

Ameresco’s price target was raised to $31.00 as analysts cite strengthened long-term visibility from new federal data center projects, improved policy clarity, and Ameresco’s strategic federal positioning, despite ongoing reservations around sector-wide renewables momentum. Analyst Commentary Strengthened outlook following Ameresco's agreement to develop a 100 MW AI-optimized data center and critical energy infrastructure at Naval Air Station Lemoore, highlighting its strategic role in federal projects.

Shared on 20 Aug 25

Fair value Increased 10%

Ameresco’s analyst price target was raised to $27.11 as sector policy clarity from the "One Big Beautiful Bill Act" and an upcoming Executive Order drove improved sentiment despite lingering uncertainties, prompting a modest upward revision to fair value. Analyst Commentary Resolution of the "One Big Beautiful Bill Act" brings policy clarity to the sector.

Shared on 06 Aug 25

Fair value Increased 17%

Ameresco’s consensus price target has been raised to $24.22, primarily reflecting a notable improvement in net profit margin despite a higher discount rate. What's in the News Ameresco reiterated 2025 revenue guidance at $1.85–$1.95 billion.

Shared on 01 May 25

Fair value Decreased 2.08%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 6.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 13%

AnalystConsensusTarget has decreased revenue growth from 10.6% to 9.3%, decreased profit margin from 7.4% to 3.3% and increased future PE multiple from 15.9x to 22.4x.

Energy Infrastructure Projects Will Drive Expansion Amid Rising Demand And Federal Support

AMRC: New Federal Energy Contracts Will Drive Long-Term Revenue Visibility

AMRC: Federal Data Center Project Will Drive Up Long-Term Revenue Visibility

AMRC: Future Federal Data Center Project Will Drive Revenue Expansion

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