• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Should HASI’s US$1 Billion Sustainable Infrastructure Push Require Action From HA Sustainable Infrastructure Capital (HASI) Investors?

    Simply Wall St·01/07/2026 22:24:48
    Listen to the news
    • In late 2025, HA Sustainable Infrastructure Capital, Inc. and Sunrun Inc. closed a joint venture under which HASI will invest up to US$500,000,000 over 18 months to finance more than 300 megawatts of distributed home energy assets, while HASI also committed an additional US$500,000,000 alongside KKR & Co. to U.S. sustainable infrastructure projects.
    • This combination of a large home-solar financing platform and expanded co-investment capacity highlights HASI’s growing role as a capital provider across multiple sustainable infrastructure channels.
    • We’ll now examine how HASI’s expanded financing commitments, particularly the up to US$500,000,000 Sunrun venture, influence the company’s broader investment narrative.

    Outshine the giants: these 26 early-stage AI stocks could fund your retirement.

    What Is HA Sustainable Infrastructure Capital's Investment Narrative?

    To own HA Sustainable Infrastructure Capital, you have to believe in its niche as a specialist capital provider to the energy transition, and in its ability to turn that focus into consistent, high‑quality earnings. The new Sunrun joint venture and the added US$500,000,000 commitment alongside KKR both reinforce the core equity story: HASI is leaning further into scalable, long‑duration cash flows from sustainable assets while still trading below many fair value estimates. In the near term, the key catalysts now skew more toward execution: how quickly and profitably HASI can deploy this new capital, and whether its expanded CarbonCount revolving facility and recent bond issuance keep funding costs under control. The flip side is that balance sheet risk is moving closer to center stage as growth accelerates.

    However, investors should also consider how rising leverage and funding needs could reshape the risk profile. HA Sustainable Infrastructure Capital's shares have been on the rise but are still potentially undervalued by 13%. Find out what it's worth.

    Exploring Other Perspectives

    HASI Earnings & Revenue Growth as at Jan 2026
    HASI Earnings & Revenue Growth as at Jan 2026
    Three Simply Wall St Community fair value views cluster between US$33 and about US$39.64, while HASI’s recent solar and co investment commitments raise fresh questions about funding costs, leverage and how resilient future returns might be if conditions tighten.

    Explore 3 other fair value estimates on HA Sustainable Infrastructure Capital - why the stock might be worth just $33.00!

    Build Your Own HA Sustainable Infrastructure Capital Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    Searching For A Fresh Perspective?

    Our top stock finds are flying under the radar-for now. Get in early:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.