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AMAMRC

Ameresco, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 9% YoY4 insiders bought $738K in 30 daysQuiet on X (3 mentions/wk)
$AMRC·$1.3B·Engineering & Construction·Industrials
$23.75+0.2%YTD-20.8%1Y-24.0%
Price updated 15h ago·X counts updated 5d ago
AMAMRC
$AMRCAmeresco, Inc.
$23.75+0.21%3 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AMRC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3X posts · last 7 days
Sep 1Sep 14

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMRC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-18

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

An energy-services roll-up with a swirl of officer changes and — quietly — four different insider open-market buyers in a month.

Ameresco is a specialty energy-services and infrastructure company designing, building and operating renewable-energy, energy-efficiency and combined-heat-and-power projects for public-sector and utility customers. It has been through a period of noisy corporate news, and the insider tape is the counter-signal that keeps the story from being purely negative.

  • The financial screen is uneven: revenue rose meaningfully between the two most recent quarters and earnings-per-share swung to a small positive, but free-cash-flow yield remains deeply negative — a business consuming cash to convert its project backlog.
  • Governance news has been steady: the chief financial officer has been announced as departing in late September, with named interim principal financial and accounting officers stepping in — a mid-cycle refresh rather than a controversy.
  • The insider cluster is real: the last thirty days have carried four distinct insider buyers filing officer or director transactions — a genuine cluster signal that on other names has often preceded operating stabilisation.

The next earnings print is the credibility check on whether the recent revenue re-acceleration holds; a beat combined with any specific commentary from the incoming chief-financial-officer team would begin to unwind the current discount to the underlying project backlog.

What to watch: The next quarterly print for free-cash-flow inflection and any specific commentary from the incoming chief-financial-officer team, plus follow-on insider transactions. The identity of the incoming permanent chief financial officer would be the specific event to watch.

On the calendar: Q3 earnings — date pending

no x sentiment

Read the AI verdict on $AMRC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clean energy integrator implementing energy efficiency upgrades and renewable energy systems for commercial, industrial, and government clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $AMRC.

Engineering & Construction · Industrials

Engineering and construction order books are at record levels driven by data-centre electrical infrastructure, grid modernisation under IIJA, and LNG/industrial construction; labour scarcity remains the binding constraint on output growth, with Sterling's record backlog and FIX's modular expansion both evidencing sustained demand.

What this means for $AMRC

Partial — energy efficiency upgrades and renewable energy systems for commercial, industrial, and government clients benefit from energy transition tailwinds; government-contract base provides revenue visibility.

Industry benchmark

20-name peer basket
+18.2%YTD
+25.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
52.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-35.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.20$0.20+1.1%
Q1 2026May 4, 2026$-0.33$-0.27-22.2%
Q4 2025Mar 2, 2026$0.39$0.32+21.9%
Q3 2025Nov 3, 2025$0.35$0.26+34.6%
Next earningsMon, Nov 2·consensus EPS $0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$515.5M+9.1%17.7%8.5%$0.18$-302.3M
Q1 FY26$401.5M+13.8%14.1%2.5%$-0.35$-61.5M
Q4 FY25$581.0M+9.1%16.2%8.0%$0.35$-98.7M
Q3 FY25$526.0M+5.0%16.0%7.8%$0.35$-63.7M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.1B – $2.1B$1.24$1.16 – $1.329
FY27$2.3B$2.2B – $2.4B$1.67$1.28 – $1.939
FY28$2.7B$2.6B – $3.0B$2.51$2.16 – $2.847
FY29$3.0B$2.9B – $3.2B$3.19$3.03 – $3.393
FY30$3.4B$3.2B – $3.5B$4.29$4.07 – $4.555

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-15.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 48.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.625-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy4 insiders bought shares in the last 30 days.

Recent transactions

SellSep 15Mark ChiplockCFO476 sh$11KSellSep 15Louis P MaltezosPresident592 sh$13KBuyAug 28George P SakellarisCEO3.0K sh$66KBuyAug 27George P SakellarisCEO4.0K sh$91KBuyAug 26George P SakellarisCEO1.0K sh$22KBuyAug 25George P SakellarisCEO5.0K sh$110KBuyAug 24Jennifer L MillerDirector2.0K sh$42KBuyAug 24Joseph W. SuttonDirector9.7K sh$202KBuyAug 24George P SakellarisCEO5.0K sh$105KBuyAug 21Brian C CoxDirector4.6K sh$100K
1–10 of 18
+ 26 other (16 exempts · 10 awards) in window

See when $AMRC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 108-K — Item 5.02: Officer or director change
AI summary

Ameresco (AMRC) announced CFO Mark Chiplock will depart September 25, 2026; Julie Bradshaw was named interim Principal Financial Officer and Debbie Angelico interim Principal Accounting Officer effective the same date. A formal CFO search is underway. The interim structure is designed to maintain financial reporting continuity during the search.

8-KOfficer or director changeAug 198-K — Item 5.02: Officer or director change
AI summary

Ameresco (AMRC) disclosed an executive officer change via Item 5.02 on August 17, 2026 (event date). As an energy services and renewable energy company with a large project backlog, CFO-level transitions can affect investor confidence in financial guidance and balance-sheet management. The filing likely discloses the departure or appointment of a senior finance executive — Ameresco operates in a capital-intensive project environment where CFO expertise in project finance and debt structuring is particularly critical. Investors should review who is departing, whether an interim or permanent replacement has been identified, and any disclosed reasons for the change.

8-KOfficer or director changeAug 198-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Ameresco (AMRC) filed a second 8-K on August 17, 2026, disclosing changes under Item 5.02 (director/officer change) combined with Item 7.01 (Regulation FD disclosure). The simultaneous use of Items 5.02 and 7.01 suggests the company is both disclosing a governance change and proactively issuing associated investor communications — potentially a board-level departure or appointment accompanied by a management commentary letter or updated presentation. Ameresco has been reshaping its leadership team; the filing may relate to a founding board member's retirement or a new independent director appointment. Investors should review both items and the associated exhibit for the full picture.

3New insider — initial holdingsAug 43
AI summary

Brian C. Cox, newly appointed director of Ameresco, Inc. (effective August 1, 2026), filed an initial Form 3 reporting no securities beneficially owned in AMRC as of the appointment date. Administrative filing required under Section 16(a) of the Securities Exchange Act of 1934. No market-moving content.

8-KOfficer or director changeJul 278-K — Item 5.02: Officer or director change
AI summary

Ameresco, Inc. appointed Brian Cox (age 53) as a new class III director effective August 1, 2026, with a term through the 2028 annual meeting. Cox is the founder and former CEO of STACK Infrastructure Holdings (global digital infrastructure platform), with prior executive roles as COO/CFO of Cologix, Inc. and leadership at Tempo Financial Holdings and KPMG LLP. He will serve on the Audit and Nominating & Governance Committees with standard non-employee director compensation. This adds data center and energy infrastructure expertise to the Ameresco board.

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

At Ameresco's June 4, 2026 Annual Meeting, stockholders elected Claire Hughes Johnson and Frank V. Wisneski as class I directors through 2029, ratified RSM US LLP as auditor for fiscal year 2026, approved a 3,200,000-share increase to the 2020 Equity Incentive Plan (expanding potential dilution), and approved advisory executive compensation. The Board had previously approved the equity plan amendment on February 10, 2026. The 3.2M share increase to the incentive plan is the most consequential item, enlarging the dilution pool under Ameresco's primary equity compensation vehicle.

8-KAcquisition completedMay 128-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed
8-KMaterial agreementMay 48-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
+ 13 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Enerqos, an Ameresco Company, Appoints Paolo Formica as Chief Executive Officergurufocus.com·16d agoEnerqos, an Ameresco Company, Appoints Paolo Formica as Chief Executive Officerbusinesswire.com·16d agoAmeresco, Neogenyx Fuels and Adams Land & Cattle Celebrate Groundbreaking of Renewable Natural Gas Facility in Nebraskabusinesswire.com·19d agoAmeresco Director Joseph Sutton Buys 9,700 Shares for $202,400. What Should Investors Do?fool.com·21d agoAmeresco CEO Sakellaris Buys 5,000 Shares for $113,300. Is This a Sign Renewable Energy Projects are Taking Off?fool.com·21d ago

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Voices on X · last 7 days

No standout posts about $AMRC on X in the last 7 days.

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