Enlight Renewable Energy（ENLT）株式概要エンライト・リニューアブル・エナジー社は、イスラエル、中東、北アフリカ、ヨーロッパ、アメリカ、そして国際的に再生可能エネルギーのプラットフォームを運営している。 詳細ENLT ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績1/6財務の健全性0/6配当金0/6報酬収益は年間43.28%増加すると予測されています リスク分析高いレベルの非現金収入 利払いは収益で十分にカバーされない 過去1年間で株主の希薄化が進んだ 利益率(11.5%)は昨年より低い(30.7%) すべてのリスクチェックを見るENLT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$92.2541.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-39m2b2016201920222025202620282031Revenue US$2.2bEarnings US$248.1mAdvancedSet Fair ValueView all narrativesEnlight Renewable Energy Ltd 競合他社Brookfield RenewableSymbol: NYSE:BEPCMarket cap: US$12.8bOrmat TechnologiesSymbol: NYSE:ORAMarket cap: US$8.2bClearway EnergySymbol: NYSE:CWENMarket cap: US$8.0bReNew Energy GlobalSymbol: NasdaqGS:RNWMarket cap: US$2.2b価格と性能株価の高値、安値、推移の概要Enlight Renewable Energy過去の株価現在の株価₪92.2552週高値₪96.0052週安値₪18.15ベータ0.861ヶ月の変化5.34%3ヶ月変化32.14%1年変化426.84%3年間の変化409.67%5年間の変化n/aIPOからの変化371.07%最新ニュースRecent Insider Transactions • May 15Insider recently sold US$592k worth of stockOn the 12th of May, Marko Liposcak sold around 6k shares on-market at roughly US$92.53 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.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 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: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 140%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Renewable Energy industry in the US. 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 76% per year, which means it is tracking significantly ahead of earnings growth.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 • 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 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in the US. 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 63% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 15Insider recently sold US$592k worth of stockOn the 12th of May, Marko Liposcak sold around 6k shares on-market at roughly US$92.53 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.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 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: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 140%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Renewable Energy industry in the US. 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 76% per year, which means it is tracking significantly ahead of earnings growth.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 • 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 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in the US. 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 63% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 22Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in the US. 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 62% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Feb 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 32% 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 (1.9x net interest cover). High level of non-cash earnings (32% accrual ratio). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).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 Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Large one-off items impacting financial results. 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.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$75.27, the stock trades at a trailing P/E ratio of 78.5x. Average forward P/E is 15x in the Renewable Energy industry in the US. Total returns to shareholders of 340% 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.新しいナラティブ • Feb 16Harvesting the Sun in a Stormy MarketEnlight Renewable Energy enters its February 17, 2026 , earnings call under a cloud of conflicting signals. While the stock has been a massive winner—soaring from the teens to the $60s—the fundamental "floor" is struggling to keep up with the vertical price action.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, 2026Price Target Changed • Jan 16Price target increased by 8.2% to US$41.83Up from US$38.67, the current price target is provided by 1 analyst. New target price is 18% below last closing price of US$51.20. Stock is up 199% over the past year. The company posted earnings per share of US$0.37 last year.Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$45.15, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 14x in the Renewable Energy industry in the US. Total returns to shareholders of 159% over the past year.Reported Earnings • Nov 14Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird 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 missed analyst estimates by 9.4%. Earnings per share (EPS) exceeded analyst estimates by 102%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Renewable Energy industry in the US.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, 2025Price Target Changed • Oct 16Price target increased by 7.5% to US$28.80Up from US$26.80, the current price target is provided by 1 analyst. New target price is 16% below last closing price of US$34.37. Stock is up 113% over the past year. The company posted earnings per share of US$0.37 last year.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.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, IsraelPrice Target Changed • Aug 07Price target increased by 8.5% to US$25.60Up from US$23.60, the current price target is provided by 1 analyst. New target price is 9.7% above last closing price of US$23.34. Stock is up 42% over the past year. The company posted earnings per share of US$0.37 last year.Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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 exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 83%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Renewable Energy industry in the US.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, 2025Price Target Changed • Jul 15Price target increased by 8.8% to US$22.20Up from US$20.40, the current price target is provided by 1 analyst. New target price is 11% below last closing price of US$24.88. Stock is up 50% over the past year. The company posted earnings per share of US$0.37 last year.Price Target Changed • Jul 10Price target increased by 7.9% to US$21.80Up from US$20.20, the current price target is provided by 1 analyst. New target price is 14% below last closing price of US$25.24. Stock is up 54% over the past year. The company posted earnings per share of US$0.37 last year.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$19.93, the stock trades at a trailing P/E ratio of 19.1x. Average forward P/E is 20x in the Renewable Energy industry in the US. Total returns to shareholders of 1.7% over the past three years.Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst 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 missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Renewable Energy industry in the US. 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 5% 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 31Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Renewable Energy industry in the US.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 19Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Renewable Energy industry in the US.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).Seeking Alpha • Dec 05Enlight Renewable Energy: U.S. Growth Plan Is The Main Strength And RiskSummary Enlight Renewable Energy is an Israeli IPP with a diversified portfolio, focusing on US projects due to favorable tax credits, making it a "buy". Planned investments will significantly boost capacity and revenue, with US projects driving growth, despite potential legislative risks and high debt levels. ENLT's revenue is largely secured through PPA contracts, ensuring stability, while DCF analysis indicates a 45% undervaluation, supporting the "buy" rating. Risks include high debt, reliance on tax credits, and geopolitical instability in Israel, but strong OCF growth and strategic investments make ENLT attractive. Read the full article on Seeking AlphaNew Risk • Nov 15New 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: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 33%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in the US.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: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Renewable Energy industry in the US. 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 6% 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, 2024Reported 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 4.7% growth forecast for the Renewable Energy industry in the US.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.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, 2024Reported Earnings • Mar 31Full year 2023 earnings: EPS and revenues miss analyst expectationsFull 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) also missed analyst estimates by 15%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in the US are expected to remain flat. 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 6% per year, which means it is significantly lagging earnings.Seeking Alpha • Feb 29Enlight Renewable Energy: An Intriguing Choice But Fairly PricedSummary Enlight Renewable Energy is an Israel-based IPP with a large presence in Israel and Europe, and several projects under construction in the United States. The company has a gross installed capacity of 1883MW, with plans to install an additional 618MW and 1500MWh of capacity by the end of 2025. The decrease in costs and the higher tax credits in the US market provide a growth opportunity for Enlight. However, risks include interest rates and the conflict in Israel. Read the full article on Seeking Alpha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 and revenues miss analyst expectationsFull 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) also missed analyst estimates by 15%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Renewable Energy industry in the US. 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 6% 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, 2024Reported Earnings • Nov 24Third 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 by 111%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Renewable Energy industry in the US.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 • Nov 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$14.27, the stock trades at a trailing P/E ratio of 27.6x. Average forward P/E is 23x in the Renewable Energy industry in the US.Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$12.50, the stock trades at a trailing P/E ratio of 24.8x. Average forward P/E is 21x in the Renewable Energy industry in the US.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.Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond 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 missed analyst estimates by 25%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Renewable Energy industry in the US.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.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.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 • May 11First 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 7.2% growth forecast for the Renewable Energy industry in the US.Reported Earnings • Mar 17Full year 2022 earnings released: EPS: US$0.25 (vs US$0.12 in FY 2021)Full 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 is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Renewable Energy industry in the US.Board Change • Feb 13Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Zvi Furman was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Feb 11Enlight Renewable Energy Ltd has completed an IPO in the amount of $252 million.Enlight Renewable Energy Ltd has completed an IPO in the amount of $252 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $18株主還元ENLTUS Renewable EnergyUS 市場7D11.7%8.6%1.1%1Y426.8%17.1%28.7%株主還元を見る業界別リターン: ENLT過去 1 年間で17.1 % の収益を上げたUS Renewable Energy業界を上回りました。リターン対市場: ENLT過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。価格変動Is ENLT's price volatile compared to industry and market?ENLT volatilityENLT Average Weekly Movement8.7%Renewable Energy Industry Average Movement7.7%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: ENLT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ENLTの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1981406Adi Leviatanenlightenergy.co.ilエンライト・リニューアブル・エナジー社は、イスラエル、中東、北アフリカ、ヨーロッパ、アメリカ、そして国際的に再生可能エネルギー・プラットフォームを運営している。同社は、公益事業規模の再生可能エネルギー・プロジェクトの開発、資金調達、建設、所有、運営を行っている。風力発電、太陽光発電、エネルギー貯蔵プロジェクトを開発している。約20GWのマルチテクノロジー発電容量と35.8GWhのエネルギー貯蔵容量からなる再生可能エネルギープロジェクトのポートフォリオを保有している。同社は1981年に設立され、イスラエルのロシュ・ハアインに本社を置いている。LTもっと見るEnlight Renewable Energy Ltd 基礎のまとめEnlight Renewable Energy の収益と売上を時価総額と比較するとどうか。ENLT 基礎統計学時価総額US$12.27b収益（TTM）US$61.72m売上高(TTM)US$535.33m198.7xPER（株価収益率22.9xP/SレシオENLT は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計ENLT 損益計算書（TTM）収益US$535.33m売上原価US$145.76m売上総利益US$389.57mその他の費用US$327.85m収益US$61.72m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.44グロス・マージン72.77%純利益率11.53%有利子負債／自己資本比率209.6%ENLT の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/25 19:23終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 5 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。11 アナリスト機関Christine ChoBarclaysJulien Dumoulin-SmithBofA Global ResearchJulien Dumoulin-SmithBofA Global Research8 その他のアナリストを表示
Recent Insider Transactions • May 15Insider recently sold US$592k worth of stockOn the 12th of May, Marko Liposcak sold around 6k shares on-market at roughly US$92.53 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.
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 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: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 140%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Renewable Energy industry in the US. 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 76% per year, which means it is tracking significantly ahead of earnings growth.
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 • 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 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in the US. 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 63% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • May 15Insider recently sold US$592k worth of stockOn the 12th of May, Marko Liposcak sold around 6k shares on-market at roughly US$92.53 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.
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 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: EPS and revenues exceed analyst expectationsFirst 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 exceeded analyst estimates by 17%. Earnings per share (EPS) also surpassed analyst estimates by 140%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Renewable Energy industry in the US. 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 76% per year, which means it is tracking significantly ahead of earnings growth.
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 • 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 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Renewable Energy industry in the US. 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 63% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 22Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull 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 missed analyst estimates by 16%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in the US. 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 62% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Feb 22New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 32% 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 (1.9x net interest cover). High level of non-cash earnings (32% accrual ratio). Minor Risk Shareholders have been diluted in the past year (16% increase in shares outstanding).
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 Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Large one-off items impacting financial results. 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.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$75.27, the stock trades at a trailing P/E ratio of 78.5x. Average forward P/E is 15x in the Renewable Energy industry in the US. Total returns to shareholders of 340% 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.
新しいナラティブ • Feb 16Harvesting the Sun in a Stormy MarketEnlight Renewable Energy enters its February 17, 2026 , earnings call under a cloud of conflicting signals. While the stock has been a massive winner—soaring from the teens to the $60s—the fundamental "floor" is struggling to keep up with the vertical price action.
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
Price Target Changed • Jan 16Price target increased by 8.2% to US$41.83Up from US$38.67, the current price target is provided by 1 analyst. New target price is 18% below last closing price of US$51.20. Stock is up 199% over the past year. The company posted earnings per share of US$0.37 last year.
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$45.15, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 14x in the Renewable Energy industry in the US. Total returns to shareholders of 159% over the past year.
Reported Earnings • Nov 14Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird 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 missed analyst estimates by 9.4%. Earnings per share (EPS) exceeded analyst estimates by 102%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Renewable Energy industry in the US.
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
Price Target Changed • Oct 16Price target increased by 7.5% to US$28.80Up from US$26.80, the current price target is provided by 1 analyst. New target price is 16% below last closing price of US$34.37. Stock is up 113% over the past year. The company posted earnings per share of US$0.37 last year.
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.
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
Price Target Changed • Aug 07Price target increased by 8.5% to US$25.60Up from US$23.60, the current price target is provided by 1 analyst. New target price is 9.7% above last closing price of US$23.34. Stock is up 42% over the past year. The company posted earnings per share of US$0.37 last year.
Reported Earnings • Aug 06Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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 exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 83%. Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Renewable Energy industry in the US.
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
Price Target Changed • Jul 15Price target increased by 8.8% to US$22.20Up from US$20.40, the current price target is provided by 1 analyst. New target price is 11% below last closing price of US$24.88. Stock is up 50% over the past year. The company posted earnings per share of US$0.37 last year.
Price Target Changed • Jul 10Price target increased by 7.9% to US$21.80Up from US$20.20, the current price target is provided by 1 analyst. New target price is 14% below last closing price of US$25.24. Stock is up 54% over the past year. The company posted earnings per share of US$0.37 last year.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$19.93, the stock trades at a trailing P/E ratio of 19.1x. Average forward P/E is 20x in the Renewable Energy industry in the US. Total returns to shareholders of 1.7% over the past three years.
Reported Earnings • May 07First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst 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 missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Renewable Energy industry in the US. 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 5% 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 31Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Renewable Energy industry in the US.
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 19Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull 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 exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 6.0%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Renewable Energy industry in the US.
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).
Seeking Alpha • Dec 05Enlight Renewable Energy: U.S. Growth Plan Is The Main Strength And RiskSummary Enlight Renewable Energy is an Israeli IPP with a diversified portfolio, focusing on US projects due to favorable tax credits, making it a "buy". Planned investments will significantly boost capacity and revenue, with US projects driving growth, despite potential legislative risks and high debt levels. ENLT's revenue is largely secured through PPA contracts, ensuring stability, while DCF analysis indicates a 45% undervaluation, supporting the "buy" rating. Risks include high debt, reliance on tax credits, and geopolitical instability in Israel, but strong OCF growth and strategic investments make ENLT attractive. Read the full article on Seeking Alpha
New Risk • Nov 15New 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: EPS and revenues exceed analyst expectationsThird 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 exceeded analyst estimates by 33%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Renewable Energy industry in the US.
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: EPS and revenues exceed analyst expectationsSecond 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 exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Renewable Energy industry in the US. 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 6% 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
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 4.7% growth forecast for the Renewable Energy industry in the US.
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.
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
Reported Earnings • Mar 31Full year 2023 earnings: EPS and revenues miss analyst expectationsFull 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) also missed analyst estimates by 15%. Revenue is forecast to grow 32% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in the US are expected to remain flat. 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 6% per year, which means it is significantly lagging earnings.
Seeking Alpha • Feb 29Enlight Renewable Energy: An Intriguing Choice But Fairly PricedSummary Enlight Renewable Energy is an Israel-based IPP with a large presence in Israel and Europe, and several projects under construction in the United States. The company has a gross installed capacity of 1883MW, with plans to install an additional 618MW and 1500MWh of capacity by the end of 2025. The decrease in costs and the higher tax credits in the US market provide a growth opportunity for Enlight. However, risks include interest rates and the conflict in Israel. Read the full article on Seeking Alpha
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 and revenues miss analyst expectationsFull 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) also missed analyst estimates by 15%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Renewable Energy industry in the US. 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 6% 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
Reported Earnings • Nov 24Third 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 by 111%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Renewable Energy industry in the US.
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 • Nov 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$14.27, the stock trades at a trailing P/E ratio of 27.6x. Average forward P/E is 23x in the Renewable Energy industry in the US.
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$12.50, the stock trades at a trailing P/E ratio of 24.8x. Average forward P/E is 21x in the Renewable Energy industry in the US.
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.
Reported Earnings • Aug 10Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond 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 missed analyst estimates by 25%. Earnings per share (EPS) exceeded analyst estimates by 40%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Renewable Energy industry in the US.
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.
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.
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 • May 11First 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 7.2% growth forecast for the Renewable Energy industry in the US.
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: US$0.25 (vs US$0.12 in FY 2021)Full 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 is forecast to grow 35% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Renewable Energy industry in the US.
Board Change • Feb 13Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Director Zvi Furman was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Feb 11Enlight Renewable Energy Ltd has completed an IPO in the amount of $252 million.Enlight Renewable Energy Ltd has completed an IPO in the amount of $252 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $18
