Wells Fargo Raises its Price Target on HA Sustainable Infrastructure Capital, Inc. (HASI) to $44 and Maintains an Overweight Rating

HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) is among the 11 High Growth Financial Stocks to Buy Now.

On February 18, 2026, Wells Fargo analyst Praneeth Satish raised the price target on HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) to $44 from $37 and maintained an Overweight rating. Praneeth Satish said Q4 results were in line, and the company initiated new FY28 guidance that was also in line. The 12-month pipeline increased to “greater than $6.5B” from “greater than $6B” in Q3 2025, highlighting the company’s opportunity set.

On February 17, 2026, TD Cowen raised the price target on HA Sustainable Infrastructure Capital, Inc. to $50 from $40 and kept a Buy rating after updating its model following a review of the 10K. TD Cowen pointed to capital efficiency improvements and closed transactions as providing confidence in continued execution. On February 13, 2026, Goldman Sachs increased its price target to $38 from $33 and maintained a Neutral rating. Goldman Sachs said Q4 adjusted EPS slightly exceeded expectations and noted the company raised its 2025 to 2028 adjusted EPS compound annual growth rate guidance to 10%. Goldman Sachs added that accelerated payout ratio reductions and diversified funding are expected to lift adjusted return on equity above 17% by 2028, while $4.3B in annual transactions, including the $1.2B SunZia project, signals strong project activity.

On February 12, 2026, HA Sustainable Infrastructure Capital, Inc. reported Q4 revenue of $114.81M, compared with the $106.13M consensus estimate. CEO Jeffrey A. Lipson said, “Our resilient business achieved extraordinary outcomes in 2025,” citing record $4.3 billion in new investments, a pipeline of greater than $6.5 billion, and 25% growth in Adjusted Recurring Net Investment Income. Adjusted EPS grew more than 10% in 2025 for a 10% compound annual growth rate over the past 10 years, with guidance pointing to similar growth through 2028.

HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) invests in energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States.

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