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Increasing Demand And Government Incentives Will Drive Energy Expansion

Published
13 Sep 24
Updated
26 Sep 25
AnalystConsensusTarget's Fair Value
US$34.22
12.8% overvalued intrinsic discount
26 Sep
US$38.59
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1Y
10.6%
7D
2.8%

Author's Valuation

US$34.2212.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 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 on11 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 on20 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 on06 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 on01 May 25
Fair value Decreased 2.08%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 6.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 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.