Enlight Renewable Energy Ltd. research snapshot
ENLT AI stock analysis currently reads Enlight Renewable Energy Ltd. as a global solar, wind, and storage independent power producer with strong portfolio growth, heavy project financing needs, and a valuation that already prices a large share of the 2026 to 2028 capacity ramp. At the July 12, 2026 data cutoff, the Nasdaq close used for this page was $82.21 from July 10, 2026, market capitalization was about $11.49 billion on 139.81 million shares, and the central question was whether contracted U.S., Europe, and MENA build-out can convert into durable free cash flow before multiple compression. This page uses scenarios, not a certain price prediction, and is informational research only.
Current price
$82.21
Market cap
$11.49 billion
AI score
66 / 100
Rating
High-growth renewable IPP with stretched valuation
Trend status
Pullback from a multi-bagger advance off the 52-week low
Data cutoff (updated weekly)
July 12, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Enlight develops, finances, builds, owns, and operates utility-scale solar, wind, and storage projects across the U.S., Europe, and Israel or MENA, selling mostly contracted electricity and related tax-benefit income. | High |
| Moat | Moat is medium: grid interconnection positions, mature project pipeline, offtake contracts, tax-equity and project finance relationships, and multi-region development scale. Commodity power price and policy exposure remain real. | Medium |
| Management | Founder Gilad Yavetz moved to Executive Chairman in October 2025, with Adi Leviatan as CEO. Recent years show aggressive U.S. expansion, project financing closes, and equity or debt raises to fund construction. | Medium |
| Financial trend | FY2025 total revenues and income reached $582 million (+46% YoY), owners net income was $132 million, Adjusted EBITDA was $438 million, and Q1 2026 revenues and income rose 54% to $200 million. | High |
| Valuation | At $82.21, ENLT trades near 200.5x TTM EPS of $0.41 and about 82x FY2025 diluted owners EPS of $1.00, with PB near 5.5x. The stock embeds a large growth premium versus current earnings. | Medium-high |
| Technical trend | Price remains far above the $22.95 52-week low but well below the $108.65 52-week high, so the intermediate trend is a pullback after a powerful advance and needs live moving average confirmation. | Medium |
| Risk level | Risk is high for a growth IPP: project leverage, negative levered free cash flow during build-out, construction delays, policy or tax-credit changes, interest rates, FX, and Israel geopolitical risk. | High |
| AI confidence | Medium-high for company filings, quote math, and portfolio disclosures. Lower for multi-year share price paths, tax-credit durability, and completion timing of mega-projects such as CO Bar. | Medium-high data confidence |
| Investment certainty | Medium-low. Business quality is improving with scale, but valuation and capital intensity mean the equity case needs disciplined scenario thinking rather than narrative alone. | Medium-low |
ENLT AI stock forecast
The ENLT AI stock forecast uses scenario ranges around the $82.21 July 10, 2026 close. Using FY2025 diluted owners EPS of $1.00 as an earning-power base, the three-year tool output was about $135 in the bullish case, $69 in the base case, and $21 in the bearish case. These are valuation scenarios, not guaranteed targets. TTM EPS of $0.41 is lower because recent trailing mix includes a tougher earnings comparison after a strong prior-year quarter.
$110 to $135
More likely if 2026 revenues and income land in the $755 million to $785 million guide, U.S. projects commission on schedule, mature portfolio run-rate progress toward about $2.1 billion by end-2028 remains credible, and investors keep paying a premium multiple for growth.
$60 to $82
More likely if capacity ramps continue but earnings multiple compresses from current elevated levels as growth becomes more widely recognized and capital needs stay high.
$21 to $45
More likely if construction slips, financing costs rise, tax benefits or Safe Harbor economics weaken, leverage becomes a constraint, or price loses key support after the cutoff.
ENLT AI technical analysis
ENLT AI technical analysis starts from the $82.21 July 10, 2026 close and public range data. Because this static page does not fetch live chart data, moving averages, momentum, and volume should be confirmed in a charting tool before use.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $82.21 | Nasdaq close used for this page as of the July 10, 2026 quote snapshot inside the July 12, 2026 research cutoff. |
| Near support | $81.50 to $82.00 | Based on the July 10 session low area near $81.59 and the nearby prior close zone. A clean break would weaken the short-term setup. |
| Near resistance | $83.30 to $86.50 | Based on the July 10 session high near $83.34 and the public ask or supply zone reported around $86.50. |
| 50-day moving average | Requires live chart confirmation | Use a current chart before trading because this page is static and does not fetch request-time market data. |
| 200-day moving average | Requires live chart confirmation | Long-term trend quality should be checked against a live chart or broker feed after the large 52-week advance. |
| Momentum | Pullback from 52-week high | The stock traded well below the $108.65 52-week high and far above the $22.95 52-week low in public quote snapshots. |
| Volume | About 142,000 shares on July 10 | That session was below the roughly 230,000 average volume snapshot, so follow-through matters more than a single print. |
| Volatility | Elevated monitoring priority | ENLT can move sharply on earnings, project finance headlines, U.S. policy news, rates, and renewable sector sentiment. Public options IV snapshots have also been elevated. |
| Invalidation | Close below $80 | A close below the $80 to $81.50 support band would argue for reducing confidence in a short-term long setup until a new base forms. |
ENLT AI trading strategy
The ENLT AI trading strategy is a rules-based framework for research. It is not personalized advice and should be paired with fresh quotes, filing review, position sizing, and predefined invalidation.
Wait for ENLT to reclaim the $83.30 to $86.50 resistance zone and hold above it with volume that confirms demand after the pullback from the 52-week high.
Invalidate the setup if price fails the breakout or closes back below the $81.50 to $82.00 support zone.
If ENLT revisits the $80 to $82 support band without a thesis break, compare price action with the next earnings date, project COD updates, and any financing news.
Avoid averaging down unless maximum loss, holding period, and post-cutoff news checks are defined first. Capital intensity raises gap risk around financing events.
Track total revenues and income, Adjusted EBITDA, owners net income, cash, debt, FGW operating and under-construction capacity, Safe Harbor status, COD timing, and 2026 guidance.
Reduce confidence when the price move is story-driven but not supported by commissioning progress, cash generation, or leverage metrics.
Investment research summary
Customers and offtakers pay Enlight for long-term renewable electricity and storage capacity. Enlight monetizes development skill by building and owning projects, then collecting contracted power sales and, in the U.S., tax-benefit income.
The moat rests on interconnection and land positions, multi-region development capability, contracted offtake, project finance and tax-equity access, and a large mature pipeline. It is not a brand or network-effect moat.
The thesis can fail if mega-projects slip, interest costs rise faster than project returns, tax credits weaken, leverage squeezes equity, weather or curtailment cuts generation, or geopolitical stress around Israel damages funding or operations.
CEO Adi Leviatan and Executive Chairman Gilad Yavetz are executing a growth plan centered on U.S. solar-plus-storage complexes such as CO Bar and Snowflake, plus European storage and MENA assets. Capital allocation quality will be judged by COD delivery and financing cost, not portfolio headlines alone.
Utility-scale renewables and storage sit inside a long-duration electrification and decarbonization trend, with rising power demand from industry and data centers. The industry remains capital intensive, policy sensitive, and competitive on offtake pricing.
At about 200x TTM EPS and roughly 82x FY2025 diluted owners EPS, the current price embeds high growth expectations. Margin of safety is thin unless the 2028 run-rate story converts into much higher sustainable earnings with controlled dilution and leverage.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| ENLT price | $82.21 July 10, 2026 close | Cboe delayed quote snapshot and Macrotrends PE table | July 12, 2026 |
| Market capitalization | $11.49 billion, verified as $82.21 x 139.81 million shares with 0.03% variance | financial_rigor.py market cap verification | July 12, 2026 |
| Shares outstanding | 139.81 million, cross-validated near 139.80 million | Morningstar and StockTitan public snapshots | July 12, 2026 |
| FY2025 total revenues and income | $582.3 million (+46% YoY), including $488.6 million electricity revenues and $93.7 million tax benefits | Enlight Q4 and FY2025 earnings release | July 12, 2026 |
| FY2025 electricity revenue cross-check | Company revenues line $488.6 million vs Macrotrends $489 million, variance about 0.04% | Company release and Macrotrends revenue series | July 12, 2026 |
| FY2025 net income | $160.7 million total net income; $132.1 million attributable to owners, cross-validated with Simply Wall St | Enlight FY2025 earnings release | July 12, 2026 |
| FY2025 Adjusted EBITDA and operating cash flow | Adjusted EBITDA $438 million; operating cash flow $283 million | Enlight FY2025 earnings release | July 12, 2026 |
| Q1 2026 revenues and income | $200 million (+54% YoY); company reaffirmed 2026 guide of $755 million to $785 million revenues and income | Enlight Q1 2026 SEC exhibit earnings release | July 12, 2026 |
| Cash and portfolio snapshot | Cash about $979 million at March 31, 2026; mature portfolio about 11.4 FGW with 2028 run-rate target near $2.1 billion to $2.3 billion | Q1 2026 release and FY2025 portfolio review | July 12, 2026 |
| Valuation checks | 200.51x PE on $0.41 TTM EPS, about 5.47x PB on $15.03 BVPS, 0% dividend yield from financial_rigor.py | financial_rigor.py valuation verification | July 12, 2026 |
This ENLT AI stock analysis page is an informational tool only. It is not investment advice, a recommendation, or a promise of future returns. Forecast scenarios are based on available data as of July 12, 2026, may be incomplete, and can be wrong if new filings, market prices, company events, project delays, financing terms, tax-credit rules, geopolitical conditions, or macro conditions change.
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