Ameresco (NYSE:AMRC) Releases Q4 2026 Earnings Guidance

Ameresco (NYSE:AMRC) updated its fourth quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.950-1.050 for the period, compared to the consensus EPS estimate of 0.770. The company issued revenue guidance of $625.0 million-$650.0 million, compared to the consensus revenue estimate of $639.2 million. Ameresco also updated its FY 2026 guidance to 1.850-1.950 EPS.

Ameresco Stock Up 8.3%

Ameresco stock opened at $24.31 on Tuesday. Ameresco has a 1-year low of $18.09 and a 1-year high of $37.14. The stock has a market cap of $1.29 billion, a PE ratio of 46.89, a P/E/G ratio of 1.58 and a beta of 2.50. The company has a debt-to-equity ratio of 1.33, a current ratio of 1.67 and a quick ratio of 1.66. The stock’s fifty day moving average is $21.46 and its two-hundred day moving average is $26.20.

Ameresco (NYSE:AMRC) last released its quarterly earnings results on Monday, November 9th. The utilities provider reported $0.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.57 by $0.31. The firm had revenue of $580.32 million for the quarter, compared to the consensus estimate of $572.89 million. Ameresco had a return on equity of 2.82% and a net margin of 1.40%. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same quarter last year, the business posted $0.35 EPS. On average, sell-side analysts expect that Ameresco will post 1.22 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have issued reports on AMRC. BNP Paribas Exane raised shares of Ameresco from a “neutral” rating to an “outperform” rating and raised their price target for the stock from $34.00 to $40.00 in a research note on Tuesday, August 4th. Zacks Research cut Ameresco from a “hold” rating to a “strong sell” rating in a research note on Monday, October 12th. Canaccord Genuity Group upped their price objective on shares of Ameresco from $59.00 to $62.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. UBS Group lifted their target price on Ameresco from $28.00 to $32.00 and gave the stock a “neutral” rating in a report on Wednesday, August 5th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Ameresco in a research report on Tuesday, August 4th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Ameresco has a consensus rating of “Hold” and an average target price of $41.00.

Insiders Place Their Bets

In related news, CEO George P. Sakellaris acquired 3,000 shares of the stock in a transaction on Friday, August 28th. The shares were purchased at an average price of $22.13 per share, for a total transaction of $66,390.00. Following the purchase, the chief executive officer directly owned 1,013,597 shares in the company, valued at approximately $22,430,901.61. The trade was a 0.30% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Jennifer L. Miller bought 2,000 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was purchased at an average price of $20.96 per share, with a total value of $41,920.00. Following the completion of the transaction, the director directly owned 34,546 shares in the company, valued at approximately $724,084.16. This represents a 6.15% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 29,325 shares of company stock valued at $628,664 in the last quarter. 45.10% of the stock is owned by company insiders.

Key Ameresco News

Here are the key news stories impacting Ameresco this week:

• Positive Sentiment: Ameresco raised its FY 2026 outlook to EPS of $1.85–$1.95, well above the $1.23 consensus, and revenue of $2.1–$2.2 billion versus the $2.1 billion estimate. The stronger earnings outlook is a key potential catalyst. Ameresco Reports Third Quarter 2026 Financial Results
• Positive Sentiment: Q3 EPS was $0.88 versus the roughly $0.57 analyst consensus, while revenue of $580.3 million topped the $572.9 million estimate and grew 10.3% year over year. Ameresco Q3 Earnings and Revenues Beat Estimates
• Positive Sentiment: Ameresco’s reported $7.15 billion backlog points to substantial project demand and potential future revenue. Ameresco Q3 2026: Record $7.15B Backlog Signals Real Growth
• Neutral Sentiment: For Q4, EPS guidance of $0.95–$1.05 is above the $0.77 consensus, but revenue guidance of $625–$650 million has a midpoint slightly below the $639.2 million estimate.
• Neutral Sentiment: Ameresco said it expects 12 to 18 months to convert five data-center projects into contracted backlog. The opportunity is promising, though conversion and revenue are not immediate. Ameresco outlines timeline to convert data-center projects

About Ameresco

Ameresco, Inc is a clean-energy and energy-efficiency company that develops, designs, builds, and operates projects for public- and private-sector customers. Its clients include federal, state and local government agencies, schools, healthcare organizations, utilities, and commercial and industrial businesses.

The company’s services include improving the energy performance of buildings and infrastructure, developing renewable-energy projects, and providing distributed energy systems, microgrids, energy storage, and related operations and maintenance.