Update shared on 13 Dec 2025
Fair value Increased 4.51%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.
- The Discount Rate increased marginally from about 12.41 percent to 12.50 percent, reflecting a slightly higher required return on equity risk.
- Revenue Growth edged up from roughly 10.46 percent to 10.47 percent, indicating a modestly stronger long term top line outlook.
- Net Profit Margin improved slightly from around 4.31 percent to 4.33 percent, pointing to a small upgrade in expected profitability.
- Future P/E has risen from about 28.8x to 30.1x, signaling a modestly richer valuation multiple applied to forward earnings.
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