What Happened?

A number of stocks fell in the afternoon session after U.S. stocks fell as concerns grew over the risk of stagflation, a mix of slow economic growth and high inflation, due to the ongoing conflict with Iran. 

The war escalated into a global energy supply shock, with disruptions to cargo in the Strait of Hormuz pushing Brent crude oil prices above $100 per barrel. This surge in energy costs raised fears of persistent inflation that could harm the global economy. Compounding these concerns, recent data showed the U.S. economy was already weakening before the conflict, with the fourth-quarter 2025 growth estimate revised down to a sluggish 0.7% annual rate. This combination of slowing growth and rising inflation had investors worried, as it complicates the Federal Reserve's policy path and threatens both corporate profits and consumer spending power.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Marine Transportation company Pangaea (NASDAQ: PANL) fell 3.9%. Is now the time to buy Pangaea? Access our full analysis report here, it’s free.
• Aerospace company Curtiss-Wright (NYSE: CW) fell 2.7%. Is now the time to buy Curtiss-Wright? Access our full analysis report here, it’s free.
• Aerospace company Hexcel (NYSE: HXL) fell 4.7%. Is now the time to buy Hexcel? Access our full analysis report here, it’s free.
• Energy Products and Services company Ameresco (NYSE: AMRC) fell 5.2%. Is now the time to buy Ameresco? Access our full analysis report here, it’s free.
• Defense Contractors company Mercury Systems (NASDAQ: MRCY) fell 3.5%. Is now the time to buy Mercury Systems? Access our full analysis report here, it’s free.

Zooming In On Ameresco (AMRC)

Ameresco’s shares are extremely volatile and have had 49 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 7 months ago when the stock gained 39.4% on the news that the company reported strong second-quarter financial results that significantly surpassed analyst expectations. 

The clean energy company posted second-quarter revenue of $472.3 million, an 8% jump from the year-ago period. More impressively, its non-GAAP earnings per share of $0.27 crushed Wall Street's expectations by 350%. Company officials credited the strong results to growth in its European business and its Energy Asset division. Investors also cheered the firm's record total project backlog, which increased to $5.1 billion, a strong indicator of future revenue. The positive report prompted at least one analyst to raise their price target for the stock.

Ameresco is down 18.9% since the beginning of the year, and at $24.88 per share, it is trading 42.5% below its 52-week high of $43.23 from October 2025. Investors who bought $1,000 worth of Ameresco’s shares 5 years ago would now be looking at an investment worth $501.75.

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