{
  "symbol": "ENLT",
  "company": "Enlight Renewable Energy Ltd.",
  "generated_at": "2026-06-24T07:36:47.422Z",
  "event_count": 4,
  "events": [
    {
      "type": "pipeline_event",
      "ts": "2026-06-01T13:19:56.258Z",
      "stage": "analyst",
      "outcome": "skip",
      "reason": "Extreme valuation (113x forward P/E vs ~22x sector), heavy insider profit-taking, negative FCF, and analyst targets implying ~23% downside from current levels. No asymmetric setup fits the risk/reward profile.",
      "trigger": "[insider_cluster_universe] 3 Form 4 filings in last 14 days · at least one open-market P/S trade verified",
      "source": "idle_hunter"
    },
    {
      "type": "analyst_decision",
      "ts": "2026-06-01T13:19:56.239Z",
      "skip": true,
      "reason": "Extreme valuation (113x forward P/E vs ~22x sector), heavy insider profit-taking, negative FCF, and analyst targets implying ~23% downside from current levels. No asymmetric setup fits the risk/reward profile.",
      "score": 18,
      "breakdown": {
        "smart_money": -10,
        "options_flow": 0,
        "catalyst": 20,
        "mispricing": 0,
        "quality": 5,
        "technical": 3
      },
      "debug_path": "drafts/2026-06-01-ENLT.analyst.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-06-01T13:18:56.679Z",
      "summary": "ENLT has had an extraordinary run (YTD +272%) driven by strong Q1 earnings beats and a May 2026 Google PPA announcement — the company's first U.S. commercial power purchase agreement. However, all recent Form 4 activity is option-exercise-to-sell (M+S codes), not open-market purchases, so the investigation trigger's premise of 'open-market P/S trades verified' requires scrutiny: insiders exercised deeply underwater legacy options and sold into strength — that is profit-taking behavior, not conviction buying. The stock sits at a forward P/E of ~113x vs. sector median ~20-25x for renewable utilities, making it extremely expensive on any traditional mispricing metric. No CEO or CFO open-market purchase was identified. The bull case rests entirely on execution and multiple re-rating toward U.S. growth comps.",
      "verdict": "range_bound_or_income",
      "confidence": 4,
      "tool_calls": 23,
      "walltime_min": 13,
      "debug_path": "dossiers/2026-06-01-ENLT.scout.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-05-14T12:15:14.529Z",
      "summary": "ENLT has had a parabolic run (+226% YTD) from ~$28 to $92 — now near 52-week high at forward P/E of 97 and EV/EBITDA of 40. The investigation trigger flagged insider Form 4 cluster, but upon inspection all recent activity is compensation-driven SELLING (option exercises + share sales for taxes), not open-market conviction purchases. Three insiders transacted within days: Exec Chairman Gilad Yavetz sold ~100K shares at $91-93 after exercising options; CFO Yehuda Nir sold ~6,945 shares at $92-93; VP/GC Lisa Haimovitz exercised and sold a small amount. None represents new money coming in. Q1 2026 earnings beat (+14% EPS surprise) was strong but already priced into the stock. A May 19 investor day is upcoming but no clear mispricing exists — this appears fully valued at extreme multiples with insider cluster doing exactly what you'd expect at peak prices: taking profits.",
      "verdict": "no_anomaly",
      "confidence": 4,
      "tool_calls": 17,
      "walltime_min": 12,
      "debug_path": "dossiers/2026-05-14-ENLT.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": {
    "ticker": "ENLT",
    "call": "HOLD",
    "confidence": 3,
    "score": 3,
    "factors": {
      "above_200dma": "+2",
      "above_50dma": "+1",
      "momentum_strong_up": "+2 (302.4%)",
      "rsi_neutral": "0 (49.1)",
      "recent_macd_bearish_cross": "-2 (12d ago)",
      "from_high": "0 (-15.7%)"
    },
    "summary": "HOLD (score +3) · 12-1 mom 302.4% · RSI 49.1 · above_both · -15.7% from high",
    "last_close": 90.56,
    "one_month_ago_close": 91.55,
    "twelve_month_ago_close": 22.75,
    "twelve_one_momentum_pct": 302.42,
    "rsi_14": 49.1,
    "ma_stack": "above_both",
    "from_period_high_pct": -15.7,
    "period_high": 107.42,
    "price_targets": {
      "bear": 37,
      "fair": 87.83,
      "bull": 123.53,
      "bear_return_pct": -59.1,
      "fair_return_pct": -3,
      "bull_return_pct": 36.4,
      "method": "street_targets ⨯ chart_floors",
      "street": {
        "target_low": 37,
        "target_mean": 82.42857,
        "target_high": 123,
        "analyst_count": 7
      }
    },
    "generated_at": "2026-06-24T07:36:47.418Z"
  }
}