ORA Ormat Technologies, Inc. Loading... : Bullish and Bearish Analyst Opinions
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02:10
Jun 03
Jun 03
Long power/grid infrastructure names NVT, FPS, ORA, HPS.A on the thesis that the power/grid buildout cycle is in earlier innings relative to AI hardware, with less forward growth already priced in.
MED
17:54
Jun 02
Jun 02
Buy power/grid infrastructure names as the theme is in earlier innings relative to AI hardware, with less forward growth already priced in; author discloses active long position.
MED
18:18
Jun 01
Jun 01
Author discloses current long positions in ORA, FPS, and CECO as power/grid infrastructure plays benefiting from the AI data center buildout and growing BESS deployment demand.
MED
21:45
May 21
May 21
Avoid telecom operators as 6G and AI-RAN capex will pressure returns while monetization remains unproven.
HIGH
22:37
May 14
May 14
Reports Ormat has two Enhanced Geothermal Systems partnerships from its call; no directional view stated.
HIGH
17:52
May 14
May 14
Buy ORA over FRVO: ORA offers comparable geothermal/DC value at lower market cap, with SLB partnership enabling scalable "anywhere" positioning vs. FRVO's already-priced-in growth.
HIGH
17:06
May 14
May 14
Buy ORA as hyperscaler demand for 24/7 geothermal power provides contracted revenue visibility through 2030, backed by White House priority.
HIGH
12:01
May 03
May 03
Geothermal baseload power essential for AI.
Sage Geosystems' partnership with Ormat allows drilling adjacent to Ormat's existing geothermal field and feeding hot water into Ormat's power plant, reducing project timeline by 1.5 years and enabling commercial scale by 2027. This collaboration leverages Ormat's infrastructure to accelerate deployment and drive returns, with a term sheet already in place with Meta for 150 MW.
MED
13:01
Mar 04
Mar 04
Arnold calls advanced geothermal "one of the most interesting components of the system today." It provides baseload power (unlike solar/wind) and utilizes the US's massive advantage in skilled oil & gas labor (drilling/subsurface expertise). While solar faces cannibalization (value drops as more supply hits the grid at noon), geothermal provides 24/7 power which data centers need. Ormat is the only scaled, pure-play geothermal operator positioned to benefit from this shift toward clean baseload. LONG. Geothermal is the solution to the intermittency problem that doesn't require waiting 15 years for nuclear. Execution risk in scaling new geothermal technologies (enhanced geothermal systems); high interest rates hurting project finance.
10:17
Feb 23
Feb 23
Orange shares are up 25% YTD. The CEO confirms cash flow will rise 12% YoY. They are consolidating the Spanish market and growing double-digits in Africa. In a volatile macro environment (tariffs/war), Orange acts as a defensive compounder. They have pricing power, are consolidating fragmented markets (Spain), and have a "moat" against AI disruption (connectivity is essential regardless of AI). LONG ORA. Regulatory blocking of further consolidation in France (SFR deal).
About ORA Analyst Coverage
Buzzberg tracks ORA (Ormat Technologies, Inc.) across 4 sources. 8 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (80%). 10 total trade ideas tracked.