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Ormat’s Explosive Growth Story Comes With a Dangerous Valuation Catch

Ormat may be one of the most intriguing ways to play artificial intelligence’s electricity problem, but the stock’s huge rally has made the risk harder to ignore.
Rick Orford Written by: Rick Orford
Mike Reyes Edited by: Mike Reyes
Last Updated June 15, 2026
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Ormat Technologies (NYSE:ORA) may be moving from overlooked renewable energy company to serious artificial intelligence infrastructure play. Its geothermal assets, storage growth, and data center agreements create a compelling long-term story. Still, valuation matters. With the stock already up sharply, investors have to decide whether Ormat’s reliable power advantage is powerful enough to justify the premium.

Stock prices used were the market prices of June 8, 2026. The video was published on June 13, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.

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