What happened?
A number of stocks jumped in the afternoon session after The Federal Reserve opened its two-day meeting with the 10-year Treasury yield at 4.995%, and futures priced roughly a 90% chance that rates stay in the current 3.75%–4% range, as reported by CNBC. September durable-goods orders rose 1.8%, a touch above the 1.7% gain economists polled by Dow Jones had expected. The decision comes later in the week, and Chair Kevin Warsh’s press conference is where investors will listen for any sign of another hike before year-end. In addition to policy anticipations, resilient corporate updates reinforced market optimism, highlighted by United Parcel Service lifting its full-year guidance following better-than-expected profit results. Together, anticipation surrounding interest rate stability and robust corporate performance fueled widespread optimism across Wall Street.
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:
- General industrial machinery company Columbus McKinnon (NASDAQ: CMCO) jumped 6.7%. Is now the time to buy Columbus McKinnon? Access our full analysis report here, it’s free.
- Renewable energy company Bloom Energy (NYSE: BE) jumped 7.7%. Is now the time to buy Bloom Energy? Access our full analysis report here, it’s free.
- Energy products and services company Ameresco (NYSE: AMRC) jumped 10.6%. Is now the time to buy Ameresco? Access our full analysis report here, it’s free.
- Renewable energy company FuelCell Energy (NASDAQ: FCEL) jumped 6.4%. Is now the time to buy FuelCell Energy? Access our full analysis report here, it’s free.
- Construction and maintenance services company WillScot Mobile Mini (NASDAQ: WSC) jumped 7.1%. Is now the time to buy WillScot Mobile Mini? Access our full analysis report here, it’s free.
Zooming in on Ameresco (AMRC)
Ameresco’s shares are extremely volatile and have had 43 moves greater than 5% over the last year. But moves this big are rare even for Ameresco and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 21 days ago when the stock gained 3.7% on the news that surging capital spending for artificial intelligence infrastructure and defense bolstered demand across power systems, data center construction, and electrical grid buildouts, with gains amplified as the S&P 500 and Nasdaq Composite reached fresh all-time highs. Capital allocations directed toward artificial intelligence facilities have intensified demand across the industrials sector, as massive computing clusters require extensive power upgrades and physical installations as reported by AP news. Companies providing electrical grid equipment, backup generation, and specialized data center construction are seeing accelerated project orders. Power supply constraints have become a focal challenge for tech infrastructure development, turning industrial suppliers into critical enablers of technology adoption. Meanwhile, sustained government and corporate budgets for defense modernization provide an additional pillar of predictable revenue. Analysts note that these dual infrastructure drivers have helped insulate power systems and industrial equipment providers from broader macroeconomic cyclicality, reinforcing market momentum as investors anticipate continued multi-year order backlogs across the sector.
Ameresco is down 35% since the beginning of the year, and at $19.94 per share, it is trading 52% below its 52-week high of $41.55 from October 2025. Investors who bought $1,000 worth of Ameresco’s shares 5 years ago would now be looking at only $259.57.
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