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ENENLT

Enlight Renewable Energy Ltd

$ENLT·$12B·Renewable Utilities·Utilities
$85.44-0.7%YTD+93.0%1Y+238.4%
Mentions · last 7 days
2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 2 posts2026-08-11: 0 posts2026-08-12: 0 posts2026-08-13: 2 posts4-91%
Price updated 1d ago·X counts updated 2d ago
ENENLT
$ENLTEnlight Renewable Energy Ltd
$85.44-0.65%4 posts-91%
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 $ENLT, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-14

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

Enlight Renewable Energy up 239% in twelve months on the AI-not-ESG renewables revival — Q2 beat with FY26 EPS $1.07 walking to $2.55 in FY27.

Enlight's four-quarter revenue is $156M → $389M → $454M → $691M with EPS $0.18 → $0.01 → $0.18 → $0.35 at ~72-82% gross margin — the Q4 revenue spike reflects project COD (commercial-operation date) recognition; the underlying operating profile is scaling utility-scale renewables.

  • Consensus FY26 revenue $2.34B / EPS $1.07 walking to $3.38B / $2.55 FY27 (2–5 analysts) — 44% revenue and 140% EPS growth in FY27 as the pipeline lands; the AI-driven data-center power demand is the tailwind narrative.
  • +239% over 12 months, +93% YTD, position 73% of 52-week range, -2% below 50-day and +24% above 200-day MA, beta 0.96, debt/equity 2.53 — extended over 12 months with a mid-year consolidation; leverage is high (typical for utility-scale renewables project financing).
  • Q2 topped revenue and EPS estimates per the company release; 'AI, Not ESG, Is Driving the Revival in Sustainable ETFs' is the current-window framing that captures the market-flow catalyst.

Next print 2026-11-11 is where COD schedule, pipeline dollar value, updated FY26 EPS guide, and any US safe-harbor / tax-credit commentary either extend the acceleration or expose that the FY27 model needs execution proof points.

What to watch: November 11 Q3 print — COD schedule for late-2026, pipeline dollar value, updated FY26 EPS guide vs $1.07 consensus, US IRA tax-credit commentary, and any large-hyperscaler PPA disclosures.

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

Read the AI verdict + X sentiment for $ENLT

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Renewable energy developer building and operating wind, solar, and storage projects in Israel, the U.S., and Europe.

Industry overviewAI analysisGenerated by AI from underlying data

Where Renewable Utilities sits in its cycle right now — and what that implies for $ENLT.

Renewable Utilities · Utilities

No material change from last week — hyperscaler 24/7 carbon-free PPAs still anchor CEG and GEV at premium multiples relative to merchant wind and solar; structural re-rating is intact.

What this means for $ENLT

Direct beneficiary — Renewable energy developer building and operating wind, solar, and storage projects in Israel, the U.S., and Europe; core revenue tied directly to the primary demand driver in renewable utilities.

Top industry ETF

$ICLNiShares Global Clean Energy ETF
+10.4%YTD
+33.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
113.9How 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
3.1%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
46.1%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
-27.5%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
14.7Same 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
2.2%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
54.8%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
2.5Total 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 4, 2026$0.20$0.07+185.7%
Q1 2026May 5, 2026$0.08$0.07+14.3%
Q4 2025Feb 17, 2026$0.10$-0.07+242.9%
Q3 2025Nov 12, 2025$0.16$0.07+128.6%
Next earningsWed, Nov 11·consensus EPS $0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$156.5M-61.9%71.7%52.2%$0.18$100.3M
Q4 FY25$690.9M+66.4%82.3%23.5%$0.35$-2.0B
Q3 FY25$454.2M+9.6%71.6%49.1%$0.18$-434.3M
Q2 FY25$388.7M+21.8%74.3%46.1%$0.01$-354.6M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.3B – $2.4B$1.07$0.68 – $1.634
FY27$3.4B$3.0B – $4.0B$2.55$1.48 – $3.385
FY28$5.3B$4.8B – $6.0B$0.00$0.00 – $0.006

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.0.3×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.72%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.-2.5%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.+23.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 125.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% 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.β0.955-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

SellJun 1Cohen Israeli AyeletVP OPERATIONS6.9K sh$746KSellMay 29Michal TzukDirector2.4K sh$254KSellMay 28Alla FelderDirector2.5K sh$256KSellMay 28Yair SeroussiChair12.0K sh$1.2MSellMay 28Lisa HaimovitzVP, GENERAL COUNSEL746 sh$77KSellMay 28Yitzhak BetzalelDirector2.1K sh$214KSellMay 28Meron CarrSVP, STRATEGIC PROJECTS3.3K sh$344KSellMay 28Liat BenyaminiDirector2.1K sh$219KSellMay 27Yitzhak BetzalelDirector1.3K sh$137KSellMay 27Ilan GorenGENERAL MANAGER, ENLIGHT US26.6K sh$2.8M
1–10 of 16
+ 21 other (11 exempts · 10 inkinds) in window

See when $ENLT 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

3/ANew insider — initial holdingsJul 293/A
AI summary

Weil Shai Yeshayahu filed a Form 3/A (amended statement of beneficial ownership) for Enlight Renewable Energy Ltd. (ENLT). Filer's relationship to issuer: Director. Form 3 must be filed within 10 days of becoming a new 10%+ owner or executive/director. This is an administrative ownership disclosure — no open-market transaction has occurred.

3/ANew insider — initial holdingsMar 243/A
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 40 other (16 6-Ks · 13 3s · 9 13Gs · 1 F-3ASR) in window

Recent news

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

Enlight Renewable Energy Q2 Earnings Call Highlightsmarketbeat.com·11d agoEnlight Renewable Energy Ltd (ENLT) Q2 2026 Earnings Call Transcriptseekingalpha.com·12d agoEnlight Renewable Energy Ltd. (ENLT) Surpasses Q2 Earnings and Revenue Estimateszacks.com·12d agoEnlight Renewable Energy Reports Second Quarter 2026 Financial Resultsglobenewswire.com·12d agoAI, Not ESG, Is Driving the Revival in Sustainable ETFsbenzinga.com·13d ago

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