$HASI

Jefferies reduced its price target for HA Sustainable Infrastructure (HASI) to $44 from $45 but kept a Buy rating. The stock trades at $35.82, with analysts seeing ~40% upside. Jefferies cited improved capital efficiency and a 4.75% dividend yield. Other analysts have mixed views, with Mizuho raising its target to $50 and UBS downgrading to Neutral. HASI's performance is driven by spread discipline and origination volume.

HA Sustainable Infrastructure Capital (HASI) reported Q2 revenue of $36.32M, down 64.9% YoY, missing estimates. Farmer Mac (AGM) reported $117.4M revenue, up 24.9% YoY, beating estimates. Main Street Capital (MAIN) reported $149.6M revenue, up 3.9% YoY, meeting EPS expectations. HASI stock is down 5.2%, AGM down 2.1%, and MAIN down 2.8% since results.

Mizuho maintained its 'Outperform' rating on HA Sustainable Infrastructure Capital (HASI) and raised its price target to $50 from $41. HASI's GF Value™ is $33.87, suggesting a 15.4% overvaluation. The company's P/E (TTM) is 73.74x, higher than its 5-year median of 26.85x. HASI has a GF Score™ of 74/100, indicating strong performance relative to peers.

Analysts downgraded several companies: UiPath (PATH) from Buy to Hold with a raised target to $17, Cal-Maine Foods (CALM) from Buy to Hold, Duluth Holdings (DLTH) from Outperform to Neutral with a $5 target, and HASI from Buy to Neutral with a reduced target to $44.

Analysts made several rating changes: Bernstein upgraded Ormat (ORA) to Market Perform, Morgan Stanley upgraded Shell (SHEL) to Overweight with a $101.30 target, Barclays upgraded W.P. Carey (WPC) to Equal Weight, Baird upgraded Sonida Senior Living (SNDA) to Outperform with a $43 target, and Piper Sandler upgraded Simmons First National (SFNC) to Overweight with a $27.50 target. Canaccord downgraded UiPath (PATH) to Hold with a $17 target, Craig-Hallum downgraded Ambarella (AMBA) to Hold with a

Encore Capital Group (PRG) reported Q2 revenue of $491.9M, up 11.3% YoY, beating estimates. HASI reported $36.32M, down 64.9% YoY, missing estimates. TSLX reported $97.84M, down 14.9% YoY, beating estimates. MAIN reported $149.6M, up 3.9% YoY, topping estimates. PRG stock is up 10.4%, HASI up 8.1%, TSLX up 3.1%, and MAIN up 2.5% since reporting.

HA Sustainable Infrastructure Capital (HASI) made its first water-sector investment, a structured equity deal in Burnham’s Pasco Resource Recovery Center in Pasco, Washington. The facility can recycle over 1 billion gallons annually, producing renewable natural gas and agricultural soil amendments. Terms were undisclosed, and a 30-year city agreement underpins contracted revenue.

HA Sustainable Infrastructure Capital (HASI) shares rose about 7.5% after Q2 results beat expectations and management raised longer-term guidance. Adjusted EPS was $0.75, above forecasts, on revenue of about $120.8 million (+17% YoY). Managed assets grew ~20% to $17.6B. 2028 adjusted EPS guidance increased to $3.55-$3.65 from $3.50-$3.60; shares closed at $40.66 (+6.7%).

HA Sustainable Infrastructure Capital (NYSE:HASI) reported Q2 call highlights. Closed transactions totaled $1.7B in the first half, including $1.4B expected on HASI’s balance sheet or via CCH1. On-balance-sheet portfolio rose 14% to $8.2B, CCH1 assets $2.9B. Liquidity was $2.2B and the revolver was increased to $2.25B. 2026 target is $2B-$3B.

HA Sustainable Infrastructure Capital (NYSE: HASI) reported Q2 CY2026 results. Revenue rose 16.6% year on year to $120.8 million, exceeding Wall Street’s estimate by 22.8%, according to the company. Non-GAAP profit was $0.75 per share, 2.7% above consensus. The stock rose 2.8% to $39.11 after the release.