Joint Venture Spotlight: Social media discussions centered on Ameresco's recent closure of a biofuels joint venture with HASI, valued at $1.8 billion post-money and backed by a $400 million commitment including $100 million upfront to the company. Observers noted the deal reinforces its role in renewable energy projects while the firm reaffirmed full-year guidance.
Market Activity: Traders pointed to notable call options activity and a sharp stock move higher, describing buyer interest as treating any short-term pauses as fleeting amid rising demand for energy infrastructure tied to data centers and AI expansion. The focus remains on solar, storage, and efficiency initiatives driving long-term potential.
Analyst Notes: Some commentary referenced adjusted price targets following earnings, yet others highlighted expanding backlog and upcoming project completions as key catalysts for the second half of the year.
Note: This discussion summary was generated from an AI condensation of post data.
Ameresco Insider Trading Activity
Ameresco insiders have traded $AMRC stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $AMRC stock by insiders over the last 6 months:
- NICKOLAS STAVROPOULOS has made 0 purchases and 5 sales selling 16,645 shares for an estimated $568,297.
- LOUIS P MALTEZOS (President-Central&West USA Can) sold 306 shares for an estimated $7,744
- MARK CHIPLOCK (EVP, CFO & CAO) sold 273 shares for an estimated $6,909
- DAVID J CORRSIN (EVP and General Counsel) has made 0 purchases and 2 sales selling 69 shares for an estimated $1,797.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Ameresco Revenue
Ameresco had revenues of $401.5M in Q1 2026. This is an increase of 13.78% from the same period in the prior year.
You can track AMRC financials on Quiver Quantitative's AMRC stock page.
You can access data on AMRC stock through the Quiver Quantitative API.
Ameresco Hedge Fund Activity
We have seen 103 institutional investors add shares of Ameresco stock to their portfolio, and 100 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST TRUST ADVISORS LP removed 892,561 shares (-83.7%) from their portfolio in Q1 2026, for an estimated $22,760,305
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 504,658 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $12,868,779
- COOPER CREEK PARTNERS MANAGEMENT LLC removed 391,957 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $9,994,903
- WELLINGTON MANAGEMENT GROUP LLP removed 359,756 shares (-9.2%) from their portfolio in Q1 2026, for an estimated $9,173,778
- EXCHANGE TRADED CONCEPTS, LLC added 310,350 shares (+inf%) to their portfolio in Q1 2026, for an estimated $7,913,925
- SWEDBANK AB added 275,000 shares (+74.3%) to their portfolio in Q1 2026, for an estimated $7,012,500
- BALYASNY ASSET MANAGEMENT L.P. added 227,505 shares (+inf%) to their portfolio in Q1 2026, for an estimated $5,801,377
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Ameresco Government Contracts
We have seen $404,528,760 of award payments to $AMRC over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- ENERGY SAVINGS PERFORMANCE CONTRACT, NATIONAL DEEP ENERGY RETROFIT PROGRAM ROUND 7, REGION 5 FOR IMPLEMENTA...: $154,085,019
- ENERGY SAVINGS PERFORMANCE CONTRACT, NATIONAL DEEP ENERGY RETROFIT PROGRAM ROUND 6, REGION 8 FOR IMPLEMENTA...: $70,840,552
- IMPLEMENTATION OF A DETAILED FEASIBILITY STUDY AT NAVAL RESEARCH LABORATORY: $48,000,000
- IGF::OT::IGF ENERGY SAVINGS PERFORMANCE CONTRACT. INVOLVES THE INSTALLATION AND LONG TERM MEASUREMENT&VERI...: $39,632,338
- ENERGY SAVINGS PERFORMANCE CONTRACT FOR NORFOLK NAVAL SHIP YARD, PORTSMOUTH, VIRGINIA.: $19,519,110
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Ameresco Price Targets
Multiple analysts have issued price targets for $AMRC recently. We have seen 5 analysts offer price targets for $AMRC in the last 6 months, with a median target of $38.0.
Here are some recent targets:
- George Gianarikas from Canaccord Genuity set a target price of $59.0 on 05/06/2026
- Ben Kallo from Baird set a target price of $36.0 on 05/05/2026
- Jon Windham from UBS set a target price of $28.0 on 03/13/2026
- Stephen Gengaro from Stifel set a target price of $38.0 on 03/11/2026
- Christopher Souther from B. Riley Securities set a target price of $47.0 on 03/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
