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GOVT-CONTRACT ·Filed Sep 3, 2026

AMRC

Ameresco, Inc.
NEUTRAL
Impact 4/10
Horizonmonths Processed1mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

Monitor for additional task orders or modifications under this ESPC contract, as performance contracts often generate recurring revenue streams. The VA is a key federal customer for energy services companies.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d
AMRC ▼ -7.17% at T+20d
NEUTRAL call -7.17% · α vs SPY -7.77% · entry $23.15 → $21.49
Next anchor: T+60d in 5w
Latest observation: T+34 +10.34% FF3 residual α
Entry = T+0 close
Sep 4, 2026
via day close
T+1d
+3.37%
call +3.37% · α +3.92%
$23.93
settled 7w ago
T+5d
-2.03%
call -2.03% · α -0.82%
$22.68
settled 6w ago
T+20d
-7.17%
call -7.17% · α -7.77%
$21.49
settled 23d ago
T+60d
Pending
in 5w

Price Chart

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Executive Summary

Ameresco received a $47.8 million contract modification from the Department of Veterans Affairs for an Energy Savings Performance Contract (ESPC) under VISN 7. This is a significant award for a company specializing in energy efficiency and infrastructure upgrades, though its impact relative to revenue cannot be quantified without revenue data.

Key Financial Metrics

Award Amount
$47.8M
Agency
Department of Veterans Affairs
Contract Type
modification

Key Facts

  • Contract modification P00023 to existing contract 36E77620F0003
  • Obligation amount of $47,819,178.47
  • Awarding agency: Department of Veterans Affairs
  • Project: VISN 7 Energy Savings Performance Contract (ESPC)
  • Recipient: Ameresco Inc. (AMRC)

Financial Impact

$47.8 million contract modification; revenue impact as a percentage of annual revenue cannot be determined as revenue is not provided.

revenue

Risk Factors

  • ESPC contracts are subject to annual appropriations and continuing resolutions, which could delay or reduce funding
  • Execution risk on energy performance guarantees and project timelines
  • No revenue data available to assess materiality relative to company size

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-36E77620F0003
18 reports for AMRC
Performance horizon
57% Hit rate @ T+1 4 of 7 directional calls Went positive at some point 6 of 7 best @ T+60▲ +14.72%Jun 11, 2026
Filters
Rows
Reports for AMRC — sortable, filterable
TypeNow
Oct 13, 2026
14d ago
SC 13G/A
BEARISH ★ 5/10
$20.11 $20.09▲ +0.10%▲ +0.38%$19.92 (+0.94%)
Oct 8, 2026
19d ago
SC 13G
NEUTRAL ★ 3/10
$21.01 $21.33▲ +1.52%▲ +0.92%$19.92 (−5.19%)
Sep 10, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$23.78 $22.68▼ −4.63%▼ −4.18%$19.92 (−16.23%)
Sep 3, 2026
7w ago
GOVT-CONTRACT
NEUTRAL ★ 4/10
$23.15 $23.93▲ +3.37%▲ +3.92%$19.92 (−13.95%)
Sep 1, 2026
8w ago
Insider Cluster
BULLISH ★ 6/10
$22.60 $21.82▼ −3.45%▼ −3.90%$19.92 (−11.86%)
Aug 27, 2026
8w ago
Insider Cluster
BULLISH ★ 5/10
$21.99 $22.12▲ +0.59%▲ +0.89%$19.92 (−9.41%)
Aug 26, 2026
8w ago
Insider Cluster
BULLISH ★ 5/10
$22.91 $21.99▼ −4.02%▼ −3.79%$19.92 (−13.05%)
Aug 25, 2026
9w ago
Institutional Cluster
MIXED ★ 5/10
$22.07 $22.16▲ +0.41%▲ +0.39%$19.92 (−9.74%)
Aug 25, 2026
9w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$22.16 $22.91▲ +3.38%▲ +2.73%$19.92 (−10.11%)
Aug 11, 2026
11w ago
Insider Cluster
BULLISH ★ 5/10
$27.61 $27.79▲ +0.65%▼ −0.05%$19.92 (−27.85%)
Showing 10 of 18

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Report published Sep 3, 2026