8-K ·Filed May 4, 2026
Killer combo: Material agreement + unregistered equity (likely PIPE/convertible)
Actionable Insight • Neutral
LLM returned non-JSON response. Review the filing manually.
Final — all horizons settled through T+60d
AMRC ▼ -32.86% at T+60d
NEUTRAL call -32.86% · α vs SPY -35.60% · entry $30.77 → $20.66
T+1d
+2.53%
call +2.53% · α +1.15%
$31.55
settled 6mo ago
T+5d
-5.00%
call -5.00% · α -6.99%
$29.23
settled 6mo ago
T+20d
+17.22%
call +17.22% · α +12.27%
$36.07
settled 5mo ago
T+60d
-32.86%
call -32.86% · α -35.60%
$20.66
settled 3mo ago
Price Chart
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Executive Summary
{ "summary": "Ameresco reported Q1 2026 revenue of $401.5M (up 14% YoY, beating consensus of $362.9M) but Non-GAAP EPS of ($0.33) missed consensus of ($0.27). More importantly, the company announced a transformative joint venture with HASI forming Neogenyx Fuels, valuing its biogas business at $1.8B. HASI invests $400M for a 30% stake, with $100M going directly to Ameresco. Guidance was adjusted down for reported EBITDA due to the minority interest,
Financial Impact
Unknown
Risk Factors
- Analysis may be incomplete
Market Snapshot
Exchange
NYSE
Sector
Construction - Special Trade Contractors
Analyst Consensus
72% bullish (18 analysts)
Investment Themes
Industrials & Manufacturing
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-029811 |
| Exhibit: exhibit_993neogenyxfuelsjv.htm | 0001628280-26-029811 |
| Document: amrc-20260504.htm | 0001628280-26-029811 |
| Document: a2026q1supplementalslide.htm | 0001628280-26-029811 |
| Document: 0001628280-26-029811-index-headers.html | 0001628280-26-029811 |
| Document: 0001628280-26-029811-index.html | 0001628280-26-029811 |
| Document: 0001628280-26-029811.txt | 0001628280-26-029811 |
| 8-K Data (Synthetic) | 0001628280-26-029811 |
18 reports for AMRC
57% Hit rate @ T+1 Went positive at some point 6 of 7 best @ T+60▲ +14.72%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | SC 13G/A | $20.11 $20.09 | ▲ +0.10% | ▲ +0.38% | $18.32 (+8.90%) |
Oct 8, 2026 18d ago | SC 13G | $21.01 $21.33 | ▲ +1.52% | ▲ +0.92% | $18.32 (−12.80%) |
Sep 10, 2026 6w ago | 8-K | $23.78 $22.68 | ▼ −4.63% | ▼ −4.18% | $18.32 (−22.96%) |
Sep 3, 2026 7w ago | GOVT-CONTRACT | $23.15 $23.93 | ▲ +3.37% | ▲ +3.92% | $18.32 (−20.86%) |
Sep 1, 2026 7w ago | Insider Cluster | $22.60 $21.82 | ▼ −3.45% | ▼ −3.90% | $18.32 (−18.94%) |
Aug 27, 2026 8w ago | Insider Cluster | $21.99 $22.12 | ▲ +0.59% | ▲ +0.89% | $18.32 (−16.69%) |
Aug 26, 2026 8w ago | Insider Cluster | $22.91 $21.99 | ▼ −4.02% | ▼ −3.79% | $18.32 (−20.03%) |
Aug 25, 2026 9w ago | Institutional Cluster | $22.07 $22.16 | ▲ +0.41% | ▲ +0.39% | $18.32 (−16.99%) |
Aug 25, 2026 9w ago | GOVT-CONTRACT | $22.16 $22.91 | ▲ +3.38% | ▲ +2.73% | $18.32 (−17.33%) |
Aug 11, 2026 10w ago | Insider Cluster | $27.61 $27.79 | ▲ +0.65% | ▼ −0.05% | $18.32 (−33.65%) |
Showing 10 of 18
US Market Status
Market Closed — Opens in 2h 17m
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