OESX
ORION ENERGY SYSTEMS, INC.
$9.35
-1.16%
$37.9M
No data for this timeframe.
Vol
Market Cap$37.9M
Cap SizeNano Cap
Inst. Holders12 funds
Inst. Value$4.7M
Inst. Activity2 buys / 0 sells
Insider Activity1B / 0S
Insider Net $$5.5K
SEC Reports7
Press Releases3
Recent Activity
Jun 4, 2026
SEC
OESX reported Q4 FY2026 revenue of $25.7M (+23% YoY), well above the $23.9M consensus, but EPS of $0.04 missed the $0.26
PRESS-RELEASE — Impact 6/10
Jun 4, 2026
SEC
Orion Energy Systems reported Q4 FY2026 revenue of $25.7M (+23% YoY) and a narrower net loss of $1.5M, with adjusted EBI
8-K — Impact 4/10
May 19, 2026
SEC
Orion Energy Systems pre-announced preliminary FY26 revenue of $86M and adjusted EBITDA of at least $2M, reiterating FY2
8-K — Impact 5/10
Feb 27, 2026
Insider
BRODIN J PER bought 500 shares
EVP, CFO, CAO & Treasurer @ $11.07 ($5.5K)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
178,469 shares ($1.6M)
Inst.
SEI INVESTMENTS CO — DOUBLED
130,101 shares ($1.1M)
Jun 11, 2026
other
Orion (Nasdaq: OESX) to Participate in the iAccess Alpha Virtual Best Ideas Summer Investment Conference 2026 on June 23–24, 2026
Orion to Participate in the iAccess Alpha Virtual Best Ideas Summer Investment Conference 2026 on Ju
Apr 15, 2026
Press
Orion Energy Systems reaffirmed its FY2026 revenue guidance of $84M–$86M and expects positive adjusted EBITDA, while pro
Impact 6/10
Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$22.00 (Sep 2025)
Current $9.35
Low $20.00
Median $22.00
High $24.00
2 analysts
$20.00
$24.00
Analyst Ratings
3Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Sep 16, 2025 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Jun 27, 2025 | Craig-Hallum | MAINTAIN | Buy → Buy |
| Jun 27, 2025 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Feb 12, 2025 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| Aug 8, 2024 | HC Wainwright & Co. | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.24 ▼ -25.0% | $0.24 — $0.24 | 218% YoY | 1 |
| Next Q | $0.15 ▲ +7.1% | $0.15 — $0.15 | 194% YoY | 1 |
| Current FY | $0.88 ▼ -6.4% | $0.88 — $0.88 | 447% YoY | 1 |
| Next FY | $1.69 | $1.69 — $1.69 | 92% YoY | 1 |
Latest Reports
MIXED
PRESS-RELEASE
6/10
OESX reported Q4 FY2026 revenue of $25.7M (+23% YoY), well above the $23.9M consensus, but EPS of $0.04 missed the $0.26
Jun 4, 2026
NEUTRAL
8-K
4/10
Orion Energy Systems reported Q4 FY2026 revenue of $25.7M (+23% YoY) and a narrower net loss of $1.5M, with adjusted EBI
Jun 4, 2026
BULLISH
Press
6/10
Orion Energy Systems reaffirmed its FY2026 revenue guidance of $84M–$86M and expects positive adjusted EBITDA, while pro
Apr 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | ADD |
| SEI INVESTMENTS CO | $1.1M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $978.2K | — |
| MARSHALL WACE, LLP | $497.5K | — |
| BlackRock, Inc. | $211.6K | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 27, 2026 | BRODIN J | BUY | $5.5K |
12 institutional holders with $4.7M total value (533,243 shares) as of 2026-Q1. Top holders: RENAISSANCE, SEI, VANGUARD. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 178,469 | $1.6M | 33.5% | ADD +32.4% |
| 2 | SEI INVESTMENTS CO | 130,101 | $1.1M | 24.4% | DOUBLED +114.3% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 111,924 | $978.2K | 21.0% | — |
| 4 | MARSHALL WACE, LLP | 56,924 | $497.5K | 10.7% | — |
| 5 | BlackRock, Inc. | 24,209 | $211.6K | 4.5% | — |
| 6 | VANGUARD FIDUCIARY TRUST CO | 17,312 | $151.3K | 3.2% | — |
| 7 | Trexquant Investment LP | 12,376 | $108.2K | 2.3% | — |
| 8 | MORGAN STANLEY | 877 | $7.7K | 0.2% | ADD +87.4% |
| 9 | Vanguard Global Advisers, LLC | 722 | $6.3K | 0.1% | — |
| 10 | WELLS FARGO & COMPANY/MN | 200 | $1.7K | 0.0% | — |
| 11 | JONES FINANCIAL COMPANIES LLLP | 128 | $1.2K | 0.0% | — |
| 12 | CITIGROUP INC | 1 | $9.00 | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 134,776 | 178,469 | +32.4% | $1.6M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 60,714 | 130,101 | +114.3% | $1.1M | 2026-Q1 |
| MORGAN STANLEY | ADD | 468 | 877 | +87.4% | $13.5K | 2025-Q4 |
| UBS Group AG | DOUBLED | 2,300 | 12,139 | +427.8% | $7.3K | 2025-Q2 |
| Beacon Pointe Advisors, LLC | ADD | 20,000 | 25,908 | +29.5% | $20.7K | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 38,135 | 1,036 | -97.3% | $888.00 | 2024-Q3 |
1 unique insiders with 1 transactions. Net insider value: $5.5K ($5.5K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 27, 2026 | BRODIN J PER | EVP, CFO, CAO & Treasurer | BUY | 500 | $11.07 | $5.5K |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 1 mixed, 5 neutral. Avg impact: 4.7/10.
MIXED
PRESS-RELEASE
6/10
OESX reported Q4 FY2026 revenue of $25.7M (+23% YoY), well above the $23.9M consensus, but EPS of $0
Jun 4, 2026
NEUTRAL
8-K
4/10
Orion Energy Systems reported Q4 FY2026 revenue of $25.7M (+23% YoY) and a narrower net loss of $1.5
Jun 4, 2026
NEUTRAL
8-K
5/10
Orion Energy Systems pre-announced preliminary FY26 revenue of $86M and adjusted EBITDA of at least
May 19, 2026
BEARISH
PRESS-RELEASE
7/10
Orion Energy Systems pre-announced FY2026 revenue of ~$86M and adjusted EBITDA ≥$2M, with FY2027 gui
May 19, 2026
NEUTRAL
8-K
4/10
Orion Energy Systems reiterated its FY 2026 revenue guidance of $84M-$86M and FY 2027 outlook of $95
Apr 16, 2026
NEUTRAL
EFFECT
4/10
Orion Energy Systems, Inc. (OESX) has had an S-3 shelf registration statement become effective as of
Mar 17, 2026
NEUTRAL
S-3
3/10
Orion Energy Systems (OESX) has filed a new S-3 shelf registration to replace its prior shelf and ma
Mar 6, 2026
BULLISH
6/10
Orion Energy Systems reaffirmed its FY2026 revenue guidance of $84M–$86M and expects positive adjust
Apr 15, 2026
BULLISH
7/10
Orion Energy Systems announced $21 million in new electrical contracting engagements with seven ente
Mar 24, 2026
NEUTRAL
5/10
Orion Energy Systems announced a $3.6 million contract to provide electrical infrastructure and LED
Mar 3, 2026
Historical analyst distribution (last covering-analyst action Sep 2025): 89% buy across 9 analysts — 3 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Sep 2025. No current recommendation available.
$22.00 mean target (Sep 2025)
$20.00 Low
$24.00 High
| Metric | Value |
|---|---|
| Current Price | $9.35 |
| Target Low | $20.00 |
| Target Mean | $22.00 |
| Target Median | $22.00 |
| Target High | $24.00 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.24 | $0.24 | $0.24 | 217.6% | -25.0% | 0↑ 1↓ | $0.0B | 22.0% | 1 |
| Next Q 2026-09-30 |
$0.15 | $0.15 | $0.15 | 194.4% | +7.1% | 1↑ 0↓ | $0.0B | 19.3% | 1 |
| Current FY 2027-03-31 |
$0.88 | $0.88 | $0.88 | 446.6% | -6.4% | 0↑ 1↓ | $0.1B | 11.5% | 1 |
| Next FY 2028-03-31 |
$1.69 | $1.69 | $1.69 | 92.1% | — | 0↑ 1↓ | $0.1B | 12.6% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.240 | |
| 7d ago | $0.240 | |
| 30d ago | $0.320 | -0.080 |
| 60d ago | $0.320 | -0.080 |
| 90d ago | $0.320 | -0.080 |
6 analyst firms have rated this stock: 1 upgrades, 4 downgrades, 5 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Sep 16, 2025 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Jun 27, 2025 | Craig-Hallum | MAINTAIN | Buy | Buy |
| Jun 27, 2025 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Feb 12, 2025 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Aug 8, 2024 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Jun 7, 2024 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Feb 8, 2024 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Aug 10, 2023 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Jun 7, 2023 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Feb 10, 2023 | HC Wainwright & Co. | REITERATE | — | Buy |
| Jun 8, 2022 | B. Riley Securities | MAINTAIN | — | Neutral |
| Nov 10, 2021 | B. Riley Securities | DOWNGRADE | Buy | Neutral |
| Jun 2, 2021 | Roth Capital | DOWNGRADE | Buy | Neutral |
| Nov 6, 2020 | HC Wainwright & Co. | MAINTAIN | — | Buy |
| Mar 30, 2020 | B. Riley Securities | MAINTAIN | — | Buy |
| Feb 7, 2020 | HC Wainwright & Co. | REITERATE | — | Strong Buy |
| Jan 30, 2020 | B. Riley Securities | MAINTAIN | — | Buy |
| Jan 29, 2020 | Craig-Hallum | REITERATE | — | Buy |
| Jan 29, 2020 | Roth Capital | MAINTAIN | — | Neutral |
| Sep 4, 2019 | B. Riley Securities | INITIATE | — | Buy |
| Sep 4, 2019 | B. Riley Securities | INITIATE | — | Buy |
| Apr 4, 2019 | Craig-Hallum | UPGRADE | Hold | Buy |
| Jul 18, 2016 | Rodman & Renshaw | INITIATE | — | Buy |
| Aug 4, 2015 | Roth Capital | DOWNGRADE | Buy | Neutral |
| Apr 3, 2014 | Ascendiant Capital | DOWNGRADE | Buy | Hold |
| Feb 12, 2014 | Roth Capital | INITIATE | — | Buy |
| Dec 19, 2013 | Ascendiant Capital | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| May 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Apr 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Mar 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Feb 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% | |
| Jan 1, 2026 | 3 | 5 | 1 | 0 | 0 | 89% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 11, 2026
other
Orion (Nasdaq: OESX) to Participate in the iAccess Alpha Virtual Best Ideas Summer Investment Conference 2026 on June 23–24, 2026
Orion to Participate in the iAccess Alpha Virtual Best Ideas Summer Investment Conference 2026 on June 23–24, 2026
Jun 4, 2026
earnings
Orion Reports FY 2026 Revenue of $86M and Adjusted EBITDA of $2.2M After Continued Growth in Q4; Reiterates FY 2027 Expectation of $95M-$97M in Revenue and Positive Adjusted EBITDA
Orion Reports FY 2026 Revenue of $86M and Adjusted EBITDA of $2.2M After Continued Growth in Q4
Jun 4, 2026
earnings_calendar
OESX Q4 2026 Earnings After Market Close — 2026-06-04
Jun 2, 2026
other
Orion to Present at Singular Research’s Las Vegas Invitational Conference
Orion to Present at Singular Research’s Las Vegas Invitational Conference
May 27, 2026
other
Orion Targets Rapidly Expanding AI Data Center Market with Energy-Efficient LED Lighting Solution
Orion Targets Rapidly Expanding AI Data Center Market with Energy-Efficient LED Lighting Solution NASDAQ:OESX
May 20, 2026
other
Orion to Host Q4 and Full Fiscal Year 2026 Investor Call Thursday, June 4, at 10 a.m. ET
Orion to Host Q4 and Full Fiscal Year 2026 Investor Call Thursday, June 4, at 10 a.m. ET
May 19, 2026
earnings
Orion Announces Preliminary FY26 Revenue of $86M and Approximately $2M Adjusted EBITDA; Reiterates Expectations for Increased Growth and Profitability in FY 2027
Orion Announces Preliminary FY26 Revenue of $86M and Approximately $2M Adjusted EBITDA;
Reiterates Expectations for Increased Growth and Profitability
Apr 15, 2026
activist
Orion Reiterates Expectations for Increased Growth and Profitability in FY 2026 and FY 2027; Strong Profitable Growth Drive Highlights Sally Washlow’s First Year as CEO
Orion Reiterates Expectations for Increased Growth and Profitability in FY 2026 and FY 2027
Apr 2, 2026
other
Orion to Exhibit at LEDucation 2026
Orion to Exhibit at LEDucation 2026
Mar 24, 2026
contract
Orion Selected by Seven Customers for $21M in Electrical Contracting Engagements
A licensed electrical contractor in 45 states, Orion is taking an increasingly extensive role in electrical contracting for large enterprise facilitie
Mar 17, 2026
other
Orion/Voltrek Embarks on $10M in EV Charging Deployments; More than 80 U.S. Installations Range from the Northeast to the Carolinas to California
Orion/Voltrek Embarks on $10M in EV Charging Deployments;
More than 80 U.S. Installations Range from the Northeast to the Carolinas to California
Mar 3, 2026
contract
Orion Announces $3.6M Electrical Infrastructure and LED Lighting Engagement for Global Testing Services Leader
Orion Announces $3.6M Electrical Infrastructure and LED Lighting Engagement for Global Testing Services Leader