HASIFinancial Services · Asset ManagementThe 15 Wall Street analysts covering HA Sustainable Infrastructure Capital, Inc. hold a median 12-month price target of $50 — +33.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 65 of 100 as at 29 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores HA Sustainable Infrastructure Capital, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (88): Analysts have, on balance, been raising their forecasts.
Issuance (15): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on HASI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +33.3% from it.
Of the 20 most recent actions, 5 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 19 Oct 2026 | JP Morgan | Maintains | Overweight | $51 → $45 |
| 9 Sept 2026 | Mizuho | Maintains | Outperform | $41 → $50 |
| 9 Sept 2026 | Mizuho | Maintains | Outperform | — |
| 4 Sept 2026 | UBS | Downgrade | Neutral | $51 → $44 |
| 4 Sept 2026 | UBS | Downgrade | Neutral | — |
| 18 Aug 2026 | Morgan Stanley | Maintains | Overweight | $57 → $60 |
| 18 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 7 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 7 Aug 2026 | JP Morgan | Maintains | Overweight | $50 → $51 |
| 7 Aug 2026 | UBS | Maintains | Buy | — |
| 7 Aug 2026 | UBS | Maintains | Buy | $50 → $51 |
| 27 May 2026 | Morgan Stanley | Maintains | Overweight | — |
| 27 May 2026 | Morgan Stanley | Maintains | Overweight | $54 → $57 |
| 12 May 2026 | Wells Fargo | Maintains | Overweight | — |
| 11 May 2026 | JP Morgan | Maintains | Overweight | — |
| 8 May 2026 | RBC Capital | Maintains | Outperform | — |
| 8 May 2026 | UBS | Maintains | Buy | — |
| 21 Apr 2026 | Citigroup | Maintains | Buy | — |
| 7 Apr 2026 | Morgan Stanley | Maintains | Overweight | — |
| 4 Mar 2026 | Mizuho | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
HASI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, HA Sustainable Infrastructure Capital, Inc. returned +39.7% against +13.1% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 13% of US stocks
Cheaper than 6% of US stocks
Cheaper than 46% of US stocks
Cheaper than 99% of US stocks
Higher than 98% of US stocks
Higher than 66% of US stocks
Higher than 31% of US stocks
Higher than 82% of US stocks
Higher than 97% of US stocks
Higher than 50% of US stocks
Higher than 50% of US stocks
Higher than 92% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
HA Sustainable Infrastructure Capital, Inc. has a market value of $4.8B and an enterprise value of $10.5B.
Revenue in the twelve months to 30 June 2026: $462.9M. The latest quarter grew 804.4% year on year.
Net income over the same four quarters: $88.3M, a 19.1% net margin.
Diluted earnings per share, trailing twelve months: $0.53.
Free cash flow in the twelve months to 30 June 2026: $208.5M.
HA Sustainable Infrastructure Capital, Inc. spent $220.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 57.2×; forward P/E: 11.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.57%, paying out 260% of earnings.
HA Sustainable Infrastructure Capital, Inc. employs 170 people — $2.7M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own HA Sustainable Infrastructure Capital, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
CarbonCount Holdings 1 LLC, a co-investment vehicle between HASI and KKR, priced $400 million in senior unsecured notes in a private offering. The fixed-rate amortizing notes have a 20-year final maturity.
Why it matters — The offering relates to a HASI co-investment vehicle and provides an update on its financing.
Terradot and HASI closed a $34 million senior secured term loan to support Terradot’s enhanced rock weathering projects in the US and Brazil. The projects are supported by fixed-price, multi-year offtake agreements with Frontier.
Why it matters — The transaction highlights HASI’s financing of carbon removal projects supported by long-term offtake agreements.
HASI announced it will release third-quarter 2026 results after market close on Thursday, November 5, 2026. The company will hold a conference call at 5:00 p.m. Eastern Time, accessible by phone.
Why it matters — HASI watchers can note the scheduled date and time to review the quarterly results and hear the company’s conference call.
The article notes that AI-related investment opportunities extend beyond low-yielding tech stocks. It highlights alternative asset managers as funders of the data center boom, and suggests energy companies and REITs may also benefit from AI-driven demand.
Why it matters — For HASI watchers, the item points to alternative asset managers and REITs as indirect beneficiaries of AI-driven infrastructure growth, a space relevant to HASI's sustainable infrastructure focus.
Invenergy and HASI announced the closing of a strategic equity partnership supporting a 2.7-gigawatt portfolio of select Invenergy projects across the United States, encompassing utility-scale solar, solar-plus-battery storage, and wind projects.
Why it matters — The expansion of HASI's partnership with Invenergy grows its exposure to a large portfolio of U.S. sustainable infrastructure assets across solar, storage, and wind.
The 15 Wall Street analysts covering HA Sustainable Infrastructure Capital, Inc. have a median 12-month price target of $50, with estimates ranging from $43 to $60. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 15 analysts covering HA Sustainable Infrastructure Capital, Inc., 12 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks HA Sustainable Infrastructure Capital, Inc. 65 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 29 Oct 2026, HA Sustainable Infrastructure Capital, Inc. ranks 65 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (88 of 100).
No one can know that. What the data says: the median 12-month target from 15 analysts implies +33.3% from the last close, and Ticker Nerd's factor model ranks HA Sustainable Infrastructure Capital, Inc. 65 out of 100 as at 29 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering HA Sustainable Infrastructure Capital, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for HASI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $43 to $60 over the next 12 months.
HA Sustainable Infrastructure Capital, Inc. returned +39.7% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
HA Sustainable Infrastructure Capital, Inc. is a sustainable infrastructure investment company that provides capital to energy efficiency, renewable energy, and broader climate solutions markets.
The most recent item we track (Business Wire, 29 Oct 2026): "CarbonCount Holdings 1 to Issue $400 Million of 20-Year Fixed Rate Senior Unsecured Notes". CarbonCount Holdings 1 LLC, a co-investment vehicle between HASI and KKR, priced $400 million in senior unsecured notes in a private offering. The fixed-rate amortizing notes have a 20-year final maturity.
HA Sustainable Infrastructure Capital, Inc. is a sustainable infrastructure investment company that provides capital to energy efficiency, renewable energy, and broader climate solutions markets. HA Sustainable Infrastructure Capital, Inc. focuses on financing and investing in assets such as on-site solar and storage, grid-connected clean power projects, and infrastructure that supports lower emissions in transportation, fuels, and nature-based solutions. Its portfolio includes equity investments, receivables, and debt securities tied to income-generating real assets. The company serves clients developing projects that improve energy use, reduce carbon intensity, and enhance resilience across commercial, industrial, utility, and public-sector environments. Headquartered in Annapolis, Maryland, HA Sustainable Infrastructure Capital, Inc. plays a specialized role in channeling flexible capital into infrastructure segments central to the energy transition.
CEO Mr. Jeffrey A. Lipson · 170 employees · United States · https://www.hasi.com
