Enlight Renewable Energy Ltd. research snapshot
ENLT AI stock analysis reads Enlight Renewable Energy Ltd. as a global solar, wind, and storage independent power producer with accelerating financial results, a de-risked CO Bar financing milestone, and a valuation that still prices a large share of the 2026 to 2028 capacity ramp. At the August 3, 2026 data cutoff, the Nasdaq close used for this page was $84.46 from July 31, 2026, market capitalization was about $11.81 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. Q2 2026 results were scheduled for August 4, 2026, after this page's data cutoff. This page uses scenarios, not a certain price prediction, and is informational research only.
Current price
$84.46
Market cap
$11.81 billion
AI score
65 / 100
Rating
High-growth renewable IPP with stretched valuation
Trend status
Pullback from the all-time closing high after a multi-year advance
Data cutoff (updated monthly)
August 4, 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, Israel, and MENA, selling mostly contracted electricity plus U.S. tax-benefit income. | High |
| Moat | Moat is medium: grid interconnection positions, mature project pipeline, long-term 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 is Executive Chairman and Adi Leviatan is CEO. Recent actions include the Google solar PPA, the CO Bar financial close, rapid U.S. expansion, and repeated equity or debt raises to fund construction. | Medium |
| Financial trend | FY2025 total revenues and income reached $582.3 million (+46% YoY), owners net income was $132.1 million, Adjusted EBITDA was $438 million, and Q1 2026 revenues and income rose 54% to $199.6 million with Adjusted EBITDA of $154 million. | High |
| Valuation | At $84.46, ENLT trades near 206x TTM EPS of $0.41 and about 84x FY2025 diluted owners EPS of $1.00, with PB near 5.6x. The stock embeds a large growth premium versus current earnings. | Medium-high |
| Technical trend | Price sits about 22% below the $108.65 52-week high and the $107.42 all-time closing high, but far above the $22.95 52-week low, 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, tariffs, 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 and contracted backlog, 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 $84.46 July 31, 2026 close. Using FY2025 diluted owners EPS of $1.00 as an earning-power base, the three-year tool output was about $137 in the bullish case, $68 in the base case, and $26 in the bearish case. These are valuation scenarios, not guaranteed targets. TTM EPS of $0.41 is much lower than the $1.00 full-year figure because the trailing mix includes a heavy prior-year gain and a lighter current-year owners result.
$112 to $138
More likely if 2026 revenues and income land in the $755 million to $785 million guide, CO Bar and Snowflake commission on schedule, data center power demand sustains PPA pricing, the Google and other offtakes expand, and investors keep paying a premium multiple for growth.
$58 to $84
More likely if capacity ramps continue but earnings multiple compresses from current elevated levels as growth becomes more widely recognized and financing costs and dilution stay high.
$22 to $46
More likely if construction slips, financing costs rise, tax benefits or Safe Harbor economics weaken, tariffs push costs up, leverage becomes a constraint, Israel risk intensifies, or price loses key support after the cutoff.
ENLT AI technical analysis
ENLT AI technical analysis starts from the $84.46 July 31, 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 | $84.46 | Nasdaq close used for this page as of the July 31, 2026 quote snapshot inside the August 3, 2026 research cutoff. |
| Near support | $82.80 to $83.00 | Based on the July 31 session low near $82.82 and the nearby prior close zone. A clean break would weaken the short-term setup. |
| Near resistance | $86.90 to $88.00 | Based on the July 31 session high near $86.90 and the round supply zone above it. |
| 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 multi-year advance. |
| Momentum | Pullback from all-time closing high | The stock closed at $84.46 versus a $107.42 all-time closing high on May 29, 2026, well above the $22.95 52-week low. |
| Volume | About 120,000 shares on July 31 | That session was below the roughly 237,000 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, tariffs, and renewable sector sentiment. Public options IV snapshots have also been elevated. |
| Invalidation | Close below $80 | A close below the $80 to $82.80 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 $86.90 to $88.00 resistance zone and hold above it with volume that confirms demand after the pullback from the all-time closing high.
Invalidate the setup if price fails the breakout or closes back below the $82.80 to $83.00 support zone.
If ENLT revisits the $80 to $83 support band without a thesis break, compare price action with the August 4, 2026 Q2 earnings date, project COD updates, and any financing or PPA news.
Avoid averaging down unless maximum loss, holding period, and post-cutoff news checks are defined first. Capital intensity raises gap risk around financing and earnings events.
Track total revenues and income, Adjusted EBITDA, owners net income, cash, debt, operating and under-construction FGW, Safe Harbor status, COD timing, 2026 guidance, and CO Bar or Snowflake progress.
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 such as CO Bar slip, interest costs rise faster than project returns, tax credits weaken, tariffs push construction costs up, 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. The Google PPA and the $2.62 billion CO Bar debt close support the plan, but capital allocation quality will still be judged by COD delivery and financing cost.
Utility-scale renewables and storage sit inside a long-duration electrification and decarbonization trend, with rising power demand from data centers, industry, and AI infrastructure. The industry remains capital intensive, policy sensitive, and competitive on offtake pricing.
At about 206x TTM EPS and roughly 84x 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 | $84.46 July 31, 2026 close | Macrotrends stock price history, Morningstar quote, and StockTitan snapshot | August 3, 2026 |
| Market capitalization | $11.81 billion, verified as $84.46 x 139.81 million shares with 0.01% variance | Morningstar quote and financial_rigor.py market cap verification | August 3, 2026 |
| Shares outstanding | 139.81 million shares outstanding, with about 132.13 million float | Morningstar and StockTitan public snapshots | August 3, 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 | August 3, 2026 |
| FY2025 net income and EPS | $160.7 million total net income; $132.1 million attributable to owners; basic EPS $1.07 and diluted EPS $1.00 | Enlight FY2025 earnings release | August 3, 2026 |
| FY2025 Adjusted EBITDA and operating cash flow | Adjusted EBITDA $438 million; operating cash flow $283 million | Enlight FY2025 earnings release | August 3, 2026 |
| Q1 2026 revenues and income | $199.6 million (+54% YoY), net income $37.8 million, Adjusted EBITDA $154 million, operating cash flow $100 million; 2026 guide of $755 million to $785 million revenues and income and $545 million to $565 million Adjusted EBITDA reaffirmed | Enlight Q1 2026 earnings release | August 3, 2026 |
| Balance sheet and portfolio snapshot | Cash and cash equivalents about $979 million at March 31, 2026; total assets $9.31 billion; equity attributable to shareholders $2.12 billion; mature portfolio about 11.6 FGW with a 2028 run-rate target near $2.1 billion to $2.3 billion | Q1 2026 release and FY2025 portfolio review | August 3, 2026 |
| CO Bar financial close | Debt financing commitments totaling $2,622 million for a 1.2 GW solar and 4.0 GWh storage complex; first full year revenue projected at $250 million to $260 million and EBITDA at $200 million to $210 million | Enlight 6-K, June 25, 2026 | August 3, 2026 |
| Google solar PPA | 15-year fixed-price 200 MWac solar PPA for the 250 MWdc Solstice project in Oklahoma, with an 800 MWh storage phase planned later | Enlight press release, May 26, 2026 | August 3, 2026 |
| Valuation checks | About 206x PE on $0.41 TTM EPS, about 84x on FY2025 diluted owners EPS of $1.00, about 5.6x PB, 0% dividend yield from financial_rigor.py and Morningstar | financial_rigor.py and Morningstar valuation verification | August 3, 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 August 3, 2026, may be incomplete, and can be wrong if new filings, market prices, company events, project delays, financing terms, tax-credit rules, tariff policy, geopolitical conditions, or macro conditions change.
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