Nucor Corporation (NYSE:NUE) is one of the best infrastructure stocks to buy with huge upside. On October 17, Ameresco Inc. (NYSE:AMRC) announced the successful development and commercial operation of a large-scale Battery Energy Storage System/BESS for Nucor in Kingman, Arizona. Nucor is undergoing a major expansion at its Kingman bar mill, which includes installing a new electric arc furnace to boost the facility’s annual production capacity to 600,000 tons. The expansion led to the need for a solution ...

FRAMINGHAM, Mass. & KINGMAN, Ariz.--(BUSINESS WIRE)--Ameresco, Inc., (NYSE: AMRC), a leading energy solutions provider dedicated to helping customers navigate the energy transition, today announced the development and commercial operation of a 50MW/200 MWh battery energy storage system (BESS), the largest behind-the-meter (BTM) project in Arizona. Achieving commercial operation in October 2025, this milestone marks a significant advancement in the state's energy infrastructure. The BESS was dev. ...

Core Insights - Ameresco, Inc. has been recognized in Fortune's 2025 "Change the World" list for its measurable social and environmental impact [1] - The recognition is specifically for the Kpono Project in O'ahu, Hawai'i, which is the largest solar-plus-battery storage facility on the island [1] - The Kpono Project provides power to approximately 10,000 homes [1]

Core Insights - Ameresco, Inc. has successfully completed a comprehensive building infrastructure rehabilitation and optimization project in collaboration with the Art Institute of Chicago [1] Group 1: Project Details - The multi-phase initiative has significantly improved air quality, humidity control, and overall building performance [1] - Advanced technologies were introduced as part of the project to enhance building efficiency [1]

Core Insights - Terra Innovatum and GSR III Acquisition Corp have signed a memorandum of understanding with Ameresco to establish a framework for the deployment of SOLO™ micro-modular reactors, aiming for 50 units across federal and commercial sites [1][3][5] Company Overview - Terra Innovatum is focused on making nuclear power accessible through scalable and safe micro-reactor solutions, specifically the SOLO™ Micro-Modular Reactor [4][5] - The SOLO™ reactor is designed to address global energy shortages and is built from readily available components, ensuring rapid deployment and cost predictability [6] Strategic Collaboration - The partnership with Ameresco is expected to leverage their extensive industry network and expertise to identify suitable sites for the SOLO™ reactors, facilitating a diversified path to market [3][5] - Ameresco's experience in delivering energy solutions will support the critical energy needs of federal and commercial customers, enhancing mission readiness and energy assurance [3][6] Market Potential - SOLO™ is anticipated to be available globally within the next three years, with applications in various sectors including data centers, remote towns, and hard-to-abate industries like cement and steel manufacturing [6][7] - The modular design of SOLO™ allows for scalable power delivery, with the potential to generate up to 1GW or more of CO2-free power, making it a viable alternative to fossil fuel-based thermal plants [7]

Core Insights - Terra Innovatum and GSR III Acquisition Corp have signed a memorandum of understanding with Ameresco to establish a framework for the deployment of SOLO™ micro-modular reactors, aiming for 50 units across federal and commercial sites [1][3] Company Overview - Terra Innovatum is focused on making nuclear power accessible through scalable and safe micro-reactor solutions, delivering energy at a capacity of 1 MWe at a time [4] - The company aims to address global energy shortages by leveraging advanced nuclear technology with the SOLO™ Micro-Modular Reactor (SMR™) [5] Technology and Deployment - The SOLO™ reactor is engineered to meet global energy demands and is expected to be available globally within the next three years, having been developed over six years [6] - SOLO™ is designed to utilize readily available commercial components, ensuring rapid deployment and minimizing supply chain risks [6] - The reactor supports both Low Enriched Uranium (LEU+) and High-Assay Low-Enriched Uranium (HALEU), allowing for future fuel supply transitions [6] Applications and Benefits - SOLO™ offers versatile applications, providing CO2-free power solutions for data centers, remote towns, and large-scale industrial operations in sectors like cement, oil and gas, and mining [7] - The modular design allows for scaling up to deliver over 1 GW of CO2-free power, making it suitable for replacing fossil fuel-based thermal plants [7] - In addition to electricity generation, SOLO™ can produce radioisotopes for medical applications, particularly in oncology research and cancer treatment [7]

Core Insights - Ameresco, Inc. has initiated a building retrofit project at the Olympia Armory, emphasizing its role as a leading energy solutions provider in the energy transition [1] - The project is valued at approximately $17 million and will be executed in multiple phases, starting with safety upgrades and accessibility improvements [1] Company Overview - Ameresco, Inc. is focused on helping customers navigate the energy transition through innovative energy solutions [1] - The company is actively engaging with local officials and community members, highlighting its commitment to community involvement [1] Project Details - The Olympia Armory retrofit project will address safety requirements and enhance accessibility as part of its initial phase [1] - The project represents a significant investment in local infrastructure, showcasing Ameresco's dedication to adaptive reuse and sustainable development [1]

Core Viewpoint - Shares of renewable energy company Amoresco are experiencing a significant rally, reaching a more than 10-month high following an upgrade by Jeffries, which raised the price target from $19 to $39, indicating a positive outlook for the company's growth potential [1][4]. Company Overview - Amoresco is characterized as an overlooked company with a market cap nearing $2 billion, facing challenges in recent years due to uncertainties in the renewable energy sector and changes in government policy [3]. - The company is described as agnostic in its approach to renewable energy, seeking various solutions to enhance efficiency and security for its partners, including reducing water waste and utilizing diverse energy sources like wind and hydro power [5][6]. Analyst Insights - Jeffries upgraded Amoresco to a "buy" rating, believing the company has moved past execution risks and uncertainties related to the Inflation Reduction Act, with expectations of EBIT growth rebounding [4]. - UBS has also upgraded Amoresco, citing a similar sentiment regarding the resolution of peak uncertainties related to federal government contracts [7]. - Multiple analysts, including Baird and BNP Paribas, have issued buy ratings, reflecting a growing optimism surrounding Amoresco [10]. Market Performance - The stock has shown a recovery from its April lows, with analysts suggesting that upcoming data center announcements and a revival in project business could serve as catalysts for further stock appreciation [4]. - Year-to-date, Amoresco's stock has risen nearly 50%, indicating strong performance compared to the S&P 500 [11].

Core Viewpoint - Jefferies upgraded Ameresco from Hold to Buy with a new price target of $39.00, reflecting a significant increase from the previous target of $19.00, which positively impacted shares in pre-market trading [1] Group 1: Company Performance - Execution risks and uncertainties surrounding the Inflation Reduction Act have largely diminished, indicating a more stable operational environment for Ameresco [1] - A rebound in EBITDA growth is anticipated, driven by new data center announcements and a recovery in the Projects business [1] Group 2: Future Outlook - Analysts suggest that Ameresco is entering a "growth era" following a challenging period in 2024-2025, which merits recognition despite the stock's recovery from its lows in April [2]

Core Insights - Ameresco, Inc. is initiating a significant building retrofit project at the Olympia Armory in collaboration with the City of Olympia, Washington [1] - The project aims to enhance safety and accessibility while implementing energy efficiency upgrades [1] - This multi-phase adaptive reuse project reflects Ameresco's commitment to supporting customers in the energy transition [1]