Ameresco, Inc. Class A (AMRC)

Over the past six months, Ameresco's stock has been impacted by several events. The Q2 2025 earnings report showed strong financial performance, but the stock was down year-to-date. The Q3 2025 earnings report exceeded market revenue expectations and reaffirmed its full-year 2025 guidance. The stock has experienced significant volatility, with a notable increase from February 2025 to January 2026. Short interest in Ameresco was at 3.55 million shares as of January 15, 2026. The stock gained 3.2% following news of a potential deal with Greenland.

While specific seasonal fluctuations are not detailed, there is a consistent and robust demand for Ameresco's energy infrastructure solutions. The company's focus on demand-side management and a strong project backlog suggest steady demand, driven by factors such as rising electricity prices and grid instability.

Ameresco, Inc. is a cleantech integrator and renewable energy asset developer, owner, and operator, providing energy infrastructure solutions. The company focuses on helping customers reduce costs, enhance resilience, and achieve net-zero carbon emissions through energy efficiency, renewable energy, alternative fuels, asset sustainability, and consulting services. Ameresco serves governments, utilities, data centers, educational and healthcare institutions, housing authorities, and commercial and industrial customers, often financing projects through ESPCs, PPAs, and EaaS contracts.

Ameresco has a significant geographic presence with over 50 regional offices throughout North America and Europe. The company delivers its solutions to clients across the United States, Canada, and the United Kingdom. Europe accounts for approximately 20% of its total project backlog as of August 2025.

Ameresco is regarded as a leading energy infrastructure solutions provider and cleantech integrator. The company's mission to help clients reduce energy consumption, lower operating costs, and improve environmental performance contributes to a positive brand image. No specific events negatively impacting Ameresco's brand reputation in the past year were found.

Ameresco's ownership is a mix of institutional, retail, and individual investors. Approximately 49.02% of the company's stock is owned by Institutional Investors, 7.68% by Insiders, and 43.30% by Public Companies and Individual Investors. Major institutional owners include Wellington Management Group Llp, Grantham, Mayo, Van Otterloo & Co. LLC, and BlackRock, Inc. George Sakellaris is a significant individual owner and insider, holding 6.57% of the shares.