Ameresco Announces Completion of Multiple Financing and Tax Credit Transfer TransactionsFeb 9, 2026 8:05 AM Eastern Standard Time# Ameresco Announces Completion of Multiple Financing and Tax Credit Transfer TransactionsShare---The Financial Arrangement with CounterpointeSRE and Barings provides flexible access to long-term capital to support Ameresco's growing portfolio of energy storage and renewable infrastructure assetsFRAMINGHAM, Mass. & STAMFORD, Conn.--([BUSINESS WIRE])-- [Ameresco, Inc.], (NYSE: AMRC ...

Core Insights - NANO Nuclear Energy Inc. has signed a Memorandum of Understanding (MOU) with Ameresco, Inc. to explore the integration of advanced modular microreactors with Ameresco's engineering, procurement, and construction capabilities for deployment on federal and commercial sites [1][2][4] Group 1: Collaboration Details - The MOU outlines a collaboration to evaluate the siting, development, construction, licensing, operation, and decommissioning of NANO Nuclear's modular microreactors, including the KRONOS MMR, ZEUS, and LOKI MMR [2] - Ameresco will lead EPC activities for sites utilizing NANO Nuclear's systems in the U.S., following a comprehensive assessment of regulatory and financial considerations [4][8] Group 2: Strategic Importance - This collaboration is seen as a significant step in addressing the evolving energy needs of the U.S. with safe, reliable, and modular nuclear solutions [3][4] - The partnership aims to strengthen Ameresco's clean energy portfolio and enhance its ability to deliver sustainable energy solutions to federal customers and various industrial markets [5][7] Group 3: Future Development - NANO Nuclear's CEO emphasized the importance of aligning their microreactor technologies with real-world operating conditions to meet the growing power demands of sectors like AI and data centers [8] - The MOU is a non-binding statement of intention, with both companies planning to explore definitive agreements as circumstances warrant [8]

Core Viewpoint - NANO Nuclear Energy Inc. has signed a Memorandum of Understanding (MOU) with Ameresco, Inc. to explore the integration of advanced modular microreactors with Ameresco's engineering, procurement, and construction capabilities for deployment on federal and commercial sites [1][2][3] Company Overview - NANO Nuclear Energy Inc. is focused on developing clean energy solutions through advanced nuclear micro modular reactors (MMRs) and aims to become a diversified and vertically integrated company across multiple business lines, including portable microreactor technologies and nuclear fuel fabrication [10][11] - Ameresco, Inc. is a leading energy infrastructure solutions provider dedicated to helping customers reduce costs and decarbonize to net zero, with a comprehensive portfolio that includes energy efficiency solutions and distributed energy resources [9] Collaboration Details - The MOU outlines a collaboration to evaluate the siting, development, construction, licensing, operation, and decommissioning of NANO Nuclear's microreactors, including KRONOS MMR™, ZEUS™, and LOKI MMR™ [2][3] - Ameresco will lead EPC activities for sites using NANO Nuclear's systems in the U.S., and both companies will coordinate on government funding and available incentives as the initial assessment progresses [3][4] Strategic Importance - The collaboration is seen as a significant step in addressing the evolving energy needs of the U.S. by providing reliable, modular nuclear solutions [3] - NANO Nuclear's technologies are expected to meet the growing power demands of energy-intensive applications such as AI and data centers [8] Environmental Goals - Ameresco aims to help customers reduce their carbon footprints by a cumulative 500 million metric tons by 2050, evaluating the integration of NANO Nuclear's technology with its existing systems [5]

Core Viewpoint - Ameresco, Inc. and Republic Services, Inc. have successfully commenced operations at a renewable natural gas facility at the Upper Rock Island County Landfill in East Moline, Illinois, which upgrades landfill gas into pipeline-quality renewable natural gas [1] Company Summary - Ameresco, Inc. is recognized as a leading energy infrastructure solutions provider [1] - Republic Services, Inc. is identified as a leader in the environmental services industry [1] Project Details - The renewable natural gas facility is located at the Upper Rock Island County Landfill [1] - The facility began operations in December [1] - The facility's purpose is to upgrade landfill gas from the Upper Rock Landfill into pipeline-quality renewable natural gas [1]

Core Insights - Ameresco, Inc. has completed a solar photovoltaic project for the Orange Unified School District, which is expected to generate $6.3 million in savings over 25 years [2][3][4] Project Overview - The solar project includes rooftop and carport installations across seven schools, with five already completed and the remaining two expected to be operational by the end of 2025 [2][3] - Under a power purchase agreement, Ameresco will own and maintain the solar systems, while the school district will buy the generated power at a fixed rate for 25 years, ensuring energy cost stability [3][4] Strategic Goals - The initiative aims to reduce energy costs and enhance efficiency, contributing to the district's long-term energy independence and sustainability goals [3][4] - The Orange Unified School District serves approximately 25,000 students and is focused on increasing reliance on renewable energy sources [4] Company Background - Ameresco, founded in 2000, is a leading energy infrastructure solutions provider, dedicated to helping clients reduce costs and enhance resilience through various energy efficiency and renewable energy projects [5][6]

Core Insights - The Royce Micro-Cap Trust, Inc. aims for long-term capital growth by investing primarily in equity securities of companies with market capitalizations of $1 billion or less [8] Performance Summary - As of October 31, 2025, the Net Asset Value (NAV) is $11.89, while the market price is $10.55 - The average annual total return for the one-year period is 21.67% for NAV and 22.79% for market price [1] - Year-to-date returns are 14.92% for NAV and 14.83% for market price [1] Portfolio Diagnostics - The average market capitalization of the portfolio is $873.3 million [4] - The weighted average Price-to-Book (P/B) ratio is 2.1x [4] - The net assets of the fund total $629.9 million, with a net leverage of 1.0% [4] Portfolio Composition - The top ten positions each account for 1.2% to 1.3% of net assets, with companies like 5N Plus, Argan, and NPK International included [6] - The top five sectors by percentage of net assets are Industrials (26.0%), Information Technology (22.6%), Financials (15.3%), Health Care (12.1%), and Consumer Discretionary (9.0%) [7] Trading and Investment Information - The average weekly trading volume of the fund is approximately 610,929 shares [11] - Royce Fund Services, LLC has over 50 years of experience in small- and micro-cap investments [11]

Core Insights - Ameresco, Inc. (AMRC) has experienced a 32% increase in stock price over the past year, despite a nearly 22% decline in the last month, indicating volatility in the short term while maintaining a 36% increase over the past three months [1] Performance Summary - Yearly Performance: 32% increase [1] - Monthly Performance: Nearly 22% decrease [1] - Quarterly Performance: 36% increase [1] Growth Factors - The surge in Ameresco's stock price is attributed to stronger growth and expected future performance [1]

Core Insights - The First Eagle Small Cap Opportunity Fund A Shares achieved a return of 13.00% in the third quarter of 2025, indicating strong performance in the small-cap sector [3]. Group 1: Performance Metrics - The fund's return of 13.00% reflects a significant performance boost compared to previous quarters [3]. - Key sectors contributing to the fund's performance include industrials and information technology, highlighting the sectors' resilience and growth potential [3].

Core Insights - Ameresco, Inc. has initiated a significant solar project in Chandler aimed at enhancing energy security and reducing utility costs while promoting sustainability [1] Company Overview - Ameresco, Inc. is recognized as a leading provider of energy infrastructure solutions [1] Project Details - The solar project will implement solar photovoltaic (PV) systems across 22 municipal facilities [1] - This initiative is designed to create a municipal blueprint for resilient and cost-efficient energy solutions [1] - The total portfolio of the project is 7 [1]

Core Insights - Ameresco's third quarter results exceeded revenue expectations but faced a negative market reaction due to broader market conditions [1] - The company highlighted strong execution in energy infrastructure and asset business lines, driven by increased electricity demand from data centers and industrial clients [1] - Management emphasized the growth in project backlog and recent successes in large-scale power and battery storage solutions [1] Financial Performance - Revenue for Q3 was $526 million, surpassing analyst estimates of $520.5 million, reflecting a 5% year-on-year growth [6] - Adjusted EPS was $0.35, beating analyst estimates of $0.30 by 16% [6] - Adjusted EBITDA reached $70.4 million, exceeding estimates of $65.72 million, with a margin of 13.4% [6] - The company reaffirmed its full-year revenue guidance of $1.9 billion and adjusted EPS guidance of $0.80 [6] - EBITDA guidance for the full year is set at $235 million, slightly below analyst estimates of $236.7 million [6] - Operating margin improved to 8.1%, up from 7% in the same quarter last year [6] - Market capitalization stands at $1.86 billion [6] Strategic Focus - The company is focusing on energy infrastructure for federal and commercial data centers, with a growing project pipeline [6] - Ameresco is leveraging federal land and experience for projects, which is expected to enhance pipeline development [6] - There is a notable increase in the share of battery storage in the project backlog, with efforts to diversify battery supply and mitigate cost fluctuations [6] - Management expressed confidence in sustaining long-term EBITDA growth through an expanding pipeline of data center and battery projects [6] - Investments in staffing and technical partnerships are being made to ensure operational readiness for multiple large projects [6]