Enlight Renewable Energy Reports Record Q4 2025 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy ENLT?
Source: seekingalpha
- Significant Revenue Growth: Enlight achieved $152 million in Q4 2025 revenue, a 46% year-over-year increase, with full-year revenue reaching $582 million, exceeding guidance by 4%, reflecting strong performance and growth potential in the energy market.
- Accelerated Project Expansion: The company expanded its total portfolio by 26% to 38 factored gigawatts in 2025, with major U.S. projects Quail Ranch and Roadrunner achieving COD ahead of schedule, delivering over 800 factored megawatts combined at approximately 13% unlevered returns.
- Robust Funding Support: Enlight secured $4.3 billion in new funding during 2025, including $2.9 billion in project finance and $470 million in tax equity, ensuring continued development and expansion capabilities for future projects.
- Optimistic Outlook: The company expects 2026 revenues between $755 million and $785 million, reflecting a 32% annual growth rate, and plans to achieve 12 to 13 factored gigawatts of operational capacity by 2028, generating run-rate revenues of $2.1 billion to $2.3 billion, indicating strong long-term growth potential.
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Analyst Views on ENLT
Wall Street analysts forecast ENLT stock price to fall
6 Analyst Rating
3 Buy
1 Hold
2 Sell
Hold
Current: 72.970
Low
35.00
Averages
41.57
High
47.00
Current: 72.970
Low
35.00
Averages
41.57
High
47.00
About ENLT
Enlight Renewable Energy Ltd is an Israel-based company. Enlight Renewable Energy Ltd operates in the fields of wind energy and solar energy in Israel and in the international market. The Company has four geographical areas of activity such as, Renewable energy activity in Israel within this field, the company engages in the initiation, planning, development, financing, establishment and operation of photovoltaic projects that produce electricity from solar energy in Israel, Central-Eastern Europe that includes wind projects across Central Eastern Europe but also Balkan region , Western Europe where the Company works to develop and establish large wind projects in developed electricity markets in Western European countries, which are mostly based on the sale of electricity in Spain, Sweden and Ireland.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Funding Commitment: Israeli institutional investors have committed to purchasing 6 million ordinary shares of Enlight Renewable Energy at NIS 220 per share, generating approximately NIS 1.32 billion in gross proceeds, indicating strong market confidence in the company.
- Use of Proceeds: The net proceeds from this private placement will support Enlight's strategic growth plans across various geographies and strengthen its balance sheet, aiming to enhance its competitive position in the market.
- Stock Price Reaction: Despite securing funding commitments, Enlight's shares fell by 5%, reflecting market concerns about its future performance, which could impact investor confidence.
- Future Outlook: Enlight Renewable Energy has set a record construction target for 2026 and raised its 2028 run-rate target to $2.3 billion, demonstrating its potential for expansion in the renewable energy sector.
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- Significant Revenue Growth: Enlight achieved $152 million in Q4 2025 revenue, a 46% year-over-year increase, with full-year revenue reaching $582 million, exceeding guidance by 4%, reflecting strong performance and growth potential in the energy market.
- Accelerated Project Expansion: The company expanded its total portfolio by 26% to 38 factored gigawatts in 2025, with major U.S. projects Quail Ranch and Roadrunner achieving COD ahead of schedule, delivering over 800 factored megawatts combined at approximately 13% unlevered returns.
- Robust Funding Support: Enlight secured $4.3 billion in new funding during 2025, including $2.9 billion in project finance and $470 million in tax equity, ensuring continued development and expansion capabilities for future projects.
- Optimistic Outlook: The company expects 2026 revenues between $755 million and $785 million, reflecting a 32% annual growth rate, and plans to achieve 12 to 13 factored gigawatts of operational capacity by 2028, generating run-rate revenues of $2.1 billion to $2.3 billion, indicating strong long-term growth potential.
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- Disappointing Earnings: Enlight Renewable Energy reported a Q4 GAAP EPS of $0.10, missing expectations by $0.03, indicating pressure on profitability that could undermine investor confidence.
- Weak Revenue Growth: The company achieved Q4 revenue of $152 million, a 46.2% year-over-year increase, yet fell short of expectations by $23.25 million, suggesting that market demand has not fully translated into sales growth.
- Negative Market Reaction: The failure to meet earnings expectations may lead investors to question Enlight's future growth prospects, resulting in increased stock price volatility and potentially impacting the company's ability to raise capital.
- Need for Strategic Adjustment: In light of the dual pressures on revenue and profitability, Enlight may need to reassess its market strategies and operational efficiencies to maintain competitiveness in the rapidly evolving renewable energy sector.
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- Masimo Corp. Performance: Masimo Corp. (MASI) saw a significant increase of 34.5% in pre-market trading.
- Enlight Renewable Energy Ltd. Performance: Enlight Renewable Energy Ltd. (ENLT) experienced an 8.0% rise in pre-market trading.
- Market Context: The U.S. stock markets are set to open in two hours, indicating potential volatility.
- Investor Sentiment: The pre-market gains for both companies suggest positive investor sentiment ahead of the market opening.
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- ImmunityBio Inc. Performance: ImmunityBio Inc. (IBRX) saw a significant increase of 20.3% in pre-market trading.
- Enlight Renewable Energy Ltd. Performance: Enlight Renewable Energy Ltd. (ENLT) experienced a rise of 7.7% in pre-market trading.
- Market Context: The U.S. stock markets are set to open in two hours, indicating potential volatility.
- Investor Sentiment: The pre-market gains for both companies suggest positive investor sentiment ahead of the market opening.
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- Price Volatility Warning: Enlight Renewable Energy's RSI at 71.9 indicates an overbought condition, and despite a 27% stock gain over the past month, JP Morgan downgraded its rating to Underweight while maintaining a $35 price target, signaling concerns about future performance.
- Settlement Impact: Hawaiian Electric Industries reached a $47.75 million shareholder settlement, and although its stock rose 11% in the past five days, an RSI of 71.1 suggests potential overbought risks that could undermine investor confidence.
- Earnings Growth Highlight: Ellomay Capital reported Q3 earnings of $0.93 per share, up from $0.52 year-over-year, and while its stock gained 27% in the past month, an RSI of 75.5 indicates excessive market optimism that may lead to a correction.
- Market Sentiment Analysis: Overall, three stocks in the utilities sector show overbought signals, prompting investors to carefully assess market trends to avoid potential price correction risks.
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