Is HASI Stock Worth Buying Now After Strong Gains and Mixed Signals
HASI's rally is backed by stronger recurring income and higher yields, but valuation, debt and funding costs may test future returns.
HASI - HA Sustainable Infrastructure Capital, Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$47.43
DETAILS
HIGH:
$57.00
LOW:
$38.00
MEDIAN:
$48.00
CONSENSUS:
$47.43
UPSIDE:
27.09%
Stock News
HA Sustainable Stock Outlook Turns on Yield, Liquidity, Policy Risks
HASI balances a 9.2% portfolio yield and rising recurring income with higher funding costs, expenses and renewable policy risks.
HASI Rides Recurring Income and Energy Transition Finance Trends
HASI is boosting recurring income and fee revenue as clean energy demand grows, but funding costs and policy risks remain in focus.
HASI Prices $1 Billion of 5.950% Green Senior Unsecured Notes Due 2033
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, announced that yesterday, on June 15, 2026, it priced its offering of $1 billion in aggregate principal amount of 5.950% green senior unsecured notes due 2033 (the “Notes”). At issuance, the Notes will be guaranteed by Hannon Armstrong Sustainable Infrastructure, L.P., Hannon Armstrong Capital, LLC, HAT Holdings I LL.
HA Sustainable Infrastructure Capital: Earnings Are Scaling - Valuation Hasn't Caught Up
HA Sustainable Infrastructure Capital is transitioning from a yield-oriented REIT to a high-return infrastructure financing platform focused on renewable energy and energy transition assets. Despite double-digit earnings growth and >17% ROE guidance by 2028, HASI trades at compressed multiples, presenting a valuation disconnect and upside opportunity. My scenario analysis suggests 25% base case upside if management delivers on EPS guidance, with up to 50% upside in a bull case where the market re-rates the stock.
HA Sustainable Infrastructure Capital Q1 Earnings Call Highlights
HA Sustainable Infrastructure Capital NYSE: HASI reported a strong start to 2026, with President and CEO Jeff Lipson telling investors that first-quarter adjusted earnings per share rose to $0.77 and adjusted return on equity reached 15.7%, the highest quarterly level in the company's history.
HA Sustainable Infrastructure Capital, Inc. (HASI) Q1 2026 Earnings Call Transcript
HA Sustainable Infrastructure Capital, Inc. (HASI) Q1 2026 Earnings Call Transcript
HA Sustainable Infrastructure Capital (HASI) Surpasses Q1 Earnings Estimates
HA Sustainable Infrastructure Capital (HASI) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.64 per share a year ago.
HASI Announces Executive Appointments
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “we” or “our”) (NYSE: HASI) today announced executive appointments, effective May 12, 2026. “I am pleased to announce these management changes and promotions as we continue to recruit and retain top talent to drive our ongoing success,” said Jeffrey A. Lipson, President and Chief Executive Officer of HASI. “All of these individuals are accomplished executives with a collaborative approach, and I am extremely c.
HASI Announces First Quarter 2026 Results With 20% Y/Y Growth in Adjusted EPS and Record Adjusted ROE of 15.7%
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “we,” “our” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, today reported results for the first quarter of 2026. Key Highlights GAAP EPS of $(0.57), compared with $0.44 in Q1 2025, and Adjusted EPS of $0.77, compared to $0.64 in Q1 2025. GAAP-based Net Investment Income (Loss) was $(6.9) million in Q1, and Adjusted Recurring Net Investment Income totaled $101 million i.
CarbonCount Holdings 1 LLC to Issue $508 Million of 20-Year Fixed Rate Senior Unsecured Notes
ANNAPOLIS, Md. & NEW YORK--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, and KKR, a leading global investment firm, today announced that CarbonCount Holdings 1 LLC (“CCH1”), a co-investment vehicle between HASI and KKR, has issued $508 million in aggregate principal amount of senior unsecured notes (the “Notes”) in a private offering. The fixed-rate amortizing notes will have a 20-year final maturity.
HA Sustainable Infrastructure Capital (HASI) Earnings Expected to Grow: Should You Buy?
HA Sustainable Infrastructure Capital (HASI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Rithm (RITM) Lags Q1 Earnings Estimates
Rithm (RITM) came out with quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.52 per share a year ago.
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LendingClub (LC) Surpasses Q1 Earnings Estimates
LendingClub (LC) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.1 per share a year ago.
Why HA Sustainable Infrastructure Capital (HASI) Could Beat Earnings Estimates Again
HA Sustainable Infrastructure Capital (HASI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
HASI Announces First Quarter 2026 Earnings Release Date and Conference Call
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “We”, “Our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, today announced that the Company will release its first quarter 2026 results after market close on Thursday, May 7, 2026, to be followed by a conference call at 5:00 p.m. (Eastern Time). The conference call can be accessed live over the phone by dialing 1-877-407-0890 (Toll-Free) or +1-201-389-0918 (toll). Par.
HA Sustainable Infrastructure Capital (HASI) Upgraded to Buy: Here's Why
HA Sustainable Infrastructure Capital (HASI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
IFS vs. HASI: Which Stock Is the Better Value Option?
Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Intercorp Financial Services Inc. (IFS) or HA Sustainable Infrastructure Capital (HASI). But which of these two stocks presents investors with the better value opportunity right now?
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Price Targets
HASI price target raised to $57 from $54 at Morgan Stanley
$57.00
(was $41.21)
Morgan Stanley
HASI price target raised to $50 from $44 at UBS
$50.00
(was $41.35)
Jon Windham
·
UBS
HASI price target raised to $52 from $50 at Oppenheimer
$52.00
(was $41.14)
Oppenheimer
HASI price target raised to $48 from $45 at Baird
$48.00
(was $40.92)
Ben Kallo
·
Robert W. Baird
HASI price target raised to $44 from $37 at Wells Fargo
$44.00
(was $39.22)
Praneeth Satish
·
Wells Fargo
HASI price target raised to $38 from $33 at Goldman Sachs
$38.00
(was $39.23)
Goldman Sachs
HASI price target raised to $43 from $39 at RBC Capital
$43.00
(was $38.88)
RBC Capital
HASI price target raised to $45 from $40 at Baird
$45.00
(was $39.18)
Ben Kallo
·
Robert W. Baird
HASI price target raised to $47 from $44 at Morgan Stanley
$47.00
(was $33.47)
Morgan Stanley
HASI price target raised to $50 from $48 at Oppenheimer
$50.00
(was $30.90)
Oppenheimer
HASI price target lowered to $41 from $47 at Baird
$41.00
(was $23.73)
Ben Kallo
·
Robert W. Baird
Oppenheimer Reiterates Outperform Rating on Hannon Armstrong (HASI)
$48.00
(was $29.88)
Noah Kaye
·
Oppenheimer
Hannon Armstrong (HASI) PT Raised to $40 at Jefferies
$40.00
(was $35.01)
Julian Dumoulin-Smith
·
Jefferies
HASI price target raised to $47 from $36 at Baird
$47.00
(was $33.52)
Ben Kallo
·
Robert W. Baird
Jefferies Starts Hannon Armstrong (HASI) at Buy
$39.00
(was $32.77)
Julian Dumoulin-Smith
·
Jefferies
HASI initiated with an Outperform at RBC Capital
$41.00
(was $32.38)
Christopher Dendrinos
·
RBC Capital
HASI price target raised to $44 from $30 at Morgan Stanley
$44.00
(was $33.06)
Robert Kad
·
Morgan Stanley
HASI price target raised to $34 from $31 at Mizuho
$34.00
(was $32.83)
Maheep Mandloi
·
Mizuho Securities
Hannon Armstrong (HASI) PT Raised to $36 at UBS
$36.00
(was $30.11)
Jon Windham
·
UBS
Morgan Stanley Upgrades Hannon Armstrong (HASI) to Overweight
$23.00
(was $17.35)
Stephen Byrd
·
Morgan Stanley