Enlight Renewable Energy (NASDAQ:ENLT) Posts Earnings Results, Beats Expectations By $0.17 EPS

Enlight Renewable Energy (NASDAQ:ENLT) issued its earnings results on Tuesday. The company reported $0.10 EPS for the quarter, topping analysts’ consensus estimates of ($0.07) by $0.17, Zacks reports. Enlight Renewable Energy had a net margin of 22.69% and a return on equity of 7.62%. The firm had revenue of $124.19 million during the quarter, compared to the consensus estimate of $146.12 million.

Here are the key takeaways from Enlight Renewable Energy’s conference call:

• Strong 2025 financials — revenue of $582M (+46% YoY) and Adjusted EBITDA of $438M (+51%), with Q4 revenue of $152M and EBITDA of $99M, outperforming full‑year guidance.
• Rapid portfolio and construction ramp — total portfolio grew to 38 factored GW (up 26%), operating capacity doubled to 1.6 FGW, and flagship CO Bar (2.4 FGW, ~$3B investment) plus Snowflake are moving to full construction as Enlight targets 12–13 FGW operating by 2028.
• Storage-led growth — mature storage expanded to 17.5 GWh (50%+ quarterly increase) including Germany’s Project Jupiter (2 GWh + 150 MW solar), with storage representing about $1B of annual run‑rate revenue.
• Strong liquidity and financing — raised ~$4.3B in 2025 (including $2.9B project finance and $470M tax equity), plus credit and surety facilities, and management says corporate funding is sufficient through 2028.
• Tax‑credit and policy dependency — ~13.2 FGW safe‑harbored with another 0.5–3.5 FGW expected by mid‑2026 and 2026 guidance assumes $160–$180M of U.S. tax benefits; company views recent FIOC guidance as aligned with expectations but policy and geopolitical risks remain potential uncertainties.

Enlight Renewable Energy Price Performance

Shares of ENLT stock traded down $3.05 on Thursday, hitting $69.92. The company’s stock had a trading volume of 140,337 shares, compared to its average volume of 115,670. Enlight Renewable Energy has a fifty-two week low of $14.01 and a fifty-two week high of $81.28. The company has a current ratio of 0.88, a quick ratio of 0.88 and a debt-to-equity ratio of 1.91. The stock’s 50 day moving average is $52.38 and its 200-day moving average is $39.22.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. JPMorgan Chase & Co. reissued an “underweight” rating and issued a $35.00 target price on shares of Enlight Renewable Energy in a report on Monday, December 8th. Roth Mkm increased their price target on shares of Enlight Renewable Energy from $30.00 to $45.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Mizuho boosted their target price on shares of Enlight Renewable Energy from $24.00 to $27.00 and gave the stock an “underperform” rating in a research report on Monday, November 17th. Barclays reiterated an “overweight” rating on shares of Enlight Renewable Energy in a report on Wednesday. Finally, UBS Group upped their target price on shares of Enlight Renewable Energy to $65.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Three investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $41.83.

Hedge Funds Weigh In On Enlight Renewable Energy

A number of institutional investors and hedge funds have recently made changes to their positions in ENLT. Amundi raised its stake in shares of Enlight Renewable Energy by 2.3% in the first quarter. Amundi now owns 74,681 shares of the company’s stock worth $1,160,000 after purchasing an additional 1,647 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Enlight Renewable Energy by 0.7% during the 2nd quarter. Geode Capital Management LLC now owns 108,157 shares of the company’s stock worth $2,458,000 after buying an additional 773 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new position in shares of Enlight Renewable Energy in the second quarter valued at approximately $815,000. First Trust Advisors LP increased its position in shares of Enlight Renewable Energy by 9.6% during the 2nd quarter. First Trust Advisors LP now owns 70,516 shares of the company’s stock valued at $1,600,000 after purchasing an additional 6,201 shares during the last quarter. Finally, Canada Pension Plan Investment Board grew its position in Enlight Renewable Energy by 9.7% during the second quarter. Canada Pension Plan Investment Board now owns 279,789 shares of the company’s stock valued at $6,348,000 after buying an additional 24,653 shares during the period. Institutional investors own 38.89% of the company’s stock.

Enlight Renewable Energy Company Profile

Enlight Renewable Energy Ltd. (NASDAQ:ENLT) is an independent power producer specializing in the development, financing, construction and operation of renewable energy assets. The company’s portfolio encompasses utility-scale solar photovoltaic (PV) farms, onshore wind farms and energy storage facilities. By providing end-to-end project management—from site identification and feasibility studies through engineering procurement and construction (EPC) to long-term operations and maintenance—Enlight seeks to deliver reliable clean power under long-term power purchase agreements (PPAs).

Founded in 2008 and headquartered in Tel Aviv, Enlight has pursued an international growth strategy with operational and development projects in Israel and Western Europe.