ENLT · Enlight Renewable Energy Ltd. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on ENLT. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About ENLT · Enlight Renewable Energy Ltd
Enlight Renewable Energy Ltd operates a renewable energy platform in Israel, the Middle East, North Africa, Europe, the United States, and internationally. The company develops, finances, constructs, owns, and operates utility-scale renewable energy projects. It develops wind energy and solar energy projects, as well as energy storage projects. The company holds a portfolio of renewable energy projects that consists of approximately 20 GW of multi-technology generation capacity and 35.8 GWh of energy storage capacity. The company was incorporated in 1981 and is headquartered in Rosh HaAyin, Israel. LT
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HOLD (score +3) · 12-1 mom 302.4% · RSI 49.1 · above_both · -15.7% from high
Targets blend Wall Street consensus (7 analysts: low $37.00 / mean $82.43 / high $123.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
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.
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.
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.
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.