HA Sustainable Infrastructure Capital stock gained 1.87 percent

Published on 10/04/2026 at 20:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

HA Sustainable Infrastructure Capital stock has a USD 48.10 consensus target from 13 analysts as of October 3. Q2 adjusted EPS reached USD 0.75.

HASI, US41068X1000, Illustration mit AI erstellt.

HA Sustainable Infrastructure Capital stock (ISIN US41068X1000) gained 1.87 percent to USD 36.27 on the NYSE on October 2, 2026, with a market capitalization of USD 4.7 billion. Yahoo Finance lists November 5, 2026 as the next earnings date, giving the stock a defined near-term reporting milestone.

Q2 earnings improved year over year

HA Sustainable Infrastructure Capital reported GAAP earnings per share of USD 0.92 for Q2 2026, compared with USD 0.74 in Q2 2025. Adjusted EPS reached USD 0.75, up from USD 0.60 a year earlier, while adjusted recurring net investment income totaled USD 107 million, according to MarketBeat in its August 6, 2026 earnings coverage.

The same report lists Q2 revenue of USD 120.79 million against a USD 111.95 million consensus estimate. HASI also set fiscal 2026 adjusted EPS guidance at USD 3.55-3.65, creating a clear benchmark for the November report.

Renewable portfolio adds operating scale

On September 10, 2026, HASI and Invenergy announced a strategic equity partnership supporting 10 solar, storage and wind projects totaling 2.7 GW across seven U.S. states. More than 850 MW is already operating, while the remaining projects are scheduled to come online by the first quarter of 2027, according to HA Sustainable Infrastructure Capital.

The structure links HASI funding to commercial operation, while Invenergy retains majority ownership and operational control. Long-term agreements with investment-grade offtakers support the portfolio, but the staged funding model means the full asset contribution will develop over time.

Analysts see upside but also valuation risk

MarketBeat reports a Moderate Buy consensus based on 10 Buy ratings and 3 Hold ratings from 13 analysts. The average price target is USD 48.10, with a high of USD 60.00 and a low of USD 38.00; the average target lies 32.6 percent above the October 2 price of USD 36.27.

Analyst views are not uniform. MarketBeat reported on September 5, 2026 that UBS cut its rating from strong buy to hold, while the broader consensus remained Moderate Buy.

HASI stock gained on October 2

HASI stock was last at USD 36.27 on the NYSE at 4:00 p.m. ET on October 2, 2026. The session range was USD 36.00 to USD 36.74, volume was 935,670 shares, and the 52-week range was USD 27.28 to USD 44.13.