View ValuationEnlight Renewable Energy 将来の成長Future 基準チェック /56Enlight Renewable Energy収益と収益がそれぞれ年間44.7%と31.8%増加すると予測されています。主要情報44.7%収益成長率n/aEPS成長率Renewable Energy 収益成長11.9%収益成長率31.8%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日14 Jul 2026今後の成長に関する最新情報お知らせ • May 06+ 1 more updateEnlight Renewable Energy Ltd Provides Earnings and Operating Guidance for the Year 2028Enlight Renewable Energy Ltd. provided earnings and operating guidance for the year 2028. For the period, the company operating capacity is expected to reach 12–13 FGW, and total annual revenues and income run rate is expected to reach $2.1 to $2.3 billion by the end of 2028, reflecting a 41% compound annual growth rate between 2024 to 2028.お知らせ • Feb 17Enlight Renewable Energy Ltd Provides Earnings Guidance for the Year 2026Enlight Renewable Energy Ltd. provides earnings guidance for the year 2026. For the year, the company total revenues and income are expected to range between $755 million and $785 million, a 32% increase (at the midpoint) from 2025.お知らせ • Nov 13Enlight Renewable Energy Ltd Raises Earning Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earning guidance for the full year 2025. For the year, the company expects Revenue to be $555 million to 565 million from $520 million to 535 million previously.お知らせ • Aug 06Enlight Renewable Energy Ltd Raises Earnings Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earnings guidance for the full year 2025. For the year, the company is increasing guidance range. Revenue guidance rises to $520 million - $535 million from $490 million - $510 million previously. This represents a 5.5% increase at the midpoint.お知らせ • Feb 21Enlight Renewable Energy Ltd Provides Revenue Guidance for the Full Year of 2025Enlight Renewable Energy Ltd. provided revenue guidance for the full year of 2025. For the period, the company expects total revenues and income range between $490 million and $510 million, a 25% increase (from the midpoint) from 2024 results.お知らせ • Nov 13Enlight Renewable Energy Ltd Revises Revenue Guidance for the Full Year 2024Enlight Renewable Energy Ltd. revised revenue guidance for the full year 2024. For the year, the company expects revenues in the range of $355-$370 million from $345-$360 million previously.すべての更新を表示Recent updatesお知らせ • Jul 08Enlight Renewable Energy Ltd to Report Q2, 2026 Results on Aug 04, 2026Enlight Renewable Energy Ltd announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026ライブニュース • Jun 26Enlight Secures $2.6 Billion Financing for 1.2 GW CO Bar Solar and Storage ProjectEnlight Renewable Energy’s U.S. subsidiary Clēnera Holdings has reached financial close on the CO Bar Complex, securing about US$2.6b in debt financing for a project totaling roughly 1.2 GW of solar generation and 4.0 GWh of storage. Phased commercial operation is expected from the second half of 2027 through the first half of 2028. The scale of the CO Bar Complex, described as one of the largest renewable projects in the U.S., points to a sizable addition to Enlight’s project portfolio once operational. This also concentrates multi-year construction, execution and commissioning risk in a single complex. Enlight’s stock trades at ₪263.70, with the share price up 75.8% year to date. Progress on large projects like CO Bar could influence how investors weigh growth potential against financing, execution and timing risks over the next few years. The key read-through is that Enlight has locked in funding for a very large U.S. project, shifting the focus from financing risk to construction and delivery risk over a multi-year horizon.分析記事 • Jun 22Enlight Renewable Energy (TASE:ENLT) Stock Looks Expensive After Insider Selling and Sell SignalsRecent trading in Enlight Renewable Energy (TASE:ENLT) has been driven by heavy insider selling, third party models flagging the stock as significantly overvalued, technical indicators that lean toward sell signals, and weaker sentiment. See our latest analysis for Enlight Renewable Energy. At a share price of ₪256.2, Enlight Renewable Energy has pulled back over the past week with a 7 day share price return of down 8.07%, but its year to date share price return of 70.8% and very large 1 year...ライブニュース • Jun 18Enlight Renewable Energy Shares Fall Over 8% on Valuation Concerns and Insider SellingEnlight Renewable Energy shares fell about 8.4% to 8.9% on 17 June 2026 after concerns that the stock is trading at a heavy premium to its estimated intrinsic value. GuruFocus’ GF Value metric indicates the stock is about 74.4% above its assessed intrinsic value, suggesting a rich valuation. Company insiders have sold about $30.1 million of Enlight Renewable Energy shares over the past three months, with no insider purchases reported in that period. The combination of a high premium to estimated intrinsic value and sizeable insider selling highlights that valuation risk is front and center for Enlight Renewable Energy stock right now. Investors may want to pay close attention to future company disclosures and any shifts in insider activity, as these could affect sentiment toward the shares.ライブニュース • Jun 01Enlight Renewable Energy Eyes US$2.1 Billion Revenue With AI-Driven Data Center ExpansionEnlight Renewable Energy outlined a plan to reach more than $2.1 billion in annual recurring revenue by the end of 2028, centered on utility-scale renewables, large energy storage, and data centers serving AI workloads. The company aims to expand its operating capacity in the U.S. roughly twelvefold, targeting around 12 to 13 GW of capacity across Israel, Europe, and the U.S., backed by a project pipeline of about 42 GW. Key projects include a roughly 160 MWIT data center at Ashalim in Israel and up to roughly 1,000 MWIT across four U.S. sites co-located with renewable and storage assets, plus a 15-year PPA with Google for 200 MWac of solar power, with data center-related adjusted EBITDA margins projected at 70 to 80%. The shift into co-located data centers and storage ties Enlight directly to rising power demand from AI and cloud providers and could make future cash flows more tied to long-term contracts rather than only merchant power markets. Execution risk, capital needs for large-scale buildout, and the complexity of developing both energy and data infrastructure are key areas to watch as the company pursues this expansion plan.Recent Insider Transactions • May 29Independent Director recently sold ₪989k worth of stockOn the 28th of May, Yitzhak Betzalel sold around 3k shares on-market at roughly ₪290 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₪1.7m. Insiders have been net sellers, collectively disposing of ₪4.3m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 27Independent Vice Chairman of the Board exercised options and sold ₪4.0m worth of stockOn the 25th of May, Yair Seroussi exercised 20k options at a strike price of around ₪66.88 and sold these shares for an average price of ₪269 per share. This trade did not impact their existing holding. Since March 2026, Yair has owned 14.23k shares directly. Company insiders have collectively sold ₪19m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 14Insider recently sold ₪1.7m worth of stockOn the 12th of May, Marko Liposcak sold around 6k shares on-market at roughly ₪270 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • May 06+ 1 more updateEnlight Renewable Energy Ltd Provides Earnings and Operating Guidance for the Year 2028Enlight Renewable Energy Ltd. provided earnings and operating guidance for the year 2028. For the period, the company operating capacity is expected to reach 12–13 FGW, and total annual revenues and income run rate is expected to reach $2.1 to $2.3 billion by the end of 2028, reflecting a 41% compound annual growth rate between 2024 to 2028.New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). High level of non-cash earnings (35% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.18 (vs US$0.80 in 1Q 2025)First quarter 2026 results: EPS: US$0.18 (down from US$0.80 in 1Q 2025). Revenue: US$199.6m (up 82% from 1Q 2025). Net income: US$24.1m (down 75% from 1Q 2025). Profit margin: 12% (down from 86% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 16Enlight Renewable Energy Ltd to Report Q1, 2026 Results on May 05, 2026Enlight Renewable Energy Ltd announced that they will report Q1, 2026 results Pre-Market on May 05, 2026Reported Earnings • Apr 02Full year 2025 earnings released: EPS: US$1.07 (vs US$0.37 in FY 2024)Full year 2025 results: EPS: US$1.07 (up from US$0.37 in FY 2024). Revenue: US$488.6m (up 29% from FY 2024). Net income: US$132.1m (up 199% from FY 2024). Profit margin: 27% (up from 12% in FY 2024). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 21Full year 2025 earnings released: EPS: US$1.07 (vs US$0.37 in FY 2024)Full year 2025 results: EPS: US$1.07 (up from US$0.37 in FY 2024). Revenue: US$488.6m (up 29% from FY 2024). Net income: US$132.1m (up 199% from FY 2024). Profit margin: 27% (up from 12% in FY 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding).お知らせ • Feb 20Enlight Renewable Energy Ltd announced that it expects to receive ILS 1.32053152 billion in fundingEnlight Renewable Energy Ltd announces a private placement to issue 6,002,416 ordinary shares at a price of ILS 220 per share for gross proceeds of ILS 1,320,531,520 on February 19, 2026. The closing of the Private Placement is subject to the satisfaction of customary closing conditions, including receipt of an approval from the Tel Aviv Stock Exchange Ltd. (“TASE”) for trade on the TASE of the Ordinary Shares. it has received and accepted, following the approval of its Board of Directors.New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪226, the stock trades at a trailing P/E ratio of 78.6x. Average forward P/E is 12x in the Renewable Energy industry in Israel. Total returns to shareholders of 264% over the past three years.お知らせ • Feb 17Enlight Renewable Energy Ltd Provides Earnings Guidance for the Year 2026Enlight Renewable Energy Ltd. provides earnings guidance for the year 2026. For the year, the company total revenues and income are expected to range between $755 million and $785 million, a 32% increase (at the midpoint) from 2025.分析記事 • Feb 04Is Enlight Renewable Energy (TLV:ENLT) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 22Enlight Renewable Energy Ltd to Report Q4, 2025 Results on Feb 17, 2026Enlight Renewable Energy Ltd announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026分析記事 • Dec 10We Like These Underlying Return On Capital Trends At Enlight Renewable Energy (TLV:ENLT)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.18 (vs US$0.12 in 3Q 2024)Third quarter 2025 results: EPS: US$0.18 (up from US$0.12 in 3Q 2024). Revenue: US$165.1m (up 51% from 3Q 2024). Net income: US$22.0m (up 55% from 3Q 2024). Profit margin: 13% (in line with 3Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 13Enlight Renewable Energy Ltd Raises Earning Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earning guidance for the full year 2025. For the year, the company expects Revenue to be $555 million to 565 million from $520 million to 535 million previously.お知らせ • Oct 21Enlight Renewable Energy Ltd to Report Q3, 2025 Results on Nov 12, 2025Enlight Renewable Energy Ltd announced that they will report Q3, 2025 results at 12:46 PM, Israel Standard Time on Nov 12, 2025分析記事 • Oct 07We Think Enlight Renewable Energy (TLV:ENLT) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Aug 29Does Enlight Renewable Energy (TLV:ENLT) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Aug 20Enlight Renewable Energy Ltd announced that it expects to receive ILS 1.000000053 billion in fundingEnlight Renewable Energy Ltd announces a private placement to issue 11,396,012 ordinary shares at a price of NIS 87.75 for gross proceeds of NIS 1,000,000,053 on August 19, 2025.分析記事 • Aug 14Shareholders Shouldn’t Be Too Comfortable With Enlight Renewable Energy's (TLV:ENLT) Strong EarningsTASE:ENLT 1 Year Share Price vs Fair Value Explore Enlight Renewable Energy's Fair Values from the Community and select...お知らせ • Aug 08Enlight Renewable Energy Ltd, Annual General Meeting, Sep 30, 2025Enlight Renewable Energy Ltd, Annual General Meeting, Sep 30, 2025. Location: offices of the company, 13 amal st., afek industrial park, rosh haayin 4809249, IsraelReported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.011 (vs US$0.068 in 2Q 2024)Second quarter 2025 results: EPS: US$0.011 (down from US$0.068 in 2Q 2024). Revenue: US$116.1m (up 37% from 2Q 2024). Net income: US$1.36m (down 83% from 2Q 2024). Profit margin: 1.2% (down from 9.5% in 2Q 2024). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Enlight Renewable Energy Ltd Raises Earnings Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earnings guidance for the full year 2025. For the year, the company is increasing guidance range. Revenue guidance rises to $520 million - $535 million from $490 million - $510 million previously. This represents a 5.5% increase at the midpoint.お知らせ • Jul 30+ 1 more updateEnlight Renewable Energy Announces Board ChangesEnlight Renewable Energy on July 30, 2025 announced the expansion and strengthening of its senior leadership team. Gilad Yavetz, Enlight’s Co-Founder and current CEO, will transition to a full-time role as Executive Chairman of the Board, and Adi Leviatan will be appointed as the company’s next CEO. Leviatan brings more than two decades of senior executive experience in global corporations. In her most recent role at 3M, she led a business division with approximately 700 employees across five continents and annual revenues of $1.5 billion. Gilad Yavetz, who has led Enlight to its position as the market leader in Israel and a key international player, will continue working closely with the CEO, board, leadership team and employees to further scale Enlight’s business. As Chairman, he will remain fully engaged and committed to Enlight’s continued growth—while preserving what makes Enlight unique: outstanding execution, full transparency, unwavering integrity, and a deep commitment to quality. Yair Seroussi, who has served as Chairman of the Board for the past seven years, will assume the role of Vice Chairman. Seroussi will continue to support Enlight’s executive management and subsidiaries, contributing his extensive expertise in strategy and finance. transition, effective October 1, 2025, comes as Enlight stands at its strongest point to date—with an organizational, operational, and leadership infrastructure primed for significant growth. Alongside the development of new business growth engines and consistently strong results, Enlight has taken major strategic steps to build a strong leadership platform. This includes strengthening the senior executive team, appointing General Managers to key business and regional units, building an integrated quality and information management system, and developing a top-performing energy management platform. Enlight has cultivated a strong and diverse leadership team—one that combines long-serving internal talent with senior professionals who joined from leading global firms. The transition of Gilad Yavetz into the role of Executive Chairman, alongside the appointment of Adi Leviatan as CEO - bringing deep and global experience from a Fortune 100 industrial and technology company, as well as 15 years of senior leadership at McKinsey & Company - marks the natural next step in Enlight’s global expansion.お知らせ • Jul 16Enlight Renewable Energy Ltd to Report Q2, 2025 Results on Aug 06, 2025Enlight Renewable Energy Ltd announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.80 (vs US$0.14 in 1Q 2024)First quarter 2025 results: EPS: US$0.80 (up from US$0.14 in 1Q 2024). Revenue: US$129.9m (up 44% from 1Q 2024). Net income: US$94.5m (up 464% from 1Q 2024). Profit margin: 73% (up from 19% in 1Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 17Enlight Renewable Energy Ltd to Report Q1, 2025 Results on May 06, 2025Enlight Renewable Energy Ltd announced that they will report Q1, 2025 results Pre-Market on May 06, 2025Reported Earnings • Mar 30Full year 2024 earnings released: EPS: US$0.37 (vs US$0.61 in FY 2023)Full year 2024 results: EPS: US$0.37 (down from US$0.61 in FY 2023). Revenue: US$377.9m (up 48% from FY 2023). Net income: US$44.2m (down 38% from FY 2023). Profit margin: 12% (down from 28% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Feb 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.002% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 0.002% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).お知らせ • Feb 21Enlight Renewable Energy Ltd Provides Revenue Guidance for the Full Year of 2025Enlight Renewable Energy Ltd. provided revenue guidance for the full year of 2025. For the period, the company expects total revenues and income range between $490 million and $510 million, a 25% increase (from the midpoint) from 2024 results.Reported Earnings • Feb 20Full year 2024 earnings released: EPS: US$0.37 (vs US$0.61 in FY 2023)Full year 2024 results: EPS: US$0.37 (down from US$0.61 in FY 2023). Revenue: US$398.8m (up 56% from FY 2023). Net income: US$44.2m (down 38% from FY 2023). Profit margin: 11% (down from 28% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jan 31Enlight Renewable Energy Ltd to Report Q4, 2024 Results on Feb 19, 2025Enlight Renewable Energy Ltd announced that they will report Q4, 2024 results Pre-Market on Feb 19, 2025New Risk • Dec 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 59% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 59% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).New Risk • Nov 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: US$0.33 (vs US$0.19 in 3Q 2023)Third quarter 2024 results: EPS: US$0.33 (up from US$0.19 in 3Q 2023). Revenue: US$284.6m (up 388% from 3Q 2023). Net income: US$39.1m (up 72% from 3Q 2023). Profit margin: 14% (down from 39% in 3Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 13Enlight Renewable Energy Ltd Revises Revenue Guidance for the Full Year 2024Enlight Renewable Energy Ltd. revised revenue guidance for the full year 2024. For the year, the company expects revenues in the range of $355-$370 million from $345-$360 million previously.お知らせ • Oct 28Enlight Renewable Energy Ltd to Report Q3, 2024 Results on Nov 13, 2024Enlight Renewable Energy Ltd announced that they will report Q3, 2024 results Pre-Market on Nov 13, 2024お知らせ • Oct 14Enlight Announces the Full Commencement of Commercial Operation of the Solar & Storage Cluster in IsraelEnlight Renewable Energy announced that it has completed the COD of its Solar and Storage Cluster (“the Cluster”) in Israel. The Cluster is comprised of 12 installations located in the northern and southern regions of the country, with a combined solar generation capacity of 254 MW and energy storage capacity of 594 MWh. Portions of the Cluster began commercial operation in 2023 and grid connections continued throughout 2024; this gradual COD process has been completed on October 14, 2024. The entire output of the Cluster will be sold to Enlight's supplier division, which markets the electricity direct to customers in Israel’s newly deregulated power market. This includes signing corporate PPAs with large industrial clients such as Soda Stream and Applied Materials, as well as sales to households and small businesses through a joint venture with Electra Power, in which Enlight owns a 35% stake. The Cluster’s generation volumes currently account for 50% of all clean power produced under the new regulatory framework. The Cluster is expected to generate revenue of $34-36 million and EBITDA of $24-26 million in the first full operating year, before taking into account the additional margin generated by Enlight’s supplier division. The transition to a deregulated electricity market combined with the low production costs of renewable energy enables the Company to provide its customers with clean power at competitive prices, while at the same time yielding attractive returns for Enlight and its partners. Cluster installations have been built in cooperation with numerous agricultural communities in Israel, and partnership in the projects increases these regions’ energy and economic security.Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.068 (vs US$0.12 in 2Q 2023)Second quarter 2024 results: EPS: US$0.068 (down from US$0.12 in 2Q 2023). Revenue: US$84.7m (up 61% from 2Q 2023). Net income: US$8.04m (down 45% from 2Q 2023). Profit margin: 9.5% (down from 28% in 2Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 40% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Earnings are forecast to decline by an average of 40% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio).お知らせ • Aug 07Enlight Renewable Energy Ltd. Raises Earnings Guidance for the Full Year 2024Enlight Renewable Energy Ltd. raised earnings guidance for the full year 2024. The company expects 2024 revenues in the range of $345 million - $360 million from $335 million - $360 million previously.お知らせ • Jul 20Enlight Renewable Energy Ltd to Report Q2, 2024 Results on Aug 07, 2024Enlight Renewable Energy Ltd announced that they will report Q2, 2024 results Pre-Market on Aug 07, 2024お知らせ • May 09Enlight Renewable Energy Ltd Reaffirms Revenue Guidance for the Year 2024Enlight Renewable Energy Ltd. reaffirmed revenue guidance for the year 2024. For the year, the company expects revenue between $335 million and $360 million.Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.14 (vs US$0.22 in 1Q 2023)First quarter 2024 results: EPS: US$0.14 (down from US$0.22 in 1Q 2023). Revenue: US$90.4m (up 27% from 1Q 2023). Net income: US$16.8m (down 30% from 1Q 2023). Profit margin: 19% (down from 34% in 1Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Alla Felder was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 20Enlight Renewable Energy Ltd to Report Q1, 2024 Results on May 08, 2024Enlight Renewable Energy Ltd announced that they will report Q1, 2024 results Pre-Market on May 08, 2024お知らせ • Apr 09Enlight Renewable Energy Ltd, Annual General Meeting, Apr 17, 2024Enlight Renewable Energy Ltd, Annual General Meeting, Apr 17, 2024, at 16:00 Israel Standard Time. Location: 13 Amal St., Afek Industrial Park, Rosh Ha'ayin 4809249 Rosh Ha'ayin Israel Agenda: To approve the amended Compensation Policy for executive officers and directors, substantially in the form attached as Exhibit A (the "Amended Compensation Policy"); to approve the grant of 87,023 restricted share units to, and an amendment to the terms of engagement of,Mr. Gilad Yavetz, the Company's co-founder, chief executive officer and a director of the Company; and to transact such other business matters.Reported Earnings • Mar 31Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.61 (up from US$0.25 in FY 2022). Revenue: US$255.7m (up 33% from FY 2022). Net income: US$70.9m (up 187% from FY 2022). Profit margin: 28% (up from 13% in FY 2022). Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) exceeded analyst estimates by 46%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 29Enlight Renewable Energy Ltd. Provides Revenue Guidance for the Year 2024Enlight Renewable Energy Ltd. provided revenue guidance for the year 2024. For the year, the company expects Revenue between $335 million and $360 million.Reported Earnings • Feb 27Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.61 (up from US$0.25 in FY 2022). Revenue: US$255.7m (up 33% from FY 2022). Net income: US$70.9m (up 187% from FY 2022). Profit margin: 28% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) exceeded analyst estimates by 46%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 13Enlight Renewable Energy Ltd to Report Q4, 2023 Results on Feb 26, 2024Enlight Renewable Energy Ltd announced that they will report Q4, 2023 results Pre-Market on Feb 26, 2024Price Target Changed • Dec 20Price target decreased by 10.0% to ₪77.02Down from ₪85.57, the current price target is an average from 2 analysts. New target price is 6.5% above last closing price of ₪72.30. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of US$0.38 for next year compared to US$0.25 last year.Reported Earnings • Nov 22Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: US$0.19 (up from US$0.16 in 3Q 2022). Revenue: US$58.3m (up 9.2% from 3Q 2022). Net income: US$22.8m (up 46% from 3Q 2022). Profit margin: 39% (up from 29% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Nov 22Enlight Renewable Energy Ltd, Annual General Meeting, Dec 27, 2023Enlight Renewable Energy Ltd, Annual General Meeting, Dec 27, 2023, at 14:00 Coordinated Universal Time. Location: offices of the Company, 13 Amal St., Afek Industrial Park, Rosh Ha’ayin 4809249, Rosh Ha'ayin Israel Agenda: To Approve the re-appointment of Somekh Chaikin, a member firm of KPMG International, as the Company’s independent registered public accounting firm for the year ending December 31, 2023, and until the next annual general meeting of shareholders, and to authorize the Company’s Board of Directors (the “Board”), following the approval of the Audit Committee, to approve and ratify the remuneration of such firm in accordance with the volume and nature of their services; and to Elect the nominees to the Board of the Company, to hold office until close of the Company’s annual general meeting to be held in 2024, and until his or her successor has been duly elected or appointed, or until his or her office has been vacated pursuant to any applicable law or the Articles of Association.お知らせ • Nov 21Enlight Renewable Energy Ltd Provides Earnings Guidance for full year 2023Enlight Renewable Energy Ltd. provided earnings guidance for full year 2023 . For the period, company expects Revenue between $265 Million and $275 Million.お知らせ • Nov 10Enlight Renewable Energy Ltd to Report Q3, 2023 Results on Nov 20, 2023Enlight Renewable Energy Ltd announced that they will report Q3, 2023 results on Nov 20, 2023Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₪48.50, the stock trades at a trailing P/E ratio of 24.5x. Average forward P/E is 10x in the Renewable Energy industry in Israel. Total loss to shareholders of 25% over the past three years.お知らせ • Aug 30Enlight Renewable Energy Announces Commercial Operation of Major Projects in Israel and Hungary, Including Enlight’s First Combined Solar and Storage ProjectEnlight Renewable Energy announced the commercial operation of two projects. First, the Sde Nitzan project in Israel commenced commercial operation on August 2nd. The project is Israel’s largest combined solar and storage project and is Enlight’s first ever storage project to reach commercial operation. The project includes 23 MW of solar and 40 MWh of storage. Second, Enlight announced the commercial operation of ACDC, a 26 MW solar project in Hungary. Both projects reached commercial operations on schedule and on budget. The project in Sde Nitzan is part of Enlight's PV+ storage cluster, with a total solar capacity of 248 MW and 474 MWh of storage capacity. The remainder of the capacity is expected to reach commercial operations gradually until the end of the first half of 2024. Starting in January 2024, Sde Nitzan will sell its electricity directly to corporate PPA counterparties, in light of the new regulation in the electricity market in Israel. Enlight recently signed corporate PPAs with Amdocs and SodaStream (a subsidiary of PepsiCo). Project ACDC in Hungary also achieved commercial operation. All the energy generated by the project will be sold under a PPA linked to the consumer price index for 15 years. The project is part of Enlight’s broader portfolio in Hungary, which includes the operational Attila project, with a capacity of 57 MW, and the 60 MW Tapolca project, which is currently under construction.お知らせ • Aug 10Enlight Renewable Energy Ltd Provides Revenue Guidance for the Year 2023Enlight Renewable Energy Ltd. provided revenue guidance for the year 2023. For the year, the company expects Revenue between $265 million and $275 million.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: US$0.12 (vs US$0.02 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.12 (up from US$0.02 loss in 2Q 2022). Revenue: US$52.6m (up 38% from 2Q 2022). Net income: US$14.5m (up US$16.4m from 2Q 2022). Profit margin: 28% (up from net loss in 2Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 27Enlight Renewable Energy Ltd Appoints Alla Felder as A Member of the BoardEnlight Renewable Energy Ltd. announced the appointment Ms. Alla Felder as a member of the Board, effective as of such date. In accordance with the Company’s articles of association, Ms. Felder will serve until the Company’s next annual general meeting of shareholders. Ms. Felder was also appointed to the Company’s Environmental, Social and Governance Committee. Ms. Felder meets the relevant independence requirements of The Nasdaq Stock Market LLC and the Securities and Exchange Commission, as well as the Israeli Companies law, with respect to her service as an independent director on the Board. Following Ms. Felder’s appointment, the Company’s Board consists of 8 members, 7 of whom meet the relevant independence requirements of Nasdaq. Ms. Felder, age 50, has been serving as the Chief Financial Officer of Weebit Nano Ltd. since 2016. Ms. Felder serves on the boards, including the audit and compensation committees, of several publicly listed companies across several industries, including Redhill BioPharma Ltd., REE Ltd., Ashtrom Properties Ltd., Israel Shipyards Ltd., Carmit Candy Industries Ltd., Biolight Ltd., Photomyne Ltd. and IdoMoo Ltd. Ms. Felder was a senior manager at PricewaterhouseCoopers and received a degree in Business Administration and Accounting from the College of Management Academic Studies Division in Rishon Lezion, Israel and an Executive Master’s degree in the Science of Finance from the City University of New York. Ms. Felder is a Certified Public Accountant in Israel.お知らせ • Jun 28Enlight Renewable Energy Ltd. Announces Resignation of Noam Breiman as Member of the Board, Effective July 31, 2023On June 27, 2023, Mr. Noam Breiman notified the Board of Directors of Enlight Renewable Energy Ltd. of his resignation as a member of the Board effective July 31, 2023 in connection with Mr. Breiman's expected appointment to a full time role at another company. Mr. Breiman, who was appointed in February 2020, also serves as chair of the ESG Committee and as a member of Compensation Committee. Mr. Breiman informed the Board that his resignation was not a result of any disagreement with the Company's policies or practices.Reported Earnings • May 13First quarter 2023 earnings released: EPS: US$0.22 (vs US$0.051 in 1Q 2022)First quarter 2023 results: EPS: US$0.22 (up from US$0.051 in 1Q 2022). Revenue: US$71.0m (up 102% from 1Q 2022). Net income: US$24.0m (up 400% from 1Q 2022). Profit margin: 34% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Enlight Renewable Energy Ltd Provides Earnings Guidance for the Year of 2023Enlight Renewable Energy Ltd. provided earnings guidance for the year of 2023. For the year, company expects Revenue between $290 million and $300 million.Reported Earnings • Mar 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: US$0.25 (up from US$0.12 in FY 2021). Revenue: US$192.2m (up 80% from FY 2021). Net income: US$24.7m (up 112% from FY 2021). Profit margin: 13% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測TASE:ENLT - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,751337-1,858626612/31/20271,113129-1,775332612/31/202678171-1,44536753/31/202653562-1,846320N/A12/31/2025489132-1,530283N/A9/30/2025458123-1,186198N/A6/30/2025429115-902193N/A3/31/2025397122-754201N/A12/31/202437844-644255N/A9/30/202435849-634181N/A6/30/202430757-687146N/A3/31/202427564-653129N/A12/31/202325671-581150N/A9/30/202324367-596163N/A6/30/202324161-586151N/A3/31/202322844-502132N/A12/31/202219225-56690N/A9/30/202215321-48772N/A6/30/20221235-44358N/A3/31/202211711-50050N/A12/31/202110211-44152N/A9/30/202187-38-30234N/A6/30/202183-37-37838N/A3/31/202175-39-29244N/A12/31/202070-44-30339N/A9/30/2020742-28746N/A6/30/202067-5-12238N/A3/31/202060-6-13738N/A12/31/201956-5N/A29N/A9/30/201942-9N/A25N/A6/30/201934-3N/A32N/A3/31/201928-1N/A24N/A12/31/2018211N/A18N/A9/30/2018182N/A19N/A6/30/2018153N/A13N/A3/31/2018134N/A12N/A12/31/2017110N/A11N/A9/30/201710-1N/A9N/A6/30/201710-4N/A7N/A3/31/20179-3N/A12N/A12/31/20169-2N/A9N/A9/30/201690N/A4N/A6/30/2016223N/A0N/A3/31/2016324N/A-19N/A12/31/2015405N/A-41N/A9/30/2015609N/A-45N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ENLTの予測収益成長率 (年間44.7% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: ENLTの収益 ( 44.7% ) はIL市場 ( 12.8% ) よりも速いペースで成長すると予測されています。高成長収益: ENLTの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: ENLTの収益 ( 31.8% ) IL市場 ( 9.9% ) よりも速いペースで成長すると予測されています。高い収益成長: ENLTの収益 ( 31.8% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ENLTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/20 05:37終値2026/07/17 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Enlight Renewable Energy Ltd 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Christine ChoBarclaysJulien Dumoulin-SmithBofA Global ResearchCorinne BlanchardDeutsche Bank7 その他のアナリストを表示
お知らせ • May 06+ 1 more updateEnlight Renewable Energy Ltd Provides Earnings and Operating Guidance for the Year 2028Enlight Renewable Energy Ltd. provided earnings and operating guidance for the year 2028. For the period, the company operating capacity is expected to reach 12–13 FGW, and total annual revenues and income run rate is expected to reach $2.1 to $2.3 billion by the end of 2028, reflecting a 41% compound annual growth rate between 2024 to 2028.
お知らせ • Feb 17Enlight Renewable Energy Ltd Provides Earnings Guidance for the Year 2026Enlight Renewable Energy Ltd. provides earnings guidance for the year 2026. For the year, the company total revenues and income are expected to range between $755 million and $785 million, a 32% increase (at the midpoint) from 2025.
お知らせ • Nov 13Enlight Renewable Energy Ltd Raises Earning Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earning guidance for the full year 2025. For the year, the company expects Revenue to be $555 million to 565 million from $520 million to 535 million previously.
お知らせ • Aug 06Enlight Renewable Energy Ltd Raises Earnings Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earnings guidance for the full year 2025. For the year, the company is increasing guidance range. Revenue guidance rises to $520 million - $535 million from $490 million - $510 million previously. This represents a 5.5% increase at the midpoint.
お知らせ • Feb 21Enlight Renewable Energy Ltd Provides Revenue Guidance for the Full Year of 2025Enlight Renewable Energy Ltd. provided revenue guidance for the full year of 2025. For the period, the company expects total revenues and income range between $490 million and $510 million, a 25% increase (from the midpoint) from 2024 results.
お知らせ • Nov 13Enlight Renewable Energy Ltd Revises Revenue Guidance for the Full Year 2024Enlight Renewable Energy Ltd. revised revenue guidance for the full year 2024. For the year, the company expects revenues in the range of $355-$370 million from $345-$360 million previously.
お知らせ • Jul 08Enlight Renewable Energy Ltd to Report Q2, 2026 Results on Aug 04, 2026Enlight Renewable Energy Ltd announced that they will report Q2, 2026 results Pre-Market on Aug 04, 2026
ライブニュース • Jun 26Enlight Secures $2.6 Billion Financing for 1.2 GW CO Bar Solar and Storage ProjectEnlight Renewable Energy’s U.S. subsidiary Clēnera Holdings has reached financial close on the CO Bar Complex, securing about US$2.6b in debt financing for a project totaling roughly 1.2 GW of solar generation and 4.0 GWh of storage. Phased commercial operation is expected from the second half of 2027 through the first half of 2028. The scale of the CO Bar Complex, described as one of the largest renewable projects in the U.S., points to a sizable addition to Enlight’s project portfolio once operational. This also concentrates multi-year construction, execution and commissioning risk in a single complex. Enlight’s stock trades at ₪263.70, with the share price up 75.8% year to date. Progress on large projects like CO Bar could influence how investors weigh growth potential against financing, execution and timing risks over the next few years. The key read-through is that Enlight has locked in funding for a very large U.S. project, shifting the focus from financing risk to construction and delivery risk over a multi-year horizon.
分析記事 • Jun 22Enlight Renewable Energy (TASE:ENLT) Stock Looks Expensive After Insider Selling and Sell SignalsRecent trading in Enlight Renewable Energy (TASE:ENLT) has been driven by heavy insider selling, third party models flagging the stock as significantly overvalued, technical indicators that lean toward sell signals, and weaker sentiment. See our latest analysis for Enlight Renewable Energy. At a share price of ₪256.2, Enlight Renewable Energy has pulled back over the past week with a 7 day share price return of down 8.07%, but its year to date share price return of 70.8% and very large 1 year...
ライブニュース • Jun 18Enlight Renewable Energy Shares Fall Over 8% on Valuation Concerns and Insider SellingEnlight Renewable Energy shares fell about 8.4% to 8.9% on 17 June 2026 after concerns that the stock is trading at a heavy premium to its estimated intrinsic value. GuruFocus’ GF Value metric indicates the stock is about 74.4% above its assessed intrinsic value, suggesting a rich valuation. Company insiders have sold about $30.1 million of Enlight Renewable Energy shares over the past three months, with no insider purchases reported in that period. The combination of a high premium to estimated intrinsic value and sizeable insider selling highlights that valuation risk is front and center for Enlight Renewable Energy stock right now. Investors may want to pay close attention to future company disclosures and any shifts in insider activity, as these could affect sentiment toward the shares.
ライブニュース • Jun 01Enlight Renewable Energy Eyes US$2.1 Billion Revenue With AI-Driven Data Center ExpansionEnlight Renewable Energy outlined a plan to reach more than $2.1 billion in annual recurring revenue by the end of 2028, centered on utility-scale renewables, large energy storage, and data centers serving AI workloads. The company aims to expand its operating capacity in the U.S. roughly twelvefold, targeting around 12 to 13 GW of capacity across Israel, Europe, and the U.S., backed by a project pipeline of about 42 GW. Key projects include a roughly 160 MWIT data center at Ashalim in Israel and up to roughly 1,000 MWIT across four U.S. sites co-located with renewable and storage assets, plus a 15-year PPA with Google for 200 MWac of solar power, with data center-related adjusted EBITDA margins projected at 70 to 80%. The shift into co-located data centers and storage ties Enlight directly to rising power demand from AI and cloud providers and could make future cash flows more tied to long-term contracts rather than only merchant power markets. Execution risk, capital needs for large-scale buildout, and the complexity of developing both energy and data infrastructure are key areas to watch as the company pursues this expansion plan.
Recent Insider Transactions • May 29Independent Director recently sold ₪989k worth of stockOn the 28th of May, Yitzhak Betzalel sold around 3k shares on-market at roughly ₪290 per share. This transaction amounted to 67% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₪1.7m. Insiders have been net sellers, collectively disposing of ₪4.3m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 27Independent Vice Chairman of the Board exercised options and sold ₪4.0m worth of stockOn the 25th of May, Yair Seroussi exercised 20k options at a strike price of around ₪66.88 and sold these shares for an average price of ₪269 per share. This trade did not impact their existing holding. Since March 2026, Yair has owned 14.23k shares directly. Company insiders have collectively sold ₪19m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 14Insider recently sold ₪1.7m worth of stockOn the 12th of May, Marko Liposcak sold around 6k shares on-market at roughly ₪270 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • May 06+ 1 more updateEnlight Renewable Energy Ltd Provides Earnings and Operating Guidance for the Year 2028Enlight Renewable Energy Ltd. provided earnings and operating guidance for the year 2028. For the period, the company operating capacity is expected to reach 12–13 FGW, and total annual revenues and income run rate is expected to reach $2.1 to $2.3 billion by the end of 2028, reflecting a 41% compound annual growth rate between 2024 to 2028.
New Risk • May 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). High level of non-cash earnings (35% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.18 (vs US$0.80 in 1Q 2025)First quarter 2026 results: EPS: US$0.18 (down from US$0.80 in 1Q 2025). Revenue: US$199.6m (up 82% from 1Q 2025). Net income: US$24.1m (down 75% from 1Q 2025). Profit margin: 12% (down from 86% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 16Enlight Renewable Energy Ltd to Report Q1, 2026 Results on May 05, 2026Enlight Renewable Energy Ltd announced that they will report Q1, 2026 results Pre-Market on May 05, 2026
Reported Earnings • Apr 02Full year 2025 earnings released: EPS: US$1.07 (vs US$0.37 in FY 2024)Full year 2025 results: EPS: US$1.07 (up from US$0.37 in FY 2024). Revenue: US$488.6m (up 29% from FY 2024). Net income: US$132.1m (up 199% from FY 2024). Profit margin: 27% (up from 12% in FY 2024). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 21Full year 2025 earnings released: EPS: US$1.07 (vs US$0.37 in FY 2024)Full year 2025 results: EPS: US$1.07 (up from US$0.37 in FY 2024). Revenue: US$488.6m (up 29% from FY 2024). Net income: US$132.1m (up 199% from FY 2024). Profit margin: 27% (up from 12% in FY 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 16% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). High level of non-cash earnings (26% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.3% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding).
お知らせ • Feb 20Enlight Renewable Energy Ltd announced that it expects to receive ILS 1.32053152 billion in fundingEnlight Renewable Energy Ltd announces a private placement to issue 6,002,416 ordinary shares at a price of ILS 220 per share for gross proceeds of ILS 1,320,531,520 on February 19, 2026. The closing of the Private Placement is subject to the satisfaction of customary closing conditions, including receipt of an approval from the Tel Aviv Stock Exchange Ltd. (“TASE”) for trade on the TASE of the Ordinary Shares. it has received and accepted, following the approval of its Board of Directors.
New Risk • Feb 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Israeli stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). High level of non-cash earnings (26% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.3% average weekly change).
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₪226, the stock trades at a trailing P/E ratio of 78.6x. Average forward P/E is 12x in the Renewable Energy industry in Israel. Total returns to shareholders of 264% over the past three years.
お知らせ • Feb 17Enlight Renewable Energy Ltd Provides Earnings Guidance for the Year 2026Enlight Renewable Energy Ltd. provides earnings guidance for the year 2026. For the year, the company total revenues and income are expected to range between $755 million and $785 million, a 32% increase (at the midpoint) from 2025.
分析記事 • Feb 04Is Enlight Renewable Energy (TLV:ENLT) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 22Enlight Renewable Energy Ltd to Report Q4, 2025 Results on Feb 17, 2026Enlight Renewable Energy Ltd announced that they will report Q4, 2025 results Pre-Market on Feb 17, 2026
分析記事 • Dec 10We Like These Underlying Return On Capital Trends At Enlight Renewable Energy (TLV:ENLT)If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: US$0.18 (vs US$0.12 in 3Q 2024)Third quarter 2025 results: EPS: US$0.18 (up from US$0.12 in 3Q 2024). Revenue: US$165.1m (up 51% from 3Q 2024). Net income: US$22.0m (up 55% from 3Q 2024). Profit margin: 13% (in line with 3Q 2024). Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 13Enlight Renewable Energy Ltd Raises Earning Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earning guidance for the full year 2025. For the year, the company expects Revenue to be $555 million to 565 million from $520 million to 535 million previously.
お知らせ • Oct 21Enlight Renewable Energy Ltd to Report Q3, 2025 Results on Nov 12, 2025Enlight Renewable Energy Ltd announced that they will report Q3, 2025 results at 12:46 PM, Israel Standard Time on Nov 12, 2025
分析記事 • Oct 07We Think Enlight Renewable Energy (TLV:ENLT) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Aug 29Does Enlight Renewable Energy (TLV:ENLT) Deserve A Spot On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Aug 20Enlight Renewable Energy Ltd announced that it expects to receive ILS 1.000000053 billion in fundingEnlight Renewable Energy Ltd announces a private placement to issue 11,396,012 ordinary shares at a price of NIS 87.75 for gross proceeds of NIS 1,000,000,053 on August 19, 2025.
分析記事 • Aug 14Shareholders Shouldn’t Be Too Comfortable With Enlight Renewable Energy's (TLV:ENLT) Strong EarningsTASE:ENLT 1 Year Share Price vs Fair Value Explore Enlight Renewable Energy's Fair Values from the Community and select...
お知らせ • Aug 08Enlight Renewable Energy Ltd, Annual General Meeting, Sep 30, 2025Enlight Renewable Energy Ltd, Annual General Meeting, Sep 30, 2025. Location: offices of the company, 13 amal st., afek industrial park, rosh haayin 4809249, Israel
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.011 (vs US$0.068 in 2Q 2024)Second quarter 2025 results: EPS: US$0.011 (down from US$0.068 in 2Q 2024). Revenue: US$116.1m (up 37% from 2Q 2024). Net income: US$1.36m (down 83% from 2Q 2024). Profit margin: 1.2% (down from 9.5% in 2Q 2024). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Enlight Renewable Energy Ltd Raises Earnings Guidance for the Full Year 2025Enlight Renewable Energy Ltd. raised earnings guidance for the full year 2025. For the year, the company is increasing guidance range. Revenue guidance rises to $520 million - $535 million from $490 million - $510 million previously. This represents a 5.5% increase at the midpoint.
お知らせ • Jul 30+ 1 more updateEnlight Renewable Energy Announces Board ChangesEnlight Renewable Energy on July 30, 2025 announced the expansion and strengthening of its senior leadership team. Gilad Yavetz, Enlight’s Co-Founder and current CEO, will transition to a full-time role as Executive Chairman of the Board, and Adi Leviatan will be appointed as the company’s next CEO. Leviatan brings more than two decades of senior executive experience in global corporations. In her most recent role at 3M, she led a business division with approximately 700 employees across five continents and annual revenues of $1.5 billion. Gilad Yavetz, who has led Enlight to its position as the market leader in Israel and a key international player, will continue working closely with the CEO, board, leadership team and employees to further scale Enlight’s business. As Chairman, he will remain fully engaged and committed to Enlight’s continued growth—while preserving what makes Enlight unique: outstanding execution, full transparency, unwavering integrity, and a deep commitment to quality. Yair Seroussi, who has served as Chairman of the Board for the past seven years, will assume the role of Vice Chairman. Seroussi will continue to support Enlight’s executive management and subsidiaries, contributing his extensive expertise in strategy and finance. transition, effective October 1, 2025, comes as Enlight stands at its strongest point to date—with an organizational, operational, and leadership infrastructure primed for significant growth. Alongside the development of new business growth engines and consistently strong results, Enlight has taken major strategic steps to build a strong leadership platform. This includes strengthening the senior executive team, appointing General Managers to key business and regional units, building an integrated quality and information management system, and developing a top-performing energy management platform. Enlight has cultivated a strong and diverse leadership team—one that combines long-serving internal talent with senior professionals who joined from leading global firms. The transition of Gilad Yavetz into the role of Executive Chairman, alongside the appointment of Adi Leviatan as CEO - bringing deep and global experience from a Fortune 100 industrial and technology company, as well as 15 years of senior leadership at McKinsey & Company - marks the natural next step in Enlight’s global expansion.
お知らせ • Jul 16Enlight Renewable Energy Ltd to Report Q2, 2025 Results on Aug 06, 2025Enlight Renewable Energy Ltd announced that they will report Q2, 2025 results Pre-Market on Aug 06, 2025
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.80 (vs US$0.14 in 1Q 2024)First quarter 2025 results: EPS: US$0.80 (up from US$0.14 in 1Q 2024). Revenue: US$129.9m (up 44% from 1Q 2024). Net income: US$94.5m (up 464% from 1Q 2024). Profit margin: 73% (up from 19% in 1Q 2024). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 17Enlight Renewable Energy Ltd to Report Q1, 2025 Results on May 06, 2025Enlight Renewable Energy Ltd announced that they will report Q1, 2025 results Pre-Market on May 06, 2025
Reported Earnings • Mar 30Full year 2024 earnings released: EPS: US$0.37 (vs US$0.61 in FY 2023)Full year 2024 results: EPS: US$0.37 (down from US$0.61 in FY 2023). Revenue: US$377.9m (up 48% from FY 2023). Net income: US$44.2m (down 38% from FY 2023). Profit margin: 12% (down from 28% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Feb 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.002% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 0.002% per year for the foreseeable future. Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).
お知らせ • Feb 21Enlight Renewable Energy Ltd Provides Revenue Guidance for the Full Year of 2025Enlight Renewable Energy Ltd. provided revenue guidance for the full year of 2025. For the period, the company expects total revenues and income range between $490 million and $510 million, a 25% increase (from the midpoint) from 2024 results.
Reported Earnings • Feb 20Full year 2024 earnings released: EPS: US$0.37 (vs US$0.61 in FY 2023)Full year 2024 results: EPS: US$0.37 (down from US$0.61 in FY 2023). Revenue: US$398.8m (up 56% from FY 2023). Net income: US$44.2m (down 38% from FY 2023). Profit margin: 11% (down from 28% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jan 31Enlight Renewable Energy Ltd to Report Q4, 2024 Results on Feb 19, 2025Enlight Renewable Energy Ltd announced that they will report Q4, 2024 results Pre-Market on Feb 19, 2025
New Risk • Dec 12New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 59% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 59% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).
New Risk • Nov 16New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 14% Last year net profit margin: 27% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (14% net profit margin).
Reported Earnings • Nov 14Third quarter 2024 earnings released: EPS: US$0.33 (vs US$0.19 in 3Q 2023)Third quarter 2024 results: EPS: US$0.33 (up from US$0.19 in 3Q 2023). Revenue: US$284.6m (up 388% from 3Q 2023). Net income: US$39.1m (up 72% from 3Q 2023). Profit margin: 14% (down from 39% in 3Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 13Enlight Renewable Energy Ltd Revises Revenue Guidance for the Full Year 2024Enlight Renewable Energy Ltd. revised revenue guidance for the full year 2024. For the year, the company expects revenues in the range of $355-$370 million from $345-$360 million previously.
お知らせ • Oct 28Enlight Renewable Energy Ltd to Report Q3, 2024 Results on Nov 13, 2024Enlight Renewable Energy Ltd announced that they will report Q3, 2024 results Pre-Market on Nov 13, 2024
お知らせ • Oct 14Enlight Announces the Full Commencement of Commercial Operation of the Solar & Storage Cluster in IsraelEnlight Renewable Energy announced that it has completed the COD of its Solar and Storage Cluster (“the Cluster”) in Israel. The Cluster is comprised of 12 installations located in the northern and southern regions of the country, with a combined solar generation capacity of 254 MW and energy storage capacity of 594 MWh. Portions of the Cluster began commercial operation in 2023 and grid connections continued throughout 2024; this gradual COD process has been completed on October 14, 2024. The entire output of the Cluster will be sold to Enlight's supplier division, which markets the electricity direct to customers in Israel’s newly deregulated power market. This includes signing corporate PPAs with large industrial clients such as Soda Stream and Applied Materials, as well as sales to households and small businesses through a joint venture with Electra Power, in which Enlight owns a 35% stake. The Cluster’s generation volumes currently account for 50% of all clean power produced under the new regulatory framework. The Cluster is expected to generate revenue of $34-36 million and EBITDA of $24-26 million in the first full operating year, before taking into account the additional margin generated by Enlight’s supplier division. The transition to a deregulated electricity market combined with the low production costs of renewable energy enables the Company to provide its customers with clean power at competitive prices, while at the same time yielding attractive returns for Enlight and its partners. Cluster installations have been built in cooperation with numerous agricultural communities in Israel, and partnership in the projects increases these regions’ energy and economic security.
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.068 (vs US$0.12 in 2Q 2023)Second quarter 2024 results: EPS: US$0.068 (down from US$0.12 in 2Q 2023). Revenue: US$84.7m (up 61% from 2Q 2023). Net income: US$8.04m (down 45% from 2Q 2023). Profit margin: 9.5% (down from 28% in 2Q 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 40% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Earnings are forecast to decline by an average of 40% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio).
お知らせ • Aug 07Enlight Renewable Energy Ltd. Raises Earnings Guidance for the Full Year 2024Enlight Renewable Energy Ltd. raised earnings guidance for the full year 2024. The company expects 2024 revenues in the range of $345 million - $360 million from $335 million - $360 million previously.
お知らせ • Jul 20Enlight Renewable Energy Ltd to Report Q2, 2024 Results on Aug 07, 2024Enlight Renewable Energy Ltd announced that they will report Q2, 2024 results Pre-Market on Aug 07, 2024
お知らせ • May 09Enlight Renewable Energy Ltd Reaffirms Revenue Guidance for the Year 2024Enlight Renewable Energy Ltd. reaffirmed revenue guidance for the year 2024. For the year, the company expects revenue between $335 million and $360 million.
Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.14 (vs US$0.22 in 1Q 2023)First quarter 2024 results: EPS: US$0.14 (down from US$0.22 in 1Q 2023). Revenue: US$90.4m (up 27% from 1Q 2023). Net income: US$16.8m (down 30% from 1Q 2023). Profit margin: 19% (down from 34% in 1Q 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • May 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Alla Felder was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 20Enlight Renewable Energy Ltd to Report Q1, 2024 Results on May 08, 2024Enlight Renewable Energy Ltd announced that they will report Q1, 2024 results Pre-Market on May 08, 2024
お知らせ • Apr 09Enlight Renewable Energy Ltd, Annual General Meeting, Apr 17, 2024Enlight Renewable Energy Ltd, Annual General Meeting, Apr 17, 2024, at 16:00 Israel Standard Time. Location: 13 Amal St., Afek Industrial Park, Rosh Ha'ayin 4809249 Rosh Ha'ayin Israel Agenda: To approve the amended Compensation Policy for executive officers and directors, substantially in the form attached as Exhibit A (the "Amended Compensation Policy"); to approve the grant of 87,023 restricted share units to, and an amendment to the terms of engagement of,Mr. Gilad Yavetz, the Company's co-founder, chief executive officer and a director of the Company; and to transact such other business matters.
Reported Earnings • Mar 31Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.61 (up from US$0.25 in FY 2022). Revenue: US$255.7m (up 33% from FY 2022). Net income: US$70.9m (up 187% from FY 2022). Profit margin: 28% (up from 13% in FY 2022). Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) exceeded analyst estimates by 46%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 29Enlight Renewable Energy Ltd. Provides Revenue Guidance for the Year 2024Enlight Renewable Energy Ltd. provided revenue guidance for the year 2024. For the year, the company expects Revenue between $335 million and $360 million.
Reported Earnings • Feb 27Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: US$0.61 (up from US$0.25 in FY 2022). Revenue: US$255.7m (up 33% from FY 2022). Net income: US$70.9m (up 187% from FY 2022). Profit margin: 28% (up from 13% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) exceeded analyst estimates by 46%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 114% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 13Enlight Renewable Energy Ltd to Report Q4, 2023 Results on Feb 26, 2024Enlight Renewable Energy Ltd announced that they will report Q4, 2023 results Pre-Market on Feb 26, 2024
Price Target Changed • Dec 20Price target decreased by 10.0% to ₪77.02Down from ₪85.57, the current price target is an average from 2 analysts. New target price is 6.5% above last closing price of ₪72.30. Stock is up 1.7% over the past year. The company is forecast to post earnings per share of US$0.38 for next year compared to US$0.25 last year.
Reported Earnings • Nov 22Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: US$0.19 (up from US$0.16 in 3Q 2022). Revenue: US$58.3m (up 9.2% from 3Q 2022). Net income: US$22.8m (up 46% from 3Q 2022). Profit margin: 39% (up from 29% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Nov 22Enlight Renewable Energy Ltd, Annual General Meeting, Dec 27, 2023Enlight Renewable Energy Ltd, Annual General Meeting, Dec 27, 2023, at 14:00 Coordinated Universal Time. Location: offices of the Company, 13 Amal St., Afek Industrial Park, Rosh Ha’ayin 4809249, Rosh Ha'ayin Israel Agenda: To Approve the re-appointment of Somekh Chaikin, a member firm of KPMG International, as the Company’s independent registered public accounting firm for the year ending December 31, 2023, and until the next annual general meeting of shareholders, and to authorize the Company’s Board of Directors (the “Board”), following the approval of the Audit Committee, to approve and ratify the remuneration of such firm in accordance with the volume and nature of their services; and to Elect the nominees to the Board of the Company, to hold office until close of the Company’s annual general meeting to be held in 2024, and until his or her successor has been duly elected or appointed, or until his or her office has been vacated pursuant to any applicable law or the Articles of Association.
お知らせ • Nov 21Enlight Renewable Energy Ltd Provides Earnings Guidance for full year 2023Enlight Renewable Energy Ltd. provided earnings guidance for full year 2023 . For the period, company expects Revenue between $265 Million and $275 Million.
お知らせ • Nov 10Enlight Renewable Energy Ltd to Report Q3, 2023 Results on Nov 20, 2023Enlight Renewable Energy Ltd announced that they will report Q3, 2023 results on Nov 20, 2023
Valuation Update With 7 Day Price Move • Oct 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₪48.50, the stock trades at a trailing P/E ratio of 24.5x. Average forward P/E is 10x in the Renewable Energy industry in Israel. Total loss to shareholders of 25% over the past three years.
お知らせ • Aug 30Enlight Renewable Energy Announces Commercial Operation of Major Projects in Israel and Hungary, Including Enlight’s First Combined Solar and Storage ProjectEnlight Renewable Energy announced the commercial operation of two projects. First, the Sde Nitzan project in Israel commenced commercial operation on August 2nd. The project is Israel’s largest combined solar and storage project and is Enlight’s first ever storage project to reach commercial operation. The project includes 23 MW of solar and 40 MWh of storage. Second, Enlight announced the commercial operation of ACDC, a 26 MW solar project in Hungary. Both projects reached commercial operations on schedule and on budget. The project in Sde Nitzan is part of Enlight's PV+ storage cluster, with a total solar capacity of 248 MW and 474 MWh of storage capacity. The remainder of the capacity is expected to reach commercial operations gradually until the end of the first half of 2024. Starting in January 2024, Sde Nitzan will sell its electricity directly to corporate PPA counterparties, in light of the new regulation in the electricity market in Israel. Enlight recently signed corporate PPAs with Amdocs and SodaStream (a subsidiary of PepsiCo). Project ACDC in Hungary also achieved commercial operation. All the energy generated by the project will be sold under a PPA linked to the consumer price index for 15 years. The project is part of Enlight’s broader portfolio in Hungary, which includes the operational Attila project, with a capacity of 57 MW, and the 60 MW Tapolca project, which is currently under construction.
お知らせ • Aug 10Enlight Renewable Energy Ltd Provides Revenue Guidance for the Year 2023Enlight Renewable Energy Ltd. provided revenue guidance for the year 2023. For the year, the company expects Revenue between $265 million and $275 million.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: US$0.12 (vs US$0.02 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.12 (up from US$0.02 loss in 2Q 2022). Revenue: US$52.6m (up 38% from 2Q 2022). Net income: US$14.5m (up US$16.4m from 2Q 2022). Profit margin: 28% (up from net loss in 2Q 2022). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 27Enlight Renewable Energy Ltd Appoints Alla Felder as A Member of the BoardEnlight Renewable Energy Ltd. announced the appointment Ms. Alla Felder as a member of the Board, effective as of such date. In accordance with the Company’s articles of association, Ms. Felder will serve until the Company’s next annual general meeting of shareholders. Ms. Felder was also appointed to the Company’s Environmental, Social and Governance Committee. Ms. Felder meets the relevant independence requirements of The Nasdaq Stock Market LLC and the Securities and Exchange Commission, as well as the Israeli Companies law, with respect to her service as an independent director on the Board. Following Ms. Felder’s appointment, the Company’s Board consists of 8 members, 7 of whom meet the relevant independence requirements of Nasdaq. Ms. Felder, age 50, has been serving as the Chief Financial Officer of Weebit Nano Ltd. since 2016. Ms. Felder serves on the boards, including the audit and compensation committees, of several publicly listed companies across several industries, including Redhill BioPharma Ltd., REE Ltd., Ashtrom Properties Ltd., Israel Shipyards Ltd., Carmit Candy Industries Ltd., Biolight Ltd., Photomyne Ltd. and IdoMoo Ltd. Ms. Felder was a senior manager at PricewaterhouseCoopers and received a degree in Business Administration and Accounting from the College of Management Academic Studies Division in Rishon Lezion, Israel and an Executive Master’s degree in the Science of Finance from the City University of New York. Ms. Felder is a Certified Public Accountant in Israel.
お知らせ • Jun 28Enlight Renewable Energy Ltd. Announces Resignation of Noam Breiman as Member of the Board, Effective July 31, 2023On June 27, 2023, Mr. Noam Breiman notified the Board of Directors of Enlight Renewable Energy Ltd. of his resignation as a member of the Board effective July 31, 2023 in connection with Mr. Breiman's expected appointment to a full time role at another company. Mr. Breiman, who was appointed in February 2020, also serves as chair of the ESG Committee and as a member of Compensation Committee. Mr. Breiman informed the Board that his resignation was not a result of any disagreement with the Company's policies or practices.
Reported Earnings • May 13First quarter 2023 earnings released: EPS: US$0.22 (vs US$0.051 in 1Q 2022)First quarter 2023 results: EPS: US$0.22 (up from US$0.051 in 1Q 2022). Revenue: US$71.0m (up 102% from 1Q 2022). Net income: US$24.0m (up 400% from 1Q 2022). Profit margin: 34% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Enlight Renewable Energy Ltd Provides Earnings Guidance for the Year of 2023Enlight Renewable Energy Ltd. provided earnings guidance for the year of 2023. For the year, company expects Revenue between $290 million and $300 million.
Reported Earnings • Mar 18Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: US$0.25 (up from US$0.12 in FY 2021). Revenue: US$192.2m (up 80% from FY 2021). Net income: US$24.7m (up 112% from FY 2021). Profit margin: 13% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Renewable Energy industry in Asia. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.