One thing we could say about the analysts on HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. Revenue estimates were cut sharply as the analysts signalled a weaker outlook - perhaps a sign that investors should temper their expectations as well.

Following the downgrade, the current consensus from HA Sustainable Infrastructure Capital's twelve analysts is for revenues of US$121m in 2026 which - if met - would reflect a huge 38% increase on its sales over the past 12 months. Statutory earnings per share are presumed to jump 212% to US$1.32. Previously, the analysts had been modelling revenues of US$156m and earnings per share (EPS) of US$1.32 in 2026. Indeed we can see that the consensus opinion has undergone some fundamental changes following the recent consensus updates, with a sizeable cut to revenues and some minor tweaks to earnings numbers.

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. The analysts are definitely expecting HA Sustainable Infrastructure Capital's growth to accelerate, with the forecast 53% annualised growth to the end of 2026 ranking favourably alongside historical growth of 4.5% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 4.9% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect HA Sustainable Infrastructure Capital to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with analysts reconfirming that earnings per share are expected to continue performing in line with their prior expectations. Unfortunately, analysts also downgraded their revenue estimates, although our data indicates revenues are expected to perform better than the wider market. Overall, given the drastic downgrade to this year's forecasts, we'd be feeling a little more wary of HA Sustainable Infrastructure Capital going forwards.

There might be good reason for analyst bearishness towards HA Sustainable Infrastructure Capital, like the risk of cutting its dividend. For more information, you can click here to discover this and the 1 other risk we've identified.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.