Enlight Renewable Energy Ltd (ENLT) shares were trading at $52.52 as of January 13th. According to Yahoo Finance, the company's trailing and forward P/E ratios were 55.28 and 97.09 respectively.
The Israel-based renewable energy company operates a diversified platform across solar, wind, and energy storage. It focuses on fully operational, cash-generating projects rather than speculative developments. While some investors worry that shifting US political sentiment could pressure renewables, this concern is largely misplaced for ENLT. The company is primarily expanding internationally across Europe, Israel, and select global markets where demand for clean and reliable power continues to strengthen.
Enlight has built a substantial footprint, with roughly 20 gigawatts of multi-technology generation capacity and more than 35 gigawatts of energy storage capacity in its development and operating pipeline. This positions it as a scalable power provider at a time when global electricity demand is structurally rising.
The company's third-quarter revenue grew 46% year over year. Net profit rose 33% to $32 million. Management raised full-year guidance following these results.
One of the most striking data points is the rapid expansion of battery storage. It increased from 2.1 gigawatt hours in 2022 to 11.8 gigawatt hours by Q3 2025. Following earnings, the stock surged to a 52-week high above $40 before pulling back. It remains up roughly 125% year to date.
Analysts at firms such as UBS and Barclays see meaningful upside relative to current levels. They suggest further appreciation over the next year. While geopolitical concerns and lower institutional ownership may cause short-term volatility, Enlight's operational assets, strong growth trajectory, and global exposure support a compelling long-term investment case.
Previously, a bullish thesis on Enphase Energy, Inc. by OppCost in May 2025 highlighted the company's transition toward an integrated home energy solutions platform and long-term electrification tailwinds. That company's stock price has depreciated by approximately 26.85% since coverage. Near-term demand headwinds and policy changes delayed the thesis, though the long-term technology and ecosystem case remains intact. MarketBeat shares a similar thesis but emphasizes utility-scale, internationally diversified renewable assets with visible cash generation.
Enlight Renewable Energy Ltd (ENLT) is not on the list of the 30 Most Popular Stocks Among Hedge Funds. As per the database, 2 hedge fund portfolios held ENLT at the end of the third quarter, which was 2 in the previous quarter.