Enlight Renewable: Strong Growth Ahead, Back on Watch List

After reviewing its most recent results and forecast, I'm returning Enlight Renewable (ENLT) to the Watch List. This builder and operator of solar plants and storage across the world has almost double its current gigawatt production under construction, which should lead to robust revenue and cash flow gains over the next 2-3 years. Energy demand is set to explode as AI developments continue to drive demand for data center and other electricity needs. Enlight's robust construction portfolio, steady and stable production agreements, and strong cash returns on investment (for the sector) make it an attractive stock to watch.

Watch List

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