Q1 Earnings Spotlight: Social media erupted with analysis after Ameresco unveiled Q1 2026 results, boasting 14% revenue growth to $401.5 million that exceeded estimates amid surging energy infrastructure demand. A wider net loss, fueled by soaring interest expenses and severe weather hitting renewable gas output, sparked debates on execution risks. The standout 20% rise in awarded backlog to nearly $2.8 billion fueled visions of multi-year revenue stability.
Neogenyx Fuels Breakthrough: The joint venture with HASI, injecting $400 million and pegging the biofuels business at $1.8 billion, dominated discussions as a pivotal deleveraging play. Enthusiasts praised the capital influx for scaling advanced fuels without fresh equity issuance, while others flagged the 30% income dilution ahead. This strategic pivot underscores Ameresco's agility in the competitive clean energy arena.
Guidance and Backlog Momentum: Reaffirmed full-year targets for revenue between $2.0 billion and $2.2 billion drew nods for visibility, with H2 project ramps as key catalysts. Commentators eyed federal microgrid mandates and backlog conversions for upside, balancing near-term margin pressures. The discourse reflects measured confidence in Ameresco's role amid grid strain and decarbonization tailwinds.
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.
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.
Ameresco Hedge Fund Activity
We have seen 88 institutional investors add shares of Ameresco stock to their portfolio, and 90 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FIRST TRUST ADVISORS LP added 889,820 shares (+503.4%) to their portfolio in Q4 2025, for an estimated $26,062,827
- GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC removed 879,601 shares (-27.5%) from their portfolio in Q4 2025, for an estimated $25,763,513
- WELLINGTON MANAGEMENT GROUP LLP removed 834,252 shares (-17.6%) from their portfolio in Q4 2025, for an estimated $24,435,241
- EXCHANGE TRADED CONCEPTS, LLC added 310,350 shares (+inf%) to their portfolio in Q1 2026, for an estimated $7,913,925
- AMERICAN CENTURY COMPANIES INC added 294,939 shares (+294.2%) to their portfolio in Q4 2025, for an estimated $8,638,763
- DRIEHAUS CAPITAL MANAGEMENT LLC added 289,959 shares (+135.1%) to their portfolio in Q4 2025, for an estimated $8,492,899
- ROYAL BANK OF CANADA removed 285,777 shares (-32.3%) from their portfolio in Q4 2025, for an estimated $8,370,408
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.
Ameresco Government Contracts
We have seen $410,953,964 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.
Ameresco Analyst Ratings
Wall Street analysts have issued reports on $AMRC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 11/14/2025
To track analyst ratings and price targets for Ameresco, check out Quiver Quantitative's $AMRC forecast page.
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:
- 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
- George Gianarikas from Canaccord Genuity set a target price of $50.0 on 03/03/2026
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.
