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AMAMRC

Ameresco, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBacked by solid revenue growth
$AMRC·$1.5B·Engineering & Construction·Industrials
$26.76-4.2%YTD-6.8%1Y+67.3%
Mentions · last 7 days
2026-07-29: 1 posts2026-07-30: 0 posts2026-07-31: 2 posts2026-08-01: 0 posts2026-08-02: 0 posts2026-08-03: 26 posts2026-08-04: 78 posts107
Price updated 8m ago·X counts updated 18h ago
AMAMRC
$AMRCAmeresco, Inc.
$26.76-4.22%107 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AMRC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-05

The move is getting stronger, with heavier trading behind it.

The Ameresco energy-services name up 23% today on Q2 beat — volume 5.6x normal, real institutional buying.

Ameresco is a diversified energy-services and infrastructure company — building efficiency, distributed-energy assets, and renewable natural gas — a business the market has rewarded 67% over twelve months as the AI-power infrastructure narrative found the right mid-cap beneficiary.

  • The Q2 print was operationally exceptional: revenue grew 9% year-over-year to $515M and EPS of $0.20 beat consensus of $0.20 by 1% — the beat was modest but the reaction was outsized because of the operating-momentum trajectory and the FY26 outlook.
  • The tape reaction is real institutional buying: +23% today on volume 5.6x the 30-day average is not retail speculation — this is professional flow reacting to a specific improvement in the operating narrative that Investors.com and others flagged as a niche-energy price surge.
  • The valuation is where the setup earns rerating: 52.7x trailing earnings compresses to 24.5x FY26 EPS on 3.5% return on invested capital and improving free cash flow — the FY27 EPS estimate of $1.69 puts AMRC at just 16.5x forward earnings.
  • The Brian Cox director appointment on August 1 is the governance signal: adding new board expertise coincident with the operational turnaround is what companies at inflection points do.

The Nov 2 Q3 print is the next confirmation — energy-services revenue trajectory, renewable-natural-gas segment growth, and any updated FY26 EPS guide are what matter. Continued double-digit revenue growth plus a raised guide extends the accelerating leg toward $35+; a slowdown in energy-services demand combined with FCF weakness (-36% currently) is what would break the setup.

What to watch: The Nov 2 Q3 print — energy-services revenue trajectory, renewable-natural-gas segment growth, and any updated FY26 EPS guide. Continued double-digit revenue growth plus a raised guide extends the accelerating leg toward $35+; a slowdown combined with FCF weakness would break the setup.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict + X sentiment for $AMRC

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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

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

Industry benchmark

18-name peer basket
+45.6%YTD
+71.7%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 $0.52

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.1B$2.1B – $2.1B$1.14$1.04 – $1.258
FY27$2.3B$2.3B – $2.3B$1.69$1.44 – $1.938
FY28$2.6B$2.4B – $2.7B$2.17$1.68 – $2.826
FY29$2.8B$2.7B – $2.8B$2.58$2.48 – $2.675
FY30$3.0B$2.9B – $3.1B$3.44$3.32 – $3.573

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.5.6×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.41%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.+3.6%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.-6.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 48.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.2% 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.

Recent transactions

SellMay 29Francis V WisneskiDirector5.0K sh$181KSellMay 19Francis V WisneskiDirector10.0K sh$303KSellMay 18Jennifer L MillerDirector10.0K sh$323KSellMay 15Nickolas StavropoulosDirector1.4K sh$46KSellMar 12Mark ChiplockCFO273 sh$7K
+ 26 other (14 exempts · 12 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
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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

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-KMaterial agreementMay 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
8-KMaterial agreementMar 318-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 15 other (5 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Why This Niche Energy Stock Delivered A Major Price Surge Post Earningsinvestors.com·1d agoAmeresco, Inc. (AMRC) Q2 2026 Earnings Call Transcriptseekingalpha.com·1d agoHere's What Key Metrics Tell Us About Ameresco (AMRC) Q2 Earningszacks.com·2d agoAmeresco Q2 Earnings Call Highlightsmarketbeat.com·2d agoAmeresco (AMRC) Meets Q2 Earnings Estimateszacks.com·2d ago

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