Director Nickolas Stavropoulos of Ameresco, Inc. executed a pair of equity moves on January 28, 2026, selling 100 shares of Class A common stock at $34 per share for total proceeds of $3,400 and simultaneously exercising options to acquire 100 additional Class A shares at an exercise price of $16.33, representing a cash outlay of $1,632.
The stock sale was carried out under a Rule 10b5-1 trading plan that Stavropoulos adopted on September 8, 2025. The $34-per-share sale price exceeded Ameresco's prevailing trading price at the time - $31.34 - and InvestingPro data included with the transaction notes that the shares are assessed as slightly overvalued relative to their Fair Value estimate.
The options exercised by Stavropoulos originate from a grant with staggered vesting. Under the terms disclosed, 20% of the award vested on April 24, 2020, with the remaining portion scheduled to vest in equal installments over the following four years. After completing the January 28 transactions, Stavropoulos directly holds 14,111 shares of Ameresco.
Ameresco, which provides clean energy solutions and services, shows notable recent performance metrics. InvestingPro reports an 87.55% price return for the company's stock over the most recent six-month period, reflecting significant short-term appreciation despite the underlying volatility referenced in market commentary.
On valuation and market-size metrics, Ameresco carries a market capitalization of $1.66 billion and trades at a price-to-earnings ratio of 26.05. Analyst price targets disclosed range from $37 to $58, indicating a spread of expectations among equity research teams.
Several broker and research updates cited alongside the director's transactions provide context on differing views:
- Stifel raised its price target to $37 while maintaining a Buy rating after Ameresco's third-quarter 2025 EBITDA exceeded analyst projections by 7.8%.
- UBS increased its price target to $40 from $23, noting Ameresco's reported $5.1 billion backlog and highlighting the company’s Lemoore data center project as a material contributor to outlook.
- Cantor Fitzgerald initiated coverage with an Overweight rating and set a $41 price target, pointing to Ameresco's position in the clean-energy infrastructure market.
Operational developments featured in recent company disclosures were also reiterated: in partnership with Republic Services, Ameresco has opened a new renewable natural gas facility in Illinois expected to produce more than 500,000 Dekatherms of renewable natural gas annually. Separately, the company completed solar installations at seven schools within the Orange Unified School District in California, projects projected to deliver $6.3 million in savings to the district over a 25-year period.
Taken together, the director-level trades — a modest-sized sale and an option exercise — occur against a backdrop of strong recent share performance, divergent analyst targets, and active project deployment. The sale price sitting above the stock's then-trading level and the InvestingPro Fair Value assessment indicating slight overvaluation are observable data points that market participants can weigh alongside the company’s project backlog and freshly announced partnerships.
Following the transactions, Stavropoulos’ direct holdings total 14,111 shares, and the broader investor community retains a range of valuations and opinions as reflected in the analyst price-target spread and recent research coverage.
Note: All transactional details, company metrics, analyst changes and project descriptions are reported as disclosed.