Ameresco, Advanced Energy, Vertiv, Rocket Lab, and American Superconductor Stocks Trade Down, What You Need To Know

What Happened?

A number of stocks fell in the morning session after markets became increasingly wary of high valuations following a significant AI-driven rally. 

The tech-heavy Nasdaq fell approximately 1.4% as a wave of caution swept through the market. A key example of this trend is Palantir Technologies, which saw its shares drop around 7% despite reporting record quarterly results that surpassed analyst estimates and raising its full-year revenue outlook. This seemingly contradictory movement highlighted a broader sentiment shift. Investors appeared to be engaging in profit-taking, concerned that the recent surge in AI-related stocks had led to stretched valuations. This broader market caution affected high-growth technology companies that had previously surged on AI optimism but faced increased scrutiny, signaling a potential cooling-off period for the sector. Adding serious weight to this caution, leadership at both Goldman Sachs and Morgan Stanley highlighted the possibility of a correction in the equity markets over the next couple of years. Despite the euphoria driven by AI optimism and the promise of future rate cuts, these banks viewed this cooling-off period not as a disaster, but as a necessary and healthy feature of a long-term bull market.

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:

• Energy Products and Services company Ameresco (NYSE:AMRC) fell 5.1%. Is now the time to buy Ameresco? Access our full analysis report here, it’s free for active Edge members.
• Electronic Components company Advanced Energy (NASDAQ:AEIS) fell 4.7%. Is now the time to buy Advanced Energy? Access our full analysis report here, it’s free for active Edge members.
• Electrical Systems company Vertiv (NYSE:VRT) fell 4.8%. Is now the time to buy Vertiv? Access our full analysis report here, it’s free for active Edge members.
• Aerospace company Rocket Lab (NASDAQ:RKLB) fell 3.8%. Is now the time to buy Rocket Lab? Access our full analysis report here, it’s free for active Edge members.
• Renewable Energy company American Superconductor (NASDAQ:AMSC) fell 4.8%. Is now the time to buy American Superconductor? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Ameresco (AMRC)

Ameresco’s shares are extremely volatile and have had 60 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 previous big move we wrote about was 22 days ago when the stock gained 9.7% on the news that a softened tone from President Donald Trump on U.S.-China relations boosted investor sentiment. The positive shift followed a weekend post on Truth Social where Trump stated, "Don't worry about China, it will all be fine!" and expressed a desire to help rather than hurt the country's economy. This statement provided significant relief to markets that had ended the prior week with steep losses. In response, the Nasdaq Composite jumped 2.2%, the S&P 500 gained 1.6%, and the Dow Jones Industrial Average closed 1.3% higher, as investors' fears of escalating trade tensions subsided.

Ameresco is up 43.7% since the beginning of the year, but at $36.13 per share, it is still trading 16.4% 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 $934.91.

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