Enlight Renewable Energy Ltd (ENLT) AI Stock Analysis
ENLT AI stock analysis summary
AI ResearchEnlight Renewable Energy Ltd is a global developer, owner, and operator of utility-scale wind, solar, and energy storage assets. In FY2025, revenue increased 45.6% to $579.5M, contributing to a 5-year revenue CAGR of 52.5%. However, extensive project investments pushed free cash flow to -$1.73B, with total debt standing at $6.42B as of June 30, 2026.
- Market cap
- $9.75B
- Revenue (TTM)
- $585.2M
- P/E
- 114.2x fwd 92.6x
- 1Y return
- 102.7% S&P 500 16.8%
- Avg. target
- $85.57 22.8% vs last close
Bull case
- Trailing twelve month operating margin reached 54.5%, showing strong operating profitability.
- Quarterly revenue grew 43.0% year-over-year in the period ending June 30, 2026, while quarterly earnings surged 1900.2%.
- Wall Street analysts hold a mean price target of $85.57, suggesting 22.8% upside relative to the $69.68 share price.
Bear case
- Capital expenditures of $1.95B in FY2025 resulted in negative free cash flow of -$1.73B.
- Total debt reached $6.42B as of June 30, 2026, resulting in a high debt-to-equity ratio of 2.96.
- The stock commands high multiples, including a trailing P/E of 114.2x compared to the US-listed Utilities peer median of 20.6x.
What Enlight Renewable Energy does
Enlight Renewable Energy Ltd operates a renewable energy platform across Israel, Central-Eastern Europe, Western Europe, and the United States. Founded in 1981 and headquartered in Rosh Haayin, Israel, the company focuses on the development, financing, construction, ownership, and operation of utility-scale renewable energy assets. Its operations encompass wind energy, solar energy, and energy storage initiatives designed to expand clean energy technologies and promote environmental sustainability and regional energy independence.
Growth and profitability
Enlight's annual revenue rose from $102.5M in FY2021 to $579.5M in FY2025, supported by a 5-year revenue CAGR of 52.5%, despite a 60.6% contraction in FY2023. Net income reached $131.5M in FY2025, up from $44.1M in FY2024, with gross margin at 76.9% and operating margin at 39.1%. Over the trailing twelve months, revenue reached $585.2M with an operating margin of 54.5%. For the latest quarter ending June 30, 2026, quarterly revenue grew 43.0% year-over-year, while quarterly earnings expanded by 1900.2%.
Balance sheet and cash flow
As of June 30, 2026, Enlight held $1.17B in cash and short-term investments against $6.42B in total debt, yielding net debt of $5.25B. Shareholders' equity was $2.17B, with a debt-to-equity ratio of 2.96 and a current ratio of 1.12. In FY2025, operating cash flow reached $226.9M, while capital expenditures of $1.95B led to free cash flow of -$1.73B. Over the past 5 years, the company's share count increased by 54.8%.
Valuation and performance
At $69.68, Enlight trades at a trailing P/E of 114.2x and a forward P/E of 92.6x, well above the median of its US-listed Utilities peers of 20.6x and 17.2x. Its price-to-sales ratio of 16.7x and EV/EBITDA of 31.8x also sit at a premium to peer medians of 2.4x and 12.1x. Over the past year, the stock returned 102.7% versus 16.8% for the S&P 500, and has delivered a 5-year return of 3455.1% compared to 83.0% for the broader index.
What analysts expect
Enlight has a consensus breakdown of 3 Strong Buy, 1 Buy, 2 Hold, 1 Sell, and 1 Strong Sell ratings. The mean price target of $85.57 represents a 22.8% premium over the last close of $69.68. For the fiscal year ending December 31, 2026, analysts project revenue of $2.48B and EPS of $1.38, implying 226.9% earnings growth. Enlight beat EPS estimates in each of the trailing 4 quarters, with its next earnings date scheduled for November 3, 2026.
Key risks and what to watch
- A net debt load of $5.25B exposes the company to elevated financing and leverage obligations.
- A 54.8% increase in share count over 5 years indicates past shareholder dilution to fund expansion.
- Historical revenue has been volatile, evidenced by a 60.6% revenue drop in FY2023.
- The stock trades 9.5% below its 200-day moving average and remains below its 52-week high of $108.65.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this ENLT AI stock analysis
This page is an AI-written research summary of Enlight Renewable Energy Ltd (ENLT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: ENLT income statement, ENLT balance sheet, ENLT key metrics, ENLT analyst forecast, ENLT chart. See the ENLT stock overview for the latest quote and news.
ENLT AI stock analysis FAQ
What does Enlight Renewable Energy Ltd do?
Enlight develops, finances, constructs, owns, and operates utility-scale wind, solar, and energy storage assets across Israel, Europe, and the United States.
Does ENLT pay a dividend?
Enlight Renewable Energy Ltd does not currently report dividend payments.
What is ENLT's debt and cash position?
As of June 30, 2026, Enlight held $1.17B in cash and short-term investments alongside total debt of $6.42B, resulting in net debt of $5.25B.
What are analysts projecting for ENLT in FY2026?
For the fiscal year ending December 31, 2026, analysts expect revenue of $2.48B and EPS of $1.38, representing 226.9% EPS growth.
When does Enlight report earnings next?
Enlight's next earnings report is scheduled for November 3, 2026.