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

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

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

ENLT stock opened at $70.25 on Thursday. The firm has a 50 day moving average of $52.38 and a 200 day moving average of $39.22. Enlight Renewable Energy has a 52 week low of $14.01 and a 52 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.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Weiss Ratings restated a “hold (c)” rating on shares of Enlight Renewable Energy in a research report on Monday, December 29th. Mizuho lifted their target price on Enlight Renewable Energy from $24.00 to $27.00 and gave the stock an “underperform” rating in a report on Monday, November 17th. JPMorgan Chase & Co. reissued an “underweight” rating and issued a $35.00 price objective on shares of Enlight Renewable Energy in a research report on Monday, December 8th. Roth Mkm boosted their target price on shares of Enlight Renewable Energy from $30.00 to $45.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, UBS Group raised their target price on shares of Enlight Renewable Energy to $65.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Three investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Enlight Renewable Energy has an average rating of “Hold” and a consensus price target of $41.83.

Institutional Investors Weigh In On Enlight Renewable Energy

A number of large investors have recently bought and sold shares of ENLT. Advisors Asset Management Inc. raised its holdings in shares of Enlight Renewable Energy by 0.9% during the fourth quarter. Advisors Asset Management Inc. now owns 26,865 shares of the company’s stock worth $1,221,000 after purchasing an additional 251 shares during the last quarter. Bank of Montreal Can raised its stake in shares of Enlight Renewable Energy by 16.7% during the 4th quarter. Bank of Montreal Can now owns 10,041 shares of the company’s stock valued at $456,000 after buying an additional 1,440 shares during the last quarter. TD Asset Management Inc lifted its holdings in shares of Enlight Renewable Energy by 17.8% in the 4th quarter. TD Asset Management Inc now owns 17,732 shares of the company’s stock valued at $806,000 after buying an additional 2,680 shares during the period. Public Employees Retirement System of Ohio boosted its stake in shares of Enlight Renewable Energy by 1.0% in the third quarter. Public Employees Retirement System of Ohio now owns 45,693 shares of the company’s stock worth $1,409,000 after buying an additional 472 shares during the last quarter. Finally, Tidal Investments LLC boosted its stake in shares of Enlight Renewable Energy by 18.8% in the second quarter. Tidal Investments LLC now owns 15,943 shares of the company’s stock worth $362,000 after buying an additional 2,527 shares during the last quarter. Hedge funds and other 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.