$AMRC

U.S. nonfarm payrolls rose by 29,000 in September, below expectations, causing Treasury yields to drop. This eased borrowing costs, benefiting several stocks. EVgo (EVGO) +5.2%, Advanced Energy (AEIS) +3.6%, NN (NNBR) +8.1%, Blink Charging (BLNK) +4.3%, and Ameresco (AMRC) +4.9%. NN's volatility noted, up 200% YTD.

The U.S. Army awarded long-term leases to Ameresco, Indelible-Bloom, and Frontier Power USA to develop energy projects at six installations. Projects include natural-gas generators, microreactors, and fuel-cell technology, with operations expected by 2030. Leases are 50 years, with lessees financing and operating the plants. The initiative aims to enhance energy resilience and mission readiness. Projects must meet strict standards, including 14-day islanding capability during grid failures.

The U.S. Army conditionally selected Ameresco, Indelible-Bloom, and Frontier Power USA for commercial power projects at six installations. Ameresco proposes natural gas and nuclear power at Aberdeen and Picatinny, while Indelible-Bloom and Frontier Power USA will develop projects at other sites. Projects may begin as early as 2027, with initial operating capability by 2030. The Army will act as a landlord, leasing underutilized land to private developers.

Ameresco (AMRC) reported record $1.8B in new project awards for Q2 2026, with $1.2B tied to data center power projects. Total backlog rose 32% YoY to $6.73B. However, net income fell to $9.7M ($0.18 per share) from $12.9M ($0.24) YoY, and the company posted a net loss of $8.6M for H1 2026. Management raised full-year Non-GAAP EPS guidance to $1.15-$1.35, citing tax benefits. Cash increased to $138.3M from $71.8M YoY.

Ameresco (AMRC) stock rose 4.9% after appointing interim financial leaders ahead of CFO Mark Chiplock's departure. Julie Bradshaw and Debbie Angelico will serve as interim officers. The company is searching for a permanent successor. Ameresco's shares are down 21.8% year-to-date and 44.5% below their 52-week high.

Ameresco, Inc. (AMRC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 8, 2026, the Board of Directors of Ameresco, Inc. (the “Company”) designated Ms. Julie Bradshaw, the Company’

Quanta (PWR) beat analyst estimates and raised full-year guidance, with its stock up 11.8% to $627.50. Ameresco (AMRC) reported $515.5M revenue, up 9.1% YoY, outperforming expectations but missing full-year EBITDA guidance. FTAI Infrastructure (FIP) reported $186.8M revenue, up 52.7% YoY, missing EPS estimates, with stock down 3.4% to $3.30. MDU Resources (MDU) reported $375.3M revenue, up 6.9% YoY, missing expectations, with stock down 2.1% to $19.59.

Ameresco (AMRC) and Envista (NVST) are highlighted as stocks under $50 facing challenges. AMRC's share dilution and cash burn raise concerns, while NVST shows slow revenue growth and declining profitability. Bowhead Specialty (BOW) is suggested as a buy, with strong premium growth and high book value per share growth. AMRC trades at $22.28, NVST at $27.76, and BOW at $33.57.

Ameresco insiders, including CEO George Sakellaris, bought $1.9M in shares since August 7, despite a 28% stock decline. The company reported Q2 revenue growth of 9.1% to $515.5M, but EPS fell 25% YoY. Hedge fund interest declined, and short interest is high at 15% of the float. Insiders' purchases signal potential value, but risks include project execution and profitability.

Ameresco (AMRC) insiders, including the CEO, have made significant stock purchases recently, indicating confidence despite the stock's decline. The company reported a $6B backlog and raised earnings guidance. Q2 2026 revenue grew 9.14% YoY to $515.5M. Analysts have mixed price targets, ranging from $28 to $59. Hedge funds and institutional investors show varied activity, with some adding and others reducing positions.