Ormat Technologies Croissance future
Future contrôle des critères 1/6
Ormat Technologies devrait augmenter ses bénéfices et son chiffre d'affaires de 14.8% et de 7% par an respectivement. Le BPA devrait croître de de 13.7% par an. Le rendement des capitaux propres devrait être 6.1% dans 3 ans.
Informations clés
14.8%
Taux de croissance des bénéfices
13.68%
Taux de croissance du BPA
| Renewable Energy croissance des bénéfices | 28.5% |
| Taux de croissance des recettes | 7.0% |
| Rendement futur des capitaux propres | 6.06% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 28 Apr 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour de l'analyse • May 02
ORA: Long Term PPAs Will Support Future Upside Potential
Analysts are keeping their price target for Ormat Technologies steady at $127.09, citing only very small tweaks to inputs such as discount rate, profit margin assumptions and future P/E that do not materially change their overall view of the stock's valuation. What's in the News Started commercial operations at the Shirk energy storage facility in Visalia, California, an 80 MW / 320 MWh BESS with a 15 year Resource Adequacy Purchase and Sale Agreement with the City of Riverside.Seeking Alpha • Apr 19
Ormat Technologies: The AI Investment Not On People's Radar
Summary Ormat Technologies, the world’s only vertically integrated geothermal company, is uniquely positioned to capitalize on surging AI and data center energy demand. ORA’s 2025 revenues rose 12.5% to $989.6M, with energy storage up 109%, and management projects 2026 revenues to surpass $1.1B. Geothermal’s 24/7 baseload power solves AI and crypto’s location-agnostic needs, offering a green investment as global decarbonization continues. ORA outperforms the utilities sector in revenue and EPS growth, and is building a 1 GW pipeline toward 2.8 GW capacity by 2028. Read the full article on Seeking AlphaMise à jour de l'analyse • Apr 17
ORA: Long Term PPAs And Storage Expansion Will Support Stronger Outlook
Analysts have slightly reduced their price target for Ormat Technologies from about $127.27 to $127.09, reflecting modest adjustments to assumptions around the discount rate, revenue growth, profit margins, and future P/E estimates. What's in the News Ormat began commercial operations at the Shirk energy storage facility, an 80MW / 320MWh BESS project in Visalia, California, under a 15 year Resource Adequacy agreement with the City of Riverside, supporting grid reliability and flexible capacity needs in the state (Key Developments).Mise à jour de l'analyse • Apr 03
ORA: Long Term PPAs And Storage Expansion Will Support Stronger Outlook
Analysts have adjusted their price target on Ormat Technologies slightly lower to about $127, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Ormat began commercial operations at the Shirk 80MW/320MWh battery energy storage facility in Visalia, California, under a 15 year Resource Adequacy agreement with the City of Riverside.Mise à jour de l'analyse • Mar 20
ORA: Long Term Geothermal PPAs And Storage Projects Will Support Stronger Outlook
Analysts are keeping Ormat Technologies' fair value unchanged at $128. This reflects only very small tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E that do not materially shift their overall view.Mise à jour de l'analyse • Mar 04
ORA: Long Term Geothermal PPAs Will Support Stronger Medium Term Outlook
Analysts have nudged their price target for Ormat Technologies slightly lower, from $128.60 to $128.00. This adjustment reflects updated assumptions on discount rates, forecast revenue growth, profit margins, and future P/E levels.Mise à jour de l'analyse • Feb 18
ORA: New Geothermal PPAs And Storage Projects Will Support Balanced Medium Term Outlook
Analysts have nudged their price target on Ormat Technologies higher to $128.60 from $126.30, reflecting updated views on its projected profit margin, discount rate, revenue growth, and future P/E assumptions. What's in the News Ormat signed a long-term geothermal PPA with NV Energy to support Google's Nevada operations with up to 150 MW of new geothermal capacity, under NV Energy's Clean Transition Tariff, pending approval by the Public Utilities Commission of Nevada expected in the second half of 2026 (Key Developments).Mise à jour de l'analyse • Feb 04
ORA: Geothermal Projects And Data Center Agreement Will Support Balanced Medium Term Outlook
Analysts have adjusted their price target on Ormat Technologies from US$123.70 to US$126.30, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Ormat was awarded the Telaga Ranu Geothermal Working Area in Halmahera, North Maluku, Indonesia, following a competitive tender with four qualified bidders, securing long term exploration and development rights for a geothermal resource within an approved feed in tariff zone (Key Developments).Mise à jour de l'analyse • Jan 21
ORA: Geothermal Expansion And Data Center Demand Will Support Balanced Medium Term Outlook
Analysts have raised their fair value estimate for Ormat Technologies from US$121.40 to US$123.70, reflecting updated views on discount rates, revenue growth, margins, and future P/E assumptions. What's in the News Ormat was awarded the Telaga Ranu Geothermal Working Area in Halmahera, North Maluku, after a competitive tender with four qualified bidders, securing long term exploration and development rights for a resource that the Indonesian Electricity Supply Plan cites as having potential to support up to 40MW of baseload geothermal capacity and contributing to the country's diesel replacement and energy transition goals (Key Developments).Mise à jour de l'analyse • Jan 06
ORA: Geothermal Partnership And Data Center Demand Will Support Measured Outlook
Analysts have slightly increased their price target for Ormat Technologies from US$119.10 to US$121.40, citing small adjustments in assumptions for the discount rate, revenue growth, profit margin and forward P/E as the main reasons for this revision. What's in the News Ormat Technologies issued new guidance for 2025, indicating total revenues in a range of US$960 million to US$980 million (Key Developments).Mise à jour de l'analyse • Dec 19
ORA: Geothermal Alliance And Data Center Demand Will Support Balanced Outlook
Analysts nudged their price target on Ormat Technologies slightly higher to approximately 119 dollars from about 118 dollars, citing marginally lower perceived risk, steady long term revenue and margin expectations, and a modestly richer future earnings multiple. What's in the News Raised 2025 total revenue guidance to a range of 960 million to 980 million dollars, signaling stronger than previously expected growth prospects (Company guidance) Entered a strategic alliance with SLB to fast track development and commercialization of integrated geothermal assets, including enhanced geothermal systems, to expand the addressable market for geothermal power (Company announcement) Planned EGS pilot project at an existing Ormat facility to validate commercial scale deployment and reduce risk for future large scale rollouts (Company announcement) Outlined a joint commercialization strategy with SLB targeting independent power producers, utilities, and data center operators, with the goal of positioning Ormat to participate in long term decarbonization and data center power demand trends (Company announcement) Valuation Changes Fair Value Estimate has risen slightly to approximately 119.1 dollars from about 117.6 dollars, reflecting a modestly higher intrinsic value assessment.Mise à jour de l'analyse • Dec 05
ORA: Geothermal Alliance And Revenue Outlook Will Support Balanced 2025 Profile
Analysts have nudged their price target on Ormat Technologies slightly higher, to 117.60 dollars from 117.10 dollars, citing marginally stronger expected profit margins and a modestly lower discount rate that together support a slightly richer valuation multiple. What's in the News Raised 2025 total revenue guidance to a range of 960 million dollars to 980 million dollars, signaling stronger expected growth in the core business (Corporate Guidance) Entered a strategic alliance with SLB to accelerate development and commercialization of integrated geothermal assets, with a focus on enhanced geothermal systems to expand the geographic reach of geothermal power (Strategic Alliances) Planned an enhanced geothermal systems pilot at an existing Ormat facility to validate commercial scale deployment and optimize integration with surface power facilities (Strategic Alliances) Outlined a roadmap for large scale commercialization of enhanced geothermal systems targeting independent power producers, utilities and data center operators after successful pilot results (Strategic Alliances) Valuation Changes The fair value estimate has risen slightly to 117.60 dollars from 117.10 dollars, reflecting a modestly higher intrinsic valuation.Mise à jour de l'analyse • Nov 21
ORA: Revenue Guidance Increase And Partnerships Will Drive Balanced Outlook Through 2025
Analysts have raised their price target for Ormat Technologies from $105.70 to $117.10. They cite expectations for improved revenue growth and profit margins.Article d'analyse • Nov 12
We Think You Should Be Aware Of Some Concerning Factors In Ormat Technologies' (NYSE:ORA) Earnings
Following the solid earnings report from Ormat Technologies, Inc. ( NYSE:ORA ), the market responded by bidding up the...Mise à jour de l'analyse • Nov 05
ORA: Revenue Guidance And New Partnerships Will Shape Growth Outlook Into 2025
Analysts have raised their price target for Ormat Technologies from $103 to $105.70, reflecting adjustments in revenue growth projections and updated discount rate assumptions. What's in the News Ormat Technologies provided revenue guidance for 2025, projecting revenues between $960 million and $980 million.Mise à jour de l'analyse • Oct 22
Analysts Lift Ormat Technologies Price Target Following Expansion Moves and Improved Valuation Metrics
Analysts have raised their price target for Ormat Technologies from $98.10 to $103.00. They cite updated financial assumptions and a slightly lower discount rate, despite minor revisions in projected profitability.Mise à jour de l'analyse • Oct 08
US Permitting Reforms And Tax Credits Will Ignite Geothermal Expansion
Analysts have raised their price target for Ormat Technologies from $94.60 to $98.10, citing subtle improvements in projected revenue growth as well as a slight decrease in the discount rate applied to future cash flows. What's in the News Ormat commenced commercial operations at its Lower Rio energy storage facility in Texas.Mise à jour de l'analyse • Sep 05
US Permitting Reforms And Tax Credits Will Ignite Geothermal Expansion
With both the future P/E and discount rate remaining nearly flat, there is little fundamental change to Ormat Technologies' outlook, reflected in the analyst price target holding steady at $94.60. What's in the News Commenced commercial operations at the 60MW/120MWh Lower Rio energy storage facility in Texas, securing a seven-year tolling agreement and monetizing $25 million in tax credits through a partnership with Morgan Stanley Renewables.Article d'analyse • Aug 09
Earnings Beat: Ormat Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Ormat Technologies, Inc. ( NYSE:ORA ) defied analyst predictions to release its quarterly results, which were ahead of...Article d'analyse • Jul 22
Getting In Cheap On Ormat Technologies, Inc. (NYSE:ORA) Is Unlikely
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Seeking Alpha • Nov 08
Ormat Technologies: Growth Prospects Outpaced By Overvaluation
Summary Ormat Technologies is a leading geothermal power company with a stable revenue growth and an ambitious growth plan targeting 2.1GW-2.3GW capacity by FY26. Geothermal energy's stable output and lower construction costs make it a crucial component of the electricity transition, offering a valuable alternative to nuclear power. Increased debt and potential policy changes under the new Trump administration pose risks, though high margins and steady OCF production remain strengths. Despite strong growth prospects, Ormat's market price appears overvalued based on DCF analysis and peer comparisons, leading to a “hold” rating. Read the full article on Seeking Alpha
Nouvelle analyse • Aug 31
Expanding Portfolio And Critical Acquisitions Propel Revenue And Net Margin Growth In The Renewable Energy Sector
Ormat Technologies' growth and improved net margins are fueled by capacity expansion, acquisitions like Enel assets, and a balanced Energy Storage business portfolio.Seeking Alpha • Aug 03
Ormat Technologies: Risk/Reward Skewed To The Downside On Starting Valuations
Summary Ormat Technologies stock is range bound and could be facing economic headwinds. The company has added 110MW of capacity so far in 2024, with bold ambitions to continue this pace of growth. Valuation headwinds persist, supporting a hold recommendation despite potential upside risks from its upcoming Q2 earnings. Read the full article on Seeking AlphaSeeking Alpha • Mar 09
Ormat Technologies: An Expensive Vertically Integrated Gem
Summary Ormat Technologies is a leading global company in geothermal power generation with an installed capacity of 1215 MW. The company's business is structured around three segments: Electricity, Product, and Energy Storage. Ormat's financial performance improved in FY23, with revenues increasing 13% YoY, but the stock is currently expensive. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 1,263 | 200 | 177 | 578 | 8 |
| 12/31/2027 | 1,161 | 159 | 106 | 512 | 10 |
| 12/31/2026 | 1,138 | 145 | -131 | 498 | 10 |
| 12/31/2025 | 990 | 124 | -285 | 335 | N/A |
| 9/30/2025 | 944 | 133 | -214 | 389 | N/A |
| 6/30/2025 | 906 | 131 | -115 | 450 | N/A |
| 3/31/2025 | 885 | 126 | -193 | 384 | N/A |
| 12/31/2024 | 880 | 124 | -77 | 411 | N/A |
| 9/30/2024 | 890 | 119 | -138 | 391 | N/A |
| 6/30/2024 | 887 | 132 | -277 | 325 | N/A |
| 3/31/2024 | 868 | 134 | -247 | 368 | N/A |
| 12/31/2023 | 829 | 124 | -309 | 309 | N/A |
| 9/30/2023 | 794 | 107 | -359 | 245 | N/A |
| 6/30/2023 | 761 | 89 | -271 | 296 | N/A |
| 3/31/2023 | 736 | 76 | -277 | 256 | N/A |
| 12/31/2022 | 734 | 66 | -283 | 281 | N/A |
| 9/30/2022 | 720 | 67 | -219 | 320 | N/A |
| 6/30/2022 | 703 | 63 | -200 | 275 | N/A |
| 3/31/2022 | 680 | 65 | -197 | 272 | N/A |
| 12/31/2021 | 663 | 62 | -160 | 259 | N/A |
| 9/30/2021 | 651 | 64 | -206 | 171 | N/A |
| 6/30/2021 | 652 | 65 | -168 | 209 | N/A |
| 3/31/2021 | 680 | 75 | -74 | 254 | N/A |
| 12/31/2020 | 705 | 85 | -56 | 265 | N/A |
| 9/30/2020 | 718 | 77 | -47 | 274 | N/A |
| 6/30/2020 | 730 | 77 | -82 | 235 | N/A |
| 3/31/2020 | 739 | 88 | -70 | 239 | N/A |
| 12/31/2019 | 746 | 88 | -43 | 236 | N/A |
| 9/30/2019 | 744 | 94 | N/A | 244 | N/A |
| 6/30/2019 | 740 | 89 | N/A | 235 | N/A |
| 3/31/2019 | 734 | 54 | N/A | 203 | N/A |
| 12/31/2018 | 719 | 98 | N/A | 146 | N/A |
| 9/30/2018 | 695 | 144 | N/A | 182 | N/A |
| 6/30/2018 | 686 | 158 | N/A | 198 | N/A |
| 3/31/2018 | 687 | 167 | N/A | 194 | N/A |
| 12/31/2017 | 693 | 132 | N/A | 246 | N/A |
| 9/30/2017 | 693 | 91 | N/A | 168 | N/A |
| 6/30/2017 | 720 | 79 | N/A | 154 | N/A |
| 3/31/2017 | 701 | 95 | N/A | 204 | N/A |
| 12/31/2016 | 663 | 89 | N/A | 159 | N/A |
| 9/30/2016 | 667 | 89 | N/A | 225 | N/A |
| 6/30/2016 | 645 | 149 | N/A | 197 | N/A |
| 3/31/2016 | 626 | 139 | N/A | 134 | N/A |
| 12/31/2015 | 595 | 120 | N/A | 190 | N/A |
| 9/30/2015 | 573 | 104 | N/A | 157 | N/A |
| 6/30/2015 | 550 | 48 | N/A | 222 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ORA ( 14.8% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de ORA ( 14.8% par an) devraient croître plus lentement que le marché US ( 16.4% par an).
Croissance élevée des bénéfices: Les bénéfices de ORA devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ORA ( 7% par an) devrait croître plus lentement que le marché de US ( 11.4% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ORA ( 7% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ORA devrait être faible dans 3 ans ( 6.1 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/06 15:45 |
| Cours de l'action en fin de journée | 2026/05/06 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Ormat Technologies, Inc. est couverte par 25 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Benjamin Kallo | Baird |
| J. David Anderson | Barclays |
| J. David Anderson | Barclays |