Bullish indicating open at $55-$60, IPO prices at $37
Investing.com - UBS raised its price target on HA Sustainable Infrastructure Capital (NYSE:HASI) to $39.00 from $38.00 on Monday, while maintaining a Buy rating on the stock. According to InvestingPro data, analyst targets for HASI range from $27 to $48, with the stock currently trading at $25.71.
The revision follows HASI’s second-quarter 2025 results, which prompted UBS to make modest adjustments to its earnings estimates. The firm revised its core EPS estimates for 2025/26/27 to $2.66/$2.86/$3.11 from previous projections of $2.67/$2.88/$3.13. Notably, six analysts have recently revised their earnings estimates upward for the upcoming period, as revealed by InvestingPro analysis.
HASI maintained its 2024-27 guidance for core EPS compound annual growth rate of 8-10%, suggesting a 2027 range of $3.03-3.26. This outlook is supported by continued strength in new asset yields, which reached approximately 10.5% in the first half of 2025. The company maintains a healthy 6.53% dividend yield and has raised its dividend for six consecutive years.
UBS based its Buy rating on HASI’s ability to generate strong recurring cash flows and capitalize on increasing demand for U.S. electricity infrastructure investment.
The firm noted that challenges in the U.S. grid are creating more diversified and fast-growing markets for HASI financing, including data centers, nuclear, manufacturing, and next-generation geothermal.
In other recent news, Hannon Armstrong Sustainable Infrastructure Capital Inc reported its financial results for the second quarter of 2025, which showed an earnings miss. The company posted an adjusted earnings per share of $0.60, falling short of analysts’ forecast of $0.64, representing a 6.25% negative surprise. Revenue also did not meet expectations, coming in at $85.69 million compared to the anticipated $91.08 million. These financial results are significant for investors monitoring the company’s performance. Despite the earnings miss, the company’s stock remained stable in aftermarket trading. There were no major analyst upgrades or downgrades reported in connection with these earnings. Investors may continue to watch for any future developments or announcements from Hannon Armstrong.
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