Is ORA's EPS trend signaling long-term growth?

**Ormat Technologies' (ORA) EPS trend appears to be mixed, indicating both potential challenges and opportunities for long-term growth.** Here's an analysis based on the latest data and analyst opinions: 1. **Recent Performance**: ORA's most recent reported EPS was $0.72 for the quarter, which topped analysts' consensus estimates by $0.25. This suggests a recent positive performance that beats expectations. 2. **Analyst Estimates and Opinions**: - Roth Capital has adjusted its Q3 2025 EPS estimates downward from $0.45 to $0.36, indicating a more cautious outlook for the short term. - However, Roth Capital has also increased its FY2025 EPS estimate to $2.12, and FY2026 to $2.45, showing optimism for longer-term growth. - Jefferies Financial Group has upgraded ORA from a "hold" to a "buy" rating and raised its price target, which is a positive signal for long-term growth potential. 3. **Market Consensus and Price Targets**: The average analyst price target for ORA is $82.88, with a moderate buy rating. This suggests that while there are positive aspects, the market is also cautious, reflecting the mixed EPS trend. 4. **Dividend and Shareholder Activity**: ORA has announced a quarterly dividend, which is a positive sign for income-focused investors and can also influence the stock's long-term attractiveness. In conclusion, while ORA's recent EPS performance and some analyst adjustments suggest short-term challenges, the overall trend of increased estimates and positive price target adjustments, along with the dividend announcement, support the notion of long-term growth potential. Investors should monitor the company's performance closely, especially in the context of fluctuating EPS estimates and market conditions.