Baird upgrades Ormat Technologies stock rating to Outperform on geothermal policy support

Published 30/07/2025, 08:14
© Nir Slakman, Ormat Technologies PR

Investing.com - Baird upgraded Ormat Technologies (NYSE:ORA) stock rating from Neutral to Outperform on Wednesday, while raising its price target to $103.00 from $87.00. The renewable energy company, currently valued at $5.35 billion, has shown strong momentum with a 30.6% gain year-to-date, according to InvestingPro data.

The research firm cited growing political support for geothermal power production and development in the United States as a key factor behind the more bullish outlook for the renewable energy company.

Baird had initially rated Ormat Technologies as Neutral with a positive bias when it began coverage in the first quarter, expressing concerns about the permanence of Inflation Reduction Act incentives.

The firm noted that geothermal energy is gaining support and favorable treatment in the Build Back Better framework, contributing to its more constructive view on the stock.

Baird also highlighted potential upside to Ormat’s long-term financial targets from power purchase agreements being renegotiated at higher prices, particularly with hyperscalers. With analyst price targets ranging from $76 to $105, investors can access deeper insights and 8 additional key ProTips through InvestingPro’s comprehensive research report.

In other recent news, Ormat Technologies announced its completion of the acquisition of the Blue Mountain geothermal power plant for $88 million. The facility, located in Nevada, operates under a power purchase agreement with NV Energy, which will expire at the end of 2029. Additionally, Ormat has entered into a $62 million Hybrid Tax Equity partnership with Morgan Stanley (NYSE:MS) Renewables Inc., involving the Lower Rio energy storage facility and the Arrowleaf project. These projects are expected to be operational by the end of 2025. Jefferies raised its price target for Ormat Technologies to $97, maintaining a Buy rating, citing favorable Senate draft legislation for geothermal energy. Barclays (LON:BARC) also upgraded Ormat’s stock rating from Equalweight to Overweight, emphasizing the growing demand for geothermal energy due to power shortages in the U.S. Furthermore, Ormat has strengthened its executive team with the appointments of Aron Willis as Executive Vice President, Electricity Segment, and Daniel Moelk as Senior Vice President, Resources, Drilling, & EGS. These developments reflect Ormat’s strategic efforts to enhance its growth in the renewable energy sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.