Update shared on11 Sep 2025
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.
- Recognition of Ameresco's strong positioning within federal government initiatives to expand data centers and power infrastructure on federal land.
- Bullish analysts citing enhanced visibility into long-term growth prospects driven by the expanding federal solutions pipeline.
- Resolution of the "One Big Beautiful Bill Act" and Presidential Executive Order providing policy clarity, easing previous overhangs on clean energy companies.
- Continued caution among bearish analysts, noting challenges in gaining broad conviction in renewables, with attention focused on upcoming management commentary regarding safe harboring practices and backlog development.
What's in the News
- Ameresco, in partnership with the U.S. Navy and CyrusOne, plans to develop a 100 MW AI-optimized data center with on-site energy generation and microgrid at NAS Lemoore, targeting federal security standards and advanced AI workloads.
- Ameresco and Republic Services achieved commercial operation of a renewable natural gas facility at Lee County Landfill, Illinois—Ameresco's 15th such project—expected to reduce annual CO2 emissions by over 61,000 metric tons.
- Ameresco launched a $30 million Phase 2 energy efficiency upgrade with University of Illinois Chicago focused on HVAC infrastructure, projected to save UIC over $1 million annually and cut emissions by more than 2,100 metric tons per year.
- The company completed a major utility savings project for Southeast New Mexico College, including LED lighting, HVAC upgrades, and solar covered parking, providing over $141,000 in annual savings and a 20-year energy performance guarantee.
- Ameresco was dropped from multiple Russell growth indices, including the Russell 2000 Growth and Russell 3000 Growth benchmarks.
Valuation Changes
Summary of Valuation Changes for Ameresco
- The Consensus Analyst Price Target has risen from $28.44 to $31.00.
- The Future P/E for Ameresco has risen from 24.45x to 26.65x.
- The Net Profit Margin for Ameresco remained effectively unchanged, at 3.65%.
Disclaimer
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